8.7.2.�Backlog

8.7.2.1. Backlog by Customer Type
8.7.2.2. Backlog by Customer Group
8.7.2.3. Backlog by Customer
8.7.2.4. Backlog by Sales Order
8.7.2.5. Backlog by Product Category
8.7.2.6. Backlog by Item

Backlog Reports section.

8.7.2.1.� Backlog by Customer Type

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

Backlog by Customer Type

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

All Customer Types: Select to display Backlog for all Customer Types.
Selected: Specify Customer Type whose Backlog 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: Backlog by Customer Type entered on and after this date will be displayed.
End Date: Backlog by Customer Type 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 Type for all Warehouses.
Selected: Specify Warehouse whose Backlog by Customer Type you want to display.
Backlog: Display lists Backlog by Customer Type, 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 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.

8.7.2.2.� Backlog by Customer Group

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

Backlog by Customer Group

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

All Customer Groups: Select to display Backlog for all Customer Groups.
Selected: Specify Customer Group whose Backlog you want to display.
Pattern: Enter a Customer Group pattern to select a range of Customer Groups. Refine your search using Regular Expressions, as described in Section�1.2.9, “Topic: Pattern Matching with Regular Expressions”.
Start Date: Backlog by Customer Group entered on and after this date will be displayed.
End Date: Backlog by Customer Group 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 Group for all Warehouses.
Selected: Specify Warehouse whose Backlog by Customer Group you want to display.
Backlog: Display lists Backlog by Customer Group, using the specified parameters. This display is a nested list, with a plus ("+") sign located to the far left of the display 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 Documents. 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.

8.7.2.3.� 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.

8.7.2.4.� Backlog by Sales Order

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

Backlog by Sales Order

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

Sales Order #: Enter the Sales Order Number of the Sales Order whose backlog you want to view.
Order Date: Displays the date the Sales Order was placed.
Cust. Name: Displays the Customer name associated with specified Sales Order.
Cust. Phone: Displays the Customer phone number associated with specified Sales Order.
P/O Number: Displays the Customer Purchase Order number associated with specified Sales Order.
Shipment Status: Display lists Backlog by Sales Order, using the specified parameters. If the available quantity falls below zero, the value will display in red type.

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 Shipment Status list enables you to select from the following menu options:
View Running Availability: Select to view Running Availability for the specified Item Site.
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.

8.7.2.5.� 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.

8.7.2.6.� 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.