Trailing Sales Orders Window

Graphically displays sales orders that are not fully posted. The sales orders are sorted backward on a timeline and shown in periods by different relations to today’s date.

The timeline on the X-axis is divided in five period stacks, which each show the sum of orders until the last day of the period. The difference between two adjoining period stacks reflects the change in the sum of orders from one period to the next. For example, you can change the period length from Day to Week to see orders with document dates five weeks back instead of five days back.

Note

Data in the chart is based on the Document Date field of the orders, which is the date on which the order was created. However, when you select the Delayed Orders view, the data is filtered by the Shipment Date field on the orders.

When you click a stack in the chart, the Sales Orders window opens and shows not fully posted sales orders with document dates in the selected period and with order status that relate to where on the stack you clicked. Each order status is represented by a color on the stack.

You define how trailing sales order numbers are displayed in the chart by selecting among the following options from the menus above the chart.

Menu	Option	Description
Show
	All Orders	Displays all not fully posted sales orders until the document date of the youngest order, which means the order with the most progressed document date.
	Orders Until Today	Displays all not fully posted sales orders with document dates until today’s date. To provide a true representation of today’s data, the last stack ends on today’s date even if today’s date is in the middle of the selected period.
	Delayed Orders	Displays all not fully posted sales orders with shipment dates that are before today’s date, which means that they should have been shipped earlier than today. The last stack ends on today’s date.
Period Length
	Day	Each stack covers one day.
	Week	Each stack except for the last stack covers one week. The last stack contains data from the start of the week until the date that is defined by the Show option.
	Month	Each stack except for the last stack covers one month. The last stack contains data from the start of the month until the date that is defined by the Show option.
	Quarter	Each stack except for the last stack covers one quarter. The last stack contains data from the start of the quarter until the date that is defined by the Show option.
	Year	Each stack except for the last stack covers one year. The last stack contains data from the start of the year until the date that is defined by the Show option.
Options: Value to Calculate
	Amount	The Y-axis shows the totaled LCY amount of the orders. It is based on the Line Amount Excl. VAT field on sales order lines.
	No. of Orders	The Y-axis shows the number of orders.
Options: Chart Type
	Stacked Area	Displays the data in area layout.
	Stacked Area (%)	Displays the percentage distribution of the four order statuses in area layout.
	Column Area	Displays the data in column layout.
	Column Area (%)	Displays the percentage distribution of the four order statuses in column layout.

Tip

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See Also

Reference

Generic Charts
Use Work Date as Base

Other Resources

How to: Add Charts to Role Centers and List Places
Sales Order
Document Date
Shipment Date
Line Amount