Report Sales Exceptions

These reports display information generated from exceptions that occur during Sales and/or Service Order Entry. The Exception Report field below provides many different exception types on which to base your report.

The system tracks exceptions based on settings in the Point of Sale Control Settings file.

Note that each time you access a line with an exception, the system records the exception. Thus, if you re-access a line with an exception, the system records that exception, too.

Modifications to orders or line items that cancel their exception status do not cancel reporting of the original exception.

The output of this report may be affected by Regional Processing restrictions. That is, you can inquire only about customers and locations to which you have access.

Indicate the exception types on which to report. You have the following options:

Both Sales and Service
Sales Only
Customer Service Only

Select the type of exceptions you want to report. The list of options available to you is based on the preferences specified in the Point of Sale Control Settings, so you may not see all options on your screen. Below is a complete list of exception reports and the tabs in the Point of Sale Control Settings where you specify your preferences for each report.

Credit Checking - Credit Hold section of the Customer tab
Minimum Stock - Inventory tab
Safety Stock - Inventory tab
Zero On-hand - Inventory tab
Zero Cost - Profit and Costs tab
Gross Profit - Profit and Costs tab
Below Cost - Profit and Costs tab
Below Minimum Deposit - Customer tab
No/Low Delivery Charge - Delivery tab
Variance From Retail - Pricing and Commissions tab
Delivery Date Change - Delivery tab
Maximum Trade Discount - Profit and Costs tab

Report Sales Exceptions

(Sales Order Exception Reports)