Sales Order State Summary Report

Complete the following steps to view the sales order (SO) state summary:

1. L og in to the ONE system.

2. Click Menus/Favs > Order Mgmt > Sales Order > SO State Summary.
   In the NEO UI, users can click on the Menus/Favs icon on the left sidebar and type in the name of the screen in the menu search bar. For more information, see "Using the Menu Search Bar."
   The SO State Summary displays with the filters menu opened.
   
   

   

   
   
   

3. Filter the results as desired using the filters described in the table. See the following table for descriptions of the available filter fields.

   Field	Description
   Customer	Enter the customer. This field uses predictive text. Begin typing and make your selection from the matching results that display below the field.
   Ship To Site	Use this field to filter Ship To sites. This field uses predictive text. Begin typing and make your selection from the matching results that display below the field.
   Item	Use this field to filter sales orders for a specific item. This field uses predictive text. Begin typing and make your selection from the matching results that display below the field.
   Ship From Partner	Use this field to filter by Ship From Partner. This field uses predictive text. Begin typing and make your selection from the matching results that display below the field.
   Delivery Date	Click the calendar and clock icons to select a delivery date range for the search.
   Ship To Location	Use this field to filter by locations that can receive shipments. This field uses predictive text. Begin typing and make your selection from the matching results that display below the field.
   Vendor	Filter the results by any of the available vendors. This field uses predictive text. Begin typing and make your selection from the matching results that display below the field.
   Ship From Site	Use this field to filter Ship From sites. This field uses predictive text. Begin typing and make your selection from the matching results that display below the field.
   Planner Code	This field contains a list of planner codes available. This field uses predictive text. Begin typing and make your selection from the matching results that display below the field.
   Show States With Zero Count	If checked, states that display no sales orders in the count column will still be displayed in the search results.
   Creation Date	Click the calendar and clock icons to select a shipment creation date range for the search.
   Disable My Preferences	Select Yes or No from the drop-down list.
   Ship From Country	Use this field to filter by the Ship From country. This field uses predictive text. Begin typing and make your selection from the matching results that display below the field.
   Ship To Country	Use this field to filter by the Ship To country. This field uses predictive text. Begin typing and make your selection from the matching results that display below the field.

4. Click the Search link.
   The Sales Order State Summary is displayed.
   
   

   

   
   
   The results display the number of orders available per state, along with orders that have Blocking Holds and Non-Blocking Holds.

5. Click a link in any column to view the specific orders for that category. For more information on holds, see the "Hold Policies" section in Online Help.

6. Click the Export to Excel button to export the summary to an Excel spreadsheet.