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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 Sort and Select Statements
Overview Select Statements Sort Statements Possible Values Chart

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6 7 19 24

Data Field Illustrations


Overview Sales Orders 40.100.00 Screen Shippers 40.110.00 Screen Shippers 40.110.00 Screen Manifest Entry 40.115.00 Screen Manifest Entry 40.115.00 Screen Shipment Confirmation 40.117.00 Screen Customer Service Assistant 40.140.00 Screen Credit Managers Assistant 40.170.00 Screen Booking Display 40.125.00 Screen Shipper Creation Log Viewer 40.450.00 Screen Shipper Update Log Viewer 40.460.00 Screen Customer Lookup 40.102.00 Screen Certification Text 40.270.00 Screen Chain Discounts 40.330.00 Screen Credit Managers 40.225.00 Screen Customer Carriers 40.807.00 Screen Customer Contacts 40.370.00 Screen Customer Price Classes 40.391.00 Screen Freight Terms 40.210.00 Screen Inspection 40.350.00 Screen Item GL Classes 40.240.00 Screen Item Price Classes 40.390.00 Screen Lost Sale Codes 40.280.00 Screen Miscellaneous Charges 40.250.00 Screen Non-Stock Item 40.235.00 Screen Order Types 40.200.00 Screen Payment Types 40.220.00 Screen Sales Price 40.380.00 Screen Sales Price Revisions 40.381.00 Screen Task Schedule 40.910.00 Screen User Defaults 40.340.00 Screen Order Management Setup 40.950.00 Screen

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28 29 35 36 43 44 45 46 49 50 51 52 53 54 55 56 57 58 59 60 61 62 63 64 65 66 67 72 73 74 75 76 77

Report Information
Overview Quote 40.620.00 Report Order Confirmation 40.610.00 Report Receiver Form 40.645.00 Report Picking List 40.630.00 Report Picking Notice 40.650.00 Report Kit Assembly 40.635.00 Report Assembly Notice 40.651.00 Report Inspection Order 40.640.00 Report Inspection Notice 40.652.00 Report Packing Slip 40.660.00 Report Packing Notice 40.653.00 Report Shipping Notice 40.654.00 Report Invoice 40.680.00 Report Consolidated Invoice 40.682.00 Report Sales Journal 40.690.00 Report Update Exceptions 40.695.00 Report Early Warning 40.790.00 Report Exception Analysis 40.791.00 Report Accrued Sales 40.792.00 Report Event History 40.720.00 Report Bookings 40.730.00 Report Credit Card Transactions 40.780.00 Report Certification Text 40.271.00 Report Chain Discounts 40.331.00 Report Credit Managers 40.226.00 Report Freight Terms 40.211.00 Report Item GL Classes 40.241.00 Report Lost Sale Codes 40.281.00 Report Miscellaneous Charges 40.251.00 Report Sales Orders by Customer 40.741.00 Report Sales Orders by Inventory 40.742.00 Report Sales Orders by Order No 40.740.00 Report Sales Orders by Salesperson 40.743.00 Report Back Orders 40.745.00 Report Commission By Salesperson 40.750.00 Report Operator Statistics 40.770.00 Report Order Types 40.201.00 Report Payment Types 40.221.00 Report Sales Price 40.382.00 Report User Defaults 40.341.00 Report Manual Orders 40.744.00 Report

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HOW TO USE THIS MANUAL

Report Assistant Order Management Module


Flexible reporting is an important part of a companys 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.

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How To Use This Manual


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.

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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

Overview
Each of Microsoft Dynamics SLs 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.

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Sort and Select Statements

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

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Report Assistant Order Management Module

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.

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Sort and Select Statements


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
Soheader.ordnbr

Operator
Begins with

Value
0001

Boolean
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
Soheader.ordnbr Soheader.ordnbr

Operator
Between Between

Value
000186, 000190 000186 and 000190

Boolean
And 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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Report Assistant Order Management Module


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
Inventory.descr

Operator
Contains

Value
blue

Boolean
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
Soheader.custid

Operator
Equal

Value
C1504

Boolean
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
Soheader.shipdate

Operator
Greater than

Value
01/15/2005

Boolean
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
Soheader.shipdate

Operator
Greater than or equal to

Value
02/01/05

Boolean
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
Soheader.ordnbr

Operator
In

Value
000185,000188,000191

Boolean
And

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Sort and Select Statements


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
Soshipheader.shipdateplan

Operator
Less than

Value
02/01/2005

Boolean
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
Soshipheader.shipdateplan

Operator
Less than or equal to

Value
02/01/2005

Boolean
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
Soheader.ordnbr

Operator
Not between

Value
000187, 000191

Boolean
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
Inventory.descr

Operator
Not contains

Value
blue

Boolean
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
Soheader.sotypeid

Operator
Not equal

Value
BO

Boolean
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 Soheader.sotypeid Not in Operator BO, OR Value And Boolean

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Sort and Select Statements


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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Report Assistant Order Management Module


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
Slsorddet.invtid

Operator
Equal

Value
1CK????

Boolean
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
Soline.invtid

Operator
Equal

Value
1CK*

Boolean
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
Soshipheader.shipdateplan Soshipheader.shipdateplan

Operator
Greater than Less than

Value
01/30/2005 2/9/05

Boolean
And And

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Sort and Select Statements


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 0525, 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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Report Assistant Order Management Module


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
Vr_dmg_40750.perpost

Operator
Equal

Value
200502

Boolean
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.

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Sort and Select Statements


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
Soheader.sotypeid Soshipheader.shipdateplan

Operator
Equal Greater than

Value
IN 1/31/05

Boolean
And And

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Report Assistant Order Management Module


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
Soshipheader.orddate Soheader.sotypeid

Operator
Less than Equals

Value
02/01/2005 BO

Boolean
And 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
Soshipheader.ordtype Soshipheader.orddate Soshipheader.custid Soshipheader.totinvc

Operator
Equal Greater than Begins with Greater than

Value
SO 01/31/2005 01 15000

Boolean
And And And And

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Sort and Select Statements

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
Soheader.cpnyid Soheader.custid Soheader.ordnbr

Sort Type
Group Field Group Field Group Field

Sort Ascending
Checked Blank Checked

Page Break
Checked Blank Blank

Total Break
Checked Checked 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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Report Assistant Order Management Module

FIGURE 6 SALES ORDERS BY CUSTOMER, SUMMARY BY CUSTOMER FORMAT WITH DEFAULT SORT

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Sort and Select Statements

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
Soheader.cpnyid Soheader.custid Soheader.ordnbr

Sort Type
Group Field Group Field Group Field

Sort Ascending
Checked Checked Checked

Page Break
Blank Checked Blank

Total Break
Blank Blank Blank

FIGURE 8 SALES ORDERS BY CUSTOMER WITH PAGE BREAK ON THE CUSTOMER ID

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Sort and Select Statements


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
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 Order Status: Open Closed 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 Payment Types American Express Credit Card Cash Check Discover Credit Card Mastercard Visa Credit Card

Value/Format
AO ASM BL CM CS DM INVC KA MO OU Q REP RFC RMSH RPL SHIP SO TR WC O C H B U P C S V D AE CA CH D MC V

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Sort and Select Statements

Field Type 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 Date fields Period fields such as Period to Post, Period Entered Fiscal Year fields Alpha-numeric fields (Customer ID)

Value/Format CU CC IT IL IC PC PL LC 01/05/2005 200501 2005 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.credithold Soheader.dropship Soheader.released Soheader.requirestepinsp Soline.taxable

Soheader.cancelled Soshipheader.shipcmplt Soshipline.taxable Soshipheader.cancelbo Soline.dropship

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D ATA F I E L D I L L U S T R AT I O N S

Report Assistant Order Management Module

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.

