EQD: Export Sales Order Confirmation Data To Excel

🔵 Overview The Sales Order Confirmation report can be exported to Excel, allowing you to review and analyze sales order line-item data outside of Quantum.

Access The Sales Order Confirmation

Go to O/E > Sales Orders > Sales Order Confirmation.
The first screen allows you to select how the report will be sorted. Choose either Sales Order # or User ID.

Select The Report Criteria

Select the desired range and report options. The available selections include New/Changed Only, Sales Order Number, Sales Order Date, Client ID, Consultant ID, User ID, Print Headings, Print Consultant, and Print Totals.
Adjust each selection according to the information you want included in the report.

Export The Report

Select Export.
Select Export this report to the Report Export Manager.
The Report Export Manager opens. Select the pencil icon on the right to configure the fields you want included in the export.

Select The Fields To Include

Review the available fields.
To exclude a field, highlight the field and select Exclude.
You can continue selecting Exclude to move through the fields one at a time without having to manually select the next line.

Set The Date Format

Review the date format. The default format displays the date as year, month, and day without separators.
Use the Date Format dropdown menu to select your preferred date format.
When you have finished configuring the fields and date format, select Save.

Save The Report Configuration

Enter a name for the report.
Select Save.
Select Preview to view the configured report.

💡 Tip It is recommended that you keep the original report name, Sales Order Confirmation, especially if you plan to save the report as a favorite. This makes it easier to remember how to access it later.

The report is now configured and ready to be exported for review in Excel.

Frequently Asked Questions

Q: Where do I find the Sales Order Confirmation export option?

A: Go to O/E > Sales Orders > Sales Order Confirmation, then select Export > Export this report to the Report Export Manager.

Q: How do I control which fields are included in the export?

A: In the Report Export Manager, select the pencil icon, then highlight a field and select Exclude for any field you don't want included.

Q: What's the default date format in the export?

A: Year, month, and day without separators. Use the Date Format dropdown menu to choose a different format.

Q: What should I name my saved export configuration?

A: It's recommended to keep the original name, Sales Order Confirmation, especially if you plan to save it as a favorite, so it's easier to find later.

Tags: sales-order-confirmation, export, excel, report-export-manager, oe-menu, sales-orders