Report Sales Exceptions

(Sales Order Exception Reports)

Access

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. Once the run-time options have been selected, choose Run to produce the 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.

Report Type

Exception Report

DistrictIf you are not running the report by store, you must indicate at least one district. Enter the code of the district for which you want to run this report. If you enter a response into this field, you de-activate the Store field.

If you click on the Arrow, a list of available districts appears from which you can choose.  If you click on the Action button, the Multiple District Selection Window appears from which you can choose one or more districts.

StoreIf you are not running the report by district, you must indicate at least one store location. Enter the code of the location for which you want to run this report. If you enter a response into this field, you de-activate the District field.

If you click on the Arrow, a list of available locations appears from which you can choose.  If you click on the Action button, the Multiple Location Selection Window appears from which you can choose one or more locations.

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.