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Data Field Illustrations

Sales Orders 40.100.00 Screen


Soheader.custordnbr Soheader.ordnbr Soheader.custid

Soline.unitdesc

Soline.curycost Soheader.buyerid Soheader.cpnyid Soheader.noteid Soheader.buyername

Line Items Tab

Soheader.sotypeid

Soline.curylistprice

Soline.invtid Soline.siteid Soline.qtyord Soline.curyslsprice Soline.discpct Soline.curytotord Soline.reqdate Soline.qtyopenship

Soline.slsperid Soline.taxcat Soline.alternateid Soline.IRInvtid Soline.IRSiteid Soline.disp Soline.reasoncd Soline.inspid Soline.projectid Soline.taskid Soline.autopo Soline.autopovendid Soheader.curybaldue Soline.irdemand Temporary

Soline.splitlots Soline.taxable Soline.descr Soline.noteid

Soline.dropship Soline.curycommcost Soline.promdate

Soline.cmmnpct Soline.sample Soline.lotserialreq Soline.qtyship


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Report Assistant Order Management Module

Shipping Information Tab


Soheader.shipcustid

Soheader.shipvendid

Soheader.shipsiteid Soheader.shipaddrid

Soheader.shiptoid

Soheader.s4future11

Soheader.shiptotype Soheader.shipname Soheader.shipattn Soheader.shipaddr1 Soheader.shipaddr2 Soheader.shipcity Soheader.shipstate Soheader.shipzip

Soheader.shipphone

Soheader.dropship Soheader.autopovendid Soheader.shipviaid Soheader.frttermsid Soheader.fobid Soheader.shipcmplt Soheader.curybaldue Soheader.shipcountry Soheader.autopo Soheader.priority Soheader.weekenddelivery

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Data Field Illustrations

Billing Information Tab

Soheader.billname Soheader.billattn Soheader.billaddr1 Soheader.billaddr2 Soheader.billcity Soheader.billstate Soheader.billzip Soheader.billcountry

Soheader.billphone Soheader.div Soheader.dept Soheader.contactnbr Soheader.blktordnbr Soheader.origordnbr Soheader.authnbr Soheader.termsid

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Other Information Tab


Soheader.apprdetails Soheader.apprtech

Soheader.orddate Soheader.canceldate Soheader.slsperid Soheader.released Soheader.cmmnpct Soheader.certid Soheader.projectid Soheader.invcnbr Soheader.perpost Soheader.requirestepinsp Soheader.requirestepassy Soheader.irdemand Soheader.consolinv Soheader.edi856 Soheader.edi810 Soheader.invcdate
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Soheader.status Soheader.taxid00 Soheader.taxid01 Soheader.taxid02 Soheader.taxid03 Soheader.apprrma Soheader.adminhold Soheader.quotedate Soheader.awardprobability Soheader.lotsaleid Soheader.curybaldue

Soheader.credithold

Soheader.cancelled

Soheader.creditholddate Soheader.datecancelled

Soheader.cancelshippers

Data Field Illustrations

Misc Charges Tab

Somisc.miscchrgid Somisc.descr Somisc.curymiscchrg Somisc.curymiscchrgappl Somisc.taxable Somisc.taxcat

Somisc.noteid

Page

33

Report Assistant Order Management Module

Sales Tax Tab

Sotax.taxid Sotax.taxcat Sotax.curyfrttax Sotax.curymerchtax Sotax.curymisctax Sotax.curytottax Sotax.curyfrttxbl Sotax.curymerchtxbl Sotax.curymisctxbl Sotax.curytottxbl Sotax.taxrate Sotax.noteid

34

Page

Data Field Illustrations

Totals Tab

Soheader.curytotmerch Soheader.curytottax Soheader.discpct Soheader.totshipwght Soheader.curytotfrt Soheader.curytotmisc Soheader.curytotord Soheader.curytotpmt

Soheader.curyunshippedbalance

Soheader.curywholeorddisc Soheader.curytotpremfrt

Page

35

Report Assistant Order Management Module

Shippers 40.110.00 Screen


Line Items Tab
Soshipheader.sotypeid Soshipheader.ordnbr Soshipheader.custordnbr

Soshipheader.shipperid Soshipheader.custid Soshipline.invtid Soshipline.qtyship Soshipline.curyslsprice Soshipline.discpct Soshipline.curytotinvc Temporary Soshipline.irinvtid Soshipline.splitlots Soshipline.taxable Soshipline.alternateid Soshipline.descr Soshipline.noteid

Soshipheader.cpnyid Soshipheader.noteid Soshipheader.siteid Soshipline.unitdesc Soshipline.ordlineref Soshipline.slsperid Soshipline.curycommcost Soshipline.cmmnpct Soshipline.taxcat Soshipline.disp Soshipline.inspid Soshipline.projectid Soshipline.taskid

Soshipline.sample Soshipline.irdemand Soshipline.irsiteid Soshipline.qtypick Soshipheader.curybaldue Soshipline.curycost Soshipline.curylistprice

36

Page

Data Field Illustrations

Shipping Information Tab


Soshipheader.shipvendid Soshipheader.s4future11 Soshipheader.shipsiteid Soshipheader.shipaddrid

Soshipheader.shiptoid Soshipheader.shipcustid Soshipheader.shiptotype

Soshipheader.shipname Soshipheader.shipattn Soshipheader.shipaddr1 Soshipheader.shipaddr2 Soshipheader.shipcity Soshipheader.shipstate Soshipheader.shipzip

Soshipheader.shipphone Soshipheader.dropship Soshipheader.shipviaid Soshipheader.frttermsid Soshipheader.fobid Soshipheader.transittime Soshipheader.etadate

Soshipheader.shipcountry Soshipheader.shipcmplt Soshipheader.shipdateplan

Soshipheader.weekenddelivery Soshipheader.shipdateact
Page 37

Report Assistant Order Management Module

Billing Information Tab

Soshipheader.billname Soshipheader.billattn Soshipheader.billaddr1 Soshipheader.billaddr2 Soshipheader.billcity Soshipheader.billstate Soshipheader.billzip Soshipheader.billcountry Soshipheader.billphone Soshipheader.buyerid Soshipheader.buyername Soshipheader.div Soshipheader.dept Soshipheader.contractnbr Soshipheader.blktordnbr Soshipheader.authnbr

Soshipheader.termsid

38

Page

Data Field Illustrations

Other Information Tab


Soshipheader.shippingmanifested Soshipheader.packdate Soshipheader.shipvendid

Soshipheader.status Soshipheader.orddate Soshipheader.slsperid Soshipheader.cmmnpct Soshipheader.certid Soshipheader.projectid Soshipheader.invcdate Soshipheader.invcnbr Soshipheader.perpost Soshipheader.shipregisterid Soshipheader.accrperpost Soshipheader.reldate Soshipheader.taxid00 Soshipheader.taxid01 Soshipheader.taxid02 Soshipheader.taxid03 Soshipheader.adminhold Soshipheader.creditholddate Soshipheader.cancelbo Soshipheader.edi810 Temporary Soshipheader.s4future10

