Report Inventory Fill Dates in Jeopardy
Access
Use this routine to run a report for regular orders and/or special orders.
The report does not include
- orders with a delivery status of CWC or ASAP.
- products with a non-saleable status (for example, floor samples or as-is products).
If Regional Processing is active on your system, read the Report Exceptions portion of Regional Processing - Reporting Rules for details on how Regional Processing affects this report.
If multiple delivery dates are present, the regular orders version displays all delivery dates for an item, while the special orders version displays only the first date for which the purchase order will not arrive in time for a special order product.
For service orders, use the Report Service Orders with Service Dates in Jeopardy routine.
LocationClick the arrow button to select at least one location from the list. If you click the action button, you access the Multiple Location Selection Window, which you can use to select one, multiple, or all locations to report. The selection at the Location Type field determines whether you are reporting based on the stock or selling location.
SalespersonYou can limit the report to one or more salespersons or you can leave the field blank to report on all salespeople. Enter the code of a single salesperson directly in this field, or click the search button to select a salesperson from the list. If you click the action button, you access the Multiple Salesperson Selection Window, from which you can select one or more salesperson codes.
Include
Regular OrdersWhen you run this report for regular orders, the report identifies all sales orders containing products for which stock will not be available by the estimated delivery date. To identify these products, the system examines the quantity net available and then compares the estimated delivery date and the purchase order receiving date. Data can be for a specified warehouse (ship location) or all warehouses combined.
For products with a delivery date in jeopardy, the report lists all open sales and purchase orders associated with the product. In this way, you can attempt to adjust delivery dates and/or purchase order dates to accommodate the order with a delivery date in jeopardy.
Special OrdersWhen you run this report for special orders, the report lists all special orders whose estimated delivery date is earlier than the purchase order estimated delivery date, indicating that the product may not reach the customer by the desired date.
Page Break on LocationTo insert a page break after each location, check the box at this field. Otherwise, leave the field blank.
Total on OrdersTo insert a total dollar amount after each order, check the box at this field. Otherwise, leave the field blank.
Send Output toThe output destination of the report displays. To change the output destination, click on the Actions button and select Output Settings.
Export PathIf you select either the Personal Report Viewer (PRV), Excel Export, or ASCII Export, this field displays the pre-set computer drive and folder location to which the system exports the report data. You cannot edit the export path using this process.
