The Account Register Summary by Order Date view allows you to view the summary of sales orders and quotes entered in OE30 for both customers and prospects. The results are subtotalled by:

• Account Type
• Header Status
• Order Date

Since this view is designed to display subtotals and grand totals only, iTopia does not offer the ability to view the detail records used in the subtotalling and grand totalling process.

The following fields are available on the Account Register Summary by Order Date view and are based on the order in which they appear in the search results grid page:

• Company Number - every record in the PointForce iTopia SQL database includes the Company Number. When reviewing the results from your search, the Company Number will display for all records.

• Account Type - displays the type of account that is reported for the row. This field displays one of the following:
  • C- Customer
  • P- Prospect

• Header Status - displays the status of the order/quote. This field displays one of the following:
  • blank – order is entered in OE30.
  • QUOTE – quote is entered in OE30.
  • PTA – order has been scheduled via OE32.
  • PTI - invoice has been printed via IN44.
  • PTO – order has been printed via OE34 or OM33.
  • OE_LCK_operator - order/quote is open in OE30.

• Order Date - displays the latest Order Date.

• Salesrep Name - displays the Salesrep Name.

• Total Outstanding Order Value - displays the Total Outstanding Order Value up to the displayed Order Date for all orders for the displayed Account Type/Header Status/Salesrep Name.