# Generate Sale Order History Report

**YouTube:** [How to generate Sale Order History Report?](https://youtu.be/9VR2F6bSdQI)

## How to Generate Sale Order History Report?

In this tutorial, we’ll guide you through the process of configuring the **Sale Order History Report** in Logic ERP.

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### **Access the Sale Order History Report**

* Navigate to the **Reports/Queries** section.
* Under **Order Reports**, open the **Sale Order History Report**.
* Click on **Configuration** to create a new report setup.
* Assign a **suitable configuration name**.

<figure><img src="https://4031188996-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FXMVkjt8zqHBQX1c9QvFS%2Fuploads%2FJAmkoFKf057p75usZV2H%2FConfiguration%20%20Name.png?alt=media&#x26;token=224452a4-8773-408e-a81f-f6fe3823bb5d" alt=""><figcaption></figcaption></figure>

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### **Configure Report**

* Under **Print Options**, tick to enable **Party-wise Totals** and **Grand Totals**.

<figure><img src="https://4031188996-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FXMVkjt8zqHBQX1c9QvFS%2Fuploads%2FgP9gJJWMjwIqrayO914W%2FPrint%20option.png?alt=media&#x26;token=a9bfc052-efbf-4bd1-8349-3f53f5001ba7" alt=""><figcaption></figcaption></figure>

* Navigate to Report Options and define the **Report Order** based on your preference.

<figure><img src="https://4031188996-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FXMVkjt8zqHBQX1c9QvFS%2Fuploads%2FJ00G57wua8mckyuZEcZN%2FReport%20order.png?alt=media&#x26;token=fd292ce9-4380-48fd-8644-b5fd84b5a8ca" alt=""><figcaption></figcaption></figure>

* Enable the option **Show Pending Sale Orders** if you want to include both **pending** and **retrieved** orders in the report.

<figure><img src="https://4031188996-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FXMVkjt8zqHBQX1c9QvFS%2Fuploads%2FVUZ2ONFIlN97evrtoYPY%2FShow%20Pending%20Sale%20Order.png?alt=media&#x26;token=4dada783-017b-4a83-ad60-95cbf763878e" alt=""><figcaption></figcaption></figure>

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### **Save and Generate the Report**

* Save the configuration and select it from the **Available Configurations** list.

<figure><img src="https://4031188996-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FXMVkjt8zqHBQX1c9QvFS%2Fuploads%2FRa4QQDRQIebnEtt4E4CH%2FCreated%20Report.png?alt=media&#x26;token=d26e4cd5-73cf-4e4f-bfac-1355c23ca8cb" alt=""><figcaption></figcaption></figure>

* The report will initially appear blank.

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### **Add and Customize Columns**

* Click on **Setup Column Attributes** to define which columns you want to display.
* Select columns such as:
  * **Sale Bill Number**
  * **Order Number and Date**
  * **Customer Name**
  * **Challan Quantity**
  * **Billed Quantity**
  * **Bill or Challan Amount**
* Use the **arrow keys** to rearrange column order as needed.

<figure><img src="https://4031188996-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FXMVkjt8zqHBQX1c9QvFS%2Fuploads%2FfILa53fJ4rqnHVnLXm8V%2FSetup%20Column%20Attribute.png?alt=media&#x26;token=3a2bb86a-5c5f-448e-933a-3884febbb3d2" alt=""><figcaption></figcaption></figure>

* Save the configuration and press **F2** to refresh the report.

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### **View Report Output**

* The report now displays a detailed **history of sale orders** within the selected date range.
* It shows which sale orders have been retrieved in which bills and also lists pending orders because the **Show Pending Sale Orders** option is enabled.

<figure><img src="https://4031188996-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FXMVkjt8zqHBQX1c9QvFS%2Fuploads%2FpP49OWj70GgS8kknwUTO%2FReport%20View.png?alt=media&#x26;token=20114909-31b8-4208-aa27-60cc19bf1f95" alt=""><figcaption></figcaption></figure>

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### **Filter Retrieved Orders Only**

* To view **only retrieved sale orders**, open the **Configuration Settings** by pressing "**F5"**.
* Disable the **Show Pending Sale Orders** option and save.

<figure><img src="https://4031188996-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FXMVkjt8zqHBQX1c9QvFS%2Fuploads%2FcDSRpSTAXcfgxe7nE3r2%2FDesable%20option.png?alt=media&#x26;token=326d240f-f4b5-41e9-bf52-22a0bc633a41" alt=""><figcaption></figcaption></figure>

* The report will now display only those sale orders that have already been retrieved in bills.

<figure><img src="https://4031188996-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FXMVkjt8zqHBQX1c9QvFS%2Fuploads%2Faz4ThDLCewebANspTZHf%2FWO%20Report%20View.png?alt=media&#x26;token=cf9ebd5f-484b-4c29-9648-2107d84c3d61" alt=""><figcaption></figcaption></figure>

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Y**ou have successfully configured and customized the Sale Order History Report in Logic ERP.**
