3.4.7. Reports

3.4.7.1. Backlog
3.4.7.2. Summarized Backlog by Warehouse
3.4.7.3. Shipments

Shipping Reports section.

3.4.7.1. Backlog

3.4.7.1.1. Backlog by Item
3.4.7.1.2. Backlog by Customer
3.4.7.1.3. Backlog by Product Category

Backlog Reports section.

3.4.7.1.1. Backlog by Item

To view Backlog by Item, select the "Backlog by Item" option. The following screen will appear:

Backlog by Item

When displaying Backlog by Item, you are presented with the following options:

Item Number: Enter the Item Number of the Item whose Backlog you want to view.
UOM: Inventory Unit of Measure.
Start Date: Backlog by Item entered on and after this date will be displayed.
End Date: Backlog by Item entered on and before this date will be displayed.
Show Prices: Select to include pricing information in the display.
All Warehouses: Select to display Backlog by Item for all Warehouses.
Selected: Specify Warehouse whose Backlog by Item you want to display.
Backlog: Display lists Backlog by Item, using the specified parameters. If the "Show Prices" option is selected, an additional column showing the amount of the backlog will display. The total backlog will also be shown.

To the far right of the screen, the following buttons are available:

CLOSE: Closes the screen, returning you to the application desktop.
PRINT: Runs the report associated with this screen.

Right-clicking on a Sales Order Line Item in the Backlog list enables you to select from the following menu options:

Edit Order: Select to edit the specified Order.
View Order: Select to view the specified Order.
Edit Item: Select to edit the specified Order Item.
View Item: Select to view the specified Order Item.
Print Packing List: Select to print a Packing List for the specified Order.
Export Contents: Export the data displayed on the screen into a plain-text, TAB-delimited file. This file may subsequently be imported into a spreadsheet or other office tool.

3.4.7.1.2. Backlog by Customer

To view Backlog by Customer, select the "Backlog by Customer" option. The following screen will appear:

Backlog by Customer

When displaying Backlog by Customer, you are presented with the following options:

Customer #: Enter the Customer Number of the Customer whose Backlog you want to display. The browse button located to the right of the field leads to a searchable Customers list. You may also access this list using the keyboard shortcut "CTRL + L". Once a Customer Number is entered, the Customer name and billing address will display. Select the "?" or "$" symbol next to the browse button to view Customer information for the specified Customer. If a Customer's credit is "In Good Standing," the button will feature a black question mark ("?") icon. If the icon turns to an orange dollar sign ("$"), the Customer's credit Status is "On Credit Warning." A red dollar sign ("$") indicates the Customer's credit Status is "On Credit Hold."
Start Date: Backlog by Customer entered on and after this date will be displayed.
End Date: Backlog by Customer entered on and before this date will be displayed.
Show Prices: Select to include pricing information in the display.
All Warehouses: Select to display Backlog by Customer for all Warehouses.
Selected: Specify Warehouse whose Backlog by Customer you want to display.
Backlog: Display lists Backlog by Customer, using the specified parameters. If the "Show Prices" option is selected, an additional column showing the amount of the backlog will display. The total backlog will also be shown.

To the far right of the screen, the following buttons are available:

CLOSE: Closes the screen, returning you to the application desktop.
QUERY: Select to generate the display, using the specified parameters.
PRINT: Runs the report associated with this screen.

Right-clicking on a Sales Order Line Item in the Backlog list enables you to select from the following menu options:

Edit Order: Select to edit the specified Order.
View Order: Select to view the specified Order.
Edit Item: Select to edit the specified Order Item.
View Item: Select to view the specified Order Item.
Print Packing List: Select to print a Packing List for the specified Order.
Export Contents: Export the data displayed on the screen into a plain-text, TAB-delimited file. This file may subsequently be imported into a spreadsheet or other office tool.

3.4.7.1.3. Backlog by Product Category

To view Backlog by Product Category, select the "Backlog by Product Category" option. The following screen will appear:

Backlog by Product Category

When displaying Backlog by Product Category, you are presented with the following options:

All Product Categories: Select to display Backlog for all Product Categories.
Selected: Specify Product Category whose Backlog you want to display.
Pattern: Enter a Product Category pattern to select a range of Product Categories. Refine your search using Regular Expressions, as described in Section 1.2.9, “Topic: Pattern Matching with Regular Expressions”.
Start Date: Backlog by Product Category entered on and after this date will be displayed.
End Date: Backlog by Product Category entered on and before this date will be displayed.
Show Prices: Select to include pricing information in the display.
All Warehouses: Select to display Backlog by Product Category for all Warehouses.
Selected: Specify Warehouse whose Backlog by Product Category you want to display.
Backlog: Display lists Backlog by Product Category, using the specified parameters. If the "Show Prices" option is selected, an additional column showing the amount of the backlog will display. The total backlog will also be shown.

To the far right of the screen, the following buttons are available:

CLOSE: Closes the screen, returning you to the application desktop.
QUERY: Select to generate the display, using the specified parameters.
PRINT: Runs the report associated with this screen.

Right-clicking on a Sales Order Line Item in the Backlog list enables you to select from the following menu options:

Edit Order: Select to edit the specified Order.
View Order: Select to view the specified Order.
Edit Item: Select to edit the specified Order Item.
View Item: Select to view the specified Order Item.
Print Packing List: Select to print a Packing List for the specified Order.
Export Contents: Export the data displayed on the screen into a plain-text, TAB-delimited file. This file may subsequently be imported into a spreadsheet or other office tool.

