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 1

Sort and Select Statements 5

Overview 6 Select Statements 7 Sort Statements 19 Possible Values Chart 24

Data Field Illustrations 27

Overview 28 Sales Orders – 40.100.00 Screen 29 Shippers – 40.110.00 Screen 35 Shippers – 40.110.00 Screen 36 Manifest Entry – 40.115.00 Screen 43 Manifest Entry – 40.115.00 Screen 44 Shipment Confirmation – 40.117.00 Screen 45 Customer Service Assistant – 40.140.00 Screen 46 Credit Manager’s Assistant – 40.170.00 Screen 49 Booking Display – 40.125.00 Screen 50 Shipper Creation Log Viewer – 40.450.00 Screen 51 Shipper Update Log Viewer – 40.460.00 Screen 52 Customer Lookup – 40.102.00 Screen 53 Certification Text – 40.270.00 Screen 54 Chain Discounts – 40.330.00 Screen 55 Credit Managers – 40.225.00 Screen 56 Customer Carriers – 40.807.00 Screen 57 Customer Contacts – 40.370.00 Screen 58 Customer Price Classes – 40.391.00 Screen 59 Freight Terms – 40.210.00 Screen 60 Inspection – 40.350.00 Screen 61 Item GL Classes – 40.240.00 Screen 62 Item Price Classes – 40.390.00 Screen 63 Lost Sale Codes – 40.280.00 Screen 64 Miscellaneous Charges – 40.250.00 Screen 65 Non-Stock Item – 40.235.00 Screen 66 Order Types – 40.200.00 Screen 67 Payment Types – 40.220.00 Screen 72 Sales Price – 40.380.00 Screen 73 Sales Price Revisions – 40.381.00 Screen 74 Task Schedule – 40.910.00 Screen 75 User Defaults – 40.340.00 Screen 76 Order Management Setup – 40.950.00 Screen 77

Report Information 85

Overview 86 Quote – 40.620.00 Report 87 Order Confirmation – 40.610.00 Report 88 Receiver Form – 40.645.00 Report 89 Picking List – 40.630.00 Report 90 Picking Notice – 40.650.00 Report 93 Kit Assembly – 40.635.00 Report 94 Assembly Notice – 40.651.00 Report 95 Inspection Order – 40.640.00 Report 96 Inspection Notice – 40.652.00 Report 97 Packing Slip – 40.660.00 Report 98 Packing Notice – 40.653.00 Report 99 Shipping Notice – 40.654.00 Report 100 Invoice – 40.680.00 Report 101 Consolidated Invoice – 40.682.00 Report 102 Sales Journal – 40.690.00 Report 103 Update Exceptions – 40.695.00 Report 104 Early Warning – 40.790.00 Report 105 Exception Analysis – 40.791.00 Report 106 Accrued Sales – 40.792.00 Report 107 Event History – 40.720.00 Report 108 Bookings – 40.730.00 Report 109 Credit Card Transactions – 40.780.00 Report 110 Certification Text – 40.271.00 Report 111 Chain Discounts – 40.331.00 Report 112 Credit Managers – 40.226.00 Report 113 Freight Terms – 40.211.00 Report 114 Item GL Classes – 40.241.00 Report 115 Lost Sale Codes – 40.281.00 Report 116 Miscellaneous Charges – 40.251.00 Report 117 Sales Orders by Customer – 40.741.00 Report 118 Sales Orders by Inventory – 40.742.00 Report 119 Sales Orders by Order No – 40.740.00 Report 120 Sales Orders by Salesperson – 40.743.00 Report 121 Back Orders – 40.745.00 Report 122 Commission By Salesperson – 40.750.00 Report 123 Operator Statistics – 40.770.00 Report 124 Order Types – 40.201.00 Report 125 Payment Types – 40.221.00 Report 126 Sales Price – 40.382.00 Report 127 User Defaults – 40.341.00 Report 128 Manual Orders – 40.744.00 Report 129

H O W T O U S E T H I S M A N U A L

Report Assistant – Order Management Module

2 Page

Flexible reporting is an important part of a company’s 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.

How To Use This Manual

Page 3

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.

S O R T A N D S E L E C T S TAT E M E N T S


6 Page

Overview Each of Microsoft Dynamics™ SL’s 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.

Sort and Select Statements

Page 7

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


8 Page

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.


Page 9

Operator The Operator field controls the type of filter to apply to the records when the system is gathering data for the report.


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 Operator Value Boolean Soheader.ordnbr Begins with 0001 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 Operator Value Boolean Soheader.ordnbr Between 000186, 000190 And Soheader.ordnbr Between 000186 and 000190 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.


10 Page

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 Operator Value Boolean Inventory.descr Contains blue 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 Operator Value Boolean Soheader.custid Equal C1504 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 Operator Value Boolean Soheader.shipdate Greater than 01/15/2005 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 Operator Value Boolean Soheader.shipdate Greater than or equal to 02/01/05 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 Operator Value Boolean Soheader.ordnbr In 000185,000188,000191 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 Operator Value Boolean Soshipheader.shipdateplan Less than 02/01/2005 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 Operator Value Boolean Soshipheader.shipdateplan Less than or equal to 02/01/2005 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 Operator Value Boolean Soheader.ordnbr Not between 000187, 000191 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.


12 Page

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 Operator Value Boolean Inventory.descr Not contains blue 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 Operator Value Boolean Soheader.sotypeid Not equal BO 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 Operator Value Boolean

Soheader.sotypeid Not in BO, OR And


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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.


NOTE: The Possible Values Chart on page 24 contains helpful information about values for True and False fields, Active and Inactive fields, and checkboxes.


14 Page

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 Operator Value Boolean Slsorddet.invtid Equal 1CK???? 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 Operator Value Boolean Soline.invtid Equal 1CK* 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 Operator Value Boolean Soshipheader.shipdateplan Greater than 01/30/2005 And Soshipheader.shipdateplan Less than 2/9/05 And


Page 15

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 05-25, 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.


16 Page

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 Operator Value Boolean Vr_dmg_40750.perpost Equal 200502 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.


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 Operator Value Boolean Soheader.sotypeid Equal IN And Soshipheader.shipdateplan Greater than 1/31/05 And


18 Page

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 Operator Value Boolean Soshipheader.orddate Less than 02/01/2005 And Soheader.sotypeid Equals BO 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 Operator Value Boolean Soshipheader.ordtype Equal SO And Soshipheader.orddate Greater than 01/31/2005 And Soshipheader.custid Begins with 01 And Soshipheader.totinvc Greater than 15000 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 Sort Type Sort Ascending Page Break Total Break Soheader.cpnyid Group Field Checked Checked Checked Soheader.custid Group Field Blank Blank Checked Soheader.ordnbr Group Field Checked Blank 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.


20 Page

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


Page 21

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.