Soshipheader.accrshipregisterid Soshipheader.credithold Soshipheader.cancelled

Soshipheader.datecancelled Soshipheader.requirestepinsp Soshipheader.requirestepassy


Page 39

Soshipheader.cancelbo

Report Assistant Order Management Module

Misc Charges Tab

Soshipmisc.miscchrgid Soshipmisc.descr Soshipmisc.curymiscchrg Soshipmisc.taxable Soshipmisc.taxcat

Soshipmisc.noteid

40

Page

Data Field Illustrations

Sales Tax Tab

Soshiptax.taxid Soshiptax.curyfrttax Soshiptax.curymerchtax Soshiptax.curymisctax Soshiptax.curytottax Soshiptax.taxcat Soshiptax.curyfrttxbl Soshiptax.curymerchtxbl Soshiptax.curymisctxbl Soshiptax.curytottxbl Soshiptax.taxrate Soshiptax.noteid

Page

41

Report Assistant Order Management Module

Payments Tab

Soshippayments.pmttypeid Soshippayments.curypmtamt Soshippayments.pmtdate Soshippayments.chknbr Soshippayments.cardnbr Soshippayments.cardexpdate Soshippayments.cardauthnbr Soshippayments.noteid

Soshippayments.cardhldrname

42

Page

Data Field Illustrations

Totals Tab
Soshipheader.discpct

Soshipheader.curytotmerch Soshipheader.totshipwght Soshipheader.totboxes Soshipheader.totpallets Soshipheader.curytottax Soshipheader.curytotfrtinvc Soshipheader.curytotmisc Soshipheader.curytotinvc Soshipheader.curytotpmt

Soshipheader.curytotfrtcost

Soshipheader.curywholeorddisc Soshipheader.curypremfrtamt
Page 43

Report Assistant Order Management Module

Manifest Entry 40.115.00 Screen


Soshipheader.noteid Soshipheader.shipperconfirmed

Soshipheader.shipperid Soshipheader.shipname Soshipheader.shipdateact Soshippack.boxref Soshippack.wght Soshippack.curybasecost Soshippack.curycodcost Soshippack.curyoversizecost Soshippack.curyinsurecost Soshippack.curyothercost Soshippack.volume Soshippack.trackingnbr Soshippack.s4future01 Soshippack.s4future02 Soshippack.truckid Soshipheader.s4future11 Soshipheader.shipviaid Soshipheader.frttermsid

Soshippack.noteid Soshippack.curyfrtcost Soshippack.curyfrtinvc

44

Page

Data Field Illustrations

Shipment Confirmation 40.117.00 Screen


Soshipheader.noteid Soshipheader.shippingmanifested

Soshipheader.shipperid Temporary Soshipheader.ordnbr Soshipheader.perpost Soshipline.invtid Calculated Calculated Calculated Calculated Calculated Soshipline.noteid Calculated Calculated Soshiplot.lotsernbr Soshiplot.s4future02 Soshiplot.whseloc Soshiplot.s4future01 Temporary Temporary Soshipheader.s4future10 Temporary Soshipline.qtypick Soshipline.qtyship Soshipline.unitdesc

Soshiplot.noteid Soshipheader.cancelbo
Page 45

Report Assistant Order Management Module

Customer Service Assistant 40.140.00 Screen


Shippers Tab
Soshipheader.shipcmplt Soheader.noteid Soheader.adminhold Soheader.credithold

Soheader.ordnbr Soheader.custid Soheader.status Soheader.buyername Soheader.buyerid Soheader.custordnbr Soshipheader.shipname Soshipheader.siteid Soshipheader.frtcollect

Soshipheader.shipperid Soshipheader.cancelled Soshipheader.shipdateact Soshipheader.shipviaid Soshipheader.totboxes Soshipheader.totpallets Soshipheader.etadate

Soshipheader.weekenddelivery
46 Page

Soshipheader.curytotfrtcost

Soshipheader.curytotinvc

Data Field Illustrations

Shipper Lines By Item Tab

Soshipline.invtid Soshipline.qtyship Soshipline.unitdesc Temporary Temporary Temporary Temporary Temporary Soshipline.shipperid Soshipline.lineref Temporary Temporary Soshipline.alternateid Soshipline.descr

Page

47

Report Assistant Order Management Module

Future Shipments Tab

Soplan.invtid Soplan.qty Temporary Soplan.plandate Temporary Temporary Temporary Temporary Temporary

Soplan.solineref Soplan.promdate Soplan.soreqdate Soplan.soetadate Soplan.soshipviaid

Soplan.soweekenddelivery

48

Page

Data Field Illustrations

Credit Managers Assistant 40.170.00 Screen

NOTE: This screen is based on worktables.

Page

49

Report Assistant Order Management Module

Booking Display 40.125.00 Screen

NOTE: This screen is based on worktables.

50

Page

Data Field Illustrations

Shipper Creation Log Viewer 40.450.00 Screen

Sonoship.cpnyid Sonoship.ordnbr Sonoship.lineref Sonoship.schedref Temporary Sonoship.crtd_datetime Temporary

Page

51

Report Assistant Order Management Module

Shipper Update Log Viewer 40.460.00 Screen

Sonoupdate.cpnyid Sonoupdate.shipperid Sonoupdate.shipperlineref Temporary Sonoupdate.crtd_datetime Temporary

52

Page

Data Field Illustrations

Customer Lookup 40.102.00 Screen

NOTE: This screen is based on worktables.

Page

53

Report Assistant Order Management Module

Certification Text 40.270.00 Screen

Certificationtext.certid

Certificationtext.noteid

Certificationtext.descr

Certificationtext.certtext00(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.
(1)

54

Page

Data Field Illustrations

Chain Discounts 40.330.00 Screen

Sodisccode.discountid Sodisccode.descr Sodisccode.discacct Sodisccode.discsub

Sodisccode.noteid

Page

55

Report Assistant Order Management Module

Credit Managers 40.225.00 Screen

Creditmgr.creditmgrid Creditmgr.creditmgrname

56

Page

Data Field Illustrations

Customer Carriers 40.807.00 Screen


Customer.custid Customer.noteid

Custcarriers.carrierid

Custcarriers.acctno

Custcarriers.noteid

Page

57

Report Assistant Order Management Module

Customer Contacts 40.370.00 Screen


Customer.noteid

Customer.custid Custcontact.contactid Custcontact.name Custcontact.salut Custcontact.addr1 Custcontact.addr2 Custcontact.city Custcontact.state Custcontact.zip Custcontact.country Custcontact.phone Custcontact.fax Custcontact.noteid Custcontact.emailaddr Custcontact.website Custcontact.orderlimit Custcontact.poreqdamt Custcontact.type

58

Page

Data Field Illustrations

Customer Price Classes 40.391.00 Screen

Priceclass.priceclassid Priceclass.descr

Page

59

Report Assistant Order Management Module

Freight Terms 40.210.00 Screen


Frtterms.frttermsid Frtterms.noteid

Frtterms.fobid Frtterms.collect

Frtterms.descr

Frttermdet.minorderval Frttermdet.freightpct Frttermdet.invcamtpct Frttermdet.handlingchg Frttermdet.handlingchgline

