Orders Report

This chapter contains the following topics:

Printing the Orders Report

Use this selection to print a report of open and orders to optionally include posted orders. You may also print open quotes, loans, rentals, and RMAs. Several different reporting sequences are provided.

Because it can include history it may be used as a daily sales report.

See an Orders by Order Number Detail sample in the Sample Reports appendix

Select

Orders from the Reports menu.

The following screen is displayed.

Enter the information as follows:

1. Starting order #

2. Ending order #

Enter the range of open order numbers to be included on the report. Follow the screen instructions.

Options

You may use the following option:

<F2>	For “First” and “Last” order number at fields #1 and #2

Format	Up to six digits
Example	Press <F2> at both fields #1 and #2

3. Starting order date

4. Ending order date

Enter the range of dates of the orders to be included in the report. The dates refer to the date the order was created.

Options

You may use the following option:

<F2>	For Earliest and Latest at fields #3 and #4

Format	MMDDYY
Example	Press <F2> at both fields #3 and #4

5. Starting ship date

6. Ending ship date

Enter the range of ship dates of the orders to be included in the report. Follow the screen instructions.

You may use one of the options:

<F1>	For ASAP. When selected, it will fill in both the starting and ending ship date with ASAP.
<F2>	For Earliest

Format	MMDDYY
Example	Press <F1> at both fields #5 and #6

7. Starting item #

Format

15 characters

8. Ending item #

Format

Enter the range of item numbers to be included in the report. Follow the screen instructions.

If a specific item number range is entered, only orders containing the specified items are shown.

You may use the option:

<F2>	For First and Last at fields #7 and #8

Format	Up to 15 digits
Example	Press <F2> at both fields #7 and #8

9. Starting svc #

10. Ending svc #

Enter the range of service #’s or press <F2> for First and Last or use the option:

Example

Press <F2> at both fields.

11. Starting cust name

12. Ending cust name

11. Starting customer #

12. Ending customer #

Enter the range of customer names or numbers for whom orders are to be printed.

You may use one of the options:

<F1>	To specify customer # range
<F2>	For “First” and “Last” at fields #9 and #10

Format

Up to 25 characters for customer name

Up to 12 characters for customer number

Example

Press <F2> at both fields #11 and #12

13. Starting sales rep #

14. Ending sales rep #

Enter the range of sales rep for whom orders are to be printed.

You may use one of the options:

<F1>	To specify customer # range
<F2>	For “First” and “Last” at fields #13 and #14

Format	Up to 25 characters
Example	Press <F2> at both fields #13 and #14

15. Order type

Enter the letter corresponding to the type of orders to be included in the report.

O	To include type O (orders) and I (invoices) orders and credit memos.
Q	To include only quotes.
R	To include only RMA’s.
L	To include only loans.
T	To include only rentals.

Format	One letter from the table above. The default is O
Example	Press <Enter> to accept the default

If you are intending to include history on the report, you must select O.

16. Print in order by

Enter the letter corresponding to the sequence in which the report is to be printed.

O	To print the report by order number
C	To print the report by customer number
N	To print the report by customer name
I	To print the report by item number
L	To print the report by sales rep number
A	To print the report by sales rep name
S	To print the report by ship date
D	To print the report by order date

Format	One letter from the table above
Example	Type O then press <Enter>

17. Detail or summary

Enter D to print item detail, or S to print order information only.

If you enter D, a report printed in sequence by order number, customer number, customer name, ship date, sales rep number, or sales rep name shows line item detail. For each item on an order, the item number, description, quantity ordered (or credited), unit, quantity to ship (or returned to inventory), quantity back ordered, unit price, and extended price are shown.

A detailed report printed in sequence by item number shows information on each order that contains the item. For each order, the information includes: quantity ordered (or credited), quantity to ship (or returned to inventory), unit, warehouse, unit price, extended price, order number and date, order type, bill-to customer, ship via method and date, sequence number, and sales rep.