22 Page

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 Sort Type Sort Ascending Page Break Total Break Soheader.cpnyid Group Field Checked Blank Blank Soheader.custid Group Field Checked Checked Blank Soheader.ordnbr Group Field Checked Blank Blank

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


Page 23

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.


24 Page

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 Value/Format 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

AO ASM BL CM CS DM INVC KA MO OU Q REP RFC RMSH RPL SHIP SO TR WC

Order Status: Open Closed

O C

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

H B U P C S V D

Payment Types American Express Credit Card Cash Check Discover Credit Card Mastercard Visa Credit Card

AE CA CH D MC V


Page 25

Field Type Value/Format 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

CU CC IT IL IC PC PL LC

Date fields 01/05/2005 Period fields such as Period to Post, Period Entered

200501

Fiscal Year fields 2005 Alpha-numeric fields (Customer ID) 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.cancelled Soheader.credithold Soshipheader.shipcmplt Soheader.dropship Soshipline.taxable Soheader.released Soshipheader.cancelbo Soheader.requirestepinsp Soline.dropship Soline.taxable

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


28 Page

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.

Data Field Illustrations

Page 29

Sales Orders – 40.100.00 Screen Line Items Tab

Soheader.ordnbrSoheader.noteid Soheader.cpnyid

Soheader.custidSoheader.buyername

Soline.invtidSoline.siteid

Soline.qtyordSoline.curyslsprice

Soline.discpctSoline.curytotord

Soline.reqdate

Soline.taxableSoline.splitlots

Soline.noteid

Soline.descr

Soline.alternateid

Soline.dropshipSoline.curycommcost

Soline.slsperid

Soline.IRInvtid Soline.IRSiteid

Soline.disp Soline.reasoncd Soline.inspid

Soline.projectid Soline.taskid

Soheader.curybaldue

Soline.taxcat

Soline.qtyopenship

Soline.irdemand

Soline.autopo Soline.autopovendid

Soheader.sotypeid Soheader.custordnbr Soheader.buyerid

Soline.unitdesc

Soline.curylistprice

Soline.curycost

Temporary

Soline.promdate

Soline.cmmnpct

Soline.sample Soline.lotserialreq Soline.qtyship


30 Page

Shipping Information Tab

Soheader.shiptotypeSoheader.shipname

Soheader.shipattnSoheader.shipaddr1 Soheader.shipaddr2

Soheader.shipcitySoheader.shipstate

Soheader.shipzip

Soheader.shipcountry

Soheader.shipphone

Soheader.dropship

Soheader.shipviaid Soheader.frttermsid

Soheader.shipcmplt Soheader.fobid

Soheader.autopovendid

Soheader.shipcustid Soheader.shiptoid

Soheader.shipvendid

Soheader.s4future11

Soheader.shipsiteid

Soheader.shipaddrid

Soheader.autopo Soheader.priority Soheader.weekenddelivery

Soheader.curybaldue


Page 31

Billing Information Tab

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

Soheader.termsid

Soheader.billnameSoheader.billattn

Soheader.billaddr1Soheader.billaddr2

Soheader.billcitySoheader.billstate

Soheader.billzipSoheader.billcountry


32 Page

Other Information Tab

Soheader.orddateSoheader.canceldate

Soheader.slsperid

Soheader.cmmnpctSoheader.certid

Soheader.projectidSoheader.invcnbr

Soheader.requirestepinspSoheader.requirestepassy

Soheader.edi810Soheader.edi856 Soheader.cancelled

Soheader.datecancelled

Soheader.status

Soheader.released

Soheader.taxid00 Soheader.taxid01 Soheader.taxid02 Soheader.taxid03

Soheader.quotedate Soheader.awardprobability

Soheader.lotsaleid

Soheader.creditholddate

Soheader.apprrma Soheader.adminhold

Soheader.credithold

Soheader.perpost

Soheader.irdemandSoheader.consolinv

Soheader.invcdate

Soheader.curybaldue

Soheader.cancelshippers

Soheader.apprtechSoheader.apprdetails


Page 33

Misc Charges Tab

Somisc.miscchrgidSomisc.descr

Somisc.curymiscchrg

Somisc.curymiscchrgappl

Somisc.taxcatSomisc.taxable

Somisc.noteid


34 Page

Sales Tax Tab

Sotax.taxrate Sotax.curytottxbl Sotax.curymisctxbl Sotax.curymerchtxbl Sotax.curyfrttxbl

Sotax.curytottaxSotax.curymisctax

Sotax.curymerchtaxSotax.curyfrttax

Sotax.taxcat

Sotax.taxid

Sotax.noteid


Page 35

Totals Tab

Soheader.curytotmerch

Soheader.curywholeorddisc

Soheader.curytottax Soheader.curytotfrt

Soheader.curytotpremfrt

Soheader.curytotmisc Soheader.curytotord Soheader.curytotpmt

Soheader.discpct

Soheader.totshipwght

Soheader.curyunshippedbalance


36 Page

Shippers – 40.110.00 Screen Line Items Tab

Soshipheader.shipperidSoshipheader.noteid Soshipheader.cpnyid

Soshipheader.custid

Soshipline.invtidSoshipline.qtyship

Soshipline.curyslspriceSoshipline.discpct

Soshipline.curytotinvc

Soshipline.taxableSoshipline.splitlots

Soshipline.noteidSoshipline.descr

Soshipline.alternateid

Soshipline.sample

Soshipline.curylistprice

Soshipline.slsperid Soshipline.curycommcost

Soshipline.cmmnpct

Soshipline.disp Soshipline.inspid Soshipline.projectid

Soshipline.taskid

Soshipheader.curybaldue

Soshipheader.siteid

Temporary

Soshipline.unitdesc

Soshipline.irdemand

Soshipline.irinvtid

Soshipline.ordlineref

Soshipheader.custordnbr

Soshipheader.sotypeid Soshipheader.ordnbr

Soshipline.taxcat

Soshipline.irsiteidSoshipline.curycost

Soshipline.qtypick


Page 37

Shipping Information Tab

Soshipheader.shiptotype

Soshipheader.shipcustid

Soshipheader.shiptoid

Soshipheader.shipaddrid

Soshipheader.shipnameSoshipheader.shipattn

Soshipheader.shipaddr1Soshipheader.shipaddr2

Soshipheader.shipcitySoshipheader.shipstate

Soshipheader.shipzip

Soshipheader.shipcountry

Soshipheader.shipphone Soshipheader.dropship Soshipheader.shipviaid Soshipheader.frttermsid