Frttermdet.noteid

60

Page

Data Field Illustrations

Inspection 40.350.00 Screen

Inventory.invtid Inspection.inspid Inspection.descr

Inspection.noteid

Inspection.insptext00(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.
(1)

Page

61

Report Assistant Order Management Module

Item GL Classes 40.240.00 Screen

Itemglclass.glclassid Itemglclass.desc Itemglclass.slsacct Itemglclass.slssub Itemglclass.discacct Itemglclass.discsub Itemglclass.cogsacct Itemglclass.cogssub

Itemglclass.noteid

62

Page

Data Field Illustrations

Item Price Classes 40.390.00 Screen

Priceclass.priceclassid Priceclass.descr

Page

63

Report Assistant Order Management Module

Lost Sale Codes 40.280.00 Screen

Lostsalecode.lostsaleid Lostsalecode.descr

Lostsalecode.noteid

64

Page

Data Field Illustrations

Miscellaneous Charges 40.250.00 Screen

Misccharge.miscchrgid Misccharge.descr Misccharge.miscacct Misccharge.miscsub Misccharge.taxable Misccharge.taxcat Misccharge.s4future11 Misccharge.noteid

Page

65

Report Assistant Order Management Module

Non-Stock Item 40.235.00 Screen

Inventory.invtid Inventory.descr Inventory.invttype Inventory.source Inventory.glclassid Inventoryadg.omsalesacct Inventoryadg.omsalessub Inventory.discacct Inventory.discsub Inventoryadg.omcogsacct Inventoryadg.omcogssub Inventory.taxcat Inventory.dfltsounit Inventory.stkbaseprc

NOTE: This screen is only available if Inventory is not installed.

66

Page

Data Field Illustrations

Order Types 40.200.00 Screen


Behavior Tab

Sotype.sotypeid Sotype.descr

Sotype.active Sotype.behavior Sotype.noautocreateshippers Sotype.canceldays Sotype.shiptotype Sotype.enterlotser Sotype.requiredetailappr Sotype.requiretechappr Sotype.requiremanrelease

Page

67

Report Assistant Order Management Module

Numbers Tab

Sotype.ordnbrprefix Sotype.invcnbrprefix Sotype.lastordnbr Sotype.ordnbrtype Sotype.lastinvcnbr Sotype.invcnbrtype Sotype.invcnbrar

Sotype.shipperprefix Sotype.lastshippernbr Sotype.shippertype

68

Page

Data Field Illustrations

Accounts Tab

Sotype.slsacct Sotype.slssub Sotype.discacct Sotype.discsub Sotype.wholeorddiscacct Sotype.wholeorddiscsub Sotype.cogsacct Sotype.frtacct Sotype.miscacct Sotype.cogssub Sotype.frtsub Sotype.miscsub

Page

69

Report Assistant Order Management Module

Steps Tab

Sostep.seq Sostep.descr Sostep.status Sostep.auto Sostep.creditchk Sostep.noteson Sostep.functionid* Sostep.functionclass* Sostep.eventtype* Sostep.creditchkprog* Sostep.rptprog* Sostep.skipto* Sostep.autopgmid* Sostep.autopgmclass* Sostep.autoproc*

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.

70

Page

Data Field Illustrations

RMA Tab

Sotype.disp Sotype.returnordertypeid Sotype.autoreleasereturns

Page

71

Report Assistant Order Management Module

Payment Types 40.220.00 Screen

Pmttype.pmttypeid Pmttype.descr Pmttype.validationtype Pmttype.cashacct Pmttype.cashsub

72

Page

Data Field Illustrations

Sales Price 40.380.00 Screen


Temporary

Temporary

Temporary Temporary

Slsprc.catalognbr Slsprc.discprctyp Slsprc.discprcmthd Slsprc.invtid Slsprc.noteid Slsprcdet.slsunit Slsprcdet.qtybreak Slsprcdet.s4future01 Slsprcdet.s4future02 Slsprcdet.discprice Slsprcdet.noteid

Slsprc.siteid Slsprc.minqty Slsprc.maxqty

Slsprcdet.rvsddiscprice Slsprcdet.startdate Slsprcdet.enddate Slsprcdet.qtysold Calculated

Page

73

Report Assistant Order Management Module

Sales Price Revisions 40.381.00 Screen

NOTE: This screen is based on worktables.

74

Page

Data Field Illustrations

Task Schedule 40.910.00 Screen

Taskschedule.taskprogram Taskschedule.interval Temporary Temporary Taskschedule.active Taskschedule.cpnyid Taskschedule.functionid Taskschedule.functionclass

Page

75

Report Assistant Order Management Module

User Defaults 40.340.00 Screen

Siuserappauth.userid Siuserappauth.userid Siuserappauth.siteid Siuserappauth.s4future11

Userslsper.slsperid Userslsper.creditpct

Userslsper.noteid

76

Page

Data Field Illustrations

Order Management Setup 40.950.00 Screen


Order/Shipper Entry Tab

Sosetup.dfltordertype Sosetup.dfltshippertype Sosetup.dfltsiteidmethod Sosetup.dfltslspermethod Sosetup.cashsalecustid Sosetup.wcshipviaid Sosetup.autoref Sosetup.autosave Sosetup.forcevalidserialno

Temporary Sosetup.adddaysearly Sosetup.adddayslate

Sosetup.dfltaltidtype

Sosetup. addalternateid

Sosetup.autoinsertcontacts

Page

77

Report Assistant Order Management Module

Company Information Tab

Sosetup.cpnyname Sosetup.addr1 Sosetup.addr2 Sosetup.state Sosetup.zip Sosetup.city Sosetup.country Sosetup.phone Sosetup.fax

78

Page

Data Field Illustrations

Discount Pricing Tab


Sosetup.discprcdate

Sosetup.allowdiscprice

Sosetup.totalorddisc Sosetup.discbysite Sosetup.mingphandling Sosetup.dfltdiscountid

Sosetup.discprcseq00 Sosetup.discprcseq01 Sosetup.discprcseq02 Sosetup.discprcseq03 Sosetup.discprcseq04 Sosetup.discprcseq05 Sosetup.discprcseq06 Sosetup.discprcseq07 Sosetup.discprcseq08

Sosetup.chaindiscenabled

Page

79

Report Assistant Order Management Module

Invoicing Tab

Sosetup.erroracct Sosetup.errorsub Sosetup.invtscrapacct Sosetup.invtscrapsub

Calculated

Sosetup.accrrevacct Sosetup.copynotes Sosetup.prenumberedforms Sosetup.s4future10 Sosetup.invcomperiod Sosetup.termsoverride Sosetup.accrrevsub

Sosetup.consolinv Sosetup.dfltconsolinv Sosetup.dfltaccruerev

80

Page

Data Field Illustrations

Credit Checking Tab

Sosetup.creditcheck

Sosetup.creditgracedays Sosetup.creditgracepct

Sosetup.creditgracedays

Page

81

Report Assistant Order Management Module

Bookings Tab

Sosetup.postbookings Sosetup.bookinglimit

82

Page

Data Field Illustrations

Other Tab

Sosetup.perretbook Sosetup.perrettran Sosetup.picktime Sosetup.procmansleepsecs Sosetup.delaymanifestupdate Sosetup.delayshippercreation Sosetup.delayshippertupdate Sosetup.decplnonstdqty Sosetup.lastshipregisterid Sosetup.s4future03 Sosetup.poavailateta Sosetup.woavailateta Sosetup.s4future9 Sosetup.prtcpny Sosetup.delayupdord

Page

83

Report Assistant Order Management Module

User Fields Tab


Sosetup.copytoshipper00 Sosetup.copytoinvc00

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.

