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Report Assistant for
Microsoft Dynamics™ SL
Order Management Module
PPM6-OM00-RA00000 RPMN-OM00-RA00650
Last Revision: March 14, 2006
PPM6-OM00-RA00000 RPMN-OM00-RA00650 Last Revision: March 14, 2006
Disclaimer This document may contain technical inaccuracies or typographical errors. Any documentation with respect to Microsoft Business Solutions products is provided for information purposes only and does not extend or modify the limited warranty extended to the licensee of Microsoft Dynamics™ SL software products. The names of companies, products, people, and/or data used in window illustrations and sample output are fictitious and are in no way intended to represent any real individual, company, product, or event, unless otherwise noted. The forms and policies presented in this manual may not be the most current available. Please contact the Training Group at Microsoft Business Solutions for the most up-to-date information. This manual has been developed for Microsoft Dynamics™ SL 6.5.
Copyright Manual copyright © 2006 Microsoft Corporation. All rights reserved. Your right to copy this documentation is limited by copyright law and the terms of the software license agreement. As the software licensee, you may make a reasonable number of copies or printouts for your own use. Making unauthorized copies, adaptations, compilations, or derivative works for commercial distribution is prohibited and constitutes a punishable violation of the law.
Trademark Microsoft, ActiveX, Excel, FRx, FrontPage, MapPoint, Outlook, SharePoint, Visual Basic, Visual Studio, Windows, Windows NT and Windows Server are either registered trademarks or trademarks of Microsoft Corporation, FRx Software Corporation, or their affiliates in the United States and/or other countries. FRx Software Corporation is a subsidiary of Microsoft Corporation. Crystal Reports is a registered trademark of Business Objects SA. The names of actual companies and products mentioned herein may be trademarks or registered marks - in the United States and/or other countries - of their respective owners. The example companies, organizations, products, domain names, e-mail addresses, logos, people, places, and events depicted herein are fictitious. No association with any real company, organization, product, domain name, e-mail address, logo, person, place, or event is intended or should be inferred.
Table of Contents How to use this Manual 1
Sort and Select Statements 5
Overview 6 Select Statements 7 Sort Statements 19 Possible Values Chart 24
Data Field Illustrations 27
Overview 28 Sales Orders – 40.100.00 Screen 29 Shippers – 40.110.00 Screen 35 Shippers – 40.110.00 Screen 36 Manifest Entry – 40.115.00 Screen 43 Manifest Entry – 40.115.00 Screen 44 Shipment Confirmation – 40.117.00 Screen 45 Customer Service Assistant – 40.140.00 Screen 46 Credit Manager’s Assistant – 40.170.00 Screen 49 Booking Display – 40.125.00 Screen 50 Shipper Creation Log Viewer – 40.450.00 Screen 51 Shipper Update Log Viewer – 40.460.00 Screen 52 Customer Lookup – 40.102.00 Screen 53 Certification Text – 40.270.00 Screen 54 Chain Discounts – 40.330.00 Screen 55 Credit Managers – 40.225.00 Screen 56 Customer Carriers – 40.807.00 Screen 57 Customer Contacts – 40.370.00 Screen 58 Customer Price Classes – 40.391.00 Screen 59 Freight Terms – 40.210.00 Screen 60 Inspection – 40.350.00 Screen 61 Item GL Classes – 40.240.00 Screen 62 Item Price Classes – 40.390.00 Screen 63 Lost Sale Codes – 40.280.00 Screen 64 Miscellaneous Charges – 40.250.00 Screen 65 Non-Stock Item – 40.235.00 Screen 66 Order Types – 40.200.00 Screen 67 Payment Types – 40.220.00 Screen 72 Sales Price – 40.380.00 Screen 73 Sales Price Revisions – 40.381.00 Screen 74 Task Schedule – 40.910.00 Screen 75 User Defaults – 40.340.00 Screen 76 Order Management Setup – 40.950.00 Screen 77
Report Information 85
Overview 86 Quote – 40.620.00 Report 87 Order Confirmation – 40.610.00 Report 88 Receiver Form – 40.645.00 Report 89 Picking List – 40.630.00 Report 90 Picking Notice – 40.650.00 Report 93 Kit Assembly – 40.635.00 Report 94 Assembly Notice – 40.651.00 Report 95 Inspection Order – 40.640.00 Report 96 Inspection Notice – 40.652.00 Report 97 Packing Slip – 40.660.00 Report 98 Packing Notice – 40.653.00 Report 99 Shipping Notice – 40.654.00 Report 100 Invoice – 40.680.00 Report 101 Consolidated Invoice – 40.682.00 Report 102 Sales Journal – 40.690.00 Report 103 Update Exceptions – 40.695.00 Report 104 Early Warning – 40.790.00 Report 105 Exception Analysis – 40.791.00 Report 106 Accrued Sales – 40.792.00 Report 107 Event History – 40.720.00 Report 108 Bookings – 40.730.00 Report 109 Credit Card Transactions – 40.780.00 Report 110 Certification Text – 40.271.00 Report 111 Chain Discounts – 40.331.00 Report 112 Credit Managers – 40.226.00 Report 113 Freight Terms – 40.211.00 Report 114 Item GL Classes – 40.241.00 Report 115 Lost Sale Codes – 40.281.00 Report 116 Miscellaneous Charges – 40.251.00 Report 117 Sales Orders by Customer – 40.741.00 Report 118 Sales Orders by Inventory – 40.742.00 Report 119 Sales Orders by Order No – 40.740.00 Report 120 Sales Orders by Salesperson – 40.743.00 Report 121 Back Orders – 40.745.00 Report 122 Commission By Salesperson – 40.750.00 Report 123 Operator Statistics – 40.770.00 Report 124 Order Types – 40.201.00 Report 125 Payment Types – 40.221.00 Report 126 Sales Price – 40.382.00 Report 127 User Defaults – 40.341.00 Report 128 Manual Orders – 40.744.00 Report 129
H O W T O U S E T H I S M A N U A L
Report Assistant – Order Management Module
2 Page
Flexible reporting is an important part of a company’s ability to effectively operate the business. This manual is intended to assist you with flexible reporting in the Order Management module in Microsoft Dynamics™ SL. This manual is useful during creation or modification of reports in Crystal Reports. The manual is divided into three parts: Sort and Select Statements – The first section describes the differences between Sort statements and Select statements. This manual also describes each of the parameters that can be used in a sort or select statement and gives examples of how to use each parameter. This section is a good reference for deciding what Operator to use, and whether to use a Select statement or a Sort statement. At the end of this section, a Possible Values Chart is included. The chart displays values stored in Microsoft Dynamics™ SL for some of the more common fields in the Order Management module. For example, document type values, batch status values, and document status values. When performing Sort and Select statements, you may not be sure of the values for some of these types of fields. The section displays some common fields with possible values. Data Field Illustrations – The second section contains a picture of data entry screens and maintenance screens for the Order Management module. There is a reference for each field in the screen noting the table and field where the data is stored in the Microsoft Dynamics™ SL data files, as noted through the Customization Manager module. For example, when entries are made in the Order Management Sales Orders (40.100.00) screen, the values typed in the Inventory ID field are stored in the Soline table in the Invtid field. The page in this section with the Sales Orders screen includes a reference to the Inventory ID field, noting the values for the field are stored in Soline.invtid.
How To Use This Manual
Page 3
When printing a report, determining the field to use in a Sort or Select statement is not always easy. You may know the field where the data is entered in a screen, but you are unsure of the field and table where the data is stored. With the information in this section, you can quickly determine the entry needed in the Sort or Select Field. Report Information – The third section contains pertinent information about each report in the Order Management module. The following information is contained in the section:
• Master table – When using Sort and Select statements for printing reports, knowing the master table name is important. If the field chosen for the Sort and Select statement is from the master table, the result can be faster report processing and more accurate results.
• Sort order – If a report is sorted differently than designed, report totals and subtotals may be inaccurate. Knowing the fields the report currently uses for the sort order may help you produce accurate reports when using sort statements.
• Report name as stored in Crystal – If you need to access the report for modification or copying, the report name is important. Many reports have multiple formats available, and determining the correct report to retrieve is more difficult.
• Sort/select field examples – A table is included with Sort and Select fields for many of the more commonly used report filters for each report.
S O R T A N D S E L E C T S TAT E M E N T S
Report Assistant – Order Management Module
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Overview Each of Microsoft Dynamics™ SL’s report screens includes a Sort tab and a Select tab that allows you to specify parameters used to limit the information included on reports. This section is intended to assist you with using these Sort and Select options. What is the difference between a Sort statement and a Select statement? Select statements limit the records to be included in a report. For example, if you enter a Select statement to include only one Inventory ID in a report, only records meeting the specified criteria is included in the report. If no records are found to match the Select parameters specified, the report is blank. Sort statements modify the sort order of the report. The report contains all of the data that is in the original report, but the Sort statement changes the order of the records when the records are printed. You can create multiple Sort and Select statements in a report. The Sort and Select tabs are available for all reports. However, the available fields for Sort and Select statements vary based on the tables associated with the report. When creating Sort and Select statements, be aware that the results may not always be what you expect. Reports are written with specific grouping criteria and sort orders. When other fields are specified for Sort or Select parameters, the report may not print or total properly. Section 3 of this manual provides the master table information and default sort order for each report.
Sort and Select Statements
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Select Statements A Select statement is used to limit the records to be included in a report. A Select statement is similar to a filter. The Select tab is used to specify fields, operators, and values that control the records to be included in the report. The Select tab contains multiple rows, with four fields per row. These four fields include: Field, Operator, Value, and Boolean.
FIGURE 1 – SELECT TAB
Report Assistant – Order Management Module
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Field The Field field is used to specify the table and field name to be used to filter the records in the report. In the Field area, you can use the F3 inquiry function to view a list of available tables and fields for the report. Sections 2 and 3 of this guide can be used as a reference for these field names.
NOTE: The list of available fields may include fields that are not used in the report. If you use a field in the Select statement that is not used in the report, the report may be blank. See Section 3 for examples of fields commonly used for Sort and Select statements for each report. Occasionally, you may need to add a field to the Field list to use in a Select statement. Adding the ROI SELECT function to the report through Crystal Reports can be used to add the field. Refer to Knowledge Base article 867089 for information on this process.
NOTE: ROI stands for Report Options Interpreter.
Sort and Select Statements
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Operator The Operator field controls the type of filter to apply to the records when the system is gathering data for the report.
FIGURE 2 – SELECT TAB
Begins With The Begins with Operator is useful when you need a report for a group of records with a common factor. For example, if you need an open sales order list of order numbers that begin with 0001, the following statement is used.
Field Operator Value Boolean Soheader.ordnbr Begins with 0001 And
Between Use the Between Operator when to include only the records between a beginning and ending range. In the Value field, separate the upper and lower values with a comma or the word And. In the following example, the report includes information for sales orders 000186 through 000190.
Field Operator Value Boolean Soheader.ordnbr Between 000186, 000190 And Soheader.ordnbr Between 000186 and 000190 And
NOTE: When using the Between Operator, the report includes records matching the beginning and ending values typed. For example, 000186 and 000190 are included in the report.
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Contains The Contains Operator is used to select records that have a specified value anywhere in a field. In the following example, the Picking List (40.630.00) report includes only inventory items that have blue in the inventory description.
Field Operator Value Boolean Inventory.descr Contains blue And
Equal Use the Equal Operator for an exact match. In the following example, only records for Customer C1504 are included in the report.
Field Operator Value Boolean Soheader.custid Equal C1504 And
Greater than The Greater than Operator is used to include records larger or higher than the value typed. In the following example, only sales orders with ship dates greater than 01/15/2005 are included in the report.
Field Operator Value Boolean Soheader.shipdate Greater than 01/15/2005 And
Greater than or equal to The Greater than or equal to Operator is used to include records containing the value specified, as well as records greater than the value. In the following example, all records for orders with a ship date of 02/01/05 or greater are included in the report.
