Fulfillment Reports
These reports are specific to the Fulfillment Module.
Transfer/Hold - Transfer/to Billing Report
The Transfer/Hold Report can be used to review billed orders that have been recorded as shipped, but not transferred to billing.
Note: Orders which have partially posted cash or credit card deposits will indicate an “*” TS column of the report. In order to transfer these orders to billing, these orders must either be reposted for any difference or the order amount will need to be adjusted.
Keypoints:
- The report can be run selectively by order type, operator initials and for orders with a Hold or Transfer status. It may then be used as an edit report prior to the actual Transfer to Billing option.
Available sort options and benefits:
- Select by operator to only review orders processed by that operator.
- Select by order types to only review specific orders. Selections include prebilling, fulfillment, credit memos or bill only.
- Optionally select orders which contain un-posted credit cards. Note: order containing credit card payments must be posted prior to transferring the order to billing and creating the invoice record.
- Select to only print order on hold or marked ready for transfer for review.
- Save report formats.
Ship - To History View
This option will allow you to review pertinent Fulfillment Order information by Ship to Name, Attention Name, Customer Purchase Order Number or Order Number. The information that will be displayed includes the Ship to Name, Attention, Customer Purchase Order Number, Order Number, Order Date, Ship Date and Status. There is additional information that may be displayed such as Line Item details and Payment History. This is a display only option. Supplemental reporting is available by running the Generic Report Generator.
Keypoints:
- Provides key customer support search options with minimal known data. As long as the person who placed the order is known. Finding the order record(s) based on the ship to attention can be used.
Available sort options and benefits:
- Sort and select by ship to name, ship to attention, customer purchase order number or by order number. Once record is selected viewing of the pertinent information including line item detail, back orders, billing or payment information is available.
Order Detail Report (Fulfillment Order Report)
This report was designed for reporting to the customer. You may print either a summary or detail of all fulfillment orders that are currently open, billed, or invoiced Providing a comprehensive view of the current program status and past activity. The summary report will print one line of totals for each order. The detail report will print for each item on the order and give totals by order.
For customer owned programs you have the additional option of printing prices and calculating sales tax for customer owned items.
Keypoints:
- Provides comprehensive status of orders currently or previously processed based on several sort or selections.
- Provides option to print what the sales price would have been for customer owned items along with the respective sales tax liability. This can be provided to the customer to track internal departmental budgets.
Available sort options and benefits:
- Sort and/or select by customer number, customer purchase order number, ship to name or order #.
- Select All, Selected or Range of programs.
- Select range of activity based on either order date or ship date.
- Optionally print for customer owned items the sales price that would have been charged.
- Save report formats.
Invoiced Orders
The Invoice Order Report is provided as a tool for customer and internal management reporting. It provides detail by All, Range or Selected programs for Fulfillment Orders invoiced. The information that it details includes Invoice Date, Customer PO #, Attention, Ship to Address, Item #, Description, Qty Info, and Order Total information.
Keypoints:
- The report can be used to summarize invoice activity based on program number and by a range of invoice activity dates.
Available sort options and benefits:
- Sort by customer PO, invoice date, order #, invoice #, Customer #, Bill-to Name or Ship-to Name.
- Select by program number.
- Optionally select to print sort sub totals and customer owned item pricing.
- Save report formats.
Detailed Sales Report
Detailed sales report has 3 separate reports that may be generated - a detailed order transaction list, a summary item sales status report and a summary report based on primary sort. For example, selecting a primary sort of ship to state would give a sales breakdown by ship to state.
It is also the only report in the system where both Fulfillment and Regular Order History files are combined on one comprehensive report that includes purchases of non-inventory items and program inventory items.
Keypoints:
- Complete and comprehensive program sales activity report.
- User-defined reporting options for the detailed order transaction list.
- Can select to print all report types or each report independently.
Available sort options and benefits:
- Numerous sort and select option exists that allows the operator to customize the design of the report to meet their reporting needs. Ie. If you need to track activity by geographical locations based on either billing or shipping locations down to a zip code that is available.
- User-defined selected fields to print.
- Optionally select to print pricing for customer owned items.
- Summary report provides sub-totals by the primary sort option. Ie. If by city the report will summarize sales information for each city in a state and provide grand total of all sales.
- Save report formats.
Generic Report Generator
This user-defined report writing utility may be used for internal management reporting based on fulfillment order history files. You may select up to four different sort selections based on a number of variables. You will have the ability print for All, Selected, or Range based on your sort selections.
After your sort selections have been entered you will have the opportunity to select the information that you wish to print. Fulfillment Order History files are used for this reporting function to provide a full range of in-depth comprehensive reporting.
Keypoints:
- User-defined reporting options based on any combination of key information entered on a fulfillment order.
- Easy to use interface.
Available sort options and benefits:
- Numerous sort and select option exists that allows the operator to customize the design of the report to meet their reporting needs. Ie. If you need to track activity by geographical locations based on either billing or shipping locations down to a zip code that is available.
- Print for orders regardless of order status (open, billed, or invoiced).
- Complete user-define controls for selections of fields to print.
- Save report formats.
Unbilled Customer Owned Items Report
This report is used to determine which prebilling (order type for processing customer owned items) items have been received, but have not been billed yet.
It may also be used to locate orders that have completed some part of the process but they are waiting to be received or vouched or marked vouched complete. The report generated in this case produces a list of orders requiring some research to determine why no vendor invoice has been applied to it, why vouching is not complete, or why the item has not been received but has vouching against it.
Keypoints:
- Simplify the task of tracking and processing customer owned items.
Available sort options and benefits:
- Several options to identify key milestones for processing prebilling orders are available. I.e. Locate orders that have been received, vouched but not billed or any combination of activity that is common to customer owned items processing.
- Save report formats.