Soshipheader.etadate

Soshipheader.fobid

Soshipheader.weekenddelivery

Soshipheader.transittime

Soshipheader.shipcmplt

Soshipheader.shipvendid Soshipheader.s4future11 Soshipheader.shipsiteid

Soshipheader.shipdateact Soshipheader.shipdateplan


38 Page

Billing Information Tab

Soshipheader.billphone

Soshipheader.div Soshipheader.dept Soshipheader.contractnbr

Soshipheader.authnbr

Soshipheader.termsid

Soshipheader.billnameSoshipheader.billattn

Soshipheader.billaddr1Soshipheader.billaddr2

Soshipheader.billcitySoshipheader.billstate

Soshipheader.billzipSoshipheader.billcountry Soshipheader.blktordnbr

Soshipheader.buyername Soshipheader.buyerid


Page 39

Other Information Tab

Soshipheader.orddate

Soshipheader.slsperid

Soshipheader.cmmnpctSoshipheader.certid

Soshipheader.projectidSoshipheader.invcdate

Soshipheader.requirestepinspSoshipheader.requirestepassy

Soshipheader.edi810

Soshipheader.cancelled

Soshipheader.datecancelled

Soshipheader.status Soshipheader.reldate

Soshipheader.taxid00 Soshipheader.taxid01 Soshipheader.taxid02 Soshipheader.taxid03

Soshipheader.creditholddate

Soshipheader.shippingmanifested

Soshipheader.credithold

Soshipheader.perpost

Soshipheader.adminhold

Soshipheader.s4future10

Soshipheader.invcnbr

Soshipheader.shipregisteridSoshipheader.accrperpost

Soshipheader.accrshipregisterid

Soshipheader.packdate Soshipheader.shipvendid

Soshipheader.cancelbo

Temporary



40 Page

Misc Charges Tab

Soshipmisc.miscchrgid Soshipmisc.descr

Soshipmisc.curymiscchrg

Soshipmisc.taxcat Soshipmisc.taxable

Soshipmisc.noteid


Page 41

Sales Tax Tab

Soshiptax.taxrate Soshiptax.curytottxbl Soshiptax.curymisctxbl Soshiptax.curymerchtxbl Soshiptax.curyfrttxbl

Soshiptax.curytottaxSoshiptax.curymisctax

Soshiptax.curymerchtaxSoshiptax.curyfrttax

Soshiptax.taxcat Soshiptax.taxid

Soshiptax.noteid


42 Page

Payments Tab

Soshippayments.pmttypeidSoshippayments.curypmtamt

Soshippayments.pmtdate

Soshippayments.chknbr

Soshippayments.cardnbr

Soshippayments.cardhldrname

Soshippayments.cardexpdateSoshippayments.cardauthnbr

Soshippayments.noteid


Page 43

Totals Tab

Soshipheader.curytotmerch

Soshipheader.curywholeorddisc

Soshipheader.curytottax Soshipheader.curytotfrtinvc

Soshipheader.curypremfrtamt

Soshipheader.curytotmisc Soshipheader.curytotinvc Soshipheader.curytotpmt

Soshipheader.curytotfrtcost

Soshipheader.totshipwghtSoshipheader.totboxes

Soshipheader.totpallets

Soshipheader.discpct


44 Page

Manifest Entry – 40.115.00 Screen

Soshipheader.shipperid

Soshipheader.shipperconfirmed

Soshipheader.shipviaid Soshipheader.shipdateactSoshipheader.shipname

Soshippack.curyfrtcost

Soshippack.curyfrtinvc

Soshipheader.s4future11

Soshippack.boxrefSoshippack.wght

Soshippack.curybasecostSoshippack.curycodcost

Soshippack.curyoversizecostSoshippack.curyinsurecostSoshippack.curyothercost

Soshippack.trackingnbr

Soshippack.volume

Soshippack.s4future01 Soshippack.s4future02 Soshippack.truckid

Soshippack.noteid

Soshipheader.frttermsid

Soshipheader.noteid


Page 45

Shipment Confirmation – 40.117.00 Screen


Temporary

Temporary

Soshipheader.ordnbrSoshipheader.perpost

Soshipline.invtidCalculated

Soshipline.unitdesc

Soshipline.qtypick Soshipline.qtyship

Soshiplot.whseloc Soshiplot.s4future01 Soshiplot.lotsernbr

Soshiplot.s4future02

Soshiplot.noteid

CalculatedCalculatedCalculatedCalculated

Soshipline.noteidCalculatedCalculated

Soshipheader.noteid

Temporary Soshipheader.s4future10

Temporary

Soshipheader.shippingmanifested



46 Page

Customer Service Assistant – 40.140.00 Screen Shippers Tab

Soheader.status

Soheader.creditholdSoheader.adminhold Soheader.noteid

Soheader.ordnbr

Soheader.buyername Soheader.buyerid Soheader.custordnbr

Soheader.custid


Soshipheader.shipdateactSoshipheader.shipviaidSoshipheader.totboxes

Soshipheader.totpalletsSoshipheader.etadate

Soshipheader.shipname Soshipheader.siteid

Soshipheader.curytotfrtcost

Soshipheader.frtcollect

Soshipheader.curytotinvc Soshipheader.weekenddelivery

Soshipheader.cancelled

Soshipheader.shipcmplt


Page 47

Shipper Lines By Item Tab

Temporary Temporary Soshipline.shipperid Soshipline.lineref

Soshipline.invtidSoshipline.qtyship

Soshipline.unitdescTemporaryTemporaryTemporary

Soshipline.alternateid Soshipline.descr

Temporary

Temporary


48 Page

Future Shipments Tab

Soplan.invtidSoplan.qtyTemporary

Soplan.plandate

Soplan.soetadate Soplan.soshipviaid Temporary

TemporaryTemporary

TemporaryTemporary

Soplan.soweekenddelivery

Soplan.solineref

Soplan.promdate Soplan.soreqdate


Page 49

Credit Manager’s Assistant – 40.170.00 Screen

NOTE: This screen is based on worktables.


50 Page

Booking Display – 40.125.00 Screen



Page 51

Shipper Creation Log Viewer – 40.450.00 Screen

Sonoship.cpnyid Sonoship.ordnbr Sonoship.lineref Sonoship.schedref

Temporary

Temporary

Sonoship.crtd_datetime


52 Page

Shipper Update Log Viewer – 40.460.00 Screen

Sonoupdate.cpnyid Sonoupdate.shipperid

Temporary

TemporarySonoupdate.crtd_datetime

Sonoupdate.shipperlineref


Page 53

Customer Lookup – 40.102.00 Screen



54 Page

Certification Text – 40.270.00 Screen

(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.

