Printing Standard Order Entry Reports

You must print the Daily Invoice Register before performing the [MA] Daily Backup Procedure.

  1. In the (TR) screen, select the [F] Daily Invoice Register report code.

  2. When the cursor moves to the Pick # field, you can set limits. Use them to define the records to include on the report. To print information for all of your invoices, press Enter and go to Step 3.

    To limit the report to one ticket, enter the same number in both the Pick # and To # fields.

    To specify a range, enter the beginning of the range in the first field, and enter the end of the range in the corresponding To field. Press Enter. You cannot limit by route, zip code, order-writer, or customer name.

  3. Use the Pick # and To # fields to limit by a range of pick ticket numbers.

  4. Use the Route # and To # fields to limit reports to a range of delivery route numbers. When you enter a range of numbers, you can use either the number from the Route box in the Customer Master tab, or the number in the Route box in the Shipping Manifest in the Buyers/Manifest tab. To use the Route box in the Customer Master tab, type R. To use the Route box in the Shipping Manifest, type M.

  5. Use the Zip # and To # fields to limit reports to a range of zip codes.

  6. Use the Writer and To fields to limit reports to a range of order-writer numbers.

  7. Use the Name and To fields to limit reports to a range of customer names.

  1. The cursor moves to the Sort Order 1 field. Sorts determine the order in which the pick tickets print. To accept the default sort (sorting by pick ticket number), press Enter and go to Step 4.

    You can specify up to two codes. To do this, enter the appropriate sort code in the Sort Order 1 and 2 fields. For example, to sort tickets by date, type D in the Sort Order 1 field. Always define the priority for your sorts beginning with the most general and narrowing to the most specific.

    By specifying sort parameters for a report, you establish the order and grouping of any records included in the report. For example, if you sort by customer name, all of the information for each customer is grouped together and printed in alphabetical order by name. There also can be sorts within sorts. For example, if you sort by customer name and date, the report groups customer names according to date.

    Sorts use either ascending or descending order. Ascending order is from first to last (from A to Z, for example). Descending order is from last to first (from 10 to 1, for example). You cannot combine ascending and descending sorts for a single report.

  2. To sort reports or tickets by pick ticket number, type #.

  3. To sort by customer name, type C.

  4. To sort by the date the order was entered, type D.

  5. To sort by the shipping route, type M. The shipping route is set in the Route box in the Shipping Manifest in the Buyers/Manifest tab.

  6. To sort by the route number, type R. The route number is set in the Route box in the Customer Master tab.

  7. To sort by salesperson, type S. The salesperson number is set in the Salesperson 1 box in the Customer Master tab.

  8. To sort by order-taker number, type T.

  9. To sort by zip code, type Z. The zip code is set in the Zip box in the Customer Master tab.

  1. In the Loc field, enter the inventory location for the report. To include all inventory locations, space through the Loc field.

  2. In the Printer field, enter the logical name of the printer to use.

  3. In the Copies field, enter the number of copies to print.

  4. In the Totals field, to print only total lines for the report, type Y. To include detail for each pick ticket, type N.

See also:

Printing the Daily Invoice Register (Custom)