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8.8.2. Time-Phased Bookings
Time-Phased Bookings section.
8.8.2.1.
Time-Phased Bookings by Customer
To view time-phased Bookings by Customer, select the "Time-Phased
Bookings by Customer" option. The following screen will appear:
When displaying time-phased Bookings by Customer, you are presented
with the following options:
- All Customer Types
Select to display time-phased Bookings by Customer for all
Customer Types.
- Selected
Specify Customer Type whose time-phased Bookings 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”.
- Calendar
Select the Calendar you want to use for the report. Associated
Calendar periods will be displayed.
- Name/Selected Periods
Select as many periods as you want to display. Selected periods
correspond to Calendar specified in the "Calendar" field. Select
individual periods or groups of periods together. To select an
individual period, highlight the period using your mouse button. The
period is now selected. To select a sequence of periods, highlight the
first in the sequence using your mouse button. Then, holding down the
SHIFT key on your keyboard, highlight the last period in the sequence.
The entire sequence is now selected. To select periods that are out of
sequence (e.g., January, April, July, October), highlight the first
period in the group. Then, holding down the CTRL key on your keyboard,
highlight the next period you want to select. Continue highlighting
periods with the CTRL key depressed until all desired periods are
selected. The entire group is now selected.
- Bookings
Display lists time-phased Bookings by Customer, using the
specified parameters.
To the far right of the screen, the following buttons are
available:
Right-clicking on a Customer in the Sales history list enables you to
select from the following menu options:
-
View Bookings
Select to view sales bookings for the specified line.
-
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.
8.8.2.2.
Time-Phased Bookings by Product Category
To view time-phased Bookings by Product Category, select the
"Time-Phased Bookings by Product Category" option. The following screen will
appear:
When displaying time-phased Bookings by Product Category, you are
presented with the following options:
- All Warehouses
Select to display time-phased Bookings by Product Category for
all Warehouses.
- Selected
Specify Warehouse whose time-phased Bookings by Product Category
you want to display.
- All Product Categories
Select to display time-phased Bookings for all Product
Categories.
- Selected
Specify Product Category whose time-phased 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”.
- Inventory Units
Select to display Inventory Units of Measure.
- Capacity Units
Select to display Capacity Units of Measure.
- Alt. Capacity Units
Capacity Units: Select to display Alternate Capacity Units of
Measure.
- Sales Dollars
Select to display sales dollars.
- Calendar
Select the Calendar you want to use for the report. Associated
Calendar periods will be displayed.
- Name/Selected Periods
Select as many periods as you want to display. Selected periods
correspond to Calendar specified in the "Calendar" field. Select
individual periods or groups of periods together. To select an
individual period, highlight the period using your mouse button. The
period is now selected. To select a sequence of periods, highlight the
first in the sequence using your mouse button. Then, holding down the
SHIFT key on your keyboard, highlight the last period in the sequence.
The entire sequence is now selected. To select periods that are out of
sequence (e.g., January, April, July, October), highlight the first
period in the group. Then, holding down the CTRL key on your keyboard,
highlight the next period you want to select. Continue highlighting
periods with the CTRL key depressed until all desired periods are
selected. The entire group is now selected.
- Bookings
Display lists time-phased Bookings by Product Category, using
the specified parameters.
To the far right of the screen, the following buttons are
available:
Right-clicking on a Customer in the Sales history list enables you to
select from the following menu options:
-
View Bookings
Select to view sales bookings for the specified line.
-
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.
8.8.2.3.
Time-Phased Bookings by Item
To view time-phased Bookings by Item, select the "Time-Phased Bookings
by Item" option. The following screen will appear:
When displaying time-phased Bookings by Item, you are presented with
the following options:
- All Warehouses
Select to display time-phased Bookings by Item for all
Warehouses.
- Selected
Specify Warehouse whose time-phased Bookings by Item you want to
display.
- All Product Categories
Select to display time-phased Bookings by Item for all Product
Categories.
- Selected
Specify Product Category whose time-phased Bookings by Item 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”.
- Inventory Units
Select to display Inventory Units of Measure.
- Sales Dollars
Select to display sales dollars.
- Calendar
Select the Calendar you want to use for the report. Associated
Calendar periods will be displayed.
- Name/Selected Periods
Select as many periods as you want to display. Selected periods
correspond to Calendar specified in the "Calendar" field. Select
individual periods or groups of periods together. To select an
individual period, highlight the period using your mouse button. The
period is now selected. To select a sequence of periods, highlight the
first in the sequence using your mouse button. Then, holding down the
SHIFT key on your keyboard, highlight the last period in the sequence.
The entire sequence is now selected. To select periods that are out of
sequence (e.g., January, April, July, October), highlight the first
period in the group. Then, holding down the CTRL key on your keyboard,
highlight the next period you want to select. Continue highlighting
periods with the CTRL key depressed until all desired periods are
selected. The entire group is now selected.
- Bookings
Display lists time-phased Bookings by Item, using the specified
parameters.
To the far right of the screen, the following buttons are
available:
Right-clicking on a Customer in the Sales history list enables you to
select from the following menu options:
-
View Bookings
Select to view sales bookings for the specified line.
-
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.
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