Open Salesperson Documents
Version: 150113
Printed Report Title:Â Open Salesperson Documents
Report Summary
List of open orders and documents by saleperson and month with document number, due date and line item qty & price.
Default Location In OBeer
Base Module:Â Sales - A/R > Sales Reports > Orchestrated Reports
Reports Module:Â Reports > Sales and Purchasing > Orchestrated Reports (1)
*These are the standard default locations. Your locations may be different.
Typically Used by
Sales Managers can run this to get an overview of the current activity for each salesperson. Salespeople could run it for themselves so they only see their activity.
Key Requirements
Assign a salesperson to each customer
Parameter Entry Options
Required:
Include Document types? (Choose from Sales Orders, Quotes and Returns)Â
Select Salesperson
Optional:
Select BrandsÂ
Select Business Partners / Customers
Parameter Entry Image
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Report Sample Image
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