Use these fields to print the Order Booking Report.
1. Order
Enter the order to use to print the report. You can select from order date, edit date, primary, or inside slsp order. Press enter to default to O-order date. Note: If you select primary or inside salesperson the system uses the date as the secondary sort order. Also note that dates and times are the system date when the order was created/edited.
2. Beginning range
Enter the beginning range value (date or salesperson depending on your selection for prompt # 1).
3. Ending range
Enter the ending range value (date or salesperson depending on your selection for prompt # 1).
4. Primary/Inside Slsp
If you selected the Order date or Edit date as the primary sort order, the system enables the Primary/Inside Slsp prompt.
Indicate the type of salesperson range to set—you can select from primary salesperson or inside salesperson. Note that only the current salesperson on each order will be evaluated.
Note: These prompts will only be enabled if the primary sort order is Order date or Edit date
5. Beginning
Enter the beginning salesperson for the report.
6. Ending
Select the ending salesperson for the report.
7. Order/Edit Date
Enter E (edit date) or O (Order date) to indicate the type of date to base the report on. If date range is edit date, the report format will always be in detail.
Note: These prompts will only be enabled if the primary sort order is Primary or Inside Slsp
8. Beginning
Select the beginning date to use for the report.
9. Ending
Select the ending date to use for the report.
10. Type
Indicate the type of orders to include in the report. You can select from:
B-Both, to print both changed and deleted documents
C-Changed documents only
D-Deleted documents only
Note: This prompt is enabled if the date range in prompts 1 or 4 is by Edit date
11 Include Deleted
Indicate whether you want to include deleted orders on the report. Press Enter to include deleted orders as the default.
Note: This prompt will only be enabled if the date range in prompts 1 or 4 are by Order date.
12. Warehouse
Enter initiating warehouse to use for the report.
13. Customer
Enter customer to use for the report.
14. User Code
Enter user code to print orders for on the report
15. Scope
Enter S-summary or D-detail to indicate whether to print the report in summary or detail format. Press Enter to accept S-summary, the default.
Note: This prompt will be disabled if either range (primary or secondary) is by edit date.
16. Include Tax and Frt
Indicate whether to include tax and freight amounts in document totals.
17. Totals Only
Indicate whether you want to print daily/salesperson totals only. Press Enter to enter No, the default.
Note: This prompt will only be enabled if Scope is S and date range is not by edit date (E). If Primary date range is a date type, then prompt will say "daily", otherwise it will say "salesperson".
18. Cost Info
Indicate whether you want to include cost and gross margin information. Press Enter to enter No, the default.
Note: This prompt will only be enabled if the current user has the cost security code.
19. Item Class Total
Indicate whether to print totals by item class.
This c heck box is only available if the Totals Only check box is checked. Note that Item Class Totals will not always match report totals due to tax, freight and header discounts that are not disbursed at the line level.
20. New Page
Indicate whether you want to start a new page for each new salesperson/territory code on the report. Press Enter to enter No, the default.
Note: This prompt will only be enabled if the primary sort is by salesperson