Field Operator Value Boolean Soheader.shipdate Greater than or equal to 02/01/05 And
In The In Operator works similarly to the Equal operator, but allows you to type multiple items in the Value field. In the following example, sales orders 000185, 000188, and 000191 are included in the report. If there are no records for one of the values typed, the record does not print. However, records for the other two values print on the report.
Field Operator Value Boolean Soheader.ordnbr In 000185,000188,000191 And
Sort and Select Statements
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Is NULL
NOTE: The Is NULL Operator is not applicable with this version of Microsoft Dynamics™ SL.
Is not NULL
NOTE: The Is not NULL Operator is not applicable with this version of Microsoft Dynamics™ SL.
Less than The Less than Operator is the opposite of the Greater than operator. Less than is used to select records for a specified field that are less than the value specified in the Value field. In the following example, the report includes orders having planned ship dates of 01/31/2005 or less.
Field Operator Value Boolean Soshipheader.shipdateplan Less than 02/01/2005 And
Less than or equal to The Less than or equal to Operator works the same as the Less than operator, but also includes records with a value equal to the value specified in the Value field. In the following example, the report includes orders with planned ship dates of 02/01/2005 or less.
Field Operator Value Boolean Soshipheader.shipdateplan Less than or equal to 02/01/2005 And
Not between The Not between Operator is used to print a report for values outside a particular range. For example, you need a report including orders for order numbers less than 000187 or more than 000191.
Field Operator Value Boolean Soheader.ordnbr Not between 000187, 000191 And
NOTE: When using the Not Between Operator, the report does not include records matching the beginning and ending values typed. For example, 000187 and 000191 are not included in the report.
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Not contains The Not contains Operator is used to exclude data from a report using broad specifications. For example, you want to exclude all inventory items with the word blue in the inventory description.
Field Operator Value Boolean Inventory.descr Not contains blue And
Not equal The Not equal Operator is used to exclude specific data from a report. In the following example, the report excludes BO order types.
Field Operator Value Boolean Soheader.sotypeid Not equal BO And
Not in The Not in Operator works similarly to the Not equal operator, but allows you to type multiple items in the Value field. In the following example, the report is printed excluding BO and OR order types. Field Operator Value Boolean
Soheader.sotypeid Not in BO, OR And
Sort and Select Statements
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Value The Value field is used to specify data that Microsoft Dynamics™ SL uses to compare with when selecting records to be included or excluded in the report. The previous section includes many examples for the Value field. However, there are additional functions available.
NOTE: The Value field is limited to one hundred characters.
FIGURE 3 – SELECT TAB
NOTE: The Possible Values Chart on page 24 contains helpful information about values for True and False fields, Active and Inactive fields, and checkboxes.
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Wildcards Microsoft Dynamics™ SL supports the use of wildcards in the Value field of Select statements. In the following example, the report includes all orders where the Inventory ID begins with 1CK. For example, 1CKB/CC, 1CKF/CS, and 1CKB/CM.
Field Operator Value Boolean Slsorddet.invtid Equal 1CK???? And
A question mark is used when one character is being replaced. In the previous example, an order with an Inventory ID of 1CKB/CC2 is not included in the report. When multiple characters are needed, an asterisk is used. By changing the value in the previous example, Microsoft Dynamics™ SL returns all orders having Inventory IDs starting with 1CK, regardless of the length.
Field Operator Value Boolean Soline.invtid Equal 1CK* And
Date Values When using date values, you need to include the forward slashes in the date. Quotes are not necessary. The month and day may be typed with or without leading zeroes, and the year may be typed with 2 or 4 characters.
Field Operator Value Boolean Soshipheader.shipdateplan Greater than 01/30/2005 And Soshipheader.shipdateplan Less than 2/9/05 And
Sort and Select Statements
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Dashes and Other Special Characters Many fields in Microsoft Dynamics™ SL may contain dashes or other special characters that require special consideration when specified values for Sort and Select statements. Sometimes the values must be typed with the special characters. The governing factor is whether the special characters are typed during regular data entry. For example, if you have subaccounts set up with multiple segments, the segments may be separated with dashes or other characters. During data entry, the system fills in the separator. When making an entry for subaccount 05-25, you only type 0525 in the data entry screen. In this case, if you want to use subaccount 05-25 as a value for a Select statement, type 0525 in the Value field. In other instances, the special characters may be required. For example, setting up Inventory IDs with only one segment and then using dashes in the ID field when creating Inventory IDs. In this case, since the dash is not a separator between segments but is instead a part of the ID, the dash must be typed during data entry and when used in a Select statement. For items such as phone numbers, zip codes, and social security numbers, the system supplies the special characters during data entry. Therefore, the characters are not typed in Select statements. In general, the way to test if the characters need to be specified is to open a screen where the item is included. If you do not type the special characters during data entry, then do not type the special characters in the Select statement.
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Fiscal Periods Special care must be taken when using fiscal periods in Select statements. In many of the report screens, there are fields used to specify the fiscal periods to be included in the report. The fiscal periods specified in the report screen are used to select the data based on the Period to Post field associated with documents or transactions. In the Select tab, parameters can be specified to select data based on the Period Entered, Period Closed, and Period to Post. If the report screen includes fields for restricting the periods to be reported and you specify a select statement for Period to Post with a different Period to Post, the report is blank because the data cannot meet both criteria. For example, the Commission By Salesperson (40.750.00) report screen includes fields on the Report tab to specify beginning and ending fiscal periods. If you type 01-2005 in both fields, the report includes only transactions posted to 01-2005. If you also specify the following Select statement in the Select tab, the report is blank.
Field Operator Value Boolean Vr_dmg_40750.perpost Equal 200502 And
Although fiscal periods are displayed in screens and reports as month then year, the values are stored in the data files as year then month. Therefore, fiscal periods must be typed in Select statements as demonstrated in the previous examples.
Sort and Select Statements
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Boolean Specifying more than one Select statement is often necessary to print only the needed information on a report. The Boolean value defines how the multiple Select statements are used together.
FIGURE 4 – SELECT TAB
NOTE: The And Boolean on the first line is disabled. The first Boolean is used to join this select criteria to the existing select criteria of the report defined in Crystal Reports.
And – When And is selected in the Boolean field, each record included in the report must match the values for both of the Select statements. In the following example, the resulting report includes only orders associated with the IN order type and a planned ship date greater than 01/31/2005.
Field Operator Value Boolean Soheader.sotypeid Equal IN And Soshipheader.shipdateplan Greater than 1/31/05 And
Report Assistant – Order Management Module
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Or – When Or is selected in the Boolean field, records are included in the report if the records meet the specifications of one of the Select statements. In the following example, records are included in the report if the order date is less than 02/01/2005 or the order type is BO.
Field Operator Value Boolean Soshipheader.orddate Less than 02/01/2005 And Soheader.sotypeid Equals BO Or
Boolean values are used to create Select statements with multiple rows, allowing you to narrow report results. For example, you need to print the Sales Journal (40.690.00) report that includes order types of SO, ordered after 01/31/05, for Customer IDs beginning with 01, and the total invoice is greater than $15,000. Printing the Sales Journal report using the following Select statements provides this information.
Field Operator Value Boolean Soshipheader.ordtype Equal SO And Soshipheader.orddate Greater than 01/31/2005 And Soshipheader.custid Begins with 01 And Soshipheader.totinvc Greater than 15000 And
Sort and Select Statements
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Sort Statements The Sort tab contains multiple rows, with five fields per row. When creating Sort statements, the following five fields are used: Field, Sort Type, Sort Ascending, Page Break, and Total Break.
FIGURE 5 – SORT TAB
Field The Field field is used to type the table and field name used to sort the report. For example, the Sales Order by Customer (40.741.00) report Summary by Customer format is designed to sort by Company ID, Customer ID, and Order Number. If you want to sort the report descending by the Customer ID instead of the Company ID, type the following Sort statement in the Sort tab.
Field Sort Type Sort Ascending Page Break Total Break Soheader.cpnyid Group Field Checked Checked Checked Soheader.custid Group Field Blank Blank Checked Soheader.ordnbr Group Field Checked Blank Checked
NOTE: When in the Field field, you can use the F3 inquiry function to view a list of available tables and fields for the report. Sections 2 and 3 of this guide can also be used as a reference for field names.
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FIGURE 6 – SALES ORDERS BY CUSTOMER, SUMMARY BY CUSTOMER FORMAT WITH DEFAULT SORT
Sort and Select Statements
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FIGURE 7 – SALES ORDERS BY CUSTOMER, SUMMARY BY CUSTOMER WITH SORT DESCENDING ON CUSTOMER ID.
Sort Type The Sort Type field describes the type of field identified in the Field field. Group Field indicates that the field is a report group that allows page and total breaks. Sort Field indicates that the report data is sorted by the values in the field, in existing groups. Groups are processed first, followed by sort fields.
Sort Ascending The Sort Ascending field is used to specify whether the values are sorted in ascending or descending order. To sort in ascending order, check the Sort Ascending field. To sort in descending order, uncheck the Sort Ascending field.
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Page Break Checking the Page Break field causes the report to begin a new page when the field in the Sort Field changes. The Page Break option is very useful if you want to print a report that is distributed to department managers, and you want the report to include only the data for the department. For example, you want to print the Sales Orders By Customer (40.741.00) report with a page break each time the Customer ID changes. Specify the following Sort statement on the Sort tab to print the report with all of the orders for the first Customer on the first page and all of the orders for the second Customer on the second page.
Field Sort Type Sort Ascending Page Break Total Break Soheader.cpnyid Group Field Checked Blank Blank Soheader.custid Group Field Checked Checked Blank Soheader.ordnbr Group Field Checked Blank Blank
FIGURE 8 – SALES ORDERS BY CUSTOMER WITH PAGE BREAK ON THE CUSTOMER ID
Sort and Select Statements
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Total Break The Total Break is used to change the total grouping of a report. There are two important factors to keep in mind when creating total breaks. First, the report must already include total rows in the report. If the report is not written with a total row, the following message displays when you generate a report with a Total Break:
The second factor to keep in mind is that you need to specify a sort order for the field or the Total Break does not calculate. Usually you specify the field for the Total Break as the first sort order.
CAUTION: The Total Break does not always work correctly; therefore review the report carefully if you have selected a Total Break.
Up and Down Buttons The Up and Down buttons located on the right side of the Sort screen allow you to change the hierarchy of the sort commands. Clicking the Up button moves the sort command higher in the list. Clicking the Down button moves the sort command lower in the sort order.
Reset Button Click the Reset button to restore the grouping and sorting criteria from the report. This feature allows you to make changes and reset the original values.
Apply Button Click the Apply button to apply the changes on the Sort tab to the report.
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Possible Values Chart The Value that is stored in a field might not always be obvious. The following chart is intended to assist with values that are stored in some of the Order Management fields. The Value/Format field is the value typed in the Value field of a Select statement.
Field Type Value/Format Order Type: Advanced Sales Order Advanced Shipment Management Blanket Order Credit Memo Counter Sale Debit Memo Invoice Kit Assembly Manual Order Order to Purchase Quote Return for Repair Return for Credit RMA Return Shipment Return for Replacement Non-Order Shipment Sales Order Warehouse Transfer Will-Call Order
AO ASM BL CM CS DM INVC KA MO OU Q REP RFC RMSH RPL SHIP SO TR WC
Order Status: Open Closed
O C
Batch Status: On Hold Balanced Released – Not poster to the GL Posted to the General Ledger Completed – Does not affect the GL Partially Released Voided Deleted
H B U P C S V D
Payment Types American Express Credit Card Cash Check Discover Credit Card Mastercard Visa Credit Card
AE CA CH D MC V
Sort and Select Statements
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Field Type Value/Format Sales Price Categories Customer Customer Price Class Inventory Item Invt Item and Price Class Invt Item and Customer Invt Price Class Invt Price Class and Cust Price Class Invt Price Class and Customer
CU CC IT IL IC PC PL LC
Date fields 01/05/2005 Period fields such as Period to Post, Period Entered
200501
Fiscal Year fields 2005 Alpha-numeric fields (Customer ID) C30896 (actual ID)
Microsoft Dynamics™ SL stores several fields as True/False fields using the values of 1 for True and 0 for False.
