About Verification Reports
Verification reports are management tools that provide a written record of the changes made to your pick tickets. There are two main verification reports: the Verification Exceptions Report, and the Flushing Exceptions Report. These reports are printed through the (T) You Order Entry Selectors screen.
The (TR) Order Entry Reports screen includes a similar report, the Exceptions Report. The Exceptions Report you can print in the (TR) screen differs from the two reports discussed below in two ways: it covers only unusual occurrences (actions that may be contrary to company policy), and it covers only the entering of orders. For more details, see Printing the Exceptions Report.
We recommend that you print both of these reports every day, as part of your day-end procedures. The Flushing Exceptions Report should not be printed until after you flush backorders. Exceptions for these reports are stored in the VER-EXCEPT file. You have the option of purging (deleting) exceptions from this file when you print the reports. The descriptions for each exception are stored in the !DES library.
To customize these reports, you use Sorts and Limits.
Sorts determine the order in which information is listed. For example, if you sort by invoice number, exceptions are listed on the report by invoice, with the lowest invoice number first, and the highest invoice number last. There can also be sorts within sorts. For example, if you sort by date and item number, the report is sorted first by date, and then by item number. When specifying sorts, begin with the most general, narrowing the selection to the most specific. When specifying sorts, you can indicate that the information for each member of a sort group should begin printing at the top of a new page. This is called breaking pages. For example, if you are sorting by customer and break pages, the information for each customer begins at the top of a new page.
Limits define which records are included in a report or procedure. For example, when generating a verification exceptions report, you can limit the reports to exceptions that occurred on a specific date. You can set several limits. If you do, a record must meet all of the limits you set to be included.
Note: If you are unfamiliar with Report Writer concepts, see the Reports Menu.
The Verification Exceptions Report
This report lists every change made to your pick tickets during verification. It also lists changes made when changing orders in the Order Entry window and when deleting them. It can be a valuable part of your audit trail, and can be a useful management tool. If you have problems after verifying, changing, or deleting pick tickets, you may be able to determine what happened by examining this report. You print this report in the (T) screen.
This report includes information for each exception that meets the limits you set. Each line of the report displays the invoice number, followed by the customer and item keys (the customer key is the customer’s account number; the item key is the item number and company). Each line also includes the time when the exception occurred, and the verifier’s order-taker number. Next is the old price and the old quantity. These columns display amounts only if the exception changed the price or the quantity. Finally, are the exception code and exception description print.
This report has no default limits. The default sorts are location, exception date, and invoice number. The report breaks a page for each location and for each exception date. This means that each day’s verification exceptions begin printing on a new page.
The Flushing Exceptions Report
This report lists every error that occurs when you flush backorders to tickets at status 8 or B. You print this report in the (T) screen.
Note: You flush backorders through the (TR) Order Entry Reports screen.
The columns that print on the Flushing Exceptions Report are the same as those that print on the Verification Exceptions Report. The sorts and limits are also the same.
Every ticket listed in the Flushing Exceptions Report remains at the status it had before you flushed backorders; the errors listed in the report prevent these pick tickets from advancing to status 8 or B. To move these pick tickets to status 8 or B, you need to final-verify them. During verification, you can correct the problems listed in the report.
The Exceptions Report
The Exceptions Report is a record of actions that may be contrary to company policy. The information that is included on the report comes from the EXCEPTIONS file. You print this report in the (TR) screen.
Notes: When you print the Exception Report, the printed items are purged from the EXCEPTIONS file. If the Exception Report is printed for location 1, only items from location 1 are purged. If the report is printed for all locations, then all items are purged.
The exception code is listed in the EXCEPTIONS file, while the code’s description is printed on the report. Neither the file nor the report show both the code and the description.
For more information about verification reports, see the Reports Menu.
See also:
Printing the Verification Exceptions Report