Enhanced interface

Order Entry Status report

The Order Entry Status report shows order entry transactions that occurred within a given time period. Use this report to track details about each order entry transaction, such as the type of transaction, date, customer, ship-to and bill-to names, ship date, and transaction amount.

To access this report:

Go to Order Entry > All > Reports > Order entry status.

Subscription	Order Entry
User type	Business, Employee, Approval, CRM
Permissions	Order Entry status: Run

View a monthly report

On the report settings page, select View.
The report displays all results for the default reporting period.
To refine the report, select Customize.

Customize and run

Before running the report you can select the time period and types of items to include, and specify how you want the report to appear.

If you want to see every result for a particular category, don't make selections from any of the data entry boxes. You can run this report without entering any search information. If you do that, however, the report can take a long time to run and can return too many results to be useful.

Enter the time period that you want the report to cover. If you do nothing, you'll get a report for the current month to date.
- You can set either the reporting period or the start and end dates, but not both.
Set the filters to get the specific data you want.
- Filters enable you to include or exclude specific types of data in the report, such as customer, item, UPC, value, or account. As a general rule, to get fewer and more precise results in your report, set more filters.
Enter a title, subtitle, and footer for your report.
To view, process, memorize, or export the report, do one of the following:
- To view the report now, select View.
- To generate the report and store it for later access, select Process & Store.
  
  Reports can be either stored in My Stored Reports or delivered to a cloud storage location, such as Dropbox. Learn more about processing and storing reports.
- To memorize (that is, save) the report so that later you can refer back to it or modify and re-run it, select Memorize.
- To export the report to a separate file that you can then distribute or save to your local drive, select Export and then select Word, Excel, CSV, or Text.

You can use trial-and-error to get the precise results you want. Just fill in the desired fields, and select View to see the report. If the results aren't what you want, select Customize to return to the report setup page and refine the report further. Repeat this process until you're satisfied.

For complex financial reports that will be run regularly, save the report after you're done setting it up. The next time you're ready to run the report, you only have to change the As of date before running the report.

Time period

You can use one of the numerous pre-defined reporting periods available from the Reporting period and As of date fields, or create your own reporting period using the Start date and End date fields.

To set the time period:

In the Time period section, do one of the following:

Use the Reporting period dropdown list to select the reporting period. Either enter a date in the As of date field or use the calendar tool to select a date.
Enter a specific Start date, End date, or both. Alternatively, use the calendar tool to select the desired dates.

If you complete all the time period fields (that is, if you fill in the Reporting period, As of date, Start date, and End date fields), Intacct generates your report based on the start and end dates. It ignores the As of date.

The following table describes the fields in the Time period section.

Field	Description
Reporting period	These periods are relative to the As of date. All periods begin on the first day of the period, such as the first day of the month, quarter, or year that you select.
As of date	The date that Intacct will use as a baseline for the reporting period you select. Defaults to today's date.
Start date	Leave the Start date blank to include all information from the earliest date of your Intacct data up to and including the end date.
End date	Leave the End date blank to include all information from the start date up to today.
Prompt on run	Select this checkbox to force Intacct to wait for you (or anyone using this report) to enter a location, department, and/or time period before it will run the report.

Report filters

Use the filters to focus the results of your report. In effect, filters enable you to isolate and assemble just the data you want. You can set any combination of filters.

To set the filters to fine-tune your report results:

Configure the report to show results per customer.
Select Item ID or UPC code to select how to list the items in the report.
To filter the items that are displayed in the report, do one of the following:
- Use the From item and To Item dropdown lists or the From UPC and To UPC dropdown lists to select a range of items to display. Use the set of fields that correspond to what you chose to report on.
- Use the Operator and Values fields to select the items to display.
How to use the From and To fields
All From and To field pairs work the same way. Use them to get search results in as broad or as fine a range as you need, from everything in the system down to a single specific object.
To run this report for a single object:
From the From dropdown list, select the object you want.
From the To dropdown list, select the same object.
To run this report for a specific range of objects:
From the From dropdown list, select the object that you want at the beginning of the range.
From the To dropdown list, select the object that you want at the end of the range.
To run this report for all objects:
Leave both fields blank.
If you have a large number of objects or the report takes too long to process, use the From and To fields to run a series of smaller reports. For example, you can run five reports, one each for objects whose names begin with A-E, then F-J, K-O, P-T, and U-Z.
An object is a catch-all term that refers to any specific data item in the system. Customers, vendors, items, and accounts are all examples of objects.
Select the Transaction type that you want the report to cover. All is the default transaction type.
If you are a multi-currency company, you can filter transactions based on a specific currency. (This field is visible only in a multi-currency environment). From the Transaction currency dropdown list, select the currency you want the report to show. If you do not select a currency, the report includes transactions in your base currency.