• When a value is a True or False value, such as the Released field,
Microsoft Dynamics™ SL stores True as a 1 and False as a 0. • If a field has a value of Yes or No, Microsoft Dynamics™ SL stores
Yes with a value of 1 and No with a value of 0. • If the field is a checkbox, such as the Taxable field in the Sales
Orders (40.100.00) screen, the value is stored as a 1 if the field is checked, and the value is stored as 0 if the field is not checked.
Following are some of the fields in the Order Management module that have values of True or False: Soheader.adminhold Soheader.cancelled Soheader.credithold Soshipheader.shipcmplt Soheader.dropship Soshipline.taxable Soheader.released Soshipheader.cancelbo Soheader.requirestepinsp Soline.dropship Soline.taxable
D ATA F I E L D I L L U S T R AT I O N S
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Overview The information in this section contains a screen illustration of the data entry screens and most maintenance screens in the Order Management module. The information in this section is very useful when performing Sort and Select statements, writing reports in Crystal Reports, using SQL statements to verify information, and using ODBC. Each screen is displayed with a callout box indicating the table and field name where the data is stored, as noted in the FieldName field on the Property Window of the Customization Manager module. Some data is stored in multiple tables and fields. Multiple tables and fields may be noted in the callout box. However, there may be additional tables or fields where the data is stored.
NOTE: Some fields in data entry screens and maintenance screens are calculated or temporary fields specifically for the screen, and are not fields that are actually stored in the database. These fields are designated with the text Calculated or Temporary in the following data field illustrations. Since the fields are calculated or temporary, the fields do not display in Sort and Select inquiry lists, Crystal Reports tables, or field lists.
Data Field Illustrations
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Sales Orders – 40.100.00 Screen Line Items Tab
Soheader.ordnbrSoheader.noteid Soheader.cpnyid
Soheader.custidSoheader.buyername
Soline.invtidSoline.siteid
Soline.qtyordSoline.curyslsprice
Soline.discpctSoline.curytotord
Soline.reqdate
Soline.taxableSoline.splitlots
Soline.noteid
Soline.descr
Soline.alternateid
Soline.dropshipSoline.curycommcost
Soline.slsperid
Soline.IRInvtid Soline.IRSiteid
Soline.disp Soline.reasoncd Soline.inspid
Soline.projectid Soline.taskid
Soheader.curybaldue
Soline.taxcat
Soline.qtyopenship
Soline.irdemand
Soline.autopo Soline.autopovendid
Soheader.sotypeid Soheader.custordnbr Soheader.buyerid
Soline.unitdesc
Soline.curylistprice
Soline.curycost
Temporary
Soline.promdate
Soline.cmmnpct
Soline.sample Soline.lotserialreq Soline.qtyship
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Shipping Information Tab
Soheader.shiptotypeSoheader.shipname
Soheader.shipattnSoheader.shipaddr1 Soheader.shipaddr2
Soheader.shipcitySoheader.shipstate
Soheader.shipzip
Soheader.shipcountry
Soheader.shipphone
Soheader.dropship
Soheader.shipviaid Soheader.frttermsid
Soheader.shipcmplt Soheader.fobid
Soheader.autopovendid
Soheader.shipcustid Soheader.shiptoid
Soheader.shipvendid
Soheader.s4future11
Soheader.shipsiteid
Soheader.shipaddrid
Soheader.autopo Soheader.priority Soheader.weekenddelivery
Soheader.curybaldue
Data Field Illustrations
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Billing Information Tab
Soheader.billphone Soheader.div Soheader.dept Soheader.contactnbr Soheader.blktordnbr Soheader.origordnbr Soheader.authnbr
Soheader.termsid
Soheader.billnameSoheader.billattn
Soheader.billaddr1Soheader.billaddr2
Soheader.billcitySoheader.billstate
Soheader.billzipSoheader.billcountry
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Other Information Tab
Soheader.orddateSoheader.canceldate
Soheader.slsperid
Soheader.cmmnpctSoheader.certid
Soheader.projectidSoheader.invcnbr
Soheader.requirestepinspSoheader.requirestepassy
Soheader.edi810Soheader.edi856 Soheader.cancelled
Soheader.datecancelled
Soheader.status
Soheader.released
Soheader.taxid00 Soheader.taxid01 Soheader.taxid02 Soheader.taxid03
Soheader.quotedate Soheader.awardprobability
Soheader.lotsaleid
Soheader.creditholddate
Soheader.apprrma Soheader.adminhold
Soheader.credithold
Soheader.perpost
Soheader.irdemandSoheader.consolinv
Soheader.invcdate
Soheader.curybaldue
Soheader.cancelshippers
Soheader.apprtechSoheader.apprdetails
Data Field Illustrations
Page 33
Misc Charges Tab
Somisc.miscchrgidSomisc.descr
Somisc.curymiscchrg
Somisc.curymiscchrgappl
Somisc.taxcatSomisc.taxable
Somisc.noteid
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Sales Tax Tab
Sotax.taxrate Sotax.curytottxbl Sotax.curymisctxbl Sotax.curymerchtxbl Sotax.curyfrttxbl
Sotax.curytottaxSotax.curymisctax
Sotax.curymerchtaxSotax.curyfrttax
Sotax.taxcat
Sotax.taxid
Sotax.noteid
Data Field Illustrations
Page 35
Totals Tab
Soheader.curytotmerch
Soheader.curywholeorddisc
Soheader.curytottax Soheader.curytotfrt
Soheader.curytotpremfrt
Soheader.curytotmisc Soheader.curytotord Soheader.curytotpmt
Soheader.discpct
Soheader.totshipwght
Soheader.curyunshippedbalance
Report Assistant – Order Management Module
36 Page
Shippers – 40.110.00 Screen Line Items Tab
Soshipheader.shipperidSoshipheader.noteid Soshipheader.cpnyid
Soshipheader.custid
Soshipline.invtidSoshipline.qtyship
Soshipline.curyslspriceSoshipline.discpct
Soshipline.curytotinvc
Soshipline.taxableSoshipline.splitlots
Soshipline.noteidSoshipline.descr
Soshipline.alternateid
Soshipline.sample
Soshipline.curylistprice
Soshipline.slsperid Soshipline.curycommcost
Soshipline.cmmnpct
Soshipline.disp Soshipline.inspid Soshipline.projectid
Soshipline.taskid
Soshipheader.curybaldue
Soshipheader.siteid
Temporary
Soshipline.unitdesc
Soshipline.irdemand
Soshipline.irinvtid
Soshipline.ordlineref
Soshipheader.custordnbr
Soshipheader.sotypeid Soshipheader.ordnbr
Soshipline.taxcat
Soshipline.irsiteidSoshipline.curycost
Soshipline.qtypick
Data Field Illustrations
Page 37
Shipping Information Tab
Soshipheader.shiptotype
Soshipheader.shipcustid
Soshipheader.shiptoid
Soshipheader.shipaddrid
Soshipheader.shipnameSoshipheader.shipattn
Soshipheader.shipaddr1Soshipheader.shipaddr2
Soshipheader.shipcitySoshipheader.shipstate
Soshipheader.shipzip
Soshipheader.shipcountry
Soshipheader.shipphone Soshipheader.dropship Soshipheader.shipviaid Soshipheader.frttermsid
Soshipheader.etadate
Soshipheader.fobid
Soshipheader.weekenddelivery
Soshipheader.transittime
Soshipheader.shipcmplt
Soshipheader.shipvendid Soshipheader.s4future11 Soshipheader.shipsiteid
Soshipheader.shipdateact Soshipheader.shipdateplan
Report Assistant – Order Management Module
38 Page
Billing Information Tab
Soshipheader.billphone
Soshipheader.div Soshipheader.dept Soshipheader.contractnbr
Soshipheader.authnbr
Soshipheader.termsid
Soshipheader.billnameSoshipheader.billattn
Soshipheader.billaddr1Soshipheader.billaddr2
Soshipheader.billcitySoshipheader.billstate
Soshipheader.billzipSoshipheader.billcountry Soshipheader.blktordnbr
Soshipheader.buyername Soshipheader.buyerid
Data Field Illustrations
Page 39
Other Information Tab
Soshipheader.orddate
Soshipheader.slsperid
Soshipheader.cmmnpctSoshipheader.certid
Soshipheader.projectidSoshipheader.invcdate
Soshipheader.requirestepinspSoshipheader.requirestepassy
Soshipheader.edi810
Soshipheader.cancelled
Soshipheader.datecancelled
Soshipheader.status Soshipheader.reldate
Soshipheader.taxid00 Soshipheader.taxid01 Soshipheader.taxid02 Soshipheader.taxid03
Soshipheader.creditholddate
Soshipheader.shippingmanifested
Soshipheader.credithold
Soshipheader.perpost
Soshipheader.adminhold
Soshipheader.s4future10
Soshipheader.invcnbr
Soshipheader.shipregisteridSoshipheader.accrperpost
Soshipheader.accrshipregisterid
Soshipheader.packdate Soshipheader.shipvendid
Soshipheader.cancelbo
Temporary
Soshipheader.cancelbo
Report Assistant – Order Management Module
40 Page
Misc Charges Tab
Soshipmisc.miscchrgid Soshipmisc.descr
Soshipmisc.curymiscchrg
Soshipmisc.taxcat Soshipmisc.taxable
Soshipmisc.noteid
Data Field Illustrations
Page 41
Sales Tax Tab
Soshiptax.taxrate Soshiptax.curytottxbl Soshiptax.curymisctxbl Soshiptax.curymerchtxbl Soshiptax.curyfrttxbl
Soshiptax.curytottaxSoshiptax.curymisctax
Soshiptax.curymerchtaxSoshiptax.curyfrttax
Soshiptax.taxcat Soshiptax.taxid
Soshiptax.noteid
Report Assistant – Order Management Module
42 Page
Payments Tab
Soshippayments.pmttypeidSoshippayments.curypmtamt
Soshippayments.pmtdate
Soshippayments.chknbr
Soshippayments.cardnbr
Soshippayments.cardhldrname
Soshippayments.cardexpdateSoshippayments.cardauthnbr
Soshippayments.noteid
Data Field Illustrations
Page 43
Totals Tab
Soshipheader.curytotmerch
Soshipheader.curywholeorddisc
Soshipheader.curytottax Soshipheader.curytotfrtinvc
Soshipheader.curypremfrtamt
Soshipheader.curytotmisc Soshipheader.curytotinvc Soshipheader.curytotpmt
Soshipheader.curytotfrtcost
Soshipheader.totshipwghtSoshipheader.totboxes
Soshipheader.totpallets
Soshipheader.discpct
Report Assistant – Order Management Module
44 Page
Manifest Entry – 40.115.00 Screen
Soshipheader.shipperid
Soshipheader.shipperconfirmed
Soshipheader.shipviaid Soshipheader.shipdateactSoshipheader.shipname
Soshippack.curyfrtcost
Soshippack.curyfrtinvc
Soshipheader.s4future11
Soshippack.boxrefSoshippack.wght
Soshippack.curybasecostSoshippack.curycodcost
Soshippack.curyoversizecostSoshippack.curyinsurecostSoshippack.curyothercost
Soshippack.trackingnbr
Soshippack.volume
Soshippack.s4future01 Soshippack.s4future02 Soshippack.truckid
Soshippack.noteid
Soshipheader.frttermsid
Soshipheader.noteid
Data Field Illustrations
Page 45
Shipment Confirmation – 40.117.00 Screen
Soshipheader.shipperid
Temporary
Temporary
Soshipheader.ordnbrSoshipheader.perpost
Soshipline.invtidCalculated
Soshipline.unitdesc
Soshipline.qtypick Soshipline.qtyship
Soshiplot.whseloc Soshiplot.s4future01 Soshiplot.lotsernbr
Soshiplot.s4future02
Soshiplot.noteid
CalculatedCalculatedCalculatedCalculated
Soshipline.noteidCalculatedCalculated
Soshipheader.noteid
Temporary Soshipheader.s4future10
Temporary
Soshipheader.shippingmanifested
Soshipheader.cancelbo
Report Assistant – Order Management Module
46 Page
Customer Service Assistant – 40.140.00 Screen Shippers Tab
Soheader.status
Soheader.creditholdSoheader.adminhold Soheader.noteid
Soheader.ordnbr
Soheader.buyername Soheader.buyerid Soheader.custordnbr
Soheader.custid
Soshipheader.shipperid
Soshipheader.shipdateactSoshipheader.shipviaidSoshipheader.totboxes
Soshipheader.totpalletsSoshipheader.etadate
Soshipheader.shipname Soshipheader.siteid
Soshipheader.curytotfrtcost
Soshipheader.frtcollect
Soshipheader.curytotinvc Soshipheader.weekenddelivery
Soshipheader.cancelled
Soshipheader.shipcmplt
Data Field Illustrations
Page 47
Shipper Lines By Item Tab
Temporary Temporary Soshipline.shipperid Soshipline.lineref
Soshipline.invtidSoshipline.qtyship
Soshipline.unitdescTemporaryTemporaryTemporary
Soshipline.alternateid Soshipline.descr
Temporary
Temporary
Report Assistant – Order Management Module
48 Page
Future Shipments Tab
Soplan.invtidSoplan.qtyTemporary
Soplan.plandate
Soplan.soetadate Soplan.soshipviaid Temporary
TemporaryTemporary
TemporaryTemporary
Soplan.soweekenddelivery
Soplan.solineref
Soplan.promdate Soplan.soreqdate
Data Field Illustrations
Page 49
Credit Manager’s Assistant – 40.170.00 Screen
NOTE: This screen is based on worktables.
