8.8.1.�Bookings

8.8.1.1. Bookings by Sales Rep
8.8.1.2. Bookings by Customer Group
8.8.1.3. Bookings by Customer
8.8.1.4. Bookings by Ship-To
8.8.1.5. Bookings by Product Category
8.8.1.6. Bookings by Item

Bookings section.

8.8.1.1.� Bookings by Sales Rep

To view Bookings by Sales Representative, select the "Bookings by Sales Rep" option. The following screen will appear:

Bookings by Sales Representative

When displaying Bookings by Sales Representative, you are presented with the following options:

Sales Rep.: Specify the Sales Representative whose bookings you want to display.
All Warehouses: Select to display Bookings by Sales Representative for all Warehouses.
Selected: Specify Warehouse whose Bookings by Sales Representative you want to display.
All Product Categories: Select to display Bookings by Sales Representative for all Product Categories.
Selected: Specify Product Category whose Bookings by Sales Representative 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: Bookings by Sales Representative generated on or after this date will be displayed.
End Date: Bookings by Sales Representative generated on or before this date will be displayed.
Bookings: Display lists Bookings by Sales Representative, 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.

8.8.1.2.� Bookings by Customer Group

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

Bookings by Customer Group

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

All Customer Groups: Select to display Bookings for all Customer Groups.
Selected: Specify Customer Group whose Bookings 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”.
All Warehouses: Select to display Bookings by Customer Group for all Warehouses.
Selected: Specify Warehouse whose Bookings by Customer Group you want to display.
Start Date: Bookings by Customer Group generated on or after this date will be displayed.
End Date: Bookings by Customer Group generated on or before this date will be displayed.
Bookings: Display lists Bookings by Customer Group, 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.

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

Edit: Select to edit the specified item.
View: Select to view the specified item.
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.

8.8.1.3.� Bookings by Customer

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

Bookings by Customer

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

Customer #: Enter the Customer Number of the Customer whose Bookings 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."
All Warehouses: Select to display Bookings by Customer for all Warehouses.
Selected: Specify Warehouse whose Bookings by Customer you want to display.
All Product Categories: Select to display Bookings by Customer for all Product Categories.
Selected: Specify Product Category whose Bookings by Customer 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: Bookings by Customer generated on or after this date will be displayed.
End Date: Bookings by Customer generated on or before this date will be displayed.
Bookings: Display lists Bookings by Customer, 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.

8.8.1.4.� Bookings by Ship-To

To view Bookings by Ship-To, select the "Bookings by Ship-To" option. The following screen will appear:

Bookings by Ship-To

When displaying Bookings by Ship-To, you are presented with the following options:

Customer #: Enter the Customer Number of the Customer whose Bookings by Ship-To 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."
Ship-To #: Enter the Ship-To Number of the Ship-To whose Bookings you want to display.
All Warehouses: Select to display Bookings by Ship-To for all Warehouses.
Selected: Specify Warehouse whose Bookings by Ship-To you want to display.
Start Date: Bookings by Ship-To generated on or after this date will be displayed.
End Date: Bookings by Ship-To generated on or before this date will be displayed.
All Product Categories: Select to display Bookings by Ship-To for all Product Categories.
Selected: Specify Product Category whose Bookings by Ship-To 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”.
Bookings: Display lists Bookings by Ship-To, 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.

8.8.1.5.� Bookings by Product Category

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

Bookings by Product Category

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

All Product Categories: Select to display Bookings for all Product Categories.
Selected: Specify Product Category whose Bookings 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”.
All Warehouses: Select to display Bookings by Product Category for all Warehouses.
Selected: Specify Warehouse whose Bookings by Product Category you want to display.
Start Date: Bookings by Product Category generated on or after this date will be displayed.
End Date: Bookings by Product Category generated on or before this date will be displayed.
Bookings: Display lists Bookings by Product Category, 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.

8.8.1.6.� Bookings by Item

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

Bookings by Item

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

Item Number: Enter the Item Number of the Item whose Bookings you want to display.
UOM: Inventory Unit of Measure.
All Warehouses: Select to display Bookings by Item for all Warehouses.
Selected: Specify Warehouse whose Bookings by Item you want to display.
Start Date: Bookings by Item generated on or after this date will be displayed.
End Date: Bookings by Item generated on or before this date will be displayed.
Bookings: Display lists Bookings by Item, 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.