Sales Order Picklist report

 

Enter the Values for the desired Sales Order Picklist report then depress the OK button.

Sales Order Backlog Detail report

For the Sales Order Backlog Detail report, you can select to sort  By Product or By Month on the bottom of the screen.

 

 

 

Depress OK and the following screen will be displayed. Enter the Values: Customer by highlighting then depressing the > button. If you want all of the Customers, depress the >> button. Select Yes or No to "Suppress zero backlog quantity", Select Yes or No to displayed the commit date on the report.   Once values have been selected, depress the OK button.         ·        Note:  This Report will display only OPEN orders . . . Closed orders would not be included on this report.  This report does include NRE's. ·

 

 

The following report will print:

 

Enter the Values for the desired Sales Order Backlog Summary report.   Select the Customer by highlighting then depressing the > button.  If you want all of the Customers, depress the >> button.   Once selection is made, depress the OK button.       Note: This Report will display only OPEN orders . . . Closed orders would not be included on this report.  This report does include NRE's.

 

 

Sales Order Backlog Without Scheduled Shipment report

 

Enter the Values for the Sales order Backlog Without Scheduled Shipment report. Select Customer by highlighting then depressing the > button. If you want all of the Customers, depress the >> button.   Once selection is made, depress the OK button.

Sales Order Booking Detail report

 

Enter the Values to print the Sales order Booking Detail report. Select the Desired Sort Order: By Product Number or by Month. Enter the Date Range.   Once selection is made, depress the OK button.   ·         This report allows the users to enter a date Range.  The results will then list out the Sales order with the Order Date (Booking Date) that falls within that range. ·         Then it lists out the original Order qty and values along with any remaining balances and values.  ·         If the order has been shipped in full (Closed) the original order qty and values will still be listed, but the Backlog values will be 0.00 because it was shipped in full.   Not Note: The system does not have a date associated with a Sales Order line number, only with the Sales Order (header) for this report. We suggest you view the Sales Order Change History associated with the Sales Order to see the changes per line item.

 

Daily Shipment Report With Invoice Amount

For the Daily Shipment Report With Invoice Amount, you can select By Customer, By Packing List, or By Sales Order on the bottom of the screen.  Depress the OK button.

Enter a "Start of Range" Date in format "yyyy-mm-dd".  Enter a "End of Range" Date in format "yyyy-mm'dd". Note: User must enter either a Start or End of Range date or both in order for report to print. Enter the Customer of interest.  If you desire All Customers leave * defaulted.  Select "Yes" for XLS Layout for export, or leave  "No" as default.    Depress the OK button.

The following report will print:

Daily Shipment History Report by Part Number

 

The values screen is displaying two fields for the date field, the combo box is for user to select the default date ranges that are set up already, and the text box is for user to enter a new date ranges.  User has the option to select the 7 day date range default for the Starting and Ending Date Range, or enter in a Start and Ending Date Range using the "yyyy-mm-dd" format.  Note: User must enter both a Start or End of Range date for report to print.     Enter the Customer of interest. If you desire All Customers leave * defaulted. Select "Yes" for XLS Layout for export, or leave "No" as default. Depress the OK button.

The following report will print:

Pro-Forma Invoice report

 

Enter the values to print the Pro-Forma Invoice report, Enter a Sales Order number, select the Part Source, then enter a footnote if applicable. In foreign trade transactions, a pro forma (or proforma) invoice is a document that states a commitment from the seller to sell goods to the buyer at specified prices and terms. It is used to declare the value of the trade. It is not a true invoice, because it is not used to record accounts receivable for the seller and accounts payable for the buyer. Depress the OK button.

The following report will print:

SOs without Customer Acknowledgement/PO report 

 

Enter a "Start of Range" Date in format "yyyy-mm-dd" or check the "No Lower Value" box. Enter a "End of Range" Date in format "yyyy-mm'dd" or check the "No Lower Value" box. Note: User must enter either a Start or End of Range date or both in order for report to print. Select the Customer(s) of interest and depress the > button. If you want all of the Customers, depress the >> button.   Depress the OK button.

 The following report will print: - This report will display a list of SOs that still need a Customer Acknowledgement/PO

Backlog Revenue and Margin Detail Report

Select Based On: Due Date, Ship Date, or Commit Date.   Select Type: Revenue or Margin.   Enter specific Customer between the single quotes: If you desire all Customers leave '*' defaulted. Note: You may enter partial or full customer name.   Enter the number of days you want the system to use to calculate the "past due" and "future" revenue margins. The default is 720 days. Once selection is made, depress the OK button.   This report is based on the SO scheduled qty entered and the SO prices to calculate the Revenue or Margin. The type "Revenue" is unit cost*qty. The type "Margin" is difference between standard price and unit cost*qty.  This report does NOT include NRE's.

  

 

 

 

 

Select a Group:  By Territory;  By Customer;  By Customer, PO;  By Sales Rep; or  By Sales Type

 

Depress OK

 

Select Based On: Due Date, Ship Date, or Commit Date.   Select Type: Revenue or Margin.   Select Customer by highlighting then depressing the > button. If you want all of the Customers, depress the >> button. Enter the number of days you want the system to use to calculate the "past due" and "future" revenue margins. The default is 720 days. (The number of days past due to be included is so that you can filter out any old orders that are still open, but for some reason hasn’t shipped, and may not ship due to some unresolved issues. The past due column, is for how far back data is to be considered). For example: Your current date is 5/12/08 and you have a SO with a due date of 3/21/2008, it is within the 60 day window of past due consideration, and within the 720 day late shipments as well. But if you had a backlog order that was still due from 12/15/2007, it would not show on a 60 day past due report, but would show on a 720 day past due report.   Depress the OK button.   Note:  This report is based on the SO scheduled qty entered and the SO prices to calculate the Revenue or Margin. System uses 720 days to calculate the past due; current month to next 6 months; and future. The type "Revenue" is unit cost*qty. The type "Margin" is difference between standard price and unit cost*qty. This report does NOT include NRE's.