Certificationtext.descr

Certificationtext.certtext00(1)

Certificationtext.certid Certificationtext.noteid


Page 55

Chain Discounts – 40.330.00 Screen

Sodisccode.descr

Sodisccode.discacctSodisccode.discsub

Sodisccode.discountid

Sodisccode.noteid


56 Page

Credit Managers – 40.225.00 Screen

Creditmgr.creditmgrid

Creditmgr.creditmgrname


Page 57

Customer Carriers – 40.807.00 Screen

Custcarriers.carrierid Custcarriers.acctno

Customer.custid Customer.noteid

Custcarriers.noteid


58 Page

Customer Contacts – 40.370.00 Screen

Customer.custid

Custcontact.contactid

Custcontact.orderlimit Custcontact.poreqdamt

Custcontact.type Custcontact.nameCustcontact.salut

Custcontact.addr1Custcontact.addr2

Custcontact.city Custcontact.state

Custcontact.zipCustcontact.country

Custcontact.phoneCustcontact.fax Custcontact.emailaddr

Custcontact.website Custcontact.noteid

Customer.noteid


Page 59

Customer Price Classes – 40.391.00 Screen

Priceclass.priceclassidPriceclass.descr


60 Page

Freight Terms – 40.210.00 Screen

Frtterms.descr Frtterms.fobidFrtterms.collect

Frttermdet.minordervalFrttermdet.freightpctFrttermdet.invcamtpctFrttermdet.handlingchgFrttermdet.handlingchgline

Frtterms.noteidFrtterms.frttermsid

Frttermdet.noteid


Page 61

Inspection – 40.350.00 Screen

(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.

Inventory.invtidInspection.inspid

Inspection.descr

Inspection.insptext00(1)

Inspection.noteid


62 Page

Item GL Classes – 40.240.00 Screen

Itemglclass.glclassidItemglclass.desc

Itemglclass.slsacctItemglclass.slssub

Itemglclass.discacctItemglclass.discsub

Itemglclass.cogsacctItemglclass.cogssub

Itemglclass.noteid


Page 63

Item Price Classes – 40.390.00 Screen

Priceclass.priceclassid

Priceclass.descr


64 Page

Lost Sale Codes – 40.280.00 Screen

Lostsalecode.lostsaleid

Lostsalecode.descr

Lostsalecode.noteid


Page 65

Miscellaneous Charges – 40.250.00 Screen

Misccharge.miscchrgid Misccharge.descr

Misccharge.miscacct

Misccharge.miscsub

Misccharge.taxable Misccharge.taxcat Misccharge.s4future11

Misccharge.noteid


66 Page

Non-Stock Item – 40.235.00 Screen

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

Inventory.invtidInventory.descr

Inventory.invttypeInventory.source

Inventory.glclassidInventoryadg.omsalesacctInventoryadg.omsalessub

Inventory.discacctInventory.discsub

Inventoryadg.omcogsacct Inventoryadg.omcogssub

Inventory.taxcat Inventory.dfltsounit Inventory.stkbaseprc


Page 67

Order Types – 40.200.00 Screen Behavior Tab

Sotype.sotypeid

Sotype.descr

Sotype.activeSotype.behavior

Sotype.canceldaysSotype.shiptotypeSotype.enterlotser

Sotype.requiredetailapprSotype.requiretechappr

Sotype.noautocreateshippers

Sotype.requiremanrelease


68 Page

Numbers Tab

Sotype.ordnbrprefix

Sotype.lastordnbr

Sotype.ordnbrtype

Sotype.shipperprefix

Sotype.lastshippernbr

Sotype.shippertype

Sotype.invcnbrprefix

Sotype.lastinvcnbr

Sotype.invcnbrtype

Sotype.invcnbrar


Page 69

Accounts Tab

Sotype.slsacct

Sotype.discacct

Sotype.wholeorddiscacct

Sotype.cogsacct

Sotype.frtacct

Sotype.miscacct

Sotype.slssub

Sotype.discsub

Sotype.miscsub

Sotype.frtsub

Sotype.wholeorddiscsub

Sotype.cogssub


70 Page

Steps Tab

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.

Sostep.seqSostep.descrSostep.status

Sostep.autoSostep.creditchk

Sostep.notesonSostep.functionid*

Sostep.functionclass*Sostep.eventtype*

Sostep.creditchkprog*

Sostep.rptprog*Sostep.skipto*Sostep.autopgmid*

Sostep.autopgmclass*

Sostep.autoproc*


Page 71

RMA Tab

Sotype.disp Sotype.returnordertypeid

Sotype.autoreleasereturns


72 Page

Payment Types – 40.220.00 Screen

Pmttype.descr Pmttype.pmttypeid

Pmttype.validationtype Pmttype.cashacct Pmttype.cashsub


Page 73

Sales Price – 40.380.00 Screen

Temporary

Slsprc.catalognbrSlsprc.discprctyp

Slsprc.discprcmthdSlsprc.invtid

Slsprc.siteidSlsprc.minqtySlsprc.maxqty

Temporary

Temporary

Temporary

Slsprcdet.slsunitSlsprcdet.qtybreak

Slsprcdet.s4future01Slsprcdet.s4future02

Slsprcdet.discprice

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

Slsprc.noteid

Slsprcdet.noteid


74 Page

Sales Price Revisions – 40.381.00 Screen



Page 75

Task Schedule – 40.910.00 Screen

Taskschedule.taskprogram Taskschedule.intervalTemporary

Taskschedule.activeTaskschedule.cpnyid Taskschedule.functionid Taskschedule.functionclass

Temporary


76 Page

User Defaults – 40.340.00 Screen

Siuserappauth.userid

Siuserappauth.siteidSiuserappauth.s4future11

Userslsper.slsperidUserslsper.creditpct

Userslsper.noteid

Siuserappauth.userid


Page 77

Order Management Setup – 40.950.00 Screen Order/Shipper Entry Tab

Sosetup.dfltshippertypeSosetup.dfltordertype Temporary

Sosetup.adddaysearly Sosetup.adddayslate

Sosetup.dfltaltidtype

Sosetup.dfltsiteidmethodSosetup.dfltslspermethod

Sosetup.cashsalecustidSosetup.wcshipviaid

Sosetup.autorefSosetup.autosave

Sosetup.forcevalidserialno

Sosetup.autoinsertcontacts Sosetup. addalternateid


78 Page

Company Information Tab

Sosetup.cpnyname Sosetup.addr1 Sosetup.addr2 Sosetup.city Sosetup.state

Sosetup.zip

Sosetup.phone Sosetup.fax

Sosetup.country


Page 79

Discount Pricing Tab

Sosetup.totalorddisc Sosetup.discbysite

Sosetup.allowdiscprice

Sosetup.mingphandling

Sosetup.dfltdiscountid

Sosetup.discprcseq00Sosetup.discprcseq01Sosetup.discprcseq02Sosetup.discprcseq03Sosetup.discprcseq04Sosetup.discprcseq05Sosetup.discprcseq06Sosetup.discprcseq07Sosetup.discprcseq08

Sosetup.chaindiscenabled

Sosetup.discprcdate


80 Page

Invoicing Tab

Sosetup.erroracctSosetup.errorsub

Sosetup.invtscrapacctSosetup.invtscrapsub

Sosetup.copynotesSosetup.prenumberedforms

Sosetup.s4future10

Calculated

Sosetup.accrrevacct Sosetup.accrrevsub

Sosetup.invcomperiod

Sosetup.consolinvSosetup.dfltconsolinvSosetup.dfltaccruerev

Sosetup.termsoverride


Page 81

Credit Checking Tab

Sosetup.creditgracedays Sosetup.creditgracepct

Sosetup.creditcheck

Sosetup.creditgracedays


82 Page

Bookings Tab

Sosetup.bookinglimit

Sosetup.postbookings


Page 83

Other Tab

Sosetup.prtcpny

Sosetup.poavailateta Sosetup.woavailateta Sosetup.s4future9

Sosetup.perretbookSosetup.perrettranSosetup.picktime

Sosetup.procmansleepsecsSosetup.delaymanifestupdateSosetup.delayshippercreationSosetup.delayshippertupdate

Sosetup.decplnonstdqty Sosetup.lastshipregisterid Sosetup.s4future03

Sosetup.delayupdord


84 Page

User Fields Tab

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.

