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Evo-ERP and DBA Classic >> Sales >> Print Closed Sales Order Listing?
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Message started by IT Department on 09/01/15 at 13:03:46

Title: Print Closed Sales Order Listing?
Post by IT Department on 09/01/15 at 13:03:46

Hi All,

We have a user here who we do not want to have access to modifying or entering existing sales orders. I'm wondering if there is a way we can print closed sales order listings for a particular customer/company? Without going into SO > A and reopening the sales order I mean.

Any ideas are appreciated. Is this something we would need to run an odbc query for?

Thanks

Title: Re: Print Closed Sales Order Listing?
Post by TGerak on 09/02/15 at 06:16:35

Assuming you're using Evo, you can limit their access to SO-T Sales Order Inquiry. It looks just like SO-A, but is view only. You can also give them access to the report menu. We use ODBC extracts for some Excel based reporting too. Very powerfull stuff.

Title: Re: Print Closed Sales Order Listing?
Post by IT Department on 09/03/15 at 05:40:13

TGerak wrote:

Hi Tgerak,

Thanks for the reponse. We're using DBA Classic. I was hoping for an alternative to using an ODBC query since it's a pain trying to find the right tables, etc.

Title: Re: Print Closed Sales Order Listing?
Post by David Waldmann on 09/04/15 at 05:22:21

There is a BK version of SO-T (View SO). Not sure that you only get it in Evo. Try going to UT-A and type in BKSOT.RUN. If it works, add it to your menu.

If you don't have it, what information are you looking for?

SA-C can give you a list of items sold with quantity and prices by customer and date range.
SO-F will give you a copy of the invoice.