Filter field	Notes	Limitations
From Customer, To Customer	Enables you to get data only for that range of items you specify for a particular customer or range of customers.
Report on	Enables you to tell the report whether to list items by their IDs or their UPC codes.	All items have IDs, but not all items have UPC codes.
From Item, To Item	Enables you to get data only for that range of items you specify, by item name or number, such as items from A to F, or item numbers 3100 to 5000.	You can enter data in these fields or the From UPC and To UPC fields, but not both.
Operator, Value	Select the dropdown list and then select the operator For alphabetical lists, "greater than" means later in the alphabet, and "less than" means earlier in the alphabet. To search for all items from T through Z, search for "Greater Than" "S." To search for all items beginning with "A," search for "Less Than" "B." Most of the operators are self-explanatory. Others: Contains: You're searching for all items that contain a particular string of letters and/or numbers. Does Not Contain: You're searching for all items except those that contain a particular string of letters and/or numbers. Includes: You're searching for all items that contain two or more particular strings of letters and/or numbers. Does Not Include: You're searching for all items except those that contain two or more particular strings of letters and/or numbers . Then enter a value in the Value field.	You can enter data in these fields or the From Item and To Item fields, but not both.
From UPC, To UPC	Enables you to get data only for that range of items you specify, by item UPC code.	You can enter data in these fields or the From Item and To Item fields, but not both.
Operator, Value	Select the dropdown list and then select the operator For alphabetical lists, "greater than" means later in the alphabet, and "less than" means earlier in the alphabet. To search for all items from T through Z, search for "Greater Than" "S." To search for all items beginning with "A," search for "Less Than" "B." Most of the operators are self-explanatory. Others: Contains: You're searching for all items that contain a particular string of letters and/or numbers. Does Not Contain: You're searching for all items except those that contain a particular string of letters and/or numbers. Includes: You're searching for all items that contain two or more particular strings of letters and/or numbers. Does Not Include: You're searching for all items except those that contain two or more particular strings of letters and/or numbers . Then enter a value in the Value field.	You can enter data in these fields or the From UPC and To UPC fields, but not both.
Transaction Type	Enables you to limit your report to a specific type of transaction, such as a sales quote or a shipper invoice.

Location and department filters

To set location and department options:

To filter the report by geographic location, select the location from the Location dropdown list.

Enter or select a location to run this report at the top level. Intacct uses the location that you specify to determine the appropriate currency.
To filter the report by department, select the department from the Department dropdown list.
If you want the report to cover certain locations regardless of what you select in the Location dropdown list, in the Show for dropdown list select one of the following:
- All Locations: Include data for all locations regardless of the entity you're currently using.
- This Location: Include data only for the entity that you're currently using.
- Child Locations: Include data only for the locations that are child locations of your current entity.
  
  For example, if your current entity is California, and you have child locations for San Francisco and Los Angeles, use this option to have the report include data only for Los Angeles and California.

Filter options
Filter field	Descriptions
Location	Use to limit report results to a specific location.
Department	Use to limit report results to a specific department.
Prompt on run	Select this checkbox to force Intacct to wait for you (or anyone using this report) to enter a location or department before it runs the report.
Show for	Select to show different views of the data, based on the location or entity you choose: All locations: This option shows the data that's posted to the location or entity and its children. This location: This option shows only the data that's posted to the location or entity you select. The data posted to any child location is not shown. Child locations: This option shows only the data that's posted to the child locations of the location or entity that you select. Any data that's posted to the parent location or entity is not shown. Example: Suppose your location is United States > California > San Francisco. All locations would show transactions for United States, California, and San Francisco. This location would show transactions for United States. Child locations would show transactions for California and San Francisco only.

Titles and footer

Titles, subtitles, and footers apply only to the print versions of this report. Export to Excel or CSV, or select Print for a PDF version.