Sosetup.copytoshipper00 Sosetup.copytoinvc00

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


86 Page

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.

Report Information

Page 87

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 user’s 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 Report Name Master Table Default Sort Fields (Type) Standard

40620 Soprintqueue @docunique (Group) Soline.lineref (Group) Soline.lineref (Sort)

Solomon Pre-printed Form 40620s4 Soprintqueue @docunique (Group) Soline.lineref (Group) Soline.lineref (Sort)

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

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

Sort and Select Item Field Name Format / Possible Values Quote Number Soheader.ordnbr Example: Q0000016 Customer ID Soheader.custid Valid Customer ID Order Date Soheader.orddate Example: 01/15/05 Inventory ID Soline.invtid Valid Inventory ID Salesperson Soheader.slsperid Valid Salesperson ID


88 Page

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 user’s 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 Report Name Master Table Default Sort Fields (Type) Standard

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

Solomon Pre-printed Form 40610pp Soprintqueue @docunique (Group) Soline.lineref (Group) Soline.lineref (Sort)



Sort and Select Item Field Name Format / Possible Values Order number Soheader.ordnbr Example: O0005121 Customer ID Soheader.custid Valid Customer ID Order date Soheader.orddate Example: 01/15/05 Salesperson Soheader.slsperid Valid Salesperson ID

Report Information

Page 89

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 user’s 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 Report Name Master Table Default Sort Fields (Type) Default Format Only

40645 Soprintqueue @docunique (Group) Soshipline.lineref (Group) Soshiplot.whseloc (Group) Soshiplot.whseloc (Sort) Soshipline.invtid (Sort) Soshipline.lineref (Sort)



Sort and Select Item Field Name Format / Possible Values Order number Soshipheader.ordnbr Example: O0005121 Shipper ID Soshipheader.shipperid Valid Shipper ID Order date Soheader.orddate Example: 01/15/05 Inventory ID Soshipline.invtid Valid Inventory ID Warehouse location Soshiplot.whseloc Valid Warehouse Bin Location


90 Page

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 user’s 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.

Report Information

Page 91

Report Formats Report Name Master Table Default Sort Fields (Type) Standard 404630 Soprintqueue @docunique (Group)

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

Warehouse Bin Location Order

40630bin Soprintqueue @docunique (Group) @whseloc (Group) Soshipline.lineref (Group) Soshiplot.whseloc (Group) Soshiplot.whseloc (Sort) Soshipline.invtid (Sort) Soshipline.lineref (Sort)

Wave Picking by Shipper 40630wav Soprintqueue Soshipline.shipperid (Group) Soshipline.lineref (Group) Soshiplot.whseloc (Group) Soshiplot.whseloc (Sort) Soshipline.invtid (Sort) Soshipline.shipperid (Sort) Soshipline.lineref (Sort)

Wave Picking by Whse Bin Loc

40630wavb Soprintqueue @whseloc (Group) Soshipline.shipperid (Group) Soshipline.lineref (Group) Soshiplot.whseloc (Group) Soshiplot.whseloc (Sort) Soshipline.invtid (Sort) Soshipline.shipperid (Sort) Soshipline.lineref (Sort)

Wave Picking By Inventory ID

40630wavi Soprintqueue @invtid (Group) Soshipline.shipperid (Group) Soshipline.lineref (Group) Soshiplot.whseloc (Group) Soshiplot.whseloc (Sort) Soshipline.invtid (Sort) Soshipline.shipperid (Sort) Soshipline.lineref (Sort)



92 Page


Sort and Select Item Field Name Format / Possible Values Order number Soshipheader.ordnbr Example: O0005121 Shipper ID Soshipline.shipperid Valid Shipper ID Warehouse location Soshiplot.whseloc Valid Warehouse Bin Location

Report Information

Page 93

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 user’s temporary records. Therefore, make sure you are the only user printing this report if you need to check the Clear Print Queue field.


40650 Soprintqueue Soshipheader.cpnyid (Group) Soshipheader.shipperid (Group) Soshipline.lineref (Group) Soshiplot.whseloc (Group) Soshipline.lineref (Sort)


Sort and Select Item Field Name Format / Possible Values Order number Soshipheader.ordnbr Example: O0005121 Shipper ID Soshipheader.shipperid Valid Shipper ID Warehouse location Soshiplot.whseloc Valid Warehouse Bin Location


94 Page

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 user’s temporary records. Therefore, make sure you are the only user printing this report if you need to check the Clear Print Queue field.


40635 Soprintqueue Soshipheader.cpnyid (Group) Soshipheader.shipperid (Group) Soshipline.lineref (Group) Soshipline.invtid (Sort) Soprintqueue.shipperid (Sort) Soshipline.lineref (Sort)


Sort and Select Item Field Name Format / Possible Values Order number Soshipheader.ordnbr Example: KA000002 Shipper ID Soshipheader.shipperid Valid Shipper ID Warehouse location Soshiplot.whseloc Valid Warehouse Bin Location Inventory ID Soshipline.invtid Valid Inventory ID

Report Information

Page 95

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 user’s temporary records. Therefore, make sure you are the only user printing this report if you need to check the Clear Print Queue field.


40651 Soprintqueue Soshipheader.cpnyid (Group) Soshipheader.shipperid (Group) Soshipline.lineref (Group) Soshipline.lineref (Sort)


Sort and Select Item Field Name Format / Possible Values Order number Soshipheader.ordnbr Example: KA000002 Shipper ID Soshipheader.shipperid Valid Shipper ID Warehouse location Soshiplot.whseloc Valid Warehouse Bin Location Inventory ID Soshipline.invtid Valid Inventory ID


96 Page

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 user’s temporary records. Therefore, make sure you are the only user printing this report if you need to check the Clear Print Queue field.




