Sales Order Backlog Report

Return to Sales Model Overview.

This report shows amounts, counts and quantities for sales orders that are stored in the Sales Order Backlog cube.

Amounts can be shown in local currency or converted into one of the target currencies.

Report Heading

The screenshot below shows the heading area of the Sales Order Backlog report.The report heading updates dynamically as various reporting options are selected. The logo can be changed in Administration; see Configuring Design Elements for more on report design.

The heading area of the report displays the following fields:

Field

Description

Implementation

Title

Name of the report

Name of the report in Report Designer

Subtitle

Current PoV selection

 Localized subtitle will update as PoV selections are made

Arrow

Toggle PoV widget

 Click on the arrow to display or hide point-of-view selections

Point of View (PoV) Options

The content of the report can be customized using the PoV options, which can be viewed by clicking the blue arrow at the top of the report.

The available options are described below:

PoV Option

Description

Implementation

Version (Combobox)

Select a planning version.

Elements of the Version dimension

Year (Combobox)

Select a reporting period.

Elements matching the pattern yyyy or FYyyyy of Day dimension

Legal Entity (Combobox)

Select one single legal entity or any consolidated element.

Elements of the Legal Entity dimension

Currency (Combobox)

Select local currency or one of the target currencies. The selection of local currency is only available for base elements or consolidated elements of the Legal Entity dimension having a common currency.

Elements of the Currency dimension matching the pattern LC and elements starting with a > (e.g. > EUR).

LC is only available if a local currency is stored (not empty) in the Currency attribute for the selected element of the Legal Entity dimension.

Article (Combobox)

Select one single article or any consolidated element.

Article dimension

Customer (Combobox)

Select one single customer or any consolidated element.

Customer dimension

Sales Channel (Combobox)

Select one single sales channel or any consolidated element.

Version dimension

Suppress Zero Lines (checkbox)

Hides accounts with no data in the current selection

Data filter factors the following elements:

  • Previous Year, Budget, Forecast x+y, Actual elements of the Version dimension
  • Element of the Day dimension related to settings in Year Combobox
  • Elements of Legal Entity dimension related to selected value in Legal Entity Combobox
  • Elements of Currency dimension related to selected value in Currency Combobox
  • Elements of Article dimension related to selected value in Article Combobox
  • Elements of Customer dimension related to selected value in Customer Combobox
  • Elements of Sales Channel dimension related to selected value in Sales Channel Combobox
  • Value for slice operator 0 or 9999999

Report Columns

The columns displayed in the report depend on the selections made in the PoV area. The screenshot below shows a report with Actual version selected.

Below are descriptions of the columns in the Sales Order Backlog Report.

Column Description Implementation

Row label

Shows the transition from the opening backlog to the current backlosg and further to the non-invoiced backlog.

Elements of the Sales Order Status dimension.

Area visualization of version

Fill and border style for version

Stylesheet attribute of Version dimension.

Month in the MMM format Month of the selected year Element under the Year value on the month level of the Month dimension. Matches either the yyyy-MM or the FYyyyy-MM pattern.
Order Amount Total amount of all sales orders Order Amount measure in the Sales Order Backlog cube
Order Count Number of sales orders Order Count measure in the Sales Order Backlog cube
Order Quantity Total quantity of all articles of all sales orders Order Quantity measure in the Sales Order Backlog cube

Updated November 4, 2024