8.7.1. 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.