Order Management SL65

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
1 5
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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86 87 88 89 90 93 94 95 96 97 98 99 100 101 102 103 104 105 106 107 108 109 110 111 112 113 114 115 116 117 118 119 120 121 122 123 124 125 126 127 128 129
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
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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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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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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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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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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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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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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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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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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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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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 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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FIGURE 6 SALES ORDERS BY CUSTOMER, SUMMARY BY CUSTOMER FORMAT WITH DEFAULT SORT
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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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21

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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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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Page
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
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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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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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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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
32 Page
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
Misc Charges Tab
Somisc.miscchrgid Somisc.descr Somisc.curymiscchrg Somisc.curymiscchrgappl Somisc.taxable Somisc.taxcat
Somisc.noteid
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33
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
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Page
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
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
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
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
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
Misc Charges Tab
Soshipmisc.miscchrgid Soshipmisc.descr Soshipmisc.curymiscchrg Soshipmisc.taxable Soshipmisc.taxcat
Soshipmisc.noteid
40
Page
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
Payments Tab
Soshippayments.pmttypeid Soshippayments.curypmtamt Soshippayments.pmtdate Soshippayments.chknbr Soshippayments.cardnbr Soshippayments.cardexpdate Soshippayments.cardauthnbr Soshippayments.noteid
Soshippayments.cardhldrname
42
Page
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
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
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
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
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
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
Credit Managers Assistant 40.170.00 Screen
NOTE: This screen is based on worktables.
Page
49
Booking Display 40.125.00 Screen
50
Page
Shipper Creation Log Viewer 40.450.00 Screen
Sonoship.cpnyid Sonoship.ordnbr Sonoship.lineref Sonoship.schedref Temporary Sonoship.crtd_datetime Temporary
Page
51
Shipper Update Log Viewer 40.460.00 Screen
Sonoupdate.cpnyid Sonoupdate.shipperid Sonoupdate.shipperlineref Temporary Sonoupdate.crtd_datetime Temporary
52
Page
Customer Lookup 40.102.00 Screen
Page
53
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
Chain Discounts 40.330.00 Screen
Sodisccode.discountid Sodisccode.descr Sodisccode.discacct Sodisccode.discsub
Sodisccode.noteid
Page
55
Credit Managers 40.225.00 Screen
Creditmgr.creditmgrid Creditmgr.creditmgrname
56
Page
Customer Carriers 40.807.00 Screen

Customer.custid Customer.noteid
Custcarriers.carrierid
Custcarriers.acctno
Custcarriers.noteid
Page
57
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
Customer Price Classes 40.391.00 Screen
Priceclass.priceclassid Priceclass.descr
Page
59
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
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
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
Item Price Classes 40.390.00 Screen
Priceclass.priceclassid Priceclass.descr
Page
63
Lost Sale Codes 40.280.00 Screen
Lostsalecode.lostsaleid Lostsalecode.descr
Lostsalecode.noteid
64
Page
Miscellaneous Charges 40.250.00 Screen
Misccharge.miscchrgid Misccharge.descr Misccharge.miscacct Misccharge.miscsub Misccharge.taxable Misccharge.taxcat Misccharge.s4future11 Misccharge.noteid
Page
65
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
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
Numbers Tab
Sotype.ordnbrprefix Sotype.invcnbrprefix Sotype.lastordnbr Sotype.ordnbrtype Sotype.lastinvcnbr Sotype.invcnbrtype Sotype.invcnbrar
Sotype.shipperprefix Sotype.lastshippernbr Sotype.shippertype
68
Page
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
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
RMA Tab
Sotype.disp Sotype.returnordertypeid Sotype.autoreleasereturns
Page
71
Payment Types 40.220.00 Screen
Pmttype.pmttypeid Pmttype.descr Pmttype.validationtype Pmttype.cashacct Pmttype.cashsub
72
Page
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
Sales Price Revisions 40.381.00 Screen
74
Page
Task Schedule 40.910.00 Screen
Taskschedule.taskprogram Taskschedule.interval Temporary Temporary Taskschedule.active Taskschedule.cpnyid Taskschedule.functionid Taskschedule.functionclass
Page
75
User Defaults 40.340.00 Screen
Siuserappauth.userid Siuserappauth.userid Siuserappauth.siteid Siuserappauth.s4future11
Userslsper.slsperid Userslsper.creditpct
Userslsper.noteid
76
Page
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
Company Information Tab
Sosetup.cpnyname Sosetup.addr1 Sosetup.addr2 Sosetup.state Sosetup.zip Sosetup.city Sosetup.country Sosetup.phone Sosetup.fax
78
Page
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
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
Credit Checking Tab
Sosetup.creditcheck
Sosetup.creditgracedays Sosetup.creditgracepct
Sosetup.creditgracedays
Page
81
Bookings Tab
Sosetup.postbookings Sosetup.bookinglimit
82
Page
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
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
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
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

