Shipping Reports provide open order, backorder, part demand, and backlog views for shipping and fulfillment planning.
What Shipping Reports are for
Use Shipping Reports to review open customer demand, identify backordered order lines, see demand by part number, and analyze backlog value.
Reports are read-only. They are used for review, planning, printing, and export.
Screen path
Dashboard > Shipping & Receiving > Reports
PAX opens Shipping Reports.
Report menu
| Report | What it shows |
|---|---|
Backorder Report |
Open and partially shipped Sales Orders with remaining open inventory quantities, plus printable backorder documents. |
Open Orders by Part Number |
Open demand grouped by part number, including inventory availability and customer order detail. This uses the shared canonical report doc. |
Backlog Report |
Line-level backlog detail by due date with customer, part, quantity, price, discount, and backlog value. |
What happens behind the scenes
Shipping reports read Sales Order headers, Sales Order lines, customer records, inventory records, and shipment quantities.
The reports include open inventory demand from Sales Orders that are not deleted. Running a report, expanding detail, printing a PDF, or copying data does not ship inventory, reserve inventory, edit Sales Orders, update invoices, or post GL.