Sort and Select Item Field Name Format / Possible Values Order number Soshipheader.ordnbr Example: O0005121 Shipper ID Soshipheader.shipperid Valid Shipper ID Warehouse location Soshiplot.whseloc Valid Warehouse Bin Location Site ID Soshipheader.siteid Valid Site ID Inventory ID Soshipline.invtid Valid Inventory ID

Report Information

Page 97

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 user’s temporary records. Therefore, make sure you are the only user printing this report if you need to check the Clear Print Queue field.




Sort and Select Item Field Name Format / Possible Values Order number Soshipheader.ordnbr Example: O0005121 Shipper ID Soshipheader.shipperid Valid Shipper ID Warehouse location Soshiplot.whseloc Valid Warehouse Bin Location Site ID Soshipheader.siteid Valid Site ID Inventory ID Soshipline.invtid Valid Inventory ID


98 Page

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 user’s 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 Report Name Master Table Default Sort Fields (Type) Standard Format 04660 Soprintqueue @docunique (Group)

Soshipline.lineref (Group) Soshiplot.whseloc (Group) Soshipline.lineref (Sort)

Warehouse Bin Location Order

40660bin Soprintqueue @docunique (Group) Soshiplot.whseloc (Group) Soshipline.lineref (Group) Soshiplot.whseloc (Sort) Soshipline.invtid (Sort) Soshipheader.shipperid (Sort) Soshipline.lineref (Sort)



Sort and Select Item Field Name Format / Possible Values Sales order number Soshipheader.ordnbr Example: O0005121 Shipper ID Soshipheader.shipperid Valid Shipper ID Customer Soshipheader.custid Valid Customer ID Warehouse location Soshiplot.whseloc Valid Warehouse Bin Location Site ID Soshipheader.siteid Valid Site ID Inventory ID Soshipline.invtid Valid Inventory ID

Report Information

Page 99

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 user’s 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 Report Name Master Table Default Sort Fields (Type) Default Format Only 40653 Soprintqueue Soshipheader.cpnyid (Group)

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


Sort and Select Item Field Name Format / Possible Values Order number Soshipheader.ordnbr Example: O0005121 Shipper ID Soshipheader.shipperid Valid Shipper ID Customer Soshipheader.custid Valid Customer ID Warehouse location Soshiplot.whseloc Valid Warehouse Bin Location Site ID Soshipheader.siteid Valid Site ID Inventory ID Soshipline.invtid Valid Inventory ID


100 Page

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 user’s 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 Report Name Master Table Default Sort Fields (Type) Default Format Only 40654 Soprintqueue @docunique (Group)

Soshipline.lineref (Group) Soshipline.lineref (Sort)



Sort and Select Item Field Name Format / Possible Values Order number Soshipheader.ordnbr Example: O0005121 Shipper ID Soshipheader.shipperid Valid Shipper ID Customer Soshipheader.custid Valid Customer ID Warehouse location Soshiplot.whseloc Valid Warehouse Bin Location Site ID Soshipheader.siteid Valid Site ID Inventory ID Soshipline.invtid Valid Inventory ID

Report Information

Page 101

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 user’s 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 Report Name Master Table Default Sort Fields (Type) Standard 40680 Soprintqueue @docunique (Group)

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

Solomon Pre-printed Form

40680s4 Soprintqueue @docunique (Group) Soshipline.lineref (Group) Soshiplot.whseloc (Sort) Soshipline.invtid (Sort) Soshipline.lineref (Sort)



Sort and Select Item Field Name Format / Possible Values Order number Soshipheader.ordnbr Example: O0005121 Invoice date Soshipheader.invcdate Example: 01/15/05 Warehouse location Soshiplot.whseloc Valid Warehouse Bin Location Customer Soshipheader.custid Valid Customer ID


102 Page

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 user’s 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 Report Name Master Table Default Sort Fields (Type) Standard 40682 Soprintqueue @invcunique (Group)

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

Solomon Pre-printed Form

40682s4 Soprintqueue @invcunique (Group) @docunique (Group) Soshipline.lineref (Group) Soshiplot.whseloc (Sort) Soshipline.invtid (Sort) Soshipline.lineref (Sort)



Sort and Select Item Field Name Format / Possible Values Order number Soshipheader.ordnbr Example: O0005121 Invoice date Soshipheader.invcdate Example: 01/15/05 Warehouse location Soshiplot.whseloc Valid Warehouse Bin Location Customer Soshipheader.custid Valid Customer ID

Report Information

Page 103

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 Report Name Master Table Default Sort Fields (Type) Default Format Only 40690 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)



Sort and Select Item Field Name Format / Possible Values Period to post Soshipheader.perpost Example: 200501 Sales order type Soshipheader.sotypeid Example: SO, INVC Site ID Soshipheader.siteid Valid Site ID


104 Page

Update Exceptions – 40.695.00 Report This report is used to review sales orders that did not update properly.

Report Formats Report Name Master Table Default Sort Fields (Type) Default Format Only 40695 Sonoupdate Sonoupdate.cpnyid (Group)


Sort and Select Item Field Name Format / Possible Values Shipper ID Sonoupdate.shipperid Valid Shipper ID

Report Information

Page 105

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 inventory-on-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 Report Name Master Table Default Sort Fields (Type) By Item/Site 40790a Itemsite Itemsite.invtid (Group)

Itemsite.siteid (Group) Soplan.displayseq (Group) Soplan.planref (Group)

By Buyer/Item/Site 40790b Itemsite @buyername (Group) Itemsite.invtid (Group) Itemsite.siteid (Group) Soplan.displayseq (Group) Soplan.planref (Group)

By Site/Item 40790c Itemsite Itemsite.siteid (Group) Itemsite.invtid (Group) Soplan.displayseq (Group) Soplan.planref (Group)



Sort and Select Item Field Name Format / Possible Values Inventory ID Itemsite.invtid Valid Inventory ID Site ID Itemsite.siteid Valid Site ID Quantity Available Itemsite.qtyavail Example: Less than 25


106 Page

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 inventory-on-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 Report Name Master Table Default Sort Fields (Type) By Item/Site 40791a Itemsite Itemsite.invtid (Group)

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

By Buyer/Item/Site 40791b Itemsite @buyername (Group) Itemsite.invtid (Group) Itemsite.siteid (Group) @soplanorder (Group) Soplan.planref (Group)

By Site/Item 40791c Itemsite Itemsite.siteid (Group) Itemsite.invtid (Group) @soplanorder (Group) Soplan.planref (Group)



Sort and Select Item Field Name Format / Possible Values Inventory ID Itemsite.invtid Valid Inventory ID Site ID Itemsite.siteid Valid Site ID Quantity Available Itemsite.qtyavail Example: Less than 25

Report Information

Page 107

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 Report Name Master Table Default Sort Fields (Type) Default Format Only 40792 Soshipheader Rptcompany.cpnyid (Group)

@acctsub (Group) Soshipheader.custid (Group)