84

Page

R E P O R T I N F O R M AT I O N

Report Assistant Order Management Module

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.

86

Page

Report Information

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 users 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
Standard

Report Name
40620

Master Table
Soprintqueue

Default Sort Fields (Type)


@docunique (Group) Soline.lineref (Group) Soline.lineref (Sort) @docunique (Group) Soline.lineref (Group) Soline.lineref (Sort)

Solomon Pre-printed Form

40620s4

Soprintqueue

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


Quote Number Customer ID Order Date Inventory ID Salesperson

Field Name
Soheader.ordnbr Soheader.custid Soheader.orddate Soline.invtid Soheader.slsperid

Format / Possible Values


Example: Q0000016 Valid Customer ID Example: 01/15/05 Valid Inventory ID Valid Salesperson ID

Page

87

Report Assistant Order Management Module

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 users 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
Standard

Report Name
40610

Master Table
Soprintqueue

Default Sort Fields (Type)


@docunique (Group) Soline.lineref (Group) Soline.lineref (Sort) @docunique (Group) Soline.lineref (Group) Soline.lineref (Sort)

Solomon Pre-printed Form

40610pp

Soprintqueue

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


Order number Customer ID Order date Salesperson

Field Name
Soheader.ordnbr Soheader.custid Soheader.orddate Soheader.slsperid

Format / Possible Values


Example: O0005121 Valid Customer ID Example: 01/15/05 Valid Salesperson ID

88

Page

Report Information

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 users 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
Default Format Only

Report Name
40645

Master Table
Soprintqueue

Default Sort Fields (Type)


@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


Order number Shipper ID Order date Inventory ID Warehouse location

Field Name
Soshipheader.ordnbr Soshipheader.shipperid Soheader.orddate Soshipline.invtid Soshiplot.whseloc

Format / Possible Values


Example: O0005121 Valid Shipper ID Example: 01/15/05 Valid Inventory ID Valid Warehouse Bin Location

Page

89

Report Assistant Order Management Module

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 users 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.

90

Page

Report Information

Report Formats
Standard

Report Name
404630

Master Table
Soprintqueue

Default Sort Fields (Type)


@docunique (Group) Soshipline.lineref (Group) Soshiplot.whseloc (Group) Soshiplot.whseloc (Sort) Soshipline.invtid (Sort) Soshipline.lineref (Sort) @docunique (Group) @whseloc (Group) Soshipline.lineref (Group) Soshiplot.whseloc (Group) Soshiplot.whseloc (Sort) Soshipline.invtid (Sort) Soshipline.lineref (Sort) Soshipline.shipperid (Group) Soshipline.lineref (Group) Soshiplot.whseloc (Group) Soshiplot.whseloc (Sort) Soshipline.invtid (Sort) Soshipline.shipperid (Sort) Soshipline.lineref (Sort) @whseloc (Group) Soshipline.shipperid (Group) Soshipline.lineref (Group) Soshiplot.whseloc (Group) Soshiplot.whseloc (Sort) Soshipline.invtid (Sort) Soshipline.shipperid (Sort) Soshipline.lineref (Sort) @invtid (Group) Soshipline.shipperid (Group) Soshipline.lineref (Group) Soshiplot.whseloc (Group) Soshiplot.whseloc (Sort) Soshipline.invtid (Sort) Soshipline.shipperid (Sort) Soshipline.lineref (Sort)

Warehouse Bin Location Order

40630bin

Soprintqueue

Wave Picking by Shipper

40630wav

Soprintqueue

Wave Picking by Whse Bin Loc

40630wavb

Soprintqueue

Wave Picking By Inventory ID

40630wavi

Soprintqueue

NOTE: The @ symbol indicates a formula field created in Crystal Reports. You cannot use formula fields in Sort or Select statements.

Page

91

Report Assistant Order Management Module


The following table displays fields typically used for Sort and Select parameters for this report:

Sort and Select Item


Order number Shipper ID Warehouse location

Field Name
Soshipheader.ordnbr Soshipline.shipperid Soshiplot.whseloc

Format / Possible Values


Example: O0005121 Valid Shipper ID Valid Warehouse Bin Location

92

Page

Report Information

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 users 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
Default Format Only

Report Name
40650

Master Table
Soprintqueue

Default Sort Fields (Type)


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


Order number Shipper ID Warehouse location

Field Name
Soshipheader.ordnbr Soshipheader.shipperid Soshiplot.whseloc

Format / Possible Values


Example: O0005121 Valid Shipper ID Valid Warehouse Bin Location

Page

93

Report Assistant Order Management Module

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 users 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
Default Format Only

Report Name
40635

Master Table
Soprintqueue

Default Sort Fields (Type)


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


Order number Shipper ID Warehouse location Inventory ID

Field Name
Soshipheader.ordnbr Soshipheader.shipperid Soshiplot.whseloc Soshipline.invtid

Format / Possible Values


Example: KA000002 Valid Shipper ID Valid Warehouse Bin Location Valid Inventory ID

94

Page

Report Information

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 users 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
Default Format Only

Report Name
40651

Master Table
Soprintqueue

Default Sort Fields (Type)


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


Order number Shipper ID Warehouse location Inventory ID

Field Name
Soshipheader.ordnbr Soshipheader.shipperid Soshiplot.whseloc Soshipline.invtid

Format / Possible Values


Example: KA000002 Valid Shipper ID Valid Warehouse Bin Location Valid Inventory ID

Page

95

Report Assistant Order Management Module

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 users 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
Default Format Only

Report Name
40640

Master Table
Soprintqueue

Default Sort Fields (Type)


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


Order number Shipper ID Warehouse location Site ID Inventory ID

Field Name
Soshipheader.ordnbr Soshipheader.shipperid Soshiplot.whseloc Soshipheader.siteid Soshipline.invtid

Format / Possible Values


Example: O0005121 Valid Shipper ID Valid Warehouse Bin Location Valid Site ID Valid Inventory ID

96

Page

Report Information

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 users 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
Default Format Only

Report Name
40652

Master Table
Soprintqueue

Default Sort Fields (Type)


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


Order number Shipper ID Warehouse location Site ID Inventory ID

Field Name
Soshipheader.ordnbr Soshipheader.shipperid Soshiplot.whseloc Soshipheader.siteid Soshipline.invtid

Format / Possible Values


Example: O0005121 Valid Shipper ID Valid Warehouse Bin Location Valid Site ID Valid Inventory ID

Page

97

Report Assistant Order Management Module

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 users 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
Standard Format

Report Name
04660

Master Table
Soprintqueue

Default Sort Fields (Type)


@docunique (Group) Soshipline.lineref (Group) Soshiplot.whseloc (Group) Soshipline.lineref (Sort) @docunique (Group) Soshiplot.whseloc (Group) Soshipline.lineref (Group) Soshiplot.whseloc (Sort) Soshipline.invtid (Sort) Soshipheader.shipperid (Sort) Soshipline.lineref (Sort)

