Orders Written Off Report

The Orders Written Off Report is a report style available in the Order Transaction Report. This report style allows users to identify orders that have been closed with a balance due. This article will explain how to create, print, and save the Orders Written Off report. It will also provide examples of various report setups.

Requirements:

• Users must have Reports access to Orders.

Did you know?

• Users can set up payment thresholds that automatically close orders when they meet a paid dollar or percentage amount remaining. Orders that were closed via threshold are considered in this report.
• Orders are considered closed when:
  • The order's status is Closed.
  • The Close Sales and Close Receivable checkboxes on the order's General tab are checked.

Creating the Report

1. Navigate to the Orders page.

2. Click Reports, then select Order Transaction Reports.

3. The Customer Order Listing window will appear. The report builder contains four tabs: General, Selection, Grouping, and Saved Reports.

The General Tab

4. Select the Orders Written Off report style.

5. Select the report's level of detail for the print.

• Show Details- show each individual order written off 
• Show Line Level- show the line level details for each order written off (most detailed)
• Show Totals Only- display only the total amount written off (least detailed)

6. Using the Timeframe fields, enter the date range for the report. Click each field to open the date selection window.

7. Using the Timeframe based on options, select the date you want to use to identify orders.

• Order Release Date- identify orders based on its release date
• Order Entry Date- identify orders based on its create date

8.  If needed, filter the orders by sales account using the Sales Account field. 

9. Click Customize to fully customize the report's selection, grouping, sorting, filters, and layout using the Order Customizable Listing Report builder. This is optional. 

The Selection Tab

Use this tab to filter orders by order type, manufacturer, customer, parent manufacturer, or parent customer.

The Grouping Tab

Use this tab to define how orders will be grouped in the report. 

The Saved Reports Tab

Use this tab to open a previously saved report. Learn more about accessing saved reports in OASIS.

Printing the Report

1. Select an output from the Output to drop-down list.

• Local Printer- print the report using a printer on your local network
• Print Preview- view a PDF copy of the report
• PDF File- save a PDF copy of the report 
• Microsoft Excel-save an Excel copy of the report 
• Send Message- email a PDF copy of the report
• Send Message (Excel)- email an Excel copy of the report

Note: if printing to Excel using the Microsoft Excel or Send Message (Excel) print output, check Excel Friendly to have the layout and formatting adjusted for readability in an Excel table.

2. Click Print.

Saving the Report

1. Name the report using the Report Title field.

2. Click to save the report. Learn more about accessing saved reports in OASIS.

Example Reports

The example below displays an Orders Written Off report grouped by manufacturer with Show Details selected.

The example below displays an Orders Written Off report grouped by manufacturer with Show Line Level selected.

The example below displays an Orders Written Off report grouped by manufacturer with Show Totals Only selected.