If you enter S, a report printed in sequence by order number, customer number, customer name, ship date, sales rep number, or sales rep name shows order totals only, with no line item detail.

A summary report printed in sequence by item number shows, for each warehouse, individual item totals from all orders for: quantity ordered, quantity to ship, quantity back ordered, extended price, number of lines, oldest order date, and earliest ship date.

D	For detail report
S	For summary report

Format	One letter either D or S. The default is D.
Example	Press <Enter> to accept the default.

18. Show gross profit ?

Answer Y to print the approximate dollar margin of each open order (the exact profit margin on each posted order), or answer N if you do not wish the dollar margin to appear.

Format	One letter, either Y or N. The default is N.
Example	Type Y then press <Enter>.

19. Include history ?

Answer Y to include invoices from A/R history that were originally generated from O/E.

Format	One letter, either Y or N. The default is N.
Example	Type Y then press <Enter>.

This field is skipped if you selected to print either quotes, RMAs, loans or rentals in field 15.

20. 1 (order) per page ?

Answer Y to print one record type (order, customer, item number, ship date, or sales rep) per page, or press <Enter> to default to N.

If you answer Y, each new order (customer, etc.) begins on a new page.

Format	One letter, either Y or N. The default is N.
Example	Press <Enter> to accept the default.

If you are using multi-warehousing, the following field appears:

21. Warehouse

Enter the warehouse for which you want information shown on the report.

In field 19, if you selected Y to print invoice history, then this field will be auto-entered as “All” warehouses and cannot be changed.

Enter a code or you may use one of these options:

<F5>	For “All” warehouses
<Enter>	For the Central warehouse

Format	Up to two characters
Example	Press <Enter> for Central warehouse

22. Starting next date

23. Ending next date

These fields only display if you select an order type of Rentals.

Enter the range of next dates for the rental order type to be included on the report.

You may use the option:

<F2>	For “Earliest” and “Latest”

Format	MMDDYY
Example	Press <F1> at both fields #22 and #23

An order is printed on the report if it falls within the ranges entered in the fields above, and the warehouse for the order is the same as that entered here.

There is a status field that prints on the report with the following indicators:

Type	Description
Blank	Open order
Selected	Selected for billing
Invoiced	Invoice printed but not posted
Posted	Invoice in history

Invoices from history always print as an Invoice type, no matter what they were as an open order transaction.

Field Number To Change ?

Make changes as needed. When finished select the <Enter> key to print the Orders Report.

See an Orders by Order Number Detail sample in the Sample Reports appendix

E.D.I. Status Report

Select

E.D.I. status report from the Reports menu

The following screen will be displayed.

1. Starting Order #

Enter the order or press <F2> to use the first order # of an EDI order.

2. Ending Order #

Enter the order or press <F2> to use the last order of an EDI order.

3. Starting document #

Enter the EDI Document number or press <F2> to use the first EDI document # of an EDI order.

4. Ending document #

Enter the EDI Document number or press <F2> to use the last EDI document # of a EDI order.

5. For all status type?

Y	To include all status types:
N	To displays the following screen

You then have the option to output the report to a printer, disk file, or the screen.

Enter Y or N to exclude the types of status to output on the report.

6. In sequence by?

Enter the sequence type, either:

O	Order #
D	E.D.I. document

7. Show history details ?

Enter Y to print the history details for each order. The default is N.

8. Purge closed records ?

Enter Y to Purge Deleted/Completed audit records with no order history. The default is N.

You then have the option to output the report to a printer, disk file, or the screen.

