Requesting Reports

The report request conversations provide the user flexibility in determining which reports are to be printed.  The Order Processing application classifies reports into two categories:  daily and on-request.  The default print options for the daily reports are stored on the Reference File.  When requesting daily reports, the user can use the defaults or override them.  When an on-request report is requested, the user must specifically enter all the data related to the report request.

To request a daily report, the user must place a Y next to the desired report.  The following reports are classified as daily reports:

·     Sales Order Documents

·     Quote Order Acknowledgments

·     Sales Order Register

·     Picker Documents

·     Sales Order Credit Exceptions

·     Sales Order Pricing Exceptions

·     Sales Order Availability Exceptions

·     Invoices

·     Debit/Credit Memos

Additional selection criteria may also be supplied for picker printing.

The following on-request reports must have specific selection criteria entered:

·     Sales Orders By Promised Ship Date

·     Sales Orders By Order Number

·     Quote Orders By Order Number

·     Price List

The Order Processing Report Request program updates the Reference File or generates report request transactions depending on the report requested.  Off-line system programs check the Reference File and/or Report Request Transactions file when the off-line process has been initiated by the system operator.  The user requests stored on these files determine which report records are extracted and which reports are printed.

Considerations

Users may only request reports.  The off-line programs must be initiated by the system operator.

The Sales Order, Quote Order, Invoice, and Credit Memo are documents which provide information for the customer.  If these reports are not needed (when billing is done by monthly statement and not by invoice, for example) they should not be printed.  This also applies to the Warehouse Shipping Document.  29 the warehouse could use the Sales Order, the shipping document should not be printed.

Sales Order Audit Trail and Transaction Register Reports are requested and printed in the Inventory Control application.

Bills of Lading may be produced for each shipment release of an order.  A Bill of Lading can be produced online (as part of the Shipping/Billing Asynchronous Update program) or off-line (through a bill of lading processing option on the Order Processing Distribution Control Menu).

The regular invoice and order acknowledgment reports generated by Order Processing include a message ("EDI Invoice Sent" or "EDI Order Acknowledgment Sent") if an invoice or acknowledgment was sent electronically to a customer through the Electronic Data Interchange (see the Electronic Data Interchange key concept for more information).