Sales Order Analysis

Use this report when you are generating production orders based on sales orders. If the environment in which you are using Traverse Manufacturing is a make-to-order or job shop environment in which production orders are entered as a direct results of an incoming sales order, you may want to automatically generate the production orders from the sales orders.

The report has two primary functions

• Review the current need for production orders based on existing sales orders. Many times you won't want to use the Generate Orders from Sales function, but want an idea of production orders that you need to place. For example, if a customer places an order for 10 widgets, then you need to create a production order for widgets to cover this sales order, if one doesn't currently exist. You may have sufficient stock, you may want to enter a production order for 10 widgets, or you may want to enter an order for 100 widgets because you know you will need them eventually or because your current inventory is already committed to other uses.
• View the possible results of using the Generate Orders from Sales function by using the same criteria to run this report. You can see the results without actually creating the production orders.

1. Use the Data Filter to select the range of filtering options or leave the filter blank to include all available data.
2. Select the sort criteria for the report from the Sort By section.
3. Select the Banded Rows check box, if applicable, to highlight alternating lines on the report to make the report easier to read.
   Note: Use the System Manager Print Preferences function to define the default setting for this check box. You can then override this default when you print the report .
4. Click a command button to

Select	To
Print	Print the Sales Order Analysis report using the selected criteria.
Output	Output the list as a PDF.
Send	Save the list as a PDF and attach it to an email using your default mail program.
Preview	Preview the Sales Order Analysis report using the selected criteria.
Reset	Reset all fields and lists to their default selections.