Sales Order Processing - Shipping Schedule Report
Function
Use this report to manage future orders, generate final assembly lists, and keep shipments on schedule. The report displays all items due to be shipped, aged by a defined date, and number of aging days. The report in summary or detail format for a selected warehouse and product code, and can display only open orders, quotations, backorders, orders on credit hold, or any combination of these.
To access this task...
Select Shipping Schedule Report from the Reports menu.
Shipping Schedule Report
About the Fields
In the Warehouse ID field...
-
Enter a valid warehouse code.
-
Press Tab to select all.
-
Click
to select
from a list of warehouse codes.
In the Product Type field...
-
Enter a valid product type.
-
Press Tab to select all.
-
Click
to select
from a list of product types.
Open? checkbox...
-
Mark the box to create a report on the status of open orders.
Quoted? checkbox...
-
Mark the box to create a report on the status of quotes.
Backorders? checkbox...
-
Mark the box to create a report on the status of backorders.
Credit checkbox...
-
Mark the box to create a report on the status of orders on credit hold. Orders released from credit hold are labeled with an ‘R’ and included with open orders.
Check any combination of the above.
From the Summary
or Detail dropdown...
-
Select Summary (S) for a report summarized by item.
-
Select Detail (D) for a report showing customer order detail.
In the Aging Date field...
-
Enter a shipping date for the report.
-
Click
to select a date by using the calendar tool.
This date is used as a base or reference point for determining the aging periods.
In the Days field...
-
Enter the number of days to be grouped into each aging period.
Export Format checkbox...
-
Mark box to show the printed report in columnar format.
-
Unmark box to show in non-columnar format.
When done making selections...
-
Click
to create the Shipping Schedule Report. -
Click
to
save these selections for future Shipping Schedule Reports.
Sample Shipping Schedule Report
See Output Options.