Are you looking for an effective and concise way to research Products that are on Sales Orders and or Processing Purchase Orders? If you want to be sure the Products that are needed to fill Orders and PPO’s are covered with Stock, Purchase Orders or PPO’s, this report will provide all of the detail you need.

The Business Edge allows you to select any range of products, all products or just one specific product within the report in order to customize the report to your specifications. The Open Documents report can be viewed by Product Code, Classification, Alternate Product Code or Product Description.

There is an option to only include Products on Sales Orders and to Traverse Bill of Materials. When Traverse Bill of Materials is answered yes the system will include items in Bill of Materials on open PPOs that may be needed to fill Orders or subsequent PPO’s. The Open Documents report will show you Sales Orders along with Purchase Orders, Processing Purchase Orders in order by Promise Date or Date Required depending on the document. Each Product starts with the On-Hand Quantity and then presents a running balance by date for each product. This represents the same information you can view in the Open Documents Inquiry from a Product Inquiry. The aging of the Open Documents provides insight into when and if you will run out of stock to fill Orders or make products with the PPO system.

The Open Documents Report can be Printed, presented in Adobe or if presented to the screen it can be put into Excel. This report can be found in the Menu below: