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  • 1.  Sales Order Recap report

    Posted 05-05-2025 16:50

    Anyone have a client who actually uses this, and has found missing orders?  If you go to Sales Order Entry and click on the lookup, there are more standard orders there than show up in the Sales Order Recap report.



    ------------------------------
    Beth Bowers
    Dog Mom, first and foremost. The rest is all just necessary to keep the dogs in biscuits.
    (269) 358-0989
    ------------------------------


  • 2.  RE: Sales Order Recap report

    Posted 05-06-2025 06:43

    Any chance someone ran the Purge Sales Order Recap Utility (Sales Order > Utilities menu)  or in Sales Order Options, is the Option for "Purge Sales Order Recap at Period End " checked ?

     

     

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    David Overholt

    DWD Technology Group, Inc.

    9921 Dupont Circle Drive West, Suite 300 | Fort Wayne, IN 46825

    260.423.2414 main

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    800.232.8913 toll free

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  • 3.  RE: Sales Order Recap report

    Posted 05-06-2025 08:21

    @David Overholt - it is set to purge at period end, but I was under the impression that was only closed orders.  Older open orders DO still show up - just not all of them.



    ------------------------------
    Beth Bowers
    Dog Mom, first and foremost. The rest is all just necessary to keep the dogs in biscuits.
    (269) 358-0989
    ------------------------------

    Original Message


  • 4.  RE: Sales Order Recap report

    Posted 05-06-2025 09:57

    Have you looked at the table SO_SalesOrderRecap in DFDM?  If the orders are missing from that table, then they may have been purged somehow.  I looked and don't see a way to repopulate that though.

     

     

     

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    **************

    David Overholt

    DWD Technology Group, Inc.

    9921 Dupont Circle Drive West, Suite 300 | Fort Wayne, IN 46825

    260.423.2414 main

    260.399.8655 Direct

    800.232.8913 toll free

    sagesupport@dwdtechgroup.com

    www.dwdtechgroup.com

     

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    Original Message


  • 5.  RE: Sales Order Recap report

    Posted 05-07-2025 09:00

    So, @David Overholt

    This one isn't in the file, as aren't other older ones.

    The file has Completed orders in it, and they don't print on the Recap even when you choose ALL Statuses.

    The whole thing appears to be a mess and apparently no one but my client ever looks at it.  :-(



    ------------------------------
    Beth Bowers
    Dog Mom, first and foremost. The rest is all just necessary to keep the dogs in biscuits.
    (269) 358-0989
    ------------------------------

    Original Message


  • 6.  RE: Sales Order Recap report

    Posted 05-07-2025 09:23

    I will admit that I don't know of any client that uses that report either, I agree with you that it appears to be really buggy!  Maybe that is why clients don't use it??

     

     

     

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    **************

    David Overholt

    DWD Technology Group, Inc.

    9921 Dupont Circle Drive West, Suite 300 | Fort Wayne, IN 46825

    260.423.2414 main

    260.399.8655 Direct

    800.232.8913 toll free

    sagesupport@dwdtechgroup.com

    www.dwdtechgroup.com

     

    A black background with white text Description automatically generated

     




    Original Message


  • 7.  RE: Sales Order Recap report

    Posted 05-07-2025 10:15

    Could this be part of the reason ( note that I see this is a rather old community post so it may or may not still be relevant ) - and this article seems to only be talking about partial amounts missing and possibly not the full order which you are seeing. Just an fyi as I stumbled across it when searching my email to see if I had anyone report anything with Sales Order Recap...

    https://communityhub.sage.com/us/sage100/f/core-financial-modules/90385/sales-order-recap-report-omitting-partially-shipped-orders

    During the year we measure both weekly and YTD bookings and for this we take all entered SO's within a given date range.  The problem is that when running the SO Recap Report, the report omits all amounts that have already been invoiced on partially shipped orders, leaving only the back order amount showing.  (As the invoice process clears the lines from the open SO)

    Is there a solution to show the total value of all SO's entered in a given period that works around this?  I know I can manually work through the data and add-back prior invoiced items as showing on the Backorder Report, however this is way too much digging for what should be immediately available data.



    ------------------------------
    Wayne Schulz
    wayne@s-consult.com
    Schulz Consulting
    (860) 516-8990
    CT
    ------------------------------



  • 8.  RE: Sales Order Recap report

    Posted 05-07-2025 11:05

    @Wayne Schulz - I don't think so, because these are uninvoiced orders, but it does appear that at some point it was working better!



    ------------------------------
    Beth Bowers
    Dog Mom, first and foremost. The rest is all just necessary to keep the dogs in biscuits.
    (269) 358-0989
    ------------------------------

    Original Message


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