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7.1.  Summarized Backlog

To view summarized backlog by site, go to Sales > Reports > Summarized Backlog. The following screen will appear:

Summarized Backlog by Site

When displaying summarized backlog by site, you are presented with the following options:

All Customer Types

Select to display summarized backlog by site for all customer types.

Selected

Specify customer type whose backlog by site you want to display.

Pattern

Enter a customer type pattern to select a range of customer types. Refine your search using regular expressions.

All Sites

Select to display summarized backlog for all sites.

Selected

Specify site whose summarized backlog you want to display.

Start Date

Summarized backlog by site entered on and after this date will be displayed.

End Date

Summarized backlog by site entered on and before this date will be displayed.

Show Prices and Costs

Select to include pricing and cost information in the display.

Backlog

Display lists summarized backlog by site, using the specified parameters. The display is a nested list, with a plus (+) sign located to the far left of the screen next to each line that may be expanded to lower levels. By clicking your mouse on a plus sign, you reveal lower levels of information related to the order. If the Show Prices and Costs option is selected, additional columns showing sales price, cost, and margin will display.

Note

The Summarized Backlog By Site display is color-coded for ease of use. The following colors are used to describe the backlog status of sales order line items:

Blue

Order is at shipping but is not yet shipped.

Green

Order has been shipped complete, but has not yet been selected for billing.

Red

Part of the order has been shipped and selected for billing, but backorder items still need to be shipped and billed.

Black

None of the above conditions is true.

Total Sales Orders

Displays the total number of sales orders on backlog.

Total line items

Displays the total number of sales order line items on backlog.

Total Qty (Inventory UOM)

Displays the total number of unshipped sales order line items on backlog.