Sort and Select Item Field Name Format / Possible Values Company Soshipheader.cpnyid Valid Company ID Accrued Revenue Account Soshipheader.accrrevacct Valid Accrued Revenue Account Accrued Revenue Subaccount Soshipheader.accrrevsub Valid Accrued Revenue Subaccount Customer ID Soshipheader.custid Valid Customer ID


108 Page

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 Report Name Master Table Default Sort Fields (Type) Order Event History 40720 Soheader Soheader.ordnbr (Group)

Soevent.eventdate (Sort) Soevent.eventtime (Sort) Soevent.eventid (Sort)

Shipper Event History 4020s Soshipheader Soshipheader.shipperid (Group) Soevent.eventdate (Sort) Soevent.eventtime (Sort) Soevent.eventid (Sort)


Sort and Select Item Field Name Format / Possible Values Order Number Soheader.ordnbr Valid Order Number Shipper ID Soshipheader.shipperid Valid Shipper ID Event Date Soevent.eventdate Example: 07/04/2005 User ID Soevent.userid Valid User ID Order Customer ID Soheader.custid Valid Customer ID Shipper Customer ID Soshipheader.custid Valid Customer ID

Report Information

Page 109

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 Report Name Master Table Default Sort Fields (Type) By Customer Class ID 40730a Book Book.cpnyid (Group)

Book.custclassid (Group) Book.period (Group)

By Customer Comm Class ID

40730b Book Book.cpnyid (Group) Book.custcommclassid (Group) Book.period (Group)

By Customer ID 40730c Book Book.cpnyid (Group) Book.custid (Group) Book.period (Group)

By Inventory ID 40730d Book Book.cpnyid (Group) Book.invtid (Group) Book.period (Group)

By Item Comm Class ID 40730e Book Book.cpnyid (Group) Book.itemcommclassid (Group) Book.period (Group)

By Product Class ID 40730f Book Book.cpnyid (Group) Book.prodclassid (Group) Book.period (Group)

By Salesperson ID 40730g Book Book.cpnyid (Group) Book.slsperid (Group) Book.period (Group)

By Territory ID 40730h Book Book.cpnyid (Group) Book.slsterr (Group) Book.period (Group)


Sort and Select Item Field Name Format / Possible Values Period to post Book.period Example: 200501 Customer class Book.custclassid Valid Class ID Customer ID Book.custid Valid Customer ID Product class Book.prodclassid Valid Product Class ID Sales territory Book.slsterr Valid Sales Territory ID Salesperson Book.slsperid Valid Salesperson ID Inventory ID Book.invtid Valid Inventory ID


110 Page

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 Report Name Master Table Default Sort Fields (Type) Default Format Only 40780 Soshippayments Soshippayments.pmttypeid (Group)


Sort and Select Item Field Name Format / Possible Values Payment Type Soshippayments.pmttypeid Valid Payment Type Shipper ID Soshippayments.shipperid Valid Shipper ID Payment Date Soshippayments.pmtdate Example: 07/04/2005

Report Information

Page 111

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 Report Name Master Table Default Sort Fields Default Format Only 40271 Certificationtext None


Sort and Select Item Field Name Format / Possible Values Specific certification text Certificationtext.certid Valid Certification Text ID


112 Page

Chain Discounts – 40.331.00 Report The report displays the master list of chain discount types.

Report Formats Report Name Master Table Default Sort Fields (Type) Default Format Only 40331 Sodisccode Sodisccode.cpnyid (Group)

Sodisccode.discountid (Sort) The following table displays fields typically used for Sort and Select parameters for this report:

Sort and Select Item Field Name Format / Possible Values Discount type Sodisccode.discountid Valid Discount ID Specific discount account Sodisccode.discacct Valid Accounts Specific discount subaccount Sodisccode.discsub Valid Subaccounts

Report Information

Page 113

Credit Managers – 40.226.00 Report The report displays the master list of credit managers.

Report Formats Report Name Master Table Default Sort Fields Default Format Only 40226 Creditmgr None


Sort and Select Item Field Name Format / Possible Values Specific credit manager ID Creditmgr.creditmgrid Valid Credit Manager ID Specific credit manager name Creditmgr.creditmgrname Example: SMITH


114 Page

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 Report Name Master Table Default Sort Fields (Type) Default Format Only 40211 Frtterms Frtterms.frttermsid (Group)


Sort and Select Item Field Name Format / Possible Values Freight Terms ID Frtterms.frttermsid Valid Freight Terms ID FOB ID Frtterms.fobid Valid FOB ID Freight Terms designated as Collect Frtterms.collect 1= True, 0 = False

Report Information

Page 115

Item GL Classes – 40.241.00 Report This report is a master list of Inventory item General Ledger classes.

Report Formats Report Name Master Table Default Sort Fields Default Format Only 40241 Itemglclass None


Sort and Select Item Field Name Format / Possible Values Specific item GL class Itemglclass.glclassid Valid GL Class ID Sales account Itemglclass.slsacct Valid Sales Accounts Sales subaccount Itemglclass.slssub Valid Sales Subaccounts


116 Page

Lost Sale Codes – 40.281.00 Report This report displays the master list of lost sale codes and associated reasons.

Report Formats Report Name Master Table Default Sort Fields Default Format Only 40281 Lostsalecode None


Sort and Select Item Field Name Format / Possible Values Specific lost sale code Lostsalecode.lostsaleid Valid Lost Sale ID

Report Information

Page 117

Miscellaneous Charges – 40.251.00 Report This report displays the master list of miscellaneous charges.

Report Formats Report Name Master Table Default Sort Fields Default Format Only 40251 Misccharge None


Sort and Select Item Field Name Format / Possible Values Specific miscellaneous charge Misccharge.miscchrgid Valid Miscellaneous Charge ID Specific miscellaneous accounts Misccharge.miscacct Valid Accounts Specific miscellaneous subaccounts

Misccharge.miscsub Valid Subaccounts


118 Page

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 Report Name Master Table Default Sort Fields (Type) Details by Customer 40741 Soheader Soheader.cpnyid (Group)

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

Details by Customer–MC 40741mc Soheader Soheader.cpnyid (Group) Soheader.custid (Group) Soheader.ordnbr (Group) Soline.lineref (Group)

Summary by Customer 40741s Soheader Soheader.cpnyid (Group) Soheader.custid (Group) Soheader.ordnbr (Group)

Summary by Customer–MC

40741smc Soheader Soheader.cpnyid (Group) Soheader.custid (Group) Soheader.ordnbr (Group)


Sort and Select Item Field Name Format / Possible Values Customer ID Soheader.custid Valid Customer ID Order number Soheader.ordnbr Example: O0005121 Order date Soheader.orddate Example: 01/15/2005 Specific order amounts Soline.totord Example: Greater than 15000

Report Information

Page 119

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 Report Name Master Table Default Sort Fields (Type) Details by Inventory 40742 Soheader Soheader.cpnyid (Group)