@docunique (Group) Soline.lineref (Group) Soline.lineref (Sort) @docunique (Group) Soline.lineref (Group) Soline.lineref (Sort)
40610pp
Soprintqueue

Order number Customer ID Order date Salesperson
Field Name
Soheader.ordnbr Soheader.custid Soheader.orddate Soheader.slsperid

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

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

Order number Shipper ID Order date Inventory ID Warehouse location
Field Name
Soshipheader.ordnbr Soshipheader.shipperid Soheader.orddate Soshipline.invtid Soshiplot.whseloc

Example: O0005121 Valid Shipper ID Example: 01/15/05 Valid Inventory ID Valid Warehouse Bin Location
Page
89
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

@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
Page
91


Order number Shipper ID Warehouse location
Field Name
Soshipheader.ordnbr Soshipline.shipperid Soshiplot.whseloc

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

Soshipheader.cpnyid (Group) Soshipheader.shipperid (Group) Soshipline.lineref (Group) Soshiplot.whseloc (Group) Soshipline.lineref (Sort)

Order number Shipper ID Warehouse location
Field Name
Soshipheader.ordnbr Soshipheader.shipperid Soshiplot.whseloc

Example: O0005121 Valid Shipper ID Valid Warehouse Bin Location
Page
93
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

Soshipheader.cpnyid (Group) Soshipheader.shipperid (Group) Soshipline.lineref (Group) Soshipline.invtid (Sort) Soprintqueue.shipperid (Sort) Soshipline.lineref (Sort)

Order number Shipper ID Warehouse location Inventory ID
Field Name
Soshipheader.ordnbr Soshipheader.shipperid Soshiplot.whseloc Soshipline.invtid

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

Soshipheader.cpnyid (Group) Soshipheader.shipperid (Group) Soshipline.lineref (Group) Soshipline.lineref (Sort)

Order number Shipper ID Warehouse location Inventory ID
Field Name
Soshipheader.ordnbr Soshipheader.shipperid Soshiplot.whseloc Soshipline.invtid

Example: KA000002 Valid Shipper ID Valid Warehouse Bin Location Valid Inventory ID
Page
95
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


Order number Shipper ID Warehouse location Site ID Inventory ID
Field Name
Soshipheader.ordnbr Soshipheader.shipperid Soshiplot.whseloc Soshipheader.siteid Soshipline.invtid

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


Order number Shipper ID Warehouse location Site ID Inventory ID
Field Name
Soshipheader.ordnbr Soshipheader.shipperid Soshiplot.whseloc Soshipheader.siteid Soshipline.invtid

Example: O0005121 Valid Shipper ID Valid Warehouse Bin Location Valid Site ID Valid Inventory ID
Page
97
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

@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

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

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


Order number Shipper ID Customer Warehouse location Site ID Inventory ID
Field Name

Page
99
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

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

Order number Shipper ID Customer Warehouse location Site ID Inventory ID
Field Name

