The Backlog Report shows line-level open customer demand with due date, customer, part, quantity, pricing, discount, and backlog value.
What this report is for
Use Backlog Report to review open inventory order lines by required date and value.
This report is useful for prioritizing shipments, reviewing customer demand, and copying backlog data for analysis.
Screen path
Dashboard > Shipping & Receiving > Reports > Backlog Report
Controls and actions
| Control | What it does |
|---|---|
| Search | Searches by order number, customer, customer PO, part number, or description. |
| Sortable column headers | Sort the report by supported columns. Selecting the same sortable header toggles ascending and descending order. |
Copy for Excel |
Copies the backlog rows and totals to the clipboard. |
Sortable columns include required date, order number, customer name, part number, open quantity, unit price, and backlog value.
Report columns
| Column | What it shows |
|---|---|
Required Date |
Required date from the Sales Order. |
Order # |
Sales Order number. |
Customer |
Customer name and code. |
Customer PO |
Customer PO number. |
Part Number |
Inventory part number. |
Description |
Sales Order line description. |
Open Qty |
Remaining open quantity on the line. |
Unit Price |
Sales Order line unit price. |
Disc % |
Discount percent when one applies. |
Backlog Value |
Open quantity multiplied by unit price after discount. |
The footer totals the number of lines, total open quantity, and total backlog value.
What happens behind the scenes
PAX reads open and partially shipped Sales Order inventory lines with open quantity greater than zero.
Backlog value is calculated from the open quantity, unit price, and discount on the Sales Order line.
Running, sorting, searching, or copying the report does not change Sales Orders, shipments, inventory, invoices, or GL.
Troubleshooting
A line is not listed
Likely cause: The Sales Order line is closed, fully shipped, deleted, non-inventory, or filtered out by search.
Safe fix: Clear the search box and review the Sales Order line status and open quantity.
Contact support if: An open inventory line with open quantity should appear but does not.
Backlog value looks unexpected
Likely cause: The report calculates value from open quantity, unit price, and discount.
Safe fix: Review the Sales Order line price and discount.
Contact support if: The value still appears incorrect after checking the order line.
Copy for Excel fails
Likely cause: Browser clipboard access was blocked.
Safe fix: Allow clipboard access for PAX and try again.
Contact support if: Clipboard access is allowed but copying still fails.