About Order Entry Reports
Order Entry reports are printed through both the (T) Order Entry Selectors screen and the (TR) Order Entry Reports screen.
Three of the reports listed below are used for verification. Verification reports are management tools that provide a written record of the changes made to your pick tickets. The Verification Exceptions Report and the Flushing Exceptions Report are custom Order Entry reports. You should print them every day as part of your day-ending procedures. However, don't print the Flushing Exceptions Report until you flush backorders. These reports use the VER-EXCEPT file. You can purge it when you print the reports. Descriptions for each exception are stored in the !DES library.
The third verification report, the Exceptions Report, is a standard Order Entry Report. It covers only unusual occurrences, such as actions that may be contrary to company policy. It also covers only the entering of orders.
Standard Order Entry Reports
You can customize standard reports using sorts and limits. The reports available through the (TR) screen include:
Picking Tickets help you determine inventory items on-hand and those to backorder.
Invoices help you determine what has been ordered and the cost of those items.
Customer Quotes Report (Standard) lets you print a copy of the quote to give to the customer. You can also print an analysis of the quote that shows costing information for each item on the quote.
Open Pick Records Report (Standard) shows all tickets that have not been invoiced. It lets you see old backorders, tickets that have not been printed, and other unusual tickets. You can also reindex the P-MASTER file or sales journal files. These files cross reference the customer’s account number with the customer’s invoices.
Daily Invoice Register Report (Standard) lists the day’s invoices and gives sales total information.
Exceptions Report is a record of actions that may be contrary to company policy. The information included on the report comes from the EXCEPTIONS file.
Lost Sales Report shows sales lost because the merchandise was out-of-stock or the customer would not accept backorders.
Custom Order Entry Reports
Printing reports through the (T) screen gives you the greatest power and flexibility. Your reports can include any piece of order entry information in your database. The (T) screen lets you customize a report temporarily for a onetime report, or save the changes for future use. Once these reports are set up, you can request the report with only three or four keystrokes.
Through the (T) screen, you can print the following:
Customer Quote Report (Custom) shows items a customer has requested. This is not a placed order, and therefore does not affect inventory or customer files.
Customer Quote with Analysis Report shows items a customer has requested and does not affect inventory or customer files. It provides pricing information for each item on the order. It is sorted by sort code, then by group code within each sort, and finally by item number within each group.
Open Pick Report (Custom) should be printed as part of the day-end procedures, after the [MA] function is performed. This report shows all tickets that have not been invoiced. This report can be used to view old tickets, tickets that have not printed, or other unusual tickets.
Daily Invoice Register (Custom) lists the day’s sales information for each invoice. (Invoices must be a status B to be listed.)
Short-Buy Report shows all status 6 tickets that have backorders. A status 6 indicates the ticket has not yet been through the short-buy process. When a status 6 ticket goes through the shortbuy process, it becomes a status 7. These tickets are filled when you flush your backorders.
Backorder Report lists all backordered items at a status of 6 or 7.
Backorder Report - Items Not on P/O, also known as the Exceptions Report, shows any backorders not filled. You should print this report before completing your purchasing to see if any backorders that should have been filled still exist.
Verification Exceptions Report lists every change made to your 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 tickets, you may be able to determine what happened by examining this report.
Flushing Exceptions Report lists every error that occurs when you flush backorders to tickets at status 8 or B. 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.
See also:
Printing Standard Order Entry Reports