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

@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)
40680s4
Soprintqueue

Order number Invoice date Warehouse location Customer
Field Name
Soshipheader.ordnbr Soshipheader.invcdate Soshiplot.whseloc Soshipheader.custid

Example: O0005121 Example: 01/15/05 Valid Warehouse Bin Location Valid Customer ID
Page
101
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

@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)
40682s4
Soprintqueue

Order number Invoice date Warehouse location Customer
Field Name
Soshipheader.ordnbr Soshipheader.invcdate Soshiplot.whseloc Soshipheader.custid

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

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)

Period to post Sales order type Site ID
Field Name
Soshipheader.perpost Soshipheader.sotypeid Soshipheader.siteid

Example: 200501 Example: SO, INVC Valid Site ID
Page
103
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

Sonoupdate.cpnyid (Group)

Shipper ID
Field Name
Sonoupdate.shipperid

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

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

Inventory ID Site ID Quantity Available
Field Name
Itemsite.invtid Itemsite.siteid Itemsite.qtyavail

Valid Inventory ID Valid Site ID Example: Less than 25
Page
105
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

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

Inventory ID Site ID Quantity Available
Field Name
Itemsite.invtid Itemsite.siteid Itemsite.qtyavail

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

Rptcompany.cpnyid (Group) @acctsub (Group) Soshipheader.custid (Group)

Company Accrued Revenue Account Accrued Revenue Subaccount Customer ID
Field Name
Soshipheader.cpnyid Soshipheader.accrrevacct Soshipheader.accrrevsub Soshipheader.custid

Valid Company ID Valid Accrued Revenue Account Valid Accrued Revenue Subaccount Valid Customer ID
Page
107
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

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

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

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

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

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

Example: 200501 Valid Class ID Valid Customer ID Valid Product Class ID Valid Sales Territory ID Valid Salesperson ID Valid Inventory ID
Page
109
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

Soshippayments.pmttypeid (Group)

Payment Type Shipper ID Payment Date
Field Name
Soshippayments.pmttypeid Soshippayments.shipperid Soshippayments.pmtdate

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

Specific certification text
Field Name
Certificationtext.certid

Valid Certification Text ID
Page
111
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

Sodisccode.cpnyid (Group) Sodisccode.discountid (Sort)

Discount type Specific discount account Specific discount subaccount
Field Name
Sodisccode.discountid Sodisccode.discacct Sodisccode.discsub

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

Specific credit manager ID Specific credit manager name
Field Name
Creditmgr.creditmgrid Creditmgr.creditmgrname

Valid Credit Manager ID Example: SMITH
Page
113
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

Frtterms.frttermsid (Group)

Freight Terms ID FOB ID Freight Terms designated as Collect
Field Name
Frtterms.frttermsid Frtterms.fobid Frtterms.collect

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

Specific item GL class Sales account Sales subaccount
Field Name
Itemglclass.glclassid Itemglclass.slsacct Itemglclass.slssub

Valid GL Class ID Valid Sales Accounts Valid Sales Subaccounts
Page
115
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

Specific lost sale code
Field Name
Lostsalecode.lostsaleid

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

Specific miscellaneous charge Specific miscellaneous accounts Specific miscellaneous subaccounts
Field Name
Misccharge.miscchrgid Misccharge.miscacct Misccharge.miscsub

Valid Miscellaneous Charge ID Valid Accounts Valid Subaccounts
Page
117
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

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

Customer ID Order number Order date Specific order amounts
Field Name
Soheader.custid Soheader.ordnbr Soheader.orddate Soline.totord

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

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

Customer ID Order number Order date Inventory ID Specific order amounts
Field Name
Soheader.custid Soheader.ordnbr Soheader.orddate Soline.invtid Soline.totord

Valid Customer ID Example: O0005121 Example: 01/15/2005 Valid Inventory ID Example: Greater than 15000
Page
119
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