Report Assistant – Order Management Module
50 Page
Booking Display – 40.125.00 Screen
NOTE: This screen is based on worktables.
Data Field Illustrations
Page 51
Shipper Creation Log Viewer – 40.450.00 Screen
Sonoship.cpnyid Sonoship.ordnbr Sonoship.lineref Sonoship.schedref
Temporary
Temporary
Sonoship.crtd_datetime
Report Assistant – Order Management Module
52 Page
Shipper Update Log Viewer – 40.460.00 Screen
Sonoupdate.cpnyid Sonoupdate.shipperid
Temporary
TemporarySonoupdate.crtd_datetime
Sonoupdate.shipperlineref
Data Field Illustrations
Page 53
Customer Lookup – 40.102.00 Screen
NOTE: This screen is based on worktables.
Report Assistant – Order Management Module
54 Page
Certification Text – 40.270.00 Screen
(1)The information in this field is stored in up to four fields: Certificationtext.certid00, Certificationtext.certtext01, Certificationtext.certtext02, and Certificationtext.certtext03. Each of these fields is 255 characters long. The first 255 characters typed in the Certification Text field are stored in the field Certificationtext.certtext00. The next 255 characters of the text field are stored in the field Certificationtext.certtext01. There are a total of 1020 characters that are stored in the Certification Text field.
Certificationtext.descr
Certificationtext.certtext00(1)
Certificationtext.certid Certificationtext.noteid
Data Field Illustrations
Page 55
Chain Discounts – 40.330.00 Screen
Sodisccode.descr
Sodisccode.discacctSodisccode.discsub
Sodisccode.discountid
Sodisccode.noteid
Report Assistant – Order Management Module
56 Page
Credit Managers – 40.225.00 Screen
Creditmgr.creditmgrid
Creditmgr.creditmgrname
Data Field Illustrations
Page 57
Customer Carriers – 40.807.00 Screen
Custcarriers.carrierid Custcarriers.acctno
Customer.custid Customer.noteid
Custcarriers.noteid
Report Assistant – Order Management Module
58 Page
Customer Contacts – 40.370.00 Screen
Customer.custid
Custcontact.contactid
Custcontact.orderlimit Custcontact.poreqdamt
Custcontact.type Custcontact.nameCustcontact.salut
Custcontact.addr1Custcontact.addr2
Custcontact.city Custcontact.state
Custcontact.zipCustcontact.country
Custcontact.phoneCustcontact.fax Custcontact.emailaddr
Custcontact.website Custcontact.noteid
Customer.noteid
Data Field Illustrations
Page 59
Customer Price Classes – 40.391.00 Screen
Priceclass.priceclassidPriceclass.descr
Report Assistant – Order Management Module
60 Page
Freight Terms – 40.210.00 Screen
Frtterms.descr Frtterms.fobidFrtterms.collect
Frttermdet.minordervalFrttermdet.freightpctFrttermdet.invcamtpctFrttermdet.handlingchgFrttermdet.handlingchgline
Frtterms.noteidFrtterms.frttermsid
Frttermdet.noteid
Data Field Illustrations
Page 61
Inspection – 40.350.00 Screen
(1)The information in this field is stored in up to four (4) fields: Inspection.insptext00, Inspection.insptext01, Inspection.insptext02, and Inspection.insptext03. Each of these fields is 255 characters long. The first 255 characters typed in the Inspection Text field are stored in the field Inspection.insptext0. The next 255 characters of the text field are stored in the field Inspection.insptext01. There is a total of 1020 characters stored in the Inspection Text field.
Inventory.invtidInspection.inspid
Inspection.descr
Inspection.insptext00(1)
Inspection.noteid
Report Assistant – Order Management Module
62 Page
Item GL Classes – 40.240.00 Screen
Itemglclass.glclassidItemglclass.desc
Itemglclass.slsacctItemglclass.slssub
Itemglclass.discacctItemglclass.discsub
Itemglclass.cogsacctItemglclass.cogssub
Itemglclass.noteid
Data Field Illustrations
Page 63
Item Price Classes – 40.390.00 Screen
Priceclass.priceclassid
Priceclass.descr
Report Assistant – Order Management Module
64 Page
Lost Sale Codes – 40.280.00 Screen
Lostsalecode.lostsaleid
Lostsalecode.descr
Lostsalecode.noteid
Data Field Illustrations
Page 65
Miscellaneous Charges – 40.250.00 Screen
Misccharge.miscchrgid Misccharge.descr
Misccharge.miscacct
Misccharge.miscsub
Misccharge.taxable Misccharge.taxcat Misccharge.s4future11
Misccharge.noteid
Report Assistant – Order Management Module
66 Page
Non-Stock Item – 40.235.00 Screen
NOTE: This screen is only available if Inventory is not installed.
Inventory.invtidInventory.descr
Inventory.invttypeInventory.source
Inventory.glclassidInventoryadg.omsalesacctInventoryadg.omsalessub
Inventory.discacctInventory.discsub
Inventoryadg.omcogsacct Inventoryadg.omcogssub
Inventory.taxcat Inventory.dfltsounit Inventory.stkbaseprc
Data Field Illustrations
Page 67
Order Types – 40.200.00 Screen Behavior Tab
Sotype.sotypeid
Sotype.descr
Sotype.activeSotype.behavior
Sotype.canceldaysSotype.shiptotypeSotype.enterlotser
Sotype.requiredetailapprSotype.requiretechappr
Sotype.noautocreateshippers
Sotype.requiremanrelease
Report Assistant – Order Management Module
68 Page
Numbers Tab
Sotype.ordnbrprefix
Sotype.lastordnbr
Sotype.ordnbrtype
Sotype.shipperprefix
Sotype.lastshippernbr
Sotype.shippertype
Sotype.invcnbrprefix
Sotype.lastinvcnbr
Sotype.invcnbrtype
Sotype.invcnbrar
Data Field Illustrations
Page 69
Accounts Tab
Sotype.slsacct
Sotype.discacct
Sotype.wholeorddiscacct
Sotype.cogsacct
Sotype.frtacct
Sotype.miscacct
Sotype.slssub
Sotype.discsub
Sotype.miscsub
Sotype.frtsub
Sotype.wholeorddiscsub
Sotype.cogssub
Report Assistant – Order Management Module
70 Page
Steps Tab
NOTE: The fields with an asterisk (*) at the end of the fieldname are only displayed when Initialize Mode is turned on. The asterisk is not actually part of the fieldname.
Sostep.seqSostep.descrSostep.status
Sostep.autoSostep.creditchk
Sostep.notesonSostep.functionid*
Sostep.functionclass*Sostep.eventtype*
Sostep.creditchkprog*
Sostep.rptprog*Sostep.skipto*Sostep.autopgmid*
Sostep.autopgmclass*
Sostep.autoproc*
Data Field Illustrations
Page 71
RMA Tab
Sotype.disp Sotype.returnordertypeid
Sotype.autoreleasereturns
Report Assistant – Order Management Module
72 Page
Payment Types – 40.220.00 Screen
Pmttype.descr Pmttype.pmttypeid
Pmttype.validationtype Pmttype.cashacct Pmttype.cashsub
Data Field Illustrations
Page 73
Sales Price – 40.380.00 Screen
Temporary
Slsprc.catalognbrSlsprc.discprctyp
Slsprc.discprcmthdSlsprc.invtid
Slsprc.siteidSlsprc.minqtySlsprc.maxqty
Temporary
Temporary
Temporary
Slsprcdet.slsunitSlsprcdet.qtybreak
Slsprcdet.s4future01Slsprcdet.s4future02
Slsprcdet.discprice
Slsprcdet.rvsddiscprice Slsprcdet.startdate Slsprcdet.enddate Slsprcdet.qtysold Calculated
Slsprc.noteid
Slsprcdet.noteid
Report Assistant – Order Management Module
74 Page
Sales Price Revisions – 40.381.00 Screen
NOTE: This screen is based on worktables.
Data Field Illustrations
Page 75
Task Schedule – 40.910.00 Screen
Taskschedule.taskprogram Taskschedule.intervalTemporary
Taskschedule.activeTaskschedule.cpnyid Taskschedule.functionid Taskschedule.functionclass
Temporary
Report Assistant – Order Management Module
76 Page
User Defaults – 40.340.00 Screen
Siuserappauth.userid
Siuserappauth.siteidSiuserappauth.s4future11
Userslsper.slsperidUserslsper.creditpct
Userslsper.noteid
Siuserappauth.userid
Data Field Illustrations
Page 77
Order Management Setup – 40.950.00 Screen Order/Shipper Entry Tab
Sosetup.dfltshippertypeSosetup.dfltordertype Temporary
Sosetup.adddaysearly Sosetup.adddayslate
Sosetup.dfltaltidtype
Sosetup.dfltsiteidmethodSosetup.dfltslspermethod
Sosetup.cashsalecustidSosetup.wcshipviaid
Sosetup.autorefSosetup.autosave
Sosetup.forcevalidserialno
Sosetup.autoinsertcontacts Sosetup. addalternateid
Report Assistant – Order Management Module
78 Page
Company Information Tab
Sosetup.cpnyname Sosetup.addr1 Sosetup.addr2 Sosetup.city Sosetup.state
Sosetup.zip
Sosetup.phone Sosetup.fax
Sosetup.country
Data Field Illustrations
Page 79
Discount Pricing Tab
Sosetup.totalorddisc Sosetup.discbysite
Sosetup.allowdiscprice
Sosetup.mingphandling
Sosetup.dfltdiscountid
Sosetup.discprcseq00Sosetup.discprcseq01Sosetup.discprcseq02Sosetup.discprcseq03Sosetup.discprcseq04Sosetup.discprcseq05Sosetup.discprcseq06Sosetup.discprcseq07Sosetup.discprcseq08
Sosetup.chaindiscenabled
Sosetup.discprcdate
Report Assistant – Order Management Module
80 Page
Invoicing Tab
Sosetup.erroracctSosetup.errorsub
Sosetup.invtscrapacctSosetup.invtscrapsub
Sosetup.copynotesSosetup.prenumberedforms
Sosetup.s4future10
Calculated
Sosetup.accrrevacct Sosetup.accrrevsub
Sosetup.invcomperiod
Sosetup.consolinvSosetup.dfltconsolinvSosetup.dfltaccruerev
Sosetup.termsoverride
Data Field Illustrations
Page 81
Credit Checking Tab
Sosetup.creditgracedays Sosetup.creditgracepct
Sosetup.creditcheck
Sosetup.creditgracedays
Report Assistant – Order Management Module
82 Page
Bookings Tab
Sosetup.bookinglimit
Sosetup.postbookings
Data Field Illustrations
Page 83
Other Tab
Sosetup.prtcpny
Sosetup.poavailateta Sosetup.woavailateta Sosetup.s4future9
Sosetup.perretbookSosetup.perrettranSosetup.picktime
Sosetup.procmansleepsecsSosetup.delaymanifestupdateSosetup.delayshippercreationSosetup.delayshippertupdate
Sosetup.decplnonstdqty Sosetup.lastshipregisterid Sosetup.s4future03
Sosetup.delayupdord
Report Assistant – Order Management Module
84 Page
User Fields Tab
NOTE: Each of the fields in the columns has the same name as displayed for the first field in the column, except the last two numbers increment for each field. For example, the User2 fields are: Sosetup.copytoshipper01 and Sosetup.copytoinvc01.
