Running the To Be Shipped Report

  1. Open the To Be Shipped Report.
  2. Specify this information:
    Order Status
    Select the order statues that you want to include in the report:
    • Open
    • Estimate
    • Closed
    Translate To Domestic Currency
    Select this check box if you want to translate the currency to the domestic currency on the report.
    Display Sub Totals
    Select this check box to print sub-totals or the sum of all line items for an order on the report.
    Display Report Header
    Select this check box to print report headers on the output.
    Base Totals On Quantity Available
    Select this check box to calculate the totals using this formula: Qty Ordered - Qty Shipped compared to Qty In Stockroom Location. Clear this check box to calculate the totals using this formula: Qty Ordered - Qty Shipped = Qty To Ship
    Include
    Select the option you want to use for the lines to include in the report:
    • All Lines To Be Shipped
    • Lines with Available Quantity
    • Backordered Lines
    • Backordered Lines with Available Quantity
    Sort By
    Select whether you want to sort the report by order or due date.
    Credit Hold
    Select whether you want to include orders where the customer is on Credit Hold:
    • Yes: Include only those customers who have been placed on credit hold. Only the orders that were placed after the customer was put on credit hold are printed on the report.
    • No: Include only those customers not on credit hold.
    • Both: Include all customers regardless of credit hold status.
  3. For these fields, select the range of values to include in the report:
    • Order
    • Customer
    • Order Date
    • Customer PO
    • Item
    • Due Date
    • Last Ship Date
    • Warehouse
  4. Click Preview to view the report output before printing.
  5. Click Print to run the report and print the output.