Hello - Is there a good report that shows Sales Orders that are fulfilled and ready to ship? See below for more detail.
Desired report/dashboard:
Search all open Sales Orders.
Display results based on criteria (Confirm these for each line on Sales Order):
- For inventory/purchased items- QTY AVAILABLE equal or greater than QTY ORDERED
- For Lines with a JOB created- Marked as complete
If ALL lines on the Sales Order are true above or are marked CLOSED/VOIDED (partial shipments/etc):
Display on report- - Sales Order number
- Customer Number
- Customer Name
- Due Date
I essentially want a report to display any Sales Orders that are ready to ship.
Thank you,
Lisa