Warehouse Bin Location Order

40660bin

Soprintqueue

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


Sales order number Shipper ID Customer Warehouse location Site ID Inventory ID

Field Name
Soshipheader.ordnbr Soshipheader.shipperid Soshipheader.custid Soshiplot.whseloc Soshipheader.siteid Soshipline.invtid

Format / Possible Values


Example: O0005121 Valid Shipper ID Valid Customer ID Valid Warehouse Bin Location Valid Site ID Valid Inventory ID

98

Page

Report Information

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 users 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
Default Format Only

Report Name
40653

Master Table
Soprintqueue

Default Sort Fields (Type)


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


Order number Shipper ID Customer Warehouse location Site ID Inventory ID

Field Name
Soshipheader.ordnbr Soshipheader.shipperid Soshipheader.custid Soshiplot.whseloc Soshipheader.siteid Soshipline.invtid

Format / Possible Values


Example: O0005121 Valid Shipper ID Valid Customer ID Valid Warehouse Bin Location Valid Site ID Valid Inventory ID

Page

99

Report Assistant Order Management Module

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 users 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
Default Format Only

Report Name
40654

Master Table
Soprintqueue

Default Sort Fields (Type)


@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


Order number Shipper ID Customer Warehouse location Site ID Inventory ID

Field Name
Soshipheader.ordnbr Soshipheader.shipperid Soshipheader.custid Soshiplot.whseloc Soshipheader.siteid Soshipline.invtid

Format / Possible Values


Example: O0005121 Valid Shipper ID Valid Customer ID Valid Warehouse Bin Location Valid Site ID Valid Inventory ID

100

Page

Report Information

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 users 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
Standard

Report Name
40680

Master Table
Soprintqueue

Default Sort Fields (Type)


@docunique (Group) Soshipline.lineref (Group) Soshiplot.whseloc (Sort) Soshipline.invtid (Sort) Soshipline.lineref (Sort) @docunique (Group) Soshipline.lineref (Group) Soshiplot.whseloc (Sort) Soshipline.invtid (Sort) Soshipline.lineref (Sort)

Solomon Pre-printed Form

40680s4

Soprintqueue

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


Order number Invoice date Warehouse location Customer

Field Name
Soshipheader.ordnbr Soshipheader.invcdate Soshiplot.whseloc Soshipheader.custid

Format / Possible Values


Example: O0005121 Example: 01/15/05 Valid Warehouse Bin Location Valid Customer ID

Page

101

Report Assistant Order Management Module

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 users 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
Standard

Report Name
40682

Master Table
Soprintqueue

Default Sort Fields (Type)


@invcunique (Group) @docunique (Group) Soshipline.lineref (Group) Soshiplot.whseloc (Sort) Soshipline.invtid (Sort) Soshipline.lineref (Sort) @invcunique (Group) @docunique (Group) Soshipline.lineref (Group) Soshiplot.whseloc (Sort) Soshipline.invtid (Sort) Soshipline.lineref (Sort)

Solomon Pre-printed Form

40682s4

Soprintqueue

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


Order number Invoice date Warehouse location Customer

Field Name
Soshipheader.ordnbr Soshipheader.invcdate Soshiplot.whseloc Soshipheader.custid

Format / Possible Values


Example: O0005121 Example: 01/15/05 Valid Warehouse Bin Location Valid Customer ID

102

Page

Report Information

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
Default Format Only

Report Name
40690

Master Table
Vp_adg_shipregister

Default Sort Fields (Type)


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


Period to post Sales order type Site ID

Field Name
Soshipheader.perpost Soshipheader.sotypeid Soshipheader.siteid

Format / Possible Values


Example: 200501 Example: SO, INVC Valid Site ID

Page

103

Report Assistant Order Management Module

Update Exceptions 40.695.00 Report


This report is used to review sales orders that did not update properly.

Report Formats
Default Format Only

Report Name
40695

Master Table
Sonoupdate

Default Sort Fields (Type)


Sonoupdate.cpnyid (Group)

The following table displays fields typically used for Sort and Select parameters for this report:

Sort and Select Item


Shipper ID

Field Name
Sonoupdate.shipperid

Format / Possible Values


Valid Shipper ID

104

Page

Report Information

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 inventoryon-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
By Item/Site

Report Name
40790a

Master Table
Itemsite

Default Sort Fields (Type)


Itemsite.invtid (Group) Itemsite.siteid (Group) Soplan.displayseq (Group) Soplan.planref (Group) @buyername (Group) Itemsite.invtid (Group) Itemsite.siteid (Group) Soplan.displayseq (Group) Soplan.planref (Group) Itemsite.siteid (Group) Itemsite.invtid (Group) Soplan.displayseq (Group) Soplan.planref (Group)

By Buyer/Item/Site

40790b

Itemsite

By Site/Item

40790c

Itemsite

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


Inventory ID Site ID Quantity Available

Field Name
Itemsite.invtid Itemsite.siteid Itemsite.qtyavail

Format / Possible Values


Valid Inventory ID Valid Site ID Example: Less than 25

Page

105

Report Assistant Order Management Module

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 inventoryon-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
By Item/Site

Report Name
40791a

Master Table
Itemsite

Default Sort Fields (Type)


Itemsite.invtid (Group) Itemsite.siteid (Group) @soplanorder (Group) Soplan.planref (Group) @buyername (Group) Itemsite.invtid (Group) Itemsite.siteid (Group) @soplanorder (Group) Soplan.planref (Group) Itemsite.siteid (Group) Itemsite.invtid (Group) @soplanorder (Group) Soplan.planref (Group)

By Buyer/Item/Site

40791b

Itemsite

By Site/Item

40791c

Itemsite

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


Inventory ID Site ID Quantity Available

Field Name
Itemsite.invtid Itemsite.siteid Itemsite.qtyavail

Format / Possible Values


Valid Inventory ID Valid Site ID Example: Less than 25

106

Page

Report Information

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
Default Format Only

Report Name
40792

Master Table
Soshipheader

Default Sort Fields (Type)


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


Company Accrued Revenue Account Accrued Revenue Subaccount Customer ID

Field Name
Soshipheader.cpnyid Soshipheader.accrrevacct Soshipheader.accrrevsub Soshipheader.custid

Format / Possible Values


Valid Company ID Valid Accrued Revenue Account Valid Accrued Revenue Subaccount Valid Customer ID

Page

107

Report Assistant Order Management Module

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
Order Event History

Report Name
40720

Master Table
Soheader

Default Sort Fields (Type)


Soheader.ordnbr (Group) Soevent.eventdate (Sort) Soevent.eventtime (Sort) Soevent.eventid (Sort) Soshipheader.shipperid (Group) Soevent.eventdate (Sort) Soevent.eventtime (Sort) Soevent.eventid (Sort)

Shipper Event History

4020s

Soshipheader

The following table displays fields typically used for Sort and Select parameters for this report:

Sort and Select Item


Order Number Shipper ID Event Date User ID Order Customer ID Shipper Customer ID

Field Name
Soheader.ordnbr Soshipheader.shipperid Soevent.eventdate Soevent.userid Soheader.custid Soshipheader.custid

