To obtain the Sales Order Reports, select the Print button from the ManEx action buttons at the top of the screen.
The following screen will appear:
Select the appropriate radio for the output format you desire: Screen, Printer, XL File, TXT File, or PDF.
Highlight the desired report and then depress the Option tab if applicable.
Sales Order Acknowledgement report
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For the Sales Order Acknowledgement report, select the numbering choice at the bottom of the screen by clicking on the desired radial. Depress the OK button.
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The following report will print: - This report displays the Sales order acknowledgment for selected sales order.
Sales Order Acknowledgement & Delivery Schedule report
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For the Sales Order Acknowledgement & Delivery Schedule report, select the numbering choice at the bottom of the screen by clicking on the desired radial. Check the Show Commit Date box if you would like the Commit date displayed on report. Depress the OK button.
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The following report will print: - This report displays the Sales order acknowledgment with delivery schedule for selected sales order.
Sales Order Picklist report
For the Sales Order Picklist report. Depress the OK button. The following report will print: This report will display the Sales order picklist for selected sales order
Sales Order Backlog Detail report
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For the Sales Order Backlog Detail report, you can select to sort By Product or By Month on the bottom of the screen.
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Depress the Options tab. Choose Customer by highlighting then depressing the > button. If you want all of the Customers, depress the >> button. If you want to Supress zero backlog quantity check the box. If you want the commit date displayed on the report check the box.
Once selection is made, depress the OK button.
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The following report will print:
Sales Order Backlog Summary report
| For the Sales Order Backlog Detail report. Depress the Options tab. Choose 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.
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The following report will print:
Sales Order Backlog Without Scheduled Shipment report
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For the Sales Order Backlog Without Scheduled Shipment report
Depress the Options tab. Choose 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.
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The following report will print:
Sales Order Booking Detail report
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For the Sales Order Booking Detail report, you can select to sort By Product or By Month on the bottom of the screen.
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Depress the Options tab. You’ll be prompted for the date range. To clear the default selection, check the Clear Selection box. Choose 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: 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.
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The following report will print:
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.
Note: If 'By Packing List" is selected and the total records of packing list is more than 32,767, user will have to enter the packing list number instead of selecting from the mover list. The mover list will not be displayed, because there is an item limitation set on the mover list and once this limitation has been met there are too many items to display, so then the user will need to enter the packing list number they want to view.
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Depress the Options tab. You’ll be prompted for the date range. To clear the default selection, check the Clear Selection box. Choose 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.
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The following report will print:
Daily Shipment History Report by Part Number
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Depress the Options tab. You’ll be prompted for the date range. To clear the default selection, check the Clear Selection box. Choose 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.
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The following report will print:
Pro-Forma Invoice report
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For the Pro-Forma Invoice report, Depress the Options tab. You will be able to add a footnote, as displayed:
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.
Type in the footnote desired and then depress the OK button.
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The following report will print:
SOs without Customer Acknowledgement/PO report
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Depress the Options tab. You will be prompted for the date range. To clear the default selection, check the Clear Selection box.
Choose to display open sales orders only or all sales orders by depress the radial.
Choose 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.
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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
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Depress the Options tab.
Select Type: Revenue or Margin by depressing the appropriate radial.
Select Based On: Due Date, Ship Date, or Commit Date by depressing the appropriate radial.
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.
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.
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The following report will print:
Backlog Revenue and Margin Summary Report
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For the Backlog Revenue and Margin Summary Report, you can select to Group By Territory; By Customer; By Customer, PO; By Sales Rep; or By Sales Type from the following selection screen.
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Depress the Options tab.
Select Type: Revenue or Margin by depressing the appropriate radial.
Select Based On: Due Date, Ship Date, or Commit Date by depressing the appropriate radial.
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.
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. 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.
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The following report will print:
Remaining Shipment Report
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Depress the option tab.
Enter the Date to display Shipments Due Up To:
Basically, this report will get all MRP action records for SO demand that the date is up to whatever user set up on report "Option" page (default is 60 days from now). The program will get sales oder information (due date, price...) as well, then join this two set of data by sales order number and due date. That's how the proposed work orders linked to sales orders, even the user doesn't create the work orders for the sales orders. Because this report lists what order actions required in order to make the shipment, it will get those proposed WO records with negative balance, and get MRP action records for those components. If the part numbers have positive balance or regular WOs that will eventaully fill the demand, those records will be filtered out
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The following will print:
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