Sunday, February 17, 2019

Exclude Closed Sales Orders from the Sales Order by Customer Report

The Sales Orders by Customer Summary report shows the total of the approved sales orders and return authorizations for each customer during the date range you select.

Though Closed Sales Order may still appear on Sales Order By Customer Report, we can can customize the filter.


Here are the steps:

1. Navigate to Reports > Sales Orders > Sales Order by Customer > Customize
2. Edit Columns : Bookings folder > add Validated Status 
3. Filters: In the Choose Filters page > Highlight Validated Status field and add the status Closed so the filters will be: Cancelled, Pending Approval, Closed
4. Click Add

5. Save or Preview
After setting these filters Closed orders will no longer appear on Sales Order by Customer Report


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