The Business Edge has a report that will give you complete visibility of which products are scheduled to ship. This report is the Shipping Schedule-Show Documents report and can be run by date range to show which products are scheduled to ship within the selected date range. The report will show you each individual product’s current status whether it is in stock, on purchase order, or is needed to be purchased. This is very useful when you have detail lines that have a different scheduled ship date from the rest of the order or blanket orders with multiple release dates of the same item. The report will show you the status of the parts on each order and whether each product is in stock, needed or currently on a Purchase Order. The Shipping Schedule Show Documents report is located below:
Order & Quote Entry System
Order Reports
Scheduling & Expediting Reports
Shipping Schedule – Show Documents
The report can be run by day or by week for forecasting purposes and you can select to show orders with printed pick tickets as well as which document levels you would like to include on the report. The Primary sort by can be run by Order Schedule Date, Customer Code, Customer Name, Product Code or Product Name.
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 you export the information you will receive additional information so that you can customize the report to fit our needs, sorting and re-arranging the information if necessary.
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.