Sosetup.copytoshipper00 Sosetup.copytoinvc00
R E P O R T I N F O R M AT I O N
Report Assistant – Order Management Module
86 Page
Overview The information in this section lists each report in the Order Management module, along with the following information:
Report Formats and Report Names This section lists the name of the report format from the Report Format field of the report screen. Next to the Report Format is the name of the Report specified in Crystal Reports. This information is also stored in the Rptcontrol table that is part of the system database.
Master Table Often times when you are looking at the inquiry list in the Sort or Select field of a report, you may see the same field in more than one table. For example, the ordnbr field is included in several tables. If you are specifying a Sort or Select statement based on a field that is contained in multiple tables, the report may process faster if you use the field from the master table. This section gives you the master table or view that is used in the report.
NOTE: A View is a virtual table that has contents that are defined by a SQL statement. A View is similar to a table with columns and rows of data, but does not exist in the database as a stored set of data values. All of the reports that are written with a View, rather than a master table, begin with the letter V. For purposes of Sort and Select statements, a View is just like any other table in a report and can be accessed in Sort and Select statements
Default Sort Fields This section lists the sort fields, in the same order as the fields are in the report. If different fields are selected when sorting a report, the totals on the report may no longer be accurate. When generating a report with a Sort statement, use this section of the manual to see the fields the report currently uses as sort fields to help you ensure the sort field is a good choice.
Common Sort Examples At the bottom of each report, there is a list of common Sort and Select fields that you might use in the report, along with the possible values for the field listed.
Report Information
Page 87
Quote – 40.620.00 Report This report prints quotes. Quote forms are printed in batches for all released quotes. Options Tab: The Options tab includes additional options for this report. The Clear Print Queue option is used as a maintenance tool when errors occur during the printing process. If errors occur, check the Clear Print Queue field before starting the printing again to ensure the table is cleared before the new printing begins. If another user is in the process of printing records, the option deletes the other user’s temporary records. Therefore, make sure you are the only user printing this report if you need to check the Clear Print Queue field. The Quote Form Message field allows you to type a text message that prints on all of the quotes generated during the printing session.
Report Formats Report Name Master Table Default Sort Fields (Type) Standard
40620 Soprintqueue @docunique (Group) Soline.lineref (Group) Soline.lineref (Sort)
Solomon Pre-printed Form 40620s4 Soprintqueue @docunique (Group) Soline.lineref (Group) Soline.lineref (Sort)
NOTE: The @ symbol indicates a formula field created in Crystal Reports. You cannot use formula fields in Sort or Select statements.
The following table displays fields typically used for Sort and Select parameters for this report:
Sort and Select Item Field Name Format / Possible Values Quote Number Soheader.ordnbr Example: Q0000016 Customer ID Soheader.custid Valid Customer ID Order Date Soheader.orddate Example: 01/15/05 Inventory ID Soline.invtid Valid Inventory ID Salesperson Soheader.slsperid Valid Salesperson ID
Report Assistant – Order Management Module
88 Page
Order Confirmation – 40.610.00 Report This report is used to print sales order confirmation forms. The forms are typically used to notify the Customer about the specifics of a recently created sales order, including projected ship dates. Options Tab: The Options tab includes additional options for this report. The Clear Print Queue option is used as a maintenance tool when errors occur during the printing process. If errors occur, check the Clear Print Queue field before starting the printing again to ensure the table is cleared before the new printing begins. If another user is in the process of printing records, the option deletes the other user’s temporary records. Therefore, make sure you are the only user printing this report if you need to check the Clear Print Queue field. The Order Confirmation Message field allows you to type a text message that prints on all of the confirmation forms generated during the printing session.
Report Formats Report Name Master Table Default Sort Fields (Type) Standard
40610 Soprintqueue @docunique (Group) Soline.lineref (Group) Soline.lineref (Sort)
Solomon Pre-printed Form 40610pp Soprintqueue @docunique (Group) Soline.lineref (Group) Soline.lineref (Sort)
NOTE: The @ symbol indicates a formula field created in Crystal Reports. You cannot use formula fields in Sort or Select statements.
The following table displays fields typically used for Sort and Select parameters for this report:
Sort and Select Item Field Name Format / Possible Values Order number Soheader.ordnbr Example: O0005121 Customer ID Soheader.custid Valid Customer ID Order date Soheader.orddate Example: 01/15/05 Salesperson Soheader.slsperid Valid Salesperson ID
Report Information
Page 89
Receiver Form – 40.645.00 Report This report is used as a notification of received items. Options Tab: The Options tab includes additional options for this report. The Clear Print Queue option is used as a maintenance tool when errors occur during the printing process. If errors occur, check the Clear Print Queue field before starting the printing again to ensure the table is cleared before the new printing begins. If another user is in the process of printing records, the option deletes the other user’s temporary records. Therefore, make sure you are the only user printing this report if you need to check the Clear Print Queue field.
Report Formats Report Name Master Table Default Sort Fields (Type) Default Format Only
40645 Soprintqueue @docunique (Group) Soshipline.lineref (Group) Soshiplot.whseloc (Group) Soshiplot.whseloc (Sort) Soshipline.invtid (Sort) Soshipline.lineref (Sort)
NOTE: The @ symbol indicates a formula field created in Crystal Reports. You cannot use formula fields in Sort or Select statements.
The following table displays fields typically used for Sort and Select parameters for this report:
Sort and Select Item Field Name Format / Possible Values Order number Soshipheader.ordnbr Example: O0005121 Shipper ID Soshipheader.shipperid Valid Shipper ID Order date Soheader.orddate Example: 01/15/05 Inventory ID Soshipline.invtid Valid Inventory ID Warehouse location Soshiplot.whseloc Valid Warehouse Bin Location
Report Assistant – Order Management Module
90 Page
Picking List – 40.630.00 Report The Picking List report is used to assist the warehouse with picking the items to fill an order. Picking lists are usually sorted in bin order and can assist in the picking and packing processes. Options Tab: The Options tab includes additional options for this report. The Clear Print Queue option is used as a maintenance tool when errors occur during the printing process. If errors occur, check the Clear Print Queue field before starting the printing again to ensure the table is cleared before the new printing begins. If another user is in the process of printing records, the option deletes the other user’s temporary records. Therefore, make sure you are the only user printing this report if you need to check the Clear Print Queue field. The Picking List Form field allows you to type a text message that prints on all of the picking lists generated during the printing session.
Report Information
Page 91
Report Formats Report Name Master Table Default Sort Fields (Type) Standard 404630 Soprintqueue @docunique (Group)
Soshipline.lineref (Group) Soshiplot.whseloc (Group) Soshiplot.whseloc (Sort) Soshipline.invtid (Sort) Soshipline.lineref (Sort)
Warehouse Bin Location Order
40630bin Soprintqueue @docunique (Group) @whseloc (Group) Soshipline.lineref (Group) Soshiplot.whseloc (Group) Soshiplot.whseloc (Sort) Soshipline.invtid (Sort) Soshipline.lineref (Sort)
Wave Picking by Shipper 40630wav Soprintqueue Soshipline.shipperid (Group) Soshipline.lineref (Group) Soshiplot.whseloc (Group) Soshiplot.whseloc (Sort) Soshipline.invtid (Sort) Soshipline.shipperid (Sort) Soshipline.lineref (Sort)
Wave Picking by Whse Bin Loc
40630wavb Soprintqueue @whseloc (Group) Soshipline.shipperid (Group) Soshipline.lineref (Group) Soshiplot.whseloc (Group) Soshiplot.whseloc (Sort) Soshipline.invtid (Sort) Soshipline.shipperid (Sort) Soshipline.lineref (Sort)
Wave Picking By Inventory ID
40630wavi Soprintqueue @invtid (Group) Soshipline.shipperid (Group) Soshipline.lineref (Group) Soshiplot.whseloc (Group) Soshiplot.whseloc (Sort) Soshipline.invtid (Sort) Soshipline.shipperid (Sort) Soshipline.lineref (Sort)
NOTE: The @ symbol indicates a formula field created in Crystal Reports. You cannot use formula fields in Sort or Select statements.
Report Assistant – Order Management Module
92 Page
The following table displays fields typically used for Sort and Select parameters for this report:
Sort and Select Item Field Name Format / Possible Values Order number Soshipheader.ordnbr Example: O0005121 Shipper ID Soshipline.shipperid Valid Shipper ID Warehouse location Soshiplot.whseloc Valid Warehouse Bin Location
Report Information
Page 93
Picking Notice – 40.650.00 Report This report is used for notification as orders pass from the picking stage to the next step in the order cycle. Options Tab: The Options tab includes additional options for this report. The Clear Print Queue option is used as a maintenance tool when errors occur during the printing process. If errors occur, check the Clear Print Queue field before starting the printing again to ensure the table is cleared before the new printing begins. If another user is in the process of printing records, the option deletes the other user’s temporary records. Therefore, make sure you are the only user printing this report if you need to check the Clear Print Queue field.
Report Formats Report Name Master Table Default Sort Fields (Type) Default Format Only
40650 Soprintqueue Soshipheader.cpnyid (Group) Soshipheader.shipperid (Group) Soshipline.lineref (Group) Soshiplot.whseloc (Group) Soshipline.lineref (Sort)
The following table displays fields typically used for Sort and Select parameters for this report:
Sort and Select Item Field Name Format / Possible Values Order number Soshipheader.ordnbr Example: O0005121 Shipper ID Soshipheader.shipperid Valid Shipper ID Warehouse location Soshiplot.whseloc Valid Warehouse Bin Location
Report Assistant – Order Management Module
94 Page
Kit Assembly – 40.635.00 Report This report is used as a work order for kits that are assembled. Options Tab: The Options tab includes additional options for this report. The Clear Print Queue option is used as a maintenance tool when errors occur during the printing process. If errors occur, check the Clear Print Queue field before starting the printing again to ensure the table is cleared before the new printing begins. If another user is in the process of printing records, the option deletes the other user’s temporary records. Therefore, make sure you are the only user printing this report if you need to check the Clear Print Queue field.