Format / Possible Values


Valid Order Number Valid Shipper ID Example: 07/04/2005 Valid User ID Valid Customer ID Valid Customer ID

108

Page

Report Information

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
By Customer Class ID

Report Name
40730a

Master Table
Book

Default Sort Fields (Type)


Book.cpnyid (Group) Book.custclassid (Group) Book.period (Group) Book.cpnyid (Group) Book.custcommclassid (Group) Book.period (Group) Book.cpnyid (Group) Book.custid (Group) Book.period (Group) Book.cpnyid (Group) Book.invtid (Group) Book.period (Group) Book.cpnyid (Group) Book.itemcommclassid (Group) Book.period (Group) Book.cpnyid (Group) Book.prodclassid (Group) Book.period (Group) Book.cpnyid (Group) Book.slsperid (Group) Book.period (Group) Book.cpnyid (Group) Book.slsterr (Group) Book.period (Group)

By Customer Comm Class ID By Customer ID

40730b

Book

40730c

Book

By Inventory ID

40730d

Book

By Item Comm Class ID

40730e

Book

By Product Class ID

40730f

Book

By Salesperson ID

40730g

Book

By Territory ID

40730h

Book

The following table displays fields typically used for Sort and Select parameters for this report:

Sort and Select Item


Period to post Customer class Customer ID Product class Sales territory Salesperson Inventory ID

Field Name
Book.period Book.custclassid Book.custid Book.prodclassid Book.slsterr Book.slsperid Book.invtid

Format / Possible Values


Example: 200501 Valid Class ID Valid Customer ID Valid Product Class ID Valid Sales Territory ID Valid Salesperson ID Valid Inventory ID

Page

109

Report Assistant Order Management Module

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
Default Format Only

Report Name
40780

Master Table
Soshippayments

Default Sort Fields (Type)


Soshippayments.pmttypeid (Group)

The following table displays fields typically used for Sort and Select parameters for this report:

Sort and Select Item


Payment Type Shipper ID Payment Date

Field Name
Soshippayments.pmttypeid Soshippayments.shipperid Soshippayments.pmtdate

Format / Possible Values


Valid Payment Type Valid Shipper ID Example: 07/04/2005

110

Page

Report Information

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
Default Format Only

Report Name
40271

Master Table
Certificationtext

Default Sort Fields


None

The following table displays fields typically used for Sort and Select parameters for this report:

Sort and Select Item


Specific certification text

Field Name
Certificationtext.certid

Format / Possible Values


Valid Certification Text ID

Page

111

Report Assistant Order Management Module

Chain Discounts 40.331.00 Report


The report displays the master list of chain discount types.

Report Formats
Default Format Only

Report Name
40331

Master Table
Sodisccode

Default Sort Fields (Type)


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


Discount type Specific discount account Specific discount subaccount

Field Name
Sodisccode.discountid Sodisccode.discacct Sodisccode.discsub

Format / Possible Values


Valid Discount ID Valid Accounts Valid Subaccounts

112

Page

Report Information

Credit Managers 40.226.00 Report


The report displays the master list of credit managers.

Report Formats
Default Format Only

Report Name
40226

Master Table
Creditmgr

Default Sort Fields


None

The following table displays fields typically used for Sort and Select parameters for this report:

Sort and Select Item


Specific credit manager ID Specific credit manager name

Field Name
Creditmgr.creditmgrid Creditmgr.creditmgrname

Format / Possible Values


Valid Credit Manager ID Example: SMITH

Page

113

Report Assistant Order Management Module

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
Default Format Only

Report Name
40211

Master Table
Frtterms

Default Sort Fields (Type)


Frtterms.frttermsid (Group)

The following table displays fields typically used for Sort and Select parameters for this report:

Sort and Select Item


Freight Terms ID FOB ID Freight Terms designated as Collect

Field Name
Frtterms.frttermsid Frtterms.fobid Frtterms.collect

Format / Possible Values


Valid Freight Terms ID Valid FOB ID 1= True, 0 = False

114

Page

Report Information

Item GL Classes 40.241.00 Report


This report is a master list of Inventory item General Ledger classes.

Report Formats
Default Format Only

Report Name
40241

Master Table
Itemglclass

Default Sort Fields


None

The following table displays fields typically used for Sort and Select parameters for this report:

Sort and Select Item


Specific item GL class Sales account Sales subaccount

Field Name
Itemglclass.glclassid Itemglclass.slsacct Itemglclass.slssub

Format / Possible Values


Valid GL Class ID Valid Sales Accounts Valid Sales Subaccounts

Page

115

Report Assistant Order Management Module

Lost Sale Codes 40.281.00 Report


This report displays the master list of lost sale codes and associated reasons.

Report Formats
Default Format Only

Report Name
40281

Master Table
Lostsalecode

Default Sort Fields


None

The following table displays fields typically used for Sort and Select parameters for this report:

Sort and Select Item


Specific lost sale code

Field Name
Lostsalecode.lostsaleid

Format / Possible Values


Valid Lost Sale ID

116

Page

Report Information

Miscellaneous Charges 40.251.00 Report


This report displays the master list of miscellaneous charges.

Report Formats
Default Format Only

Report Name
40251

Master Table
Misccharge

Default Sort Fields


None

The following table displays fields typically used for Sort and Select parameters for this report:

Sort and Select Item


Specific miscellaneous charge Specific miscellaneous accounts Specific miscellaneous subaccounts

Field Name
Misccharge.miscchrgid Misccharge.miscacct Misccharge.miscsub

Format / Possible Values


Valid Miscellaneous Charge ID Valid Accounts Valid Subaccounts

Page

117

Report Assistant Order Management Module

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
Details by Customer

Report Name
40741

Master Table
Soheader

Default Sort Fields (Type)


Soheader.cpnyid (Group) Soheader.custid (Group) Soheader.ordnbr (Group) Soline.lineref (Group) Soheader.cpnyid (Group) Soheader.custid (Group) Soheader.ordnbr (Group) Soline.lineref (Group) Soheader.cpnyid (Group) Soheader.custid (Group) Soheader.ordnbr (Group) Soheader.cpnyid (Group) Soheader.custid (Group) Soheader.ordnbr (Group)

Details by CustomerMC

40741mc

Soheader

Summary by Customer

40741s

Soheader

Summary by Customer MC

40741smc

Soheader

The following table displays fields typically used for Sort and Select parameters for this report:

Sort and Select Item


Customer ID Order number Order date Specific order amounts

Field Name
Soheader.custid Soheader.ordnbr Soheader.orddate Soline.totord

Format / Possible Values


Valid Customer ID Example: O0005121 Example: 01/15/2005 Example: Greater than 15000

118

Page

Report Information

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
Details by Inventory

Report Name
40742

Master Table
Soheader

Default Sort Fields (Type)


Soheader.cpnyid (Group) Soline.invtid (Group) Soheader.ordnbr (Group) Soline.lineref (Group) Soheader.cpnyid (Group) Soline.invtid (Group) Soheader.ordnbr (Group) Soline.lineref (Group)

Details by InventoryMC

40742mc

Soheader

The following table displays fields typically used for Sort and Select parameters for this report:

Sort and Select Item


Customer ID Order number Order date Inventory ID Specific order amounts

Field Name
Soheader.custid Soheader.ordnbr Soheader.orddate Soline.invtid Soline.totord

