Backlog vs. Quotation analysis

Article • 4/27/2026 • 2 min read

Use the Sales Order Backlog report to generate backlog by looking for open sales orders with items that have an order quantity greater than the shipped quantity. It then reviews open quotes and gets similar information.

By default, generic filters are available to generate this report. You can use Advanced Filters to customize or expand your filter criteria. For more information on Advanced Filters, click here.

To generate Backlog vs. Quotation analysis report

  1. Open the Sales Order Backlog (RPBKLG) page.

    a. Select Sales Management > Sales Reports > Sales Order Status> Sales Order Backlog.

    Or

    b. Search for RPBKLG in the Navigation box and then select Sales Order Backlog

    The Sales Order Backlog (RPBKLG) page appears.

  2. In the Selection dropdown, select Backlog vs Quotations by Customer or Backlog vs Quotes by Product Class.

    The Sort Order and the Layout fields are populated based on the type of report selected in the Selection field.

  3. Select the Summary checkbox to obtain a high-level data report.

  4. Specify the Other Variables value to filter the report generation based on Standard Revision, Facility or other variables.

    Only on selectingBacklog vs Quotes by Product Class in the Selection dropdown, the Other Variables field is populated.

  5. On the toolbar, click Run Report to generate the report.

    Select Open now to open the report in a new tab or select Notify when Complete to get notification. You can open the downloaded report from My Reports page.

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