# Unvoiced SO Report

### **Report Module Guide: Uninvoiced SO Report**

#### **Module Location**

#### Sales > Reports > Sales Order Reports > Uninvoiced SO

#### **Module Objective**

#### The **Uninvoiced SO Report** module is used to generate a list of all Sales Orders (SOs) that have been processed but have not yet been fully invoiced. This report is a crucial control tool to ensure no sales or shipments are missed for billing, thereby helping to maintain smooth cash flow.

### **1. Report Parameters (Filter)**

#### The main page of this module is a form containing various parameters to customize the report that will be generated.

![image.png](https://manual.kokola.co/uploads/images/gallery/2025-08/scaled-1680-/mKqimage.png)

#### Here is an explanation for each parameter:

- #### **Customer**:
    
    
    - #### Filter the report by **All** customers or a **Selected** customer.
- #### **SO Date**:
    
    
    - #### Specify the **From** and **To** SO creation date range to be displayed (e.g., August 1, 2025, to August 31, 2025).
- #### **Location**:
    
    
    - #### Filter the report by location or warehouse.
- #### **Show**:
    
    
    - #### Select the report's level of detail: **Summary** or **Detail**.

### **2. Steps to Generate the Report**

#### **Step 1: Set Report Parameters**

#### Select all the parameters you need, especially defining the **SO Date** range to see the uninvoiced SOs within that period.

![image.png](https://manual.kokola.co/uploads/images/gallery/2025-08/scaled-1680-/Q7Nimage.png)

#### **Step 2: Generate the Report**

#### After all parameters are set, click one of the two buttons in the bottom-left section of the page:

- #### **Display Report**: To preview the report directly on your screen. ![image.png](https://manual.kokola.co/uploads/images/gallery/2025-08/scaled-1680-/QkXimage.png)
- #### **Export To MS Excel**: To download the report data in an Excel file format. ![image.png](https://manual.kokola.co/uploads/images/gallery/2025-08/scaled-1680-/EUdimage.png)

### **3. Example of the Report View**

#### After you click, the system will generate a detailed report like the following, which details every SO that still has a remaining balance to be billed.

![image.png](https://manual.kokola.co/uploads/images/gallery/2025-08/scaled-1680-/5Bsimage.png)

#### **Report Explanation**: This report displays a detailed list of each Sales Order that still has a quantity or value yet to be invoiced, grouped per customer.

#### **Key Columns**:

- #### **Sales Order Number**: The reference SO number.
- #### **Item Name**: Details of the product yet to be billed.
- #### **Remaining Qty**: The remaining quantity that has not been invoiced.
- #### **Remaining Amount Uninvoiced**: The remaining value that has not been invoiced.
- #### **Total Remaining**: The total remaining bill per Sales Order.

### **Tips & Important Notes**

- #### Run this report routinely (e.g., daily or weekly) to ensure no sales are **missed for billing**.
- #### This report serves as a **"worklist"** for the Sales Admin or Accounting (AR) team to create Sales Invoices.
- #### The **Remaining Amount Uninvoiced** column is a key indicator of potential revenue that has not yet been recorded as a receivable.