Report Formats Report Name Master Table Default Sort Fields (Type) Default Format Only
40635 Soprintqueue Soshipheader.cpnyid (Group) Soshipheader.shipperid (Group) Soshipline.lineref (Group) Soshipline.invtid (Sort) Soprintqueue.shipperid (Sort) Soshipline.lineref (Sort)
The following table displays fields typically used for Sort and Select parameters for this report:
Sort and Select Item Field Name Format / Possible Values Order number Soshipheader.ordnbr Example: KA000002 Shipper ID Soshipheader.shipperid Valid Shipper ID Warehouse location Soshiplot.whseloc Valid Warehouse Bin Location Inventory ID Soshipline.invtid Valid Inventory ID
Report Information
Page 95
Assembly Notice – 40.651.00 Report This report is used to specify items and quantities that are assembled into a product. Options Tab: The Options tab includes additional options for this report. The Clear Print Queue option is used as a maintenance tool when errors occur during the printing process. If errors occur, check the Clear Print Queue field before starting the printing again to ensure the table is cleared before the new printing begins. If another user is in the process of printing records, the option deletes the other user’s temporary records. Therefore, make sure you are the only user printing this report if you need to check the Clear Print Queue field.
Report Formats Report Name Master Table Default Sort Fields (Type) Default Format Only
40651 Soprintqueue Soshipheader.cpnyid (Group) Soshipheader.shipperid (Group) Soshipline.lineref (Group) Soshipline.lineref (Sort)
The following table displays fields typically used for Sort and Select parameters for this report:
Sort and Select Item Field Name Format / Possible Values Order number Soshipheader.ordnbr Example: KA000002 Shipper ID Soshipheader.shipperid Valid Shipper ID Warehouse location Soshiplot.whseloc Valid Warehouse Bin Location Inventory ID Soshipline.invtid Valid Inventory ID
Report Assistant – Order Management Module
96 Page
Inspection Order – 40.640.00 Report This report contains detailed technical information and inspection instructions for each line item of orders. A single inspection order can contain lines for all items waiting inspection, even if the items are not for the same order. Only items requiring inspection are printed on the inspection orders. Options Tab: The Options tab includes additional options for this report. The Clear Print Queue option is used as a maintenance tool when errors occur during the printing process. If errors occur, check the Clear Print Queue field before starting the printing again to ensure the table is cleared before the new printing begins. If another user is in the process of printing records, the option deletes the other user’s temporary records. Therefore, make sure you are the only user printing this report if you need to check the Clear Print Queue field.
Report Formats Report Name Master Table Default Sort Fields (Type) Default Format Only
40640 Soprintqueue Soshipheader.cpnyid (Group) Soshipheader.shipperid (Group) Soshipline.lineref (Group) Soshipline.lineref (Sort)
The following table displays fields typically used for Sort and Select parameters for this report:
Sort and Select Item Field Name Format / Possible Values Order number Soshipheader.ordnbr Example: O0005121 Shipper ID Soshipheader.shipperid Valid Shipper ID Warehouse location Soshiplot.whseloc Valid Warehouse Bin Location Site ID Soshipheader.siteid Valid Site ID Inventory ID Soshipline.invtid Valid Inventory ID
Report Information
Page 97
Inspection Notice – 40.652.00 Report This report is used for notification when the inspection is complete. Options Tab: The Options tab includes additional options for this report. The Clear Print Queue option is used as a maintenance tool when errors occur during the printing process. If errors occur, check the Clear Print Queue field before starting the printing again to ensure the table is cleared before the new printing begins. If another user is in the process of printing records, the option deletes the other user’s temporary records. Therefore, make sure you are the only user printing this report if you need to check the Clear Print Queue field.
Report Formats Report Name Master Table Default Sort Fields (Type) Default Format Only
40652 Soprintqueue Soshipheader.cpnyid (Group) Soshipheader.shipperid (Group) Soshipline.lineref (Group) Soshipline.lineref (Sort)
The following table displays fields typically used for Sort and Select parameters for this report:
Sort and Select Item Field Name Format / Possible Values Order number Soshipheader.ordnbr Example: O0005121 Shipper ID Soshipheader.shipperid Valid Shipper ID Warehouse location Soshiplot.whseloc Valid Warehouse Bin Location Site ID Soshipheader.siteid Valid Site ID Inventory ID Soshipline.invtid Valid Inventory ID
Report Assistant – Order Management Module
98 Page
Packing Slip – 40.660.00 Report This report is used to print packing slip forms when orders are released for packing. Options Tab: The Options tab includes additional options for this report. The Clear Print Queue option is used as a maintenance tool when errors occur during the printing process. If errors occur, check the Clear Print Queue field before starting the printing again to ensure the table is cleared before the new printing begins. If another user is in the process of printing records, the option deletes the other user’s temporary records. Therefore, make sure you are the only user printing this report if you need to check the Clear Print Queue field. The Packing Slip Message field allows you to type a text message that prints on all of the picking lists generated during the printing session.
Report Formats Report Name Master Table Default Sort Fields (Type) Standard Format 04660 Soprintqueue @docunique (Group)
Soshipline.lineref (Group) Soshiplot.whseloc (Group) Soshipline.lineref (Sort)
Warehouse Bin Location Order
40660bin Soprintqueue @docunique (Group) Soshiplot.whseloc (Group) Soshipline.lineref (Group) Soshiplot.whseloc (Sort) Soshipline.invtid (Sort) Soshipheader.shipperid (Sort) Soshipline.lineref (Sort)
NOTE: The @ symbol indicates a formula field created in Crystal Reports. You cannot use formula fields in Sort or Select statements.
The following table displays fields typically used for Sort and Select parameters for this report:
Sort and Select Item Field Name Format / Possible Values Sales order number Soshipheader.ordnbr Example: O0005121 Shipper ID Soshipheader.shipperid Valid Shipper ID Customer Soshipheader.custid Valid Customer ID Warehouse location Soshiplot.whseloc Valid Warehouse Bin Location Site ID Soshipheader.siteid Valid Site ID Inventory ID Soshipline.invtid Valid Inventory ID
Report Information
Page 99
Packing Notice – 40.653.00 Report This report is used for notification when packing is completed. Options Tab: The Options tab includes additional options for this report. The Clear Print Queue option is used as a maintenance tool when errors occur during the printing process. If errors occur, check the Clear Print Queue field before starting the printing again to ensure the table is cleared before the new printing begins. If another user is in the process of printing records, the option deletes the other user’s temporary records. Therefore, make sure you are the only user printing this report if you need to check the Clear Print Queue field.
Report Formats Report Name Master Table Default Sort Fields (Type) Default Format Only 40653 Soprintqueue Soshipheader.cpnyid (Group)
Soshipheader.shipperid (Group) Soshipline.lineref (Group) Soshipline.lineref (Sort)
The following table displays fields typically used for Sort and Select parameters for this report:
Sort and Select Item Field Name Format / Possible Values Order number Soshipheader.ordnbr Example: O0005121 Shipper ID Soshipheader.shipperid Valid Shipper ID Customer Soshipheader.custid Valid Customer ID Warehouse location Soshiplot.whseloc Valid Warehouse Bin Location Site ID Soshipheader.siteid Valid Site ID Inventory ID Soshipline.invtid Valid Inventory ID
Report Assistant – Order Management Module
100 Page
Shipping Notice – 40.654.00 Report This report is used for notification when shipping is completed. Options Tab: The Options tab includes additional options for this report. The Clear Print Queue option is used as a maintenance tool when errors occur during the printing process. If errors occur, check the Clear Print Queue field before starting the printing again to ensure the table is cleared before the new printing begins. If another user is in the process of printing records, the option deletes the other user’s temporary records. Therefore, make sure you are the only user printing this report if you need to check the Clear Print Queue field. The Shipping Notice Message field allows you to type a text message that prints on all of the picking lists generated during the printing session.
Report Formats Report Name Master Table Default Sort Fields (Type) Default Format Only 40654 Soprintqueue @docunique (Group)
Soshipline.lineref (Group) Soshipline.lineref (Sort)
NOTE: The @ symbol indicates a formula field created in Crystal Reports. You cannot use formula fields in Sort or Select statements.
The following table displays fields typically used for Sort and Select parameters for this report:
Sort and Select Item Field Name Format / Possible Values Order number Soshipheader.ordnbr Example: O0005121 Shipper ID Soshipheader.shipperid Valid Shipper ID Customer Soshipheader.custid Valid Customer ID Warehouse location Soshiplot.whseloc Valid Warehouse Bin Location Site ID Soshipheader.siteid Valid Site ID Inventory ID Soshipline.invtid Valid Inventory ID
Report Information
Page 101
Invoice – 40.680.00 Report This report is used to print invoices. Options Tab: The Options tab includes additional options for this report. The Clear Print Queue option is used as a maintenance tool when errors occur during the printing process. If errors occur, check the Clear Print Queue field before starting the printing again to ensure the table is cleared before the new printing begins. If another user is in the process of printing records, the option deletes the other user’s temporary records. Therefore, make sure you are the only user printing this report if you need to check the Clear Print Queue field.
Report Formats Report Name Master Table Default Sort Fields (Type) Standard 40680 Soprintqueue @docunique (Group)
Soshipline.lineref (Group) Soshiplot.whseloc (Sort) Soshipline.invtid (Sort) Soshipline.lineref (Sort)
Solomon Pre-printed Form
40680s4 Soprintqueue @docunique (Group) Soshipline.lineref (Group) Soshiplot.whseloc (Sort) Soshipline.invtid (Sort) Soshipline.lineref (Sort)
NOTE: The @ symbol indicates a formula field created in Crystal Reports. You cannot use formula fields in Sort or Select statements.
The following table displays fields typically used for Sort and Select parameters for this report:
Sort and Select Item Field Name Format / Possible Values Order number Soshipheader.ordnbr Example: O0005121 Invoice date Soshipheader.invcdate Example: 01/15/05 Warehouse location Soshiplot.whseloc Valid Warehouse Bin Location Customer Soshipheader.custid Valid Customer ID
Report Assistant – Order Management Module
102 Page
Consolidated Invoice – 40.682.00 Report This report is used to print consolidated invoices. Options Tab: The Options tab includes additional options for this report. The Clear Print Queue option is used as a maintenance tool when errors occur during the printing process. If errors occur, check the Clear Print Queue field before starting the printing again to ensure the table is cleared before the new printing begins. If another user is in the process of printing records, the option deletes the other user’s temporary records. Therefore, make sure you are the only user printing this report if you need to check the Clear Print Queue field.
Report Formats Report Name Master Table Default Sort Fields (Type) Standard 40682 Soprintqueue @invcunique (Group)
@docunique (Group) Soshipline.lineref (Group) Soshiplot.whseloc (Sort) Soshipline.invtid (Sort) Soshipline.lineref (Sort)
Solomon Pre-printed Form
40682s4 Soprintqueue @invcunique (Group) @docunique (Group) Soshipline.lineref (Group) Soshiplot.whseloc (Sort) Soshipline.invtid (Sort) Soshipline.lineref (Sort)
NOTE: The @ symbol indicates a formula field created in Crystal Reports. You cannot use formula fields in Sort or Select statements.
The following table displays fields typically used for Sort and Select parameters for this report:
Sort and Select Item Field Name Format / Possible Values Order number Soshipheader.ordnbr Example: O0005121 Invoice date Soshipheader.invcdate Example: 01/15/05 Warehouse location Soshiplot.whseloc Valid Warehouse Bin Location Customer Soshipheader.custid Valid Customer ID
Report Information
Page 103
Sales Journal – 40.690.00 Report This report lists all closed shippers that have not updated inventory on-hand quantities or posted to the Accounts Receivable module. Inventory batches and Accounts Receivable batches are created at the time the Sales Journal report is printed. The Inventory batches and Accounts Receivable batches are manually or automatically released to update inventory on-hand quantities and post to the Accounts Receivable module. Options Tab: If you want to print a specific sales journal, type the appropriate ID in the Sales Journal ID field on the Options tab.