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

Customer ID Order number Order date Inventory ID Specific order amounts
Field Name
Soheader.custid Soheader.ordnbr Soheader.orddate Soline.invtid Soline.totord

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

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

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

Valid Customer ID Example: O0005121 Example: 01/15/2005 Valid Inventory ID Example: Greater than 15000 Valid Salesperson ID
Page
121
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

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

Customer ID Order number Inventory ID Site ID Salesperson ID
Field Name
Soheader.custid Soheader.ordnbr Soline.invtid Soline.siteid Soline.slsperid

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

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

Salesperson ID Customer ID Transaction date
Field Name
Vr_dmg_40750.slsperid Vr_dmg_40750.custid Vr_dmg_40750.trandate

Valid Salesperson ID Valid Customer ID Example: 07/04/2005
Page
123
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

User ID
Field Name
Vr_ordertakersstats.userid

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

Sotype.cpnyid (Group) Sotype.sotypeid (Group) Sostep.seq (Group)

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

Valid Order Type ID 1 = True, 0 = False Example: SO, INVC, CM Valid Company ID Valid Accounts Valid Subaccounts
Page
125
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

Pmttype.cpnyid (Group) Pmttype.pmttypeid (Sort)

Payment type Cash accounts Validation types
Field Name
Pmttype.pmttypeid Pmttype.cashacct Pmttype.validationtype

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

Slsprc.curyid (Group) Slsprc.pricecat (Group) @catnbr+slsprcid (Group)

Price Method Price Type Price Category
Field Name
Slsprc.discprcmthd Slsprc.discprctyp Slsprc.pricecat

Example: R, P, M, K Example: S, P Example: IT, CU, CC
Page
127
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

Siuserappauth.userid (Group)

User ID User by Site ID Salesperson
Field Name
Siuserappauth.userid Siuserappauth.siteid Userslsper.slsperid

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

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

Order Number Inventory ID Customer ID
Field Name
Soheader.ordnbr Soline.InvtID Soheader.custid

Example: O0005121 Valid Inventory ID Valid Customer ID
Page
129

Order Management SL65

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Order Management SL65

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Report Assistant for Microsoft Dynamics SL Order Management Module

PPM6-OM00-RA00000 RPMN-OM00-RA00650 Last Revision: March 14, 2006

Data Field Illustrations

HOW TO USE THIS MANUAL

Report Assistant Order Management Module

How To Use This Manual

Report Assistant Order Management Module

Sort and Select Statements

FIGURE 1 SELECT TAB

Report Assistant Order Management Module

Sort and Select Statements

FIGURE 2 SELECT TAB

Report Assistant Order Management Module

Greater than or equal to

Sort and Select Statements

Less than or equal to

Report Assistant Order Management Module

Sort and Select Statements

Report Assistant Order Management Module

Sort and Select Statements

Report Assistant Order Management Module

Sort and Select Statements

Report Assistant Order Management Module

Sort and Select Statements

FIGURE 5 SORT TAB

Report Assistant Order Management Module

Sort and Select Statements

Report Assistant Order Management Module

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

Sort and Select Statements

Up and Down Buttons

Report Assistant Order Management Module

Possible Values Chart

Sort and Select Statements

Value/Format CU CC IT IL IC PC PL LC 01/05/2005 200501 2005 C30896 (actual ID)

Soheader.adminhold Soheader.credithold Soheader.dropship Soheader.released Soheader.requirestepinsp Soline.taxable

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

Report Assistant Order Management Module

Data Field Illustrations

Sales Orders 40.100.00 Screen

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

Line Items Tab

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

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

Soline.dropship Soline.curycommcost Soline.promdate

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

Report Assistant Order Management Module

Shipping Information Tab

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

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

Report Assistant Order Management Module

Other Information Tab

Data Field Illustrations

Misc Charges Tab

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

Report Assistant Order Management Module

Sales Tax Tab

Data Field Illustrations

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

Report Assistant Order Management Module