The Shipping Schedule by Customer-Part-Date is very helpful in determining what Orders you can ship based on your On-Hand stock. Some companies will print this report for future dates if the warehouse has time to pull some orders ahead of time.
This report enables you to enter a Date Range for the Orders you would like to include. The Dates that the system will consider are both the Date Requested that is entered on the Heading of the Sales Order or the Scheduled Date if you have scheduled dates on individual line items. The Schedule Dates over-ride the Date Requested.
This report can be printed or exported to Excel.
When printing this report it will be sorted by Customer, then Part Number and then Date. The columns will be as follows:
The only time that the Customer Order Qty and Qty to Ship will be different is if you have scheduled quantities to ship on different dates using the Scheduling capability in the Sales Order.
When exporting this report the following information will be included:
Part Number, Order Number, Cust PO Number, Cust Code,
Ship Date, Unscheduled Qty, Cust Phone, Cust Order Qty,
Qty to Ship, UOM, Vendor Code, Vendor Phone, Due In,
On Hand, UOM, Unit Price, Default Cost, List Price,
UOM, Total Wt, Wt UOM, Salesperson Code, Cust Name,
Vendor Name, Salesperson Name, Product Description,
Line Comment, Order Type, User Login Name
The Vendor fields will only be filled in if the Sales Order was tied to a Purchase Order using the F8 Set Po in the Order Detail Line.
As you can see exporting provides an abundance of information. If you were going to export this information on a regular basis you could create a macro in Excel to quickly format the information the way you would like it.
This report can be located in
Order & Quote Entry System
Order Reports
Scheduling and Expediting Reports
Ship Schedule by Cust-Part-Date.