Report Formats Report Name Master Table Default Sort Fields (Type) Default Format Only 40690 Vp_adg_shipregister Vp_adg_shipregister.cpnyid (Group)
Soshipheader.perpost (Group) Vp_adg_shipregister.shipregisterid (Group) @invcnbrsort (Group) Soshipheader.sotypeid (Group) Soshipheader.shipperid (Group) Vr_40690_arpaymentbatch.batnbr (Sort)
NOTE: The @ symbol indicates a formula field created in Crystal Reports. You cannot use formula fields in Sort or Select statements.
The following table displays fields typically used for Sort and Select parameters for this report:
Sort and Select Item Field Name Format / Possible Values Period to post Soshipheader.perpost Example: 200501 Sales order type Soshipheader.sotypeid Example: SO, INVC Site ID Soshipheader.siteid Valid Site ID
Report Assistant – Order Management Module
104 Page
Update Exceptions – 40.695.00 Report This report is used to review sales orders that did not update properly.
Report Formats Report Name Master Table Default Sort Fields (Type) Default Format Only 40695 Sonoupdate Sonoupdate.cpnyid (Group)
The following table displays fields typically used for Sort and Select parameters for this report:
Sort and Select Item Field Name Format / Possible Values Shipper ID Sonoupdate.shipperid Valid Shipper ID
Report Information
Page 105
Early Warning – 40.790.00 Report With Customer Priority Scheduling (CPS) on, this report lists items that need to be evaluated for possible inventory issues concerning the amount of inventory-on-hand and the amount of demand. The report compares the planned shipment date against the sales order request date to provide an early warning of potential shortages in inventory. If your configuration has CPS turned off, then you should use the Exception Analysis (40.791.00) report to get this information. Options Tab: If you want to include all items with activity, select the Include All Items with Activity checkbox.
Report Formats Report Name Master Table Default Sort Fields (Type) By Item/Site 40790a Itemsite Itemsite.invtid (Group)
Itemsite.siteid (Group) Soplan.displayseq (Group) Soplan.planref (Group)
By Buyer/Item/Site 40790b Itemsite @buyername (Group) Itemsite.invtid (Group) Itemsite.siteid (Group) Soplan.displayseq (Group) Soplan.planref (Group)
By Site/Item 40790c Itemsite Itemsite.siteid (Group) Itemsite.invtid (Group) Soplan.displayseq (Group) Soplan.planref (Group)
NOTE: The @ symbol indicates a formula field created in Crystal Reports. You cannot use formula fields in Sort or Select statements.
The following table displays fields typically used for Sort and Select parameters for this report:
Sort and Select Item Field Name Format / Possible Values Inventory ID Itemsite.invtid Valid Inventory ID Site ID Itemsite.siteid Valid Site ID Quantity Available Itemsite.qtyavail Example: Less than 25
Report Assistant – Order Management Module
106 Page
Exception Analysis – 40.791.00 Report With Customer Priority Scheduling (CPS) off, this report lists items that need to be evaluated for possible inventory issues concerning the amount of inventory-on-hand and the amount of demand. The report compares the planned shipment date against the sales order request date to provide an early warning of potential shortages in inventory. The first section of the report prints the plan for an item if the projected available balance goes negative. The second part of the report prints warning messages for late orders, late purchase orders, and late work orders, and also includes messages for quantity shortages/surpluses, site mismatches, and inventory item mismatches between sales orders and purchase orders or work orders. If your configuration has CPS turned on, then you should use the Early Warning (40.790.00) report to get this information. Options Tab: The Options tab includes additional options for this report.
Report Formats Report Name Master Table Default Sort Fields (Type) By Item/Site 40791a Itemsite Itemsite.invtid (Group)
Itemsite.siteid (Group) @soplanorder (Group) Soplan.planref (Group)
By Buyer/Item/Site 40791b Itemsite @buyername (Group) Itemsite.invtid (Group) Itemsite.siteid (Group) @soplanorder (Group) Soplan.planref (Group)
By Site/Item 40791c Itemsite Itemsite.siteid (Group) Itemsite.invtid (Group) @soplanorder (Group) Soplan.planref (Group)
NOTE: The @ symbol indicates a formula field created in Crystal Reports. You cannot use formula fields in Sort or Select statements.
The following table displays fields typically used for Sort and Select parameters for this report:
Sort and Select Item Field Name Format / Possible Values Inventory ID Itemsite.invtid Valid Inventory ID Site ID Itemsite.siteid Valid Site ID Quantity Available Itemsite.qtyavail Example: Less than 25
Report Information
Page 107
Accrued Sales – 40.792.00 Report This report is used to reconcile the period ending accrued revenue balances with the General Ledger and Accounts Receivable based on values contained in the SOShipHeader table.
Report Formats Report Name Master Table Default Sort Fields (Type) Default Format Only 40792 Soshipheader Rptcompany.cpnyid (Group)
@acctsub (Group) Soshipheader.custid (Group)
NOTE: The @ symbol indicates a formula field created in Crystal Reports. You cannot use formula fields in Sort or Select statements.
The following table displays fields typically used for Sort and Select parameters for this report:
Sort and Select Item Field Name Format / Possible Values Company Soshipheader.cpnyid Valid Company ID Accrued Revenue Account Soshipheader.accrrevacct Valid Accrued Revenue Account Accrued Revenue Subaccount Soshipheader.accrrevsub Valid Accrued Revenue Subaccount Customer ID Soshipheader.custid Valid Customer ID
Report Assistant – Order Management Module
108 Page
Event History – 40.720.00 Report This report lists the process steps that have been completed for a particular order, when they were completed, who completed them, the status of the order, and the shipper ID, if applicable.
Report Formats Report Name Master Table Default Sort Fields (Type) Order Event History 40720 Soheader Soheader.ordnbr (Group)
Soevent.eventdate (Sort) Soevent.eventtime (Sort) Soevent.eventid (Sort)
Shipper Event History 4020s Soshipheader Soshipheader.shipperid (Group) Soevent.eventdate (Sort) Soevent.eventtime (Sort) Soevent.eventid (Sort)
The following table displays fields typically used for Sort and Select parameters for this report:
Sort and Select Item Field Name Format / Possible Values Order Number Soheader.ordnbr Valid Order Number Shipper ID Soshipheader.shipperid Valid Shipper ID Event Date Soevent.eventdate Example: 07/04/2005 User ID Soevent.userid Valid User ID Order Customer ID Soheader.custid Valid Customer ID Shipper Customer ID Soshipheader.custid Valid Customer ID
Report Information
Page 109
Bookings – 40.730.00 Report This report allows sales and product management to review bookings by salesperson, customer, customer class, item, item class, or geographical region. The Bookings report supports flexible time periods with comparisons to previous periods.
Report Formats Report Name Master Table Default Sort Fields (Type) By Customer Class ID 40730a Book Book.cpnyid (Group)
Book.custclassid (Group) Book.period (Group)
By Customer Comm Class ID
40730b Book Book.cpnyid (Group) Book.custcommclassid (Group) Book.period (Group)
By Customer ID 40730c Book Book.cpnyid (Group) Book.custid (Group) Book.period (Group)
By Inventory ID 40730d Book Book.cpnyid (Group) Book.invtid (Group) Book.period (Group)
By Item Comm Class ID 40730e Book Book.cpnyid (Group) Book.itemcommclassid (Group) Book.period (Group)
By Product Class ID 40730f Book Book.cpnyid (Group) Book.prodclassid (Group) Book.period (Group)
By Salesperson ID 40730g Book Book.cpnyid (Group) Book.slsperid (Group) Book.period (Group)
By Territory ID 40730h Book Book.cpnyid (Group) Book.slsterr (Group) Book.period (Group)
The following table displays fields typically used for Sort and Select parameters for this report:
Sort and Select Item Field Name Format / Possible Values Period to post Book.period Example: 200501 Customer class Book.custclassid Valid Class ID Customer ID Book.custid Valid Customer ID Product class Book.prodclassid Valid Product Class ID Sales territory Book.slsterr Valid Sales Territory ID Salesperson Book.slsperid Valid Salesperson ID Inventory ID Book.invtid Valid Inventory ID
Report Assistant – Order Management Module
110 Page
Credit Card Transactions – 40.780.00 Report This report allows you to run a credit card transaction report for a specified period of time listing the credit card type, the order number, the order date, the charge date, the card number, the card holder name, the expiration date, the authorization number, and the amount of the transaction.
Report Formats Report Name Master Table Default Sort Fields (Type) Default Format Only 40780 Soshippayments Soshippayments.pmttypeid (Group)
The following table displays fields typically used for Sort and Select parameters for this report:
Sort and Select Item Field Name Format / Possible Values Payment Type Soshippayments.pmttypeid Valid Payment Type Shipper ID Soshippayments.shipperid Valid Shipper ID Payment Date Soshippayments.pmtdate Example: 07/04/2005
Report Information
Page 111
Certification Text – 40.271.00 Report This report displays the master list of certification texts. Certification texts are printed at the bottom of packing slips and invoices.
Report Formats Report Name Master Table Default Sort Fields Default Format Only 40271 Certificationtext None
The following table displays fields typically used for Sort and Select parameters for this report:
Sort and Select Item Field Name Format / Possible Values Specific certification text Certificationtext.certid Valid Certification Text ID
Report Assistant – Order Management Module
112 Page
Chain Discounts – 40.331.00 Report The report displays the master list of chain discount types.
Report Formats Report Name Master Table Default Sort Fields (Type) Default Format Only 40331 Sodisccode Sodisccode.cpnyid (Group)
Sodisccode.discountid (Sort) The following table displays fields typically used for Sort and Select parameters for this report:
Sort and Select Item Field Name Format / Possible Values Discount type Sodisccode.discountid Valid Discount ID Specific discount account Sodisccode.discacct Valid Accounts Specific discount subaccount Sodisccode.discsub Valid Subaccounts
Report Information
Page 113
Credit Managers – 40.226.00 Report The report displays the master list of credit managers.
Report Formats Report Name Master Table Default Sort Fields Default Format Only 40226 Creditmgr None
The following table displays fields typically used for Sort and Select parameters for this report:
Sort and Select Item Field Name Format / Possible Values Specific credit manager ID Creditmgr.creditmgrid Valid Credit Manager ID Specific credit manager name Creditmgr.creditmgrname Example: SMITH
Report Assistant – Order Management Module
114 Page
Freight Terms – 40.211.00 Report This report displays the master list of freight term types and the associated information for each freight term.
Report Formats Report Name Master Table Default Sort Fields (Type) Default Format Only 40211 Frtterms Frtterms.frttermsid (Group)
The following table displays fields typically used for Sort and Select parameters for this report:
Sort and Select Item Field Name Format / Possible Values Freight Terms ID Frtterms.frttermsid Valid Freight Terms ID FOB ID Frtterms.fobid Valid FOB ID Freight Terms designated as Collect Frtterms.collect 1= True, 0 = False
Report Information
Page 115
Item GL Classes – 40.241.00 Report This report is a master list of Inventory item General Ledger classes.
Report Formats Report Name Master Table Default Sort Fields Default Format Only 40241 Itemglclass None
The following table displays fields typically used for Sort and Select parameters for this report:
Sort and Select Item Field Name Format / Possible Values Specific item GL class Itemglclass.glclassid Valid GL Class ID Sales account Itemglclass.slsacct Valid Sales Accounts Sales subaccount Itemglclass.slssub Valid Sales Subaccounts
Report Assistant – Order Management Module
116 Page
Lost Sale Codes – 40.281.00 Report This report displays the master list of lost sale codes and associated reasons.
Report Formats Report Name Master Table Default Sort Fields Default Format Only 40281 Lostsalecode None
The following table displays fields typically used for Sort and Select parameters for this report:
Sort and Select Item Field Name Format / Possible Values Specific lost sale code Lostsalecode.lostsaleid Valid Lost Sale ID
Report Information
Page 117
Miscellaneous Charges – 40.251.00 Report This report displays the master list of miscellaneous charges.
