SO Reports & Prints Overview

Most Sales Orders reports can be printed in different orders (depending on the information on the report). In addition to the order, you can choose the range to be printed. For example, on the Order Status Report, you may print in order number, item or customer order. If the order chosen is by item number, the beginning and ending item number is asked for.

The programs available in this subsystem are:

• Quote Listing, which provides a report of quotes in quote, customer, or customer alpha order.
  
• Order Status Report, which provides a report of orders in order number, item number or customer number order. The user may also select a specific warehouse to print for and the types of orders to print (open, backorders or all).
  
• Daily Shipping Report, which prints a list of backorders and work orders that have the requested ship date on or between the dates specified.
  
• Lost Sales Report, which lists lost sales by item. A lost sale is recorded when the ordered number is greater than the shipped number plus the backordered number; e.g., the sale was lost because the merchandise was not available.
  
• Returns Report, which provides a listing of merchandise returns. The report prints the invoice number, returns code, items and cost of the items returned.
  
• Outstanding Deposits report, which provides a list of documents with deposits that have not been applied on account or earned.
  
• Direct Ship/Nonstock Report, which lists documents that contain direct shipped and/or nonstocked items (i.e., items not in the inventory of the selected warehouse).
  
• Route Recap Report, which lists all the documents sold for the route, in route number order. This may be instrumental in approving routes so that they may be released.
  
• Customer Price List, which prints a list of the least expensive prices of each item for the selected customer. The user may elect to print contract pricing only.
  
• Unbilled Freight Report, which provides a list of all invoices billed with the freight flag set to B for bill later. The listing displays the ship via, invoice number, and weight for each document.
  
• Service Fill Report, which is used to measure your company’s level of service by evaluating what percentage of line items are completely filled on the first shipment to a customer or transfer to another warehouse.
  
• DOT Code Listing, which provides a list of all DOT Codes in the system. The listing contains the following information: DOT Code, whether the material is hazardous, hazardous material entry, hazardous class, UN/NA identification number, packing group, freight class, shipping name and optionally additional descriptions.
  
• SO Code List, which prints a listing of the various 50 codes including route and returns code.
  
• Ship Via Listing, which lists ship via codes, which are set up in the Ship Via F/M.
  
• Order Activity Cost Code Listing, which lists all the different types of order cost activities.
  
• Customer Order Profitability Analysis Report, which applies the costs recorded in Order Cost Activity F/M to the customers by the volume of their orders.
  
• Order Booking Report, which is used to review booked orders and print them for tracking purposes of tracking.
  

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