Format / Possible Values


Valid Customer ID Example: O0005121 Example: 01/15/2005 Valid Inventory ID Example: Greater than 15000

Page

119

Report Assistant Order Management Module

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
Details by Order Number

Report Name
40740

Master Table
Soheader

Default Sort Fields (Type)


Soheader.cpnyid (Group) Soheader.ordnbr (Group) Soline.lineref (Group) Soheader.cpnyid (Group) Soheader.ordnbr (Group) Soline.lineref (Group) Soheader.cpnyid (Group) Soheader.ordnbr (Group) Soheader.cpnyid (Group) Soheader.ordnbr (Group)

Details by Order Number MC

40740mc

Soheader

Summary by Order Number

40740s

Soheader

Summary by Order Number MC

40740smc

Soheader

The following table displays fields typically used for Sort and Select parameters for this report:

Sort and Select Item


Customer ID Order number Order date Inventory ID Specific order amounts

Field Name
Soheader.custid Soheader.ordnbr Soheader.orddate Soline.invtid Soline.totord

Format / Possible Values


Valid Customer ID Example: O0005121 Example: 01/15/2005 Valid Inventory ID Example: Greater than 15000

120

Page

Report Information

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
Details by Salesperson

Report Name
40743

Master Table
Soheader

Default Sort Fields (Type)


Soheader.cpnyid (Group) Sosplitline.slsperid (Group) Soheader.ordnbr (Group) Soline.lineref (Group) Soheader.cpnyid (Group) Sosplitline.slsperid (Group) Soheader.ordnbr (Group) Soline.lineref (Group) Soheader.cpnyid (Group) Sosplitline.slsperid (Group) Soheader.ordnbr (Group) Soheader.cpnyid (Group) Sosplitline.slsperid (Group) Soheader.ordnbr (Group)

Details by Salesperson MC

40743mc

Soheader

Summary by Salesperson

40743s

Soheader

Summary by SalespersonMC

40743smc

Soheader

The following table displays fields typically used for Sort and Select parameters for this report:

Sort and Select Item


Customer ID Order number Order date Inventory ID Specific order amounts Salesperson ID

Field Name
Soheader.custid Soheader.ordnbr Soheader.orddate Soline.invtid Soline.totord Soline.slsperid

Format / Possible Values


Valid Customer ID Example: O0005121 Example: 01/15/2005 Valid Inventory ID Example: Greater than 15000 Valid Salesperson ID

Page

121

Report Assistant Order Management Module

Back Orders 40.745.00 Report


This report displays sales orders that have backordered quantities.

Report Formats
Details By Customer

Report Name
40745c

Master Table
Soheader

Default Sort Fields (Type)


Soheader.cpnyid (Group) Soheader.custid (Group) Soheader.ordnbr (Group) Soline.lineref (Group) Soheader.cpnyid (Group) Soline.invtid (Group) Soheader.ordnbr (Group) Soline.lineref (Group)

Details By Inventory

40745i

Soheader

The following table displays fields typically used for Sort and Select parameters for this report:

Sort and Select Item


Customer ID Order number Inventory ID Site ID Salesperson ID

Field Name
Soheader.custid Soheader.ordnbr Soline.invtid Soline.siteid Soline.slsperid

Format / Possible Values


Valid Customer ID Example: O0005121 Valid Inventory ID Valid Site ID Valid Salesperson ID

122

Page

Report Information

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
Commission on Issued Invoices

Report Name
40750I

Master Table
Vr_dmg_40750

Default Sort Fields (Type)


Vr_dmg_40750.cpnyid (Group) Vr_dmg_40750.slsperid (Group) @slstranref (Group) Vr_dmg_40750.lineref (Sort) 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) 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

Commission on Paid Invoices

40750c

Vr_dmg_40750

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


Salesperson ID Customer ID Transaction date

Field Name
Vr_dmg_40750.slsperid Vr_dmg_40750.custid Vr_dmg_40750.trandate

Format / Possible Values


Valid Salesperson ID Valid Customer ID Example: 07/04/2005

Page

123

Report Assistant Order Management Module

Operator Statistics 40.770.00 Report


This report displays the orders and order lines processed by each user.

Report Formats
Default Format Only

Report Name
40770

Master Table
Vr_ordertakersstats

Default Sort Fields


None

The following table displays fields typically used for Sort and Select parameters for this report:

Sort and Select Item


User ID

Field Name
Vr_ordertakersstats.userid

Format / Possible Values


Valid User ID

124

Page

Report Information

Order Types 40.201.00 Report


This report displays a master list for order types, including the steps of the order cycle.

Report Formats
Default Format Only

Report Name
40201

Master Table
Sotype

Default Sort Fields (Type)


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


Order type Active Order Types Behavior Company ID Sales Accounts Sales Subaccounts

Field Name
Sotype.sotypeid Sotype.active Sotype.behavior Sotype.cpnyid Sotype.slsacct Sotype.slssub

Format / Possible Values


Valid Order Type ID 1 = True, 0 = False Example: SO, INVC, CM Valid Company ID Valid Accounts Valid Subaccounts

Page

125

Report Assistant Order Management Module

Payment Types 40.221.00 Report


This report displays the master list of payment types set up in the system.

Report Formats
Default Format Only

Report Name
40221

Master Table
Pmttype

Default Sort Fields (Type)


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


Payment type Cash accounts Validation types

Field Name
Pmttype.pmttypeid Pmttype.cashacct Pmttype.validationtype

Format / Possible Values


Valid Payment Types Valid Cash Accounts Example: MC, AM, V

126

Page

Report Information

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
Default Format Only

Report Name
40382

Master Table
Slsprc

Default Sort Fields (Type)


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


Price Method Price Type Price Category

Field Name
Slsprc.discprcmthd Slsprc.discprctyp Slsprc.pricecat

Format / Possible Values


Example: R, P, M, K Example: S, P Example: IT, CU, CC

Page

127

Report Assistant Order Management Module

User Defaults 40.341.00 Report


This report displays a master list of users and associated default information.

Report Formats
Default Format Only

Report Name
40341

Master Table
Siuserappauth

Default Sort Fields (Type)


Siuserappauth.userid (Group)

The following table displays fields typically used for Sort and Select parameters for this report:

Sort and Select Item


User ID User by Site ID Salesperson

Field Name
Siuserappauth.userid Siuserappauth.siteid Userslsper.slsperid

Format / Possible Values


Valid User ID Valid Site ID Valid Salesperson ID

128

Page

Report Information

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
By Order Number

Report Name
40744n

Master Table
Soheader

Default Sort Fields (Type)


Soheader.cpnyid (Group) Soheader.ordnbr (Group) Soline.lineref (Group) Soheader.cpnyid (Group) Soline.invtid (Group) Soheader.ordnbr (Group) Soline.lineref (Group) Soheader.cpnyid (Group) Soheader.custid (Group) Soheader.ordnbr (Group) Soline.lineref (Group)

By Inventory ID

40744i

Soheader

By Customer

40744c

Soheader

The following table displays fields typically used for Sort and Select parameters for this report:

Sort and Select Item


Order Number Inventory ID Customer ID

Field Name
Soheader.ordnbr Soline.InvtID Soheader.custid

Format / Possible Values


Example: O0005121 Valid Inventory ID Valid Customer ID

Page

129