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

Details by Inventory–MC 40742mc Soheader Soheader.cpnyid (Group) Soline.invtid (Group) Soheader.ordnbr (Group) Soline.lineref (Group)


Sort and Select Item Field Name Format / Possible Values Customer ID Soheader.custid Valid Customer ID Order number Soheader.ordnbr Example: O0005121 Order date Soheader.orddate Example: 01/15/2005 Inventory ID Soline.invtid Valid Inventory ID Specific order amounts Soline.totord Example: Greater than 15000


120 Page

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 Report Name Master Table Default Sort Fields (Type) Details by Order Number 40740 Soheader Soheader.cpnyid (Group)

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

Details by Order Number–MC

40740mc Soheader Soheader.cpnyid (Group) Soheader.ordnbr (Group) Soline.lineref (Group)

Summary by Order Number 40740s Soheader Soheader.cpnyid (Group) Soheader.ordnbr (Group)

Summary by Order Number–MC

40740smc Soheader Soheader.cpnyid (Group) Soheader.ordnbr (Group)


Sort and Select Item Field Name Format / Possible Values Customer ID Soheader.custid Valid Customer ID Order number Soheader.ordnbr Example: O0005121 Order date Soheader.orddate Example: 01/15/2005 Inventory ID Soline.invtid Valid Inventory ID Specific order amounts Soline.totord Example: Greater than 15000

Report Information

Page 121

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 Report Name Master Table Default Sort Fields (Type) Details by Salesperson 40743 Soheader Soheader.cpnyid (Group)

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

Details by Salesperson–MC

40743mc Soheader Soheader.cpnyid (Group) Sosplitline.slsperid (Group) Soheader.ordnbr (Group) Soline.lineref (Group)

Summary by Salesperson 40743s Soheader Soheader.cpnyid (Group) Sosplitline.slsperid (Group) Soheader.ordnbr (Group)

Summary by Salesperson–MC

40743smc Soheader Soheader.cpnyid (Group) Sosplitline.slsperid (Group) Soheader.ordnbr (Group)


Sort and Select Item Field Name Format / Possible Values Customer ID Soheader.custid Valid Customer ID Order number Soheader.ordnbr Example: O0005121 Order date Soheader.orddate Example: 01/15/2005 Inventory ID Soline.invtid Valid Inventory ID Specific order amounts Soline.totord Example: Greater than 15000 Salesperson ID Soline.slsperid Valid Salesperson ID


122 Page

Back Orders – 40.745.00 Report This report displays sales orders that have backordered quantities.

Report Formats Report Name Master Table Default Sort Fields (Type) Details By Customer 40745c Soheader Soheader.cpnyid (Group)

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

Details By Inventory 40745i Soheader Soheader.cpnyid (Group) Soline.invtid (Group) Soheader.ordnbr (Group) Soline.lineref (Group)


Sort and Select Item Field Name Format / Possible Values Customer ID Soheader.custid Valid Customer ID Order number Soheader.ordnbr Example: O0005121 Inventory ID Soline.invtid Valid Inventory ID Site ID Soline.siteid Valid Site ID Salesperson ID Soline.slsperid Valid Salesperson ID

Report Information

Page 123

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 Report Name Master Table Default Sort Fields (Type) Commission on Issued Invoices

40750I Vr_dmg_40750 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 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)

Commission on Paid Invoices

40750c Vr_dmg_40750 Vr_dmg_40750.cpnyid (Group) Vr_dmg_40750.slsperid (Group) @slstranref (Group) Vr_dmg_40750.lineref (Sort)



Sort and Select Item Field Name Format / Possible Values Salesperson ID Vr_dmg_40750.slsperid Valid Salesperson ID Customer ID Vr_dmg_40750.custid Valid Customer ID Transaction date Vr_dmg_40750.trandate Example: 07/04/2005


124 Page

Operator Statistics – 40.770.00 Report This report displays the orders and order lines processed by each user.

Report Formats Report Name Master Table Default Sort Fields Default Format Only 40770 Vr_ordertakersstats None


Sort and Select Item Field Name Format / Possible Values User ID Vr_ordertakersstats.userid Valid User ID

Report Information

Page 125

Order Types – 40.201.00 Report This report displays a master list for order types, including the steps of the order cycle.

Report Formats Report Name Master Table Default Sort Fields (Type) Default Format Only 40201 Sotype Sotype.cpnyid (Group)

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


Sort and Select Item Field Name Format / Possible Values Order type Sotype.sotypeid Valid Order Type ID Active Order Types Sotype.active 1 = True, 0 = False Behavior Sotype.behavior Example: SO, INVC, CM Company ID Sotype.cpnyid Valid Company ID Sales Accounts Sotype.slsacct Valid Accounts Sales Subaccounts Sotype.slssub Valid Subaccounts


126 Page

Payment Types – 40.221.00 Report This report displays the master list of payment types set up in the system.

Report Formats Report Name Master Table Default Sort Fields (Type) Default Format Only 40221 Pmttype Pmttype.cpnyid (Group)

Pmttype.pmttypeid (Sort)


Sort and Select Item Field Name Format / Possible Values Payment type Pmttype.pmttypeid Valid Payment Types Cash accounts Pmttype.cashacct Valid Cash Accounts Validation types Pmttype.validationtype Example: MC, AM, V

Report Information

Page 127

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 Report Name Master Table Default Sort Fields (Type) Default Format Only 40382 Slsprc Slsprc.curyid (Group)

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



Sort and Select Item Field Name Format / Possible Values Price Method Slsprc.discprcmthd Example: R, P, M, K Price Type Slsprc.discprctyp Example: S, P Price Category Slsprc.pricecat Example: IT, CU, CC


128 Page

User Defaults – 40.341.00 Report This report displays a master list of users and associated default information.

Report Formats Report Name Master Table Default Sort Fields (Type) Default Format Only 40341 Siuserappauth Siuserappauth.userid (Group)


Sort and Select Item Field Name Format / Possible Values User ID Siuserappauth.userid Valid User ID User by Site ID Siuserappauth.siteid Valid Site ID Salesperson Userslsper.slsperid Valid Salesperson ID

Report Information

Page 129

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 Report Name Master Table Default Sort Fields (Type) By Order Number 40744n Soheader Soheader.cpnyid (Group)

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

By Inventory ID 40744i Soheader Soheader.cpnyid (Group) Soline.invtid (Group) Soheader.ordnbr (Group) Soline.lineref (Group)

By Customer 40744c Soheader Soheader.cpnyid (Group) Soheader.custid (Group) Soheader.ordnbr (Group) Soline.lineref (Group)


Sort and Select Item Field Name Format / Possible Values Order Number Soheader.ordnbr Example: O0005121 Inventory ID Soline.InvtID Valid Inventory ID Customer ID Soheader.custid Valid Customer ID

order management sl65

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