Report Logistical Scheduling

Access

Use this routine to preview orders whose deliveries you want schedule within the coming weeks.  If you run this report before generating your delivery documents, you can prepare in advance for deliveries and customer pickups.

You can use a printed version of this report to supplement the on-line delivery scheduling system. Your customer service representatives or delivery expediters can use this report as their worksheet when calling customers. Using the printout with the Logistical Scheduling routine, they can then enter the confirmed scheduled delivery dates. Once the run-time options have been selected, choose Run to produce the report.

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.

You can sort the report by ship location or store location. The report displays

• sales order number

• transaction code

• salesperson number

• customer number

• customer name

• order date

• estimated date

• scheduled date

• all model numbers

• quantity ordered

• quantity committed

• quantity on back order

• product stock location.

You can run the report for Delivery orders or Pickup orders.  A “P” in the Order Type column indicates a pickup.  For delivery orders, the column is blank. The report displays the balance due on each order.  For orders on credit hold, the hold code displays in the Delivery Status column.

The report also includes columns indicating if

• a delivery ticket has been printed,

• a delivery ticket needs to be reprinted,

• a pick list has been printed,

• the order is not completely filled, and

• the order is on a shipping manifest.

Sort By

LocationSelect the locations for which to run the report.  If you click on the Arrow, a list of locations appears from which you can choose. If you click on the Action button, the Multiple Location Selection window appears which you can use to select one or more locations.

Delivery Date

Status

Date CodeClick on the Arrow button to view a list of date codes, then select the code that best indicates the time period on which to base your report.  

FromIf you select CUS at the Date Code field, you activate this field.  Use this field to specify the start date of the custom date range for which you want to run this report. If you click on the Calendar Icon, you can select a date from the calendar that appears.

If you select another date code instead of CUS, this field fills in based on that selection and you cannot edit this field.

ToIf you select CUS at the Date Code field, you activate this field.  Use this field to specify the end date of the custom date range for which you want to run this report. If you click on the Calendar Icon, you can select a date from the calendar that appears.

If you select another date code instead of CUS, this field fills in based on that selection and you cannot edit this field.

Orders

Line Type

Include Order Types

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 (Personal Report Viewer) A STORIS printer output option that allows you to customize report results, for example to rearrange data columns.), 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.