Check Deposits: Report

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Posted on by Sama

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Hi!

Can we pull out a 'Report' from GP that shows us the deposits made to an SO (before it gets transfered into an invoice).

All the reports I've been generating so far from the system only show the check deposits made onto an SO only if the SO has been transfered to an invoice.

Thanks!

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Dan Liebl 7,320 on at

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Re: Re: Re: Check Deposits: Report

Go to Reports>Sales>Activity>Sales Open Order.

Dan Liebl, CMA, CPIM | Senior Consultant | Olsen Thielen Technologies, Inc.
Sama 195 on at

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Re: Re: Check Deposits: Report

I just noticed this response, thanks. Do you know how I can generate an Open Order Report?

Thanks!
Sama 195 on at

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Re: Re: Check Deposits: Report

I can only generate it from the smartlist? I cannot do it from the Report section in Sales?

Thanks
Sunbeam De Jesus on at

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Re: Check Deposits: Report

go to smartlist>sales>sales transactions> select * then add cloumn deposit received.
Dan Liebl 7,320 on at

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Re: Check Deposits: Report

Assuming it is still in an order status, Smartlist would be the easiest and fastest way to report on it. An open order report will also include the deposit info.

Dan Liebl, CMA, CPIM | Senior Consultant | Olsen Thielen Technologies, Inc.