Deposit required not received

Use the Deposit Required not Received report to generate report that displays SO, either closed or canceled, that have deposit required value greater than zero and deposit received value lesser than deposit required.

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 Deposit Required not Received Report

1. Open the Deposit Required not Received (RPSODR) page.

   a. Select Sales Management > Sales Reports > Pro-Forma Invoice > Deposit Required not Received.

   Or

   b. Search for RPSODR or Deposit Required not Received in the Navigation box and then select Deposit Required not Received.

   The Deposit Required not Received (RPSODR) page appears.

2. In the Selection dropdown, select the information you want to view.

3. In the Sort Order section, select from the options on how to sort the report.

   The Sort Order field is populated based on the type of report selected in the Selection field.

4. In the Layout section, select the layout in which you want to view the report.

   The Layout field is populated based on the type of report selected in the Selection field.

5. In the Date Range section, specify the date range for the report to be generated. You can select the date in the From and To fields only if you select the Custom option in the Fill Dates area.

   The Date On field is populated based on the type of report selected in the Selection field.

   To include the entire time frame, leave the date fields blank.

   In the Fill Dates section, you can select from the predefined date ranges. They are:

   • Custom: Selecting this option enables the From and To fields in the Date Range area.

   • Calendar Year:
     Selecting this option displays the Calendar Year field. You can select any of the predefined calendar year formats from the dropdown list.

   • GL Periods:
     Selecting this option displays the GL Periods field. You can select any of the predefined GL period formats from the dropdown list.

6. In the Sort Range section, specify the sort range.

   The Sort On field is populated based on the type of report selected in the Selection field.

   The available sort ranges are:

   Single- : Select this option to include only one item. Selecting this option enables the From field. Do one of the following:

   a. In the From field, enter the item reference.

   b. Click the lookup reference and select the sort item from the Lookup for From. Select the required sort item and click Select.

   Range- : Select this option to include a range of items to sort from. Selecting this option enables the From and To fields. Do one of the following:

   a. In the From and To fields, enter the first and last values of the range.

   b. Click the lookup reference, if available, and select the sort item from the Lookup. Select the required sort item and click Select.

   All- : Select this to include all available items.

7. 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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