E.D.I. Import Errors

The following table lists E.D.I. Import errors:

EDI Import Errors
Error	Description
	The 1st record type for an import order is not the Header type.
”Audit record missing for order deletion”	Delete type import order not in the trigger EDIAUD file.
”Audit status does not allow order deletion”	The order has been already processed (deleted, invoiced, posted, or exported).
”Order header record missing for order deletion”	Delete type import order not in the Order Header ORDHDR file.
”Order date is not a valid date”	Import order date is not a valid date.
”Order ship date is not a valid date”	Import order ship date is not a valid date
”Order ship date is before order date”	Import order ship date is earlier than order date.
”Customer number not on file”	Customer on the import order does not exist.
”Customer name is not the same as master record”	Customer name on the import order does not match master data.
”Customer address 1 is not the same as master record”	Customer address 1 on the import order does not match master data.
”Customer address 2 is not the same as master record”	Customer address 2 on the import order does not match master data.
”Customer city is not the same as master record”	Customer city on the import order does not match master data.
”Customer state is not the same as master record”	Customer state on the import order does not match master data.
”Customer zip code is not the same as does master record”	Customer zip code on the import order not match master data.
”Ship to number not on file”	Ship to number on the import order does not match master data.
”Deliver to name is not the same as not master record”	Deliver-to name on the import order does match master data.
”Deliver to address 1 is not the same as does master record”	Deliver-to address 1 on the import order not match master data.
”Deliver to address 2 is not the same as does master record”	Deliver-to address 2 on the import order not match master data.
”Deliver to address 3 is not the same as does master record”	Deliver-to address 3 on the import order not match master data.
”Salesman is not on file”	Salesman code on the import order does not exist.
”Ship via not on file”	Ship-via code on the import order does not exist.
”Ship via description not the same as does master record”	Ship-via description on the import order not match master data.
”Terms code not on file”	Terms code on the import order does not exist.
”Tax code not on file”	Tax code on the import order does not exist.
”Warehouse is not on file”	Warehouse code on the import order does not exist.
”Item not on file”	Item number does not exist.
”Bar code not on file”	Bar code does not exist.
”No such status record on file for item”	Status record missing for item.
”Line warehouse not on file”	Warehouse for line item does not exist.
”Line ship date is not a valid date”	Line ship date is not a valid date.
”Line ship date is before order date”	Line ship date is earlier than order date.
”Line ship date is before order ship date”	Line ship date is earlier than order ship date.
”Line order unit not on file”	Line order unit does not exist for item.
”Line qty ordered is zero or negative”	Line item quantity is zero or negative.
”Line price is zero or negative”	Line item price is zero or negative.
”Number of order lines has exceeded 1999”	Maximum number of line items (1999) has been exceeded, order must be broken up.
”This E.D.I. doc set is incomplete”	The E.D.I. document set for this order is incomplete, there are not line item type records.
”This E.D.I. doc set is not in the correct order”	The order of the document types is not in the correct order or the document type is missing.
”Customer is over credit limit”	Order customer has exceed their available credit limit.
”Order has back ordered items”	One or more of the imported line items has back ordered quantities.
”Order has serialized or lot items”	One or more of the imported line items requires the serialization.

E.D.I. Export Errors

The following lists E.D.I. export errors.

E.D.I. Export Errors
Error	Description
”Order is missing”	Unposted invoiced order does not exist.
”Order type is wrong for export”	Unposted invoiced order type is inconsistent for export. Type is not an I or an O.
”Incomplete order”	Unposted order selection code indicates order as incomplete.
”Order not selected for billing”	Unposted order selection code indicates order as not selected for billing.
”Order selected for billing”	Unposted order selection code indicates order as selected for billing.
”Order has no current invoice”	Unposted order has no current invoice.
”Order has been invoiced, but not accepted”	Unposted order has been invoiced but not accepted.
”Order does not have an invoice date”	Unposted invoiced order missing an invoice date.
”Order does not have an invoice number”	Unposted invoiced order missing an invoice number.
”Order does not have any lines”	Order does not does not have any line items.
”Invoice does not have any lines”	Posted invoice does not have any line items.
”Order does not have any invoiced line any items”	Unposted invoiced order does not have line items.
”Order was deleted”	Order has been recorded as deleted.

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