Open Sales Orders Report

The Open Sales Orders report shows open customer orders that haven't been billed yet. The report includes the date of each sales order, order number, customer, status, and amount.

With Narrative Insights, you can use generative AI to summarize the report, helping you quickly see the total open amount for the period and spotlight the highest value open sales orders for focused action.

The generated insights may include:

The total open amount for all sales orders in the period
A prioritized list of sales orders with the highest open amounts, showing the customer name, open amount, and current status for each
Observations on any potential delays in processing sales orders

To generate an insight on the Open Sales Orders report, the Enable Narrative Insights preference must be enabled in the Narrative Insights tab of the AI Preferences page. This preference is enabled by default. For more information, see Managing Narrative Insights Preferences.

For more information about the Narrative Insights, see Narrative Insights Overview.

To view the Open Sales Orders report:

Go to Reports > Order Management > Open Sales Orders.

NetSuite shows a loading message for your report. The status bar shows the report's loading progress.
To stop the report from loading, you can click Cancel Report.
(Optional) To customize the report, click Customize.

The Report Builder opens, letting you add, move, or remove columns, add fields, and add totals.

Note:

This report doesn't support reporting by period, even if the Report by Period preference is set to All Reports. Configure the Report by Period preference at Home > Set Preferences, on the Analytics subtab.

To generate an insight on the Open Sales Orders report:

Filter the report to include only the information you want the insight to reflect.
Click the Generate Insight button.

The Narrative Insights dialog is displayed. You can generate the insight again at any time by clicking the Generate Insight button.

Important:

Insights may differ each time they're generated, even when you're viewing the same data.

For information about viewing and editing customer dashboards, see Customer Dashboards.

For more information about reporting, see Reporting Overview.

For information about customizing reports, see Report Customization.

Open Sales Orders Report

To view the Open Sales Orders report:

To generate an insight on the Open Sales Orders report:

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