Operations reports

Operations reports show what is still outstanding in the buying and selling chains: goods ordered but not received, received but not invoiced, ordered by customers but not delivered, and delivered but not invoiced. Use them to chase suppliers, plan deliveries and make sure nothing goes unbilled.

Open Operations → Reports → Operations reports. You see a tab for each report your access covers: purchase orders, goods receipts, sales orders or deliveries.

The four reports

Tab	One row per	Columns
Open purchase orders	Purchase order line with something still to receive	Number, Party, Due, Description, Open, Amount
Goods received not invoiced	Goods receipt line not yet matched by a supplier invoice	Number, Party, Received, Age (days), Description, Outstanding, Amount
Open sales orders	Sales order line with something still to deliver	Number, Party, Due, Description, Open, Amount
Delivered not invoiced	Delivery line not yet billed on a sales invoice	Number, Party, Delivered, Description, Not invoiced, Amount

• On the two open-order reports, a line past its due date shows Backorder next to the date.
• On Goods received not invoiced, Amount is in your base currency. On the other reports it is in the order’s or delivery’s own currency.

The summary

Above the table, Summary shows:

• Open lines: how many rows the report has;
• Amount: their total, shown only when every row is in the same currency (amounts in different currencies are not added together);
• Backorder, on the open-order reports: how many lines are late.

Filter and sort

Sort by any column. Each report has its own filters: Due and Amount on the open-order reports, Received and Amount on goods received not invoiced, Delivered and Amount on delivered not invoiced. The report you chose stays selected when you reload the page.

If a tab says Nothing outstanding., every line in it has been received, delivered or invoiced.

How rows leave a report

Report	A row leaves when
Open purchase orders	The line is fully received, or the order is closed
Goods received not invoiced	The supplier invoice for that receipt line is posted in Payables
Open sales orders	The line is fully delivered, or the order is closed
Delivered not invoiced	The sales invoice for that delivery line is issued in Receivables

A partial receipt, delivery or invoice lowers the open quantity and amount but keeps the row.