Report Formats Report Name Master Table Default Sort Fields Default Format Only 40251 Misccharge None
The following table displays fields typically used for Sort and Select parameters for this report:
Sort and Select Item Field Name Format / Possible Values Specific miscellaneous charge Misccharge.miscchrgid Valid Miscellaneous Charge ID Specific miscellaneous accounts Misccharge.miscacct Valid Accounts Specific miscellaneous subaccounts
Misccharge.miscsub Valid Subaccounts
Report Assistant – Order Management Module
118 Page
Sales Orders by Customer – 40.741.00 Report This report displays a list of open and closed orders by Customer. Options Tab: The Options tab of this report includes two fields. The Show Order Status History field allows you to include order status history on the report. The Include Closed Orders field allows you to include information from closed orders on the report.
Report Formats Report Name Master Table Default Sort Fields (Type) Details by Customer 40741 Soheader Soheader.cpnyid (Group)
Soheader.custid (Group) Soheader.ordnbr (Group) Soline.lineref (Group)
Details by Customer–MC 40741mc Soheader Soheader.cpnyid (Group) Soheader.custid (Group) Soheader.ordnbr (Group) Soline.lineref (Group)
Summary by Customer 40741s Soheader Soheader.cpnyid (Group) Soheader.custid (Group) Soheader.ordnbr (Group)
Summary by Customer–MC
40741smc Soheader Soheader.cpnyid (Group) Soheader.custid (Group) Soheader.ordnbr (Group)
The following table displays fields typically used for Sort and Select parameters for this report:
Sort and Select Item Field Name Format / Possible Values Customer ID Soheader.custid Valid Customer ID Order number Soheader.ordnbr Example: O0005121 Order date Soheader.orddate Example: 01/15/2005 Specific order amounts Soline.totord Example: Greater than 15000
Report Information
Page 119
Sales Orders by Inventory – 40.742.00 Report This report displays a list of open and closed orders by inventory item. Options Tab: The Options tab of this report includes two fields. The Show Order Status History field allows you to include order status history on the report. The Include Closed Orders field allows you to include information from closed orders on the report.
Report Formats Report Name Master Table Default Sort Fields (Type) Details by Inventory 40742 Soheader Soheader.cpnyid (Group)
Soline.invtid (Group) Soheader.ordnbr (Group) Soline.lineref (Group)
Details by Inventory–MC 40742mc Soheader Soheader.cpnyid (Group) Soline.invtid (Group) Soheader.ordnbr (Group) Soline.lineref (Group)
The following table displays fields typically used for Sort and Select parameters for this report:
Sort and Select Item Field Name Format / Possible Values Customer ID Soheader.custid Valid Customer ID Order number Soheader.ordnbr Example: O0005121 Order date Soheader.orddate Example: 01/15/2005 Inventory ID Soline.invtid Valid Inventory ID Specific order amounts Soline.totord Example: Greater than 15000
Report Assistant – Order Management Module
120 Page
Sales Orders by Order No – 40.740.00 Report This report displays a list of open and closed orders by order number. Options Tab: The Options tab of this report includes two fields. The Show Order Status History field allows you to include order status history on the report. The Include Closed Orders field allows you to include information from closed orders on the report.
Report Formats Report Name Master Table Default Sort Fields (Type) Details by Order Number 40740 Soheader Soheader.cpnyid (Group)
Soheader.ordnbr (Group) Soline.lineref (Group)
Details by Order Number–MC
40740mc Soheader Soheader.cpnyid (Group) Soheader.ordnbr (Group) Soline.lineref (Group)
Summary by Order Number 40740s Soheader Soheader.cpnyid (Group) Soheader.ordnbr (Group)
Summary by Order Number–MC
40740smc Soheader Soheader.cpnyid (Group) Soheader.ordnbr (Group)
The following table displays fields typically used for Sort and Select parameters for this report:
Sort and Select Item Field Name Format / Possible Values Customer ID Soheader.custid Valid Customer ID Order number Soheader.ordnbr Example: O0005121 Order date Soheader.orddate Example: 01/15/2005 Inventory ID Soline.invtid Valid Inventory ID Specific order amounts Soline.totord Example: Greater than 15000
Report Information
Page 121
Sales Orders by Salesperson – 40.743.00 Report This report displays a list of open and closed orders by salesperson. Options Tab: The Options tab of this report includes two fields. The Show Order Status History field allows you to include order status history on the report. The Include Closed Orders field allows you to include information from closed orders on the report.
Report Formats Report Name Master Table Default Sort Fields (Type) Details by Salesperson 40743 Soheader Soheader.cpnyid (Group)
Sosplitline.slsperid (Group) Soheader.ordnbr (Group) Soline.lineref (Group)
Details by Salesperson–MC
40743mc Soheader Soheader.cpnyid (Group) Sosplitline.slsperid (Group) Soheader.ordnbr (Group) Soline.lineref (Group)
Summary by Salesperson 40743s Soheader Soheader.cpnyid (Group) Sosplitline.slsperid (Group) Soheader.ordnbr (Group)
Summary by Salesperson–MC
40743smc Soheader Soheader.cpnyid (Group) Sosplitline.slsperid (Group) Soheader.ordnbr (Group)
The following table displays fields typically used for Sort and Select parameters for this report:
Sort and Select Item Field Name Format / Possible Values Customer ID Soheader.custid Valid Customer ID Order number Soheader.ordnbr Example: O0005121 Order date Soheader.orddate Example: 01/15/2005 Inventory ID Soline.invtid Valid Inventory ID Specific order amounts Soline.totord Example: Greater than 15000 Salesperson ID Soline.slsperid Valid Salesperson ID
Report Assistant – Order Management Module
122 Page
Back Orders – 40.745.00 Report This report displays sales orders that have backordered quantities.
Report Formats Report Name Master Table Default Sort Fields (Type) Details By Customer 40745c Soheader Soheader.cpnyid (Group)
Soheader.custid (Group) Soheader.ordnbr (Group) Soline.lineref (Group)
Details By Inventory 40745i Soheader Soheader.cpnyid (Group) Soline.invtid (Group) Soheader.ordnbr (Group) Soline.lineref (Group)
The following table displays fields typically used for Sort and Select parameters for this report:
Sort and Select Item Field Name Format / Possible Values Customer ID Soheader.custid Valid Customer ID Order number Soheader.ordnbr Example: O0005121 Inventory ID Soline.invtid Valid Inventory ID Site ID Soline.siteid Valid Site ID Salesperson ID Soline.slsperid Valid Salesperson ID
Report Information
Page 123
Commission By Salesperson – 40.750.00 Report This report displays a list of commissions paid by salesperson. Options Tab: The Options tab of this report screen includes the Commission on Profit instead of Sales field that allows you to have the commission calculated for the report based on profit amounts instead of the sales amounts.
Report Formats Report Name Master Table Default Sort Fields (Type) Commission on Issued Invoices
40750I Vr_dmg_40750 Vr_dmg_40750.cpnyid (Group) Vr_dmg_40750.slsperid (Group) @slstranref (Group) Vr_dmg_40750.lineref (Sort)
Commission on Partial Payments
40750p Vr_dmg_40750 Vr_dmg_40750.cpnyid (Group) Vr_dmg_40750.slsperid (Group) Aradjust.adjddoctype (Group) Aradjust.adjdrefnbr (Group) Vr_dmg_40750.lineref (Group) Vr_dmg_40750.lineref (Sort)
Commission on Paid Invoices
40750c Vr_dmg_40750 Vr_dmg_40750.cpnyid (Group) Vr_dmg_40750.slsperid (Group) @slstranref (Group) Vr_dmg_40750.lineref (Sort)
NOTE: The @ symbol indicates a formula field created in Crystal Reports. You cannot use formula fields in Sort or Select statements.
The following table displays fields typically used for Sort and Select parameters for this report:
Sort and Select Item Field Name Format / Possible Values Salesperson ID Vr_dmg_40750.slsperid Valid Salesperson ID Customer ID Vr_dmg_40750.custid Valid Customer ID Transaction date Vr_dmg_40750.trandate Example: 07/04/2005
Report Assistant – Order Management Module
124 Page
Operator Statistics – 40.770.00 Report This report displays the orders and order lines processed by each user.
Report Formats Report Name Master Table Default Sort Fields Default Format Only 40770 Vr_ordertakersstats None
The following table displays fields typically used for Sort and Select parameters for this report:
Sort and Select Item Field Name Format / Possible Values User ID Vr_ordertakersstats.userid Valid User ID
Report Information
Page 125
Order Types – 40.201.00 Report This report displays a master list for order types, including the steps of the order cycle.
Report Formats Report Name Master Table Default Sort Fields (Type) Default Format Only 40201 Sotype Sotype.cpnyid (Group)
Sotype.sotypeid (Group) Sostep.seq (Group)
The following table displays fields typically used for Sort and Select parameters for this report:
Sort and Select Item Field Name Format / Possible Values Order type Sotype.sotypeid Valid Order Type ID Active Order Types Sotype.active 1 = True, 0 = False Behavior Sotype.behavior Example: SO, INVC, CM Company ID Sotype.cpnyid Valid Company ID Sales Accounts Sotype.slsacct Valid Accounts Sales Subaccounts Sotype.slssub Valid Subaccounts
Report Assistant – Order Management Module
126 Page
Payment Types – 40.221.00 Report This report displays the master list of payment types set up in the system.
Report Formats Report Name Master Table Default Sort Fields (Type) Default Format Only 40221 Pmttype Pmttype.cpnyid (Group)
Pmttype.pmttypeid (Sort)
The following table displays fields typically used for Sort and Select parameters for this report:
Sort and Select Item Field Name Format / Possible Values Payment type Pmttype.pmttypeid Valid Payment Types Cash accounts Pmttype.cashacct Valid Cash Accounts Validation types Pmttype.validationtype Example: MC, AM, V
Report Information
Page 127
Sales Price – 40.382.00 Report This report displays a master list of discount price plans and the associated information for each discount plan.
Report Formats Report Name Master Table Default Sort Fields (Type) Default Format Only 40382 Slsprc Slsprc.curyid (Group)
Slsprc.pricecat (Group) @catnbr+slsprcid (Group)
NOTE: The @ symbol indicates a formula field created in Crystal Reports. You cannot use formula fields in Sort or Select statements.
The following table displays fields typically used for Sort and Select parameters for this report:
Sort and Select Item Field Name Format / Possible Values Price Method Slsprc.discprcmthd Example: R, P, M, K Price Type Slsprc.discprctyp Example: S, P Price Category Slsprc.pricecat Example: IT, CU, CC
Report Assistant – Order Management Module
128 Page
User Defaults – 40.341.00 Report This report displays a master list of users and associated default information.
Report Formats Report Name Master Table Default Sort Fields (Type) Default Format Only 40341 Siuserappauth Siuserappauth.userid (Group)
The following table displays fields typically used for Sort and Select parameters for this report:
Sort and Select Item Field Name Format / Possible Values User ID Siuserappauth.userid Valid User ID User by Site ID Siuserappauth.siteid Valid Site ID Salesperson Userslsper.slsperid Valid Salesperson ID
Report Information
Page 129
Manual Orders – 40.744.00 Report This report displays a list of open line items on Manual Order (MO) sales orders with non-zero quantities that have a requested pick date within the entered date range.
Report Formats Report Name Master Table Default Sort Fields (Type) By Order Number 40744n Soheader Soheader.cpnyid (Group)
Soheader.ordnbr (Group) Soline.lineref (Group)
By Inventory ID 40744i Soheader Soheader.cpnyid (Group) Soline.invtid (Group) Soheader.ordnbr (Group) Soline.lineref (Group)
By Customer 40744c Soheader Soheader.cpnyid (Group) Soheader.custid (Group) Soheader.ordnbr (Group) Soline.lineref (Group)
The following table displays fields typically used for Sort and Select parameters for this report:
Sort and Select Item Field Name Format / Possible Values Order Number Soheader.ordnbr Example: O0005121 Inventory ID Soline.InvtID Valid Inventory ID Customer ID Soheader.custid Valid Customer ID