SECTION 126.96.36.199.C - DEBTOR REPORTS - DISPATCH REPORT
USAGE: This function will only appear if you have the option enabled. This report is specifically designed to analyse the orders file on the basis of dispatch information. If you have this option enabled, entering a Sale-Order will be longer because you will need to enter several extra pieces of information related to deliver times, etc. This report is then available to management for the purposes of allocating resources.
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.
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.
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.
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 Bill-to Debtor’s code.
SALESMAN RANGE This is the salesman code as it appears on the Debtor master-file.
OTHER KEY RANGES These are the DEBTOR OTHER KEYS. These may appear as a different literal depending on how you have defined the fields in SYSTEM PARAMETERS.
DEBTOR GROUP RANGE This is the Debtor Group.
ORDER DATE RANGE This is the date of the Sales Order.
TARGET DATE RANGE This is the expected date of delivery.
NOT BEFORE DATE RANGE This is the date before which the customer will not accept delivery.
NOT AFTER DATE RANGE This is the date after which the customer will not accept delivery.
In all cases, the default answers are the extreme limits of each range. So if you do not wish to limit the report on a particular field, just bypass it.
To start the report, press <Enter> through each field or simply press <F10>.
The report will scan the Sales Order file and extract all records that fit within your chosen parameters. The report itself will detail the Sales Order date, the Debtor’s reference number, the Debtor’s code and name, the net value (ie the value without tax or freight), the Target date, the not-before date, the not-after date, the number of lines on the order, the number of units to be delivered, the postcode and the expected freight days. At the end of the report, HiFinance totals the Net value, Lines and Items columns.