This guide explains the available reports in the Orders module. It is intended for general users.
The Orders module in aACE 6 offers many reports or printing options for organizing order information.
Reports with an asterisk (*) are reports that have not been upgraded from aACE 5 to aACE 6. While most are still functional, review the actual data against the report to ensure the information is correct. If you need a report upgraded, submit a support ticket to support@aacesoft.com.
List View Print Options
To access the Print Options menu in the list view for the Orders module, from the Main Menu go to Order Management > Orders > Print.
| Print Option | Description |
|---|---|
| Print this View | Prints the current list of orders using the Quick Search bar fields. The printout varies depending on the order list view the user is viewing, since the Quick Search bar fields also vary: Operations, Management, and Sales. |
| Print Orders in List | Prints the detail view Print this View report for each order in the list |
| Send Orders in List | Filters the list to Open orders and sends each order according to the Bill To company Send Docs Via field on the company record > Customer Details tab > Billing Setup.
|
| Auto-Email Orders in List |
Filters the list to Open orders and emails all orders. Tracking Status field is updated to Sent via Email. Orders that cannot be emailed (e.g. no email address) must be mailed separately.
|
| Print to Mail Orders in List | Prints every order in the list for mailing. Updates order Tracking Status to Sent via Mail.
|
| Send Sales Order Invoices in List |
Filters the list to Open orders and sends each sales order invoice according to the Bill To company Send Docs Via field on the company record > Customer Details tab > Billing Setup.
|
| Auto-Email Sales Order Invoices in List |
Filters the list to Open orders and emails all sales order invoices. Orders that cannot be emailed (e.g. no email address) must be mailed separately.
|
| Print to Mail Sales Order Invoices in List |
Prints every sales order invoice in the list for mailing
|
| Print Commissions Summary Report | Commissions for the orders, summarized by payee and role. Users without the Order Oversight user group privilege see only their own commissions. |
| Print Commissions Detail Report | Detailed commissions for the orders, including line item codes, order item value, commission, paid, balance, and other values. Users without the Order Oversight user group privilege see only their own commissions. |
| Find WIP Orders | Locates orders to include in the WIP report |
| Print WIP Report | Work-in-Progress report as of a specified date, per order. Includes details on revenue and costs. |
List View Report Selector
To access the Report Selector in the list view for the Orders module, from the Main Menu go to Order Management > Orders > Print > Open Report Selector.
| Report Name | Description |
|---|---|
| Time by Customer, Code | Time entries organized by customer, then by line item code |
| Time by Job | Time entries organized by job |
| Time by Job, Code | Time entries organized by job, then by line item code |
| Orders Overview | General information about the orders, including order ID, date, customer, title, status, and grand total. |
| Orders Management Overview | Information displayed on the order Management tab. Includes details on line item codes, shipped values, procured values, produced values, invoiced values, and other totals. |
| Orders Management Overview by Customer | Information displayed on the order Management tab, organized by customer. Includes details on line item codes, shipped values, procured values, produced values, invoiced values, and other totals.
|
| Order Est Margin By Sales Rep, Customer | Margin, estimated revenue, and cost information organized by sales representative, then by customer |
| Order Act Margin By Sales Rep, Customer | Margin, actual revenue, and cost information organized by sales representative, then by customer
|
| Job Cost Time & Materials Summary | Labor and cost, displayed to compare |
| Job Cost Summary by Order, Code: Budgeted vs. Actual (Qty Only) | Budgeted and actual quantity for each order, organized by line item code with variance. No dollar values. |
| Job Cost Summary by Order, Code: Budgeted vs. Actual
|
Budgeted and actual quantity and cost for each order, organized by line item code with variance
|
| Shipping & Invoicing Accruals by Customer | Shipped order items but not yet invoiced. Organized by customer and order. |
| Monthly Orders by Sales Rep, Customer | 12-month view of monthly order totals, organized by sales representative then by customer. |
| Order Subtotals Summary* | Order totals, including subtotal, tax, shipping, adjustments, and the grand total |
| Order Billing Summary* | Various grand totals, balances, and payments, organized by customer |
| Order Shipping Margin by Customer* | Shipping revenue and cost for each order, organized by customer |
| Orders by Assigned By and Billing Terms* | Order totals and billing status, organized by the Assigned By field team member, then by billing terms |
| Orders by Sales Rep and Billing Terms* | Orders organized by sales representative, then by billing terms |
| Pending Order Inventory Forecast - Summary* | Inventory demand for Pending orders by line item code. Quantity needed vs on hand. |
| Pending Order Inventory Forecast - Detail*
|
Inventory demand for Pending orders by line item code. Quantity needed vs on hand with additional details.