3.4.7.2. Summarized Backlog by Warehouse

To view summarized Backlog by Warehouse, select the "Summarized Backlog by Warehouse" option. The following screen will appear:

Summarized Backlog by Warehouse

When displaying summarized Backlog by Warehouse, you are presented with the following options:

All Customer Types

Select to display summarized Backlog by Warehouse for all Customer Types.

Selected

Specify Customer Type whose Backlog by Warehouse you want to display.

Pattern

Enter a Customer Type pattern to select a range of Customer Types. Refine your search using Regular Expressions, as described in Section 1.2.9, “Topic: Pattern Matching with Regular Expressions”.

Start Date

Summarized Backlog by Warehouse entered on and after this date will be displayed.

End Date

Summarized Backlog by Warehouse entered on and before this date will be displayed.

Show Prices and Costs

Select to include pricing and Cost information in the display.

All Warehouses

Select to display summarized Backlog for all Warehouses.

Selected

Specify Warehouse whose summarized Backlog you want to display.

Order By

Select one of the following options to indicate how you want the results to be organized:

Ship Date: Select to order the display by Ship Date.
Pack Date: Select to order the display by Pack Date.
S/O Number: Select to order the display by Sales Order Number.

Backlog

Display lists summarized Backlog by Warehouse, using the specified parameters. The display is a nested list, with a plus ("+") sign located to the far left of the screen next to each line that may be expanded to lower levels. By clicking your mouse on a plus sign, you reveal lower levels of information related to the Order. If the "Show Prices and Costs" option is selected, additional columns showing sales Price, Cost, and margin will display.

Note

The Summarized Backlog by Warehouse display is color-coded for ease of use. The following colors are used to describe the backlog status of Sales Order Line Items:

Blue: Order is at Shipping but is not yet shipped
Green: Order has been shipped but is not yet invoiced
Red: Part of the Order has been shipped and invoiced, but Backorder Items still need to be shipped and invoiced
: Order has remaining uninvoiced Line Items remain on Backorder
Black: None of the above conditions is true.

Total Sales Orders: Displays the total number of Sales Orders on Backlog.
Total Line Items: Displays the total number of Sales Order Line Items on Backlog.
Total Qty (Shipping UOM): Displays the total number of unshipped Sales Order Line Items on Backlog.

To the far right of the screen, the following buttons are available:

CLOSE: Closes the screen, returning you to the application desktop.
QUERY: Select to generate the display, using the specified parameters.
PRINT: Runs the report associated with this screen.

Right-clicking on a Sales Order in the Backlog list enables you to select from the following menu options:

Edit: Select to edit the specified item.
View: Select to view the specified item.
Reschedule: Select to reschedule the specified Sales Order.
Delete: Select to delete the specified item.
Print Packing List: Select to print a Packing List for the specified Order.
Export Contents: Export the data displayed on the screen into a plain-text, TAB-delimited file. This file may subsequently be imported into a spreadsheet or other office tool.

3.4.7.3. Shipments

3.4.7.3.1. Shipments by Sales Order
3.4.7.3.2. Shipments by Date

Shipment Reports section.

3.4.7.3.1. Shipments by Sales Order

To view shipments by Sales Order, select the "Shipments by Sales Order" option. The following screen will appear:

Shipments by Sales Order

Tip

Get the most up-to-date tracking information directly from the shipper's website by using the "Query Shipment Status" option in the "Shipments by Sales Order" report.

When displaying shipments by Sales Order, you are presented with the following options:

Sales Order #: Enter the Sales Order Number of the Sales Order whose shipments you want to display.
Order Date: Displays the Order Date for the specified Sales Order.
Cust. Name: Displays the Customer Name associated with the specified Sales Order.
Cust. Phone: Displays the Customer's phone number.
P/O Number: Displays the Purchase Order Number associated with the specified Sales Order.
Shipments: Display lists shipments by Sales Order, using the specified parameters.

To the far right of the screen, the following buttons are available:

CLOSE: Closes the screen, returning you to the application desktop.
PRINT: Runs the report associated with this screen.

Right-clicking on a Shipment enables you to select from the following menu options:

Print Shipping Form: Select to print a Shipping Form for the specified Order.
Query Shipment Status: Select to track the specified Order using the supported carrier's website (e.g., UPS).
Export Contents: Export the data displayed on the screen into a plain-text, TAB-delimited file. This file may subsequently be imported into a spreadsheet or other office tool.

3.4.7.3.2. Shipments by Date

To view shipments by date, select the "Shipments by Date" option. The following screen will appear:

Shipments by Date

Tip

Get the most up-to-date tracking information directly from the shipper's website by using the "Query Shipment Status" option in the "Shipments by Sales Order" report.

When displaying shipments by date, you are presented with the following options:

Start Date: Shipments occurring on or after this date will be included in the display.
End Date: Shipments occurring on or before this date will be included in the display.
Shipments: Display lists shipments by date, using the specified parameters.

To the far right of the screen, the following buttons are available:

CLOSE: Closes the screen, returning you to the application desktop.
QUERY: Select to generate the display, using the specified parameters.
PRINT: Runs the report associated with this screen.