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Saved Search - Backlog of Sales Orders
We need a summary of sales orders that are outstanding at end of each month. This provides us with a view of all committed sales that we have not yet fulfilled.
Sales orders that I believe we need consider are those in Pending Fulfillment or Partially Fulfilled.
Scope this report is to consider only items that are of type Inventory. Service charges, non-inventory items are not in scope.
Further only line items that are not invoiced are to be considered.
So far, I have the following criteria:
1) Shipping Line - False
2) Tax Line - False
3) Type is Sales Order
4) Status is any of is any of Sales Order:Partially Fulfilled, Sales Order:Pending Fulfillment