SECTION 22.214.171.124 - LIST ORDERS
USAGE: To print a list of Debtor Sales Orders. This is used in cases where you wish to check the entries on orders before initiating a bulk update or for checking what stock is committed where.
Note: This program specifically ignores any orders that do not relate to Inventory. Thus this report cannot be used if you enter orders that relate to General Ledger lines or Jobs. Also, text lines are ignored and any freight is not shown.
DISCUSSION: When you choose this option, the screen will appear as follows:
Here you can choose the order in which you wish to print the report. Choose the order you wish to print the report in by pressing the number next to the option. If you choose to print BY OTHER KEYS, another menu will open to allow you to specify which of the three OTHER KEYS you actually require.
Hint: If you intend to limit the report to a range of transactions, it is most efficient to print the report in the same order. Eg if you wish to limit the report to a range of salesmen, the report will scan the transaction-file faster if you also print the report in salesman order.
Having chosen from the options, the following questions will appear:
USE LONG FORMAT REPORT If you are using wide stationery, reply Y, otherwise reply N. This question will only be displayed if the relevant option is set to A, see SECTION 7.1.2.
START A NEW PAGE ON CHANGE OF KEY If you have chosen to print the report in Debtor, date or Salesman order, you will be offered this option. If you reply Y, HiFinance will start a new page each time the major key changes. A sub-total will also be printed for each group of transactions. If you reply N, the transactions will be printed continuously.
PRINT SUB-TOTALS ONLY If you have chosen not to start a new page on change of key (see above) you are asked if you wish to print sub-totals only. If you choose Y, you will be given a short report that only print one line for each key (eg Debtor code). Also, the report will only detail the key, the units ordered, units left to deliver and the value of the units left to deliver.
PRINT COMPLETED ORDERS Normally you would want to exclude completed orders from the report unless you specifically wish to just list completed orders. In either case, reply Y or N, as required.
PRINT UNCOMPLETED ORDERS The default answer to this question is Y, but if you wish to print completed orders only, rely N.
PRINT COMPLETED LINES When you update an Order to an Invoice, HiFinance tags lines as completed when you invoice at least as much as has been ordered. If you wish to have these completed lines included in the report, reply Y. Note that choosing N for COMPLETED ORDERS (above) overrides this option.
PRINT UNCOMPLETED LINES This option is similar to the previous question except that it refers to uncompleted lines. Again you should note that choosing N for COMPLETED ORDERS (above) overrides this option.
ONLY PRINT LINES WITH POSITIVE STOCK-ON-HAND This option allows you to filter-out Inventory items that have nothing in stock. This can be useful for deciding which orders can be filled.
The following question asks you to enter both a lower and upper limit. The upper limit must not be less than the lower limit. The default answers define the extreme limits of the field. You do not have to change all of these limits. Only change the ones you wish to, and tab past the others.
DEBTOR CODE RANGE This is the Debtor’s code.
INVENTORY CODE RANGE This is allows you to print only orders for a range of Inventory codes.
DUE DATE RANGE This allows you to limit the report to a range of Due Dates, eg to list only back-orders, enter 01/01/0001 for the lower limit and yesterday’s date for the upper limit.
ORDER DATE RANGE This allows you to limit the report to a range of date’s ordered. This can be used to find a lost order or to organise deliveries in batches.
SALESMAN RANGE This is the salesman code as it appears on the transaction-file (not the Debtor master-file).
OTHER KEY RANGES These may appear as a different literal depending on how you have defined the fields in SYSTEM PARAMETERS.
REFERENCE RANGE This reference number, i.e. Order number.
To start the report, press <Enter> through each field or simply press <F10>.
The report will scan the transaction file and extract all records that fit within your chosen parameters. The report itself will detail the Debtor code and name, Salesman number, Other key, reference number, date ordered and date due. Then for each line on the order, the report will detail the Inventory code and description, the units ordered, left to deliver and the value of the units left to deliver. The total outstanding value is subtotalled by sort key and a grand total is also printed at the end of the report.