Confirmations/ Orders reporting
The SOP Confirmations can be produced in a variety of formats so that the report can be used for a range of different functions.
The basic report shows the quantity ordered on each line of the Order without any other detail.
SOP Confirmations
A Sales Order Confirmation can be printed as each Order is entered by setting the Option Confirmation when saving option in System Control Options - Documents, or Confirmations can be printed separately 'in bulk'.
SOP Confirmations always use the first, main address on a Customer record.
Printing Confirmations 'in bulk' is done using the Confirmations report. This report can be produced in a variety of formats so that it can be used for a range of different functions.
The search option defaults to printing just those Orders and Credit Notes that have not yet had a Document printed. This makes it extremely easy to be sure that you print a Document for every Order and Credit Note without accidentally printing duplicates. In particular you can select on the basis of Process Status.
Not Yet Printed
This pull down Menu displays a list of options. Choosing any of the options, other than Not Yet Printed, will activate the Simple Search button and the Orders and Credit Notes select boxes (both can be selected).
It is then possible to select to print those transactions marked as Urgent.
Home Values, Home and Currency and Currency Values can be selected for most of the reports.
Show Outstanding to Deliver will add an extra line to each Detail line of the order, showing the quantity that remains to be delivered.
Show Outstanding to Invoice will add another line showing the quantity that remains to be invoiced.
Show Values will print the value of each Detail line, if this option is used in conjunction with the two Show Outstanding... options, then the System will display the value outstanding to be Delivered and/or Invoiced.
SOP Orders
Not Yet Printed
The Not Yet Printed Report lists all the Transactions that have been input since the last Not Yet Printed Report for this module was printed TO A PRINTER, or which have not yet been printed as a ‘Document’, and for which the operator answered YES to the message asking if it was OK to Update.
These reports serve a similar purpose to the Audit Reports, and ensure that a hard copy exists for all activity.
They occur in the Sales Ledger, Purchase Ledger, Stock Control, Costing, SOP and POP modules.
All these reports display a similar selection window, the report can be varied by ticking the boxes beside the field names. Not all options are available for all reports:
Invoices, Credit Notes, etc. - Select the transaction types to be included in the report.
Home, Home and Currency, or Currency Values - Shows all records with corresponding values, e.g. Currency Values shows all records with Currency values.
Analysis Detail - Prints all of the Detail lines that have been entered, as well as the Order information.
Full Details - Includes all of the information known about each Order, including a detailed breakdown of Terms, the Account Credit Status, Invoice and Delivery Addresses etc.
Full Description - Adds extra lines of information to the report to show full Account, Stock and Analysis Names etc.
Show Outstanding Values - Will show the value outstanding to be Invoiced in addition to the Net value of the Order. If Analysis Detail is crossed the outstanding value will be shown for every detail line of the Order.
Order Status Notes - Will show the Order Status Notes for the header report.
Detail Notes - When Analysis Detail is selected, will show the Detail Notes for the Analysis Detail report.
Text - When Analysis Detail is selected, will show the Detail for the Analysis Detail report.
New Page For Each Order - When Analysis Detail is selected, will print each order on a separate page.
Costing Detail - Only available when Analysis Detail has been selected.
Show Subtotals Only - Available if show Analysis Detail is not selected and a Subtotal option is selected on the Sort Order/Subtotal window.
You can print the Normal and Urgent orders in the same process batch list. This can be done by selecting Normal and Urgent Delivery Status options in Simple Search window.
At the end of this report, a dialog asks if you want to Update the records. If you select YES, then none of these records will be printed in this report in the future.
For more information on reports, please refer to the Help topic: Introduction to Reports.
Current Batch
Prints all transactions that are currently batched. It includes part processed Orders as well as Orders that have not yet been processed at all.
Current Period
Prints all transactions that have been entered into the System in the current period.
All Orders
Prints all Orders contained within the System. Powerful search and sort facilities enable you to select the specific Orders you wish to view and then sort the data into the format that makes it easiest to read.
In POP, you can select to print only the outstanding Purchase Requests.