|
| Backorder Fulfillment Report* | Backordered items, order, and customer details, organized by line item code and fulfillment priority |
| Job Cost Detail by Order* | Job cost entries with labor, materials, unit cost, and total, organized by order |
| Time by Order* | Time entries organized by order, with information including team members, jobs, and labor |
| Time by Order, Team Member* | Time entries organized by order, then by team member |
| Actual Time and Material Costs* | Actual time and material costs, organized by order |
Detail View Print Options
To access the Print Options menu in the detail view for the Orders module, from the Main Menu go to Order Management > Orders > locate the order record > select the Go-To icon (
) for the order > Print.
| Print Option | Description |
|---|---|
| Print this View | Prints the current order |
| Email Order | Opens the aACE Email Composer with the order printout attached as a PDF |
| Email Sales Order Invoice | Opens the aACE Email Composer with the sales order invoice printout attached as a PDF. Only available on sales, production, and service orders.
|
| Print Sales Order Invoice | Prints the sales order invoice, with information about invoicing and the order. Only available on sales, production, and service orders. |
| Print Pick List | Prints a warehouse pick sheet, with information including a list of items and quantities and bin location. Only available on sales orders. |
| Print Lump Sum Change Order | Only available on change orders |
| Print Quote Review | Only available on change orders
|
| Print Technical Order Review | Only available on change orders
|
Detail View Report Selector
To access the Report Selector in the detail view for the Orders module, from the Main Menu go to Order Management > Orders > locate the order record > select the Go-To icon () for the order > Print > Open Report Selector.
The Report Selector is not available for change orders.
| Print Option | Description |
|---|---|
| Time by Customer, Code | Time entries organized by customer, then by line item code |
| Time by Job | Time entries organized by job |
| Time by Job, Code | Time entries organized by job, then by line item code |
| Orders Overview | General information about the orders, including order ID, date, customer, title, status, and grand total. |
| Orders Management Overview | Information displayed on the order Management tab. Includes details on line item codes, shipped values, procured values, produced values, invoiced values, and other totals. |
| Orders Management Overview by Customer | Information displayed on the order Management tab, organized by customer. Includes details on line item codes, shipped values, procured values, produced values, invoiced values, and other totals.
|
| Order Est Margin By Sales Rep, Customer | Margin, estimated revenue, and cost information organized by sales representative, then by customer |
| Order Act Margin By Sales Rep, Customer | Margin, actual revenue, and cost information organized by sales representative, then by customer
|
| Job Cost Time & Materials Summary | Labor and material time and cost, displayed to compare |
| Job Cost Summary by Order, Code: Budgeted vs. Actual (Qty Only) | Budgeted and actual quantity and cost for each order, organized by line item code with variance. No dollar values. |
| Job Cost Summary by Order, Code: Budgeted vs. Actual
|
Budgeted and actual quantity and cost for each order, organized by line item code with variance
|
| Shipping & Invoicing Accruals by Customer | Shipped order items but not yet invoiced. Organized by customer and order. |
| Order Subtotals Summary* | Order totals, including subtotal, tax, shipping, adjustments, and the grand total |
| Order Billing Summary* | Various grand totals, balances, and payments, organized by customer |
| Order Shipping Margin by Customer* | Shipping revenue and cost for each order, organized by customer |
| Orders by Assigned By and Billing Terms* | Order totals and billing status, organized by the Assigned By field team member, then by billing terms |
| Orders by Sales Rep and Billing Terms* | Orders organized by sales representative, then by billing terms |
| Pending Order Inventory Forecast - Summary* | Inventory demand for Pending orders by line item code. Quantity needed vs on hand. |
| Pending Order Inventory Forecast - Detail*
|
Inventory demand for Pending orders by line item code. Quantity needed vs on hand with additional details.
|
| Backorder Fulfillment Report* | Backordered items, order, and customer details, organized by line item code and fulfillment priority |
| Job Cost Detail by Order* | Job cost entries with labor, materials, unit cost, and total, organized by order |
| Time by Order* | Time entries organized by order, with information including team members, jobs, and labor |
| Time by Order, Team Member* | Time entries organized by order, then by team member |
| Actual Time and Material Costs* | Actual time and material costs, organized by order |
