Menu Path: Customer Service Reports Orders Product Summary Report
Output a report for staging orders before picking.
Use Product Summary Report to create a report that lists products that need to be picked, the number of orders for each product, and the ordered, allocated, and backordered quantities for each product.
You can select to only include backordered products on the report, or summarize the report by customer purchase order. You can also filter by all or a range of created dates, order dates, required dates, customer purchase orders, orders, or user dates, and by all or a specific billing customer and/or order class.
To output a product summary report:
Select filter options for the report.
If you want the report to only display data for backordered products, select the Backorders Only check box.
Click the Print Options tab.
Select report output and processing options.
Click the Print button in the ribbon to output the report.
Button |
Description |
Exit |
Click this button to close the Product Summary Report window. |
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Click this button to display, output, email, or print the report. |
Field or Button |
Description |
Select this check box to include product information for all order created dates on the report. This check box is selected by default. |
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Enter an order created date for which to include product information on the report, or click the drop-down arrow to select an order created date. If you want to include product information on the report for a range of order created dates, enter the first order created date in the range. This field is only enabled if you clear the All Created Dates check box. If you are outputting the report via Scheduling Assistant, you can select a virtual date for this field. |
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Enter the last order created date in a range of order created dates for which to include product information on the report, or click the drop-down arrow to select an order created date. If you only want to include product information on the report for a single order created date, you can leave this field blank. This field is only enabled if you clear the All Created Dates check box. If you are outputting the report via Scheduling Assistant, you can select a virtual date for this field. |
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Select this check box to only include product information for backordered products on the report. This check box is cleared by default. |
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Select this check box to include product information for all order dates on the report. This check box is selected by default. |
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Enter an order date for which to include product information on the report, or click the drop-down arrow to select an order date. If you want to include product information on the report for a range of order dates, enter the first order date in the range. This field is only enabled if you clear the All Order Dates check box. If you are outputting the report via Scheduling Assistant, you can select a virtual date for this field. |
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Enter the last order date in a range of order dates for which to include product information on the report, or click the drop-down arrow to select an order date. If you only want to include product information on the report for a single order date, you can leave this field blank. This field is only enabled if you clear the All Order Dates check box. If you are outputting the report via Scheduling Assistant, you can select a virtual date for this field. |
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Select this check box to summarize product information on the report by customer purchase order. This check box is cleared by default. |
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Select this check box to include product information for all required dates on the report. This check box is selected by default. |
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Enter a required date for which to include product information on the report, or click the drop-down arrow to select a required date. If you want to include product information on the report for a range of required dates, enter the first required date in the range. This field is only enabled if you clear the All Required Dates check box. If you are outputting the report via Scheduling Assistant, you can select a virtual date for this field. |
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Enter the last required date in a range of required dates for which to include product information on the report, or click the drop-down arrow to select a required date. If you only want to include product information on the report for a single required date, you can leave this field blank. This field is only enabled if you clear the All Required Dates check box. If you are outputting the report via Scheduling Assistant, you can select a virtual date for this field. |
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Select this check box to include information for products on orders for all billing customers on the report. This check box is selected by default. |
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Enter a billing customer code for which to include product information for the customer's orders on the report, or click the Lookup button to select a billing customer code. This field is only enabled if you clear the All Billing Customers check box. |
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Enter a billing customer name for which to include product information for the customer's orders on the report, or click the Lookup button to select a billing customer name. This field is only enabled if you clear the All Billing Customers check box. |
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Select this check box to include product information for orders of all order classes on the report. This check box is selected by default. |
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Enter an order class for which to include product information on the report, or click the Lookup button to select an order class. This field is only enabled if you clear the All Order Classes check box. |
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Select this check box to include product information for all customer purchase orders on the report. This check box is selected by default. |
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Enter a customer purchase order number for which to include product information on the report, or click the Lookup button to select a customer purchase order number. If you want to include product information on the report for a range of customer purchase order numbers, enter the first customer purchase order number in the range. This field is only enabled if you clear the All Customer POs check box. |
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Enter the last customer purchase order number in a range of customer purchase order numbers for which to include product information on the report, or click the Lookup button to select a customer purchase order number. If you only want to include product information on the report for a single customer purchase order number, you can leave this field blank. This field is only enabled if you clear the All Customer POs check box. |
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Select this check box to include product information for all orders on the report. This check box is selected by default. |
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Enter an order number for which to include product information on the report, or click the Lookup button to select an order number. If you want to include product information on the report for a range of order numbers, enter the first order number in the range. This field is only enabled if you clear the All Orders check box. |
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Enter the last order number in a range of orders for which to include product information on the report, or click the Lookup button to select an order number. If you only want to include product information on the report for a single order number, you can leave this field blank. This field is only enabled if you clear the All Orders check box. |
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Select each of these check boxes to include product information for all dates for each user date field. These check boxes are selected by default. The label for each of these check boxes is based on the user date fields set up on the User Labels tab in Customer Service Control Maintenance. |
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Enter a date for each user date field for which to include product information on the report, or click the drop-down arrows to select dates. These fields are only enabled if you clear the check box to the left of each field. The user date fields are set up on the User Labels tab in Customer Service Control Maintenance. If you are outputting the report via Scheduling Assistant, you can select a virtual date for each of these fields. |
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Enter the last date in a range of dates for each user date field for which to include product information, or click the drop-down arrows to select dates. If you only want to include product information on the report for a single date, you can leave these fields blank. These fields are only enabled if you clear the check box to the left of each field. The user date fields are set up on the User Labels tab in Customer Service Control Maintenance. If you are outputting the report via Scheduling Assistant, you can select a virtual date for each of these fields. |
Field or Button |
Description |
Output Option |
Select one of the following output options:
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Save Report File |
Select this check box to save the Crystal Reports report (.rpt) file for the report to the folder entered in the Report Working Directory field for your user ID in User Profile Maintenance. You can use the report file to customize the report. For more information, see Crystal Reports FAQ. This check box is only available if you select the Screen radio button. |
Save Access Database File |
Select this check box to save the Access database (.mdb) file for the report to the folder entered in the Report Working Directory field for your user ID in User Profile Maintenance. You can use the Access database file to customize the report. For more information, see Crystal Reports FAQ. This check box is only available if you select the Screen radio button. |
Output File Type |
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Specify File Name |
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Output Directory |
Enter the location for the output report, or click the Lookup button to navigate to and select a location. This field is only available if the Specify File Name check box is cleared. |
Output File Name |
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Excel Format Name |
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Format Maintenance |
Click this button to display Excel Format Maintenance, which allows you to set up Excel formats. This button is only available if you select the Excel radio button. |
Save As Type |
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Include header |
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Delimiter |
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Enclosing Character |
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Printer |
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Subject |
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Report File Prefix |
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Add Additional Comments |
Select this check box if you want to include additional comments with the emailed report. If you select this check box, the Additional Comments window appears after you click the Print button in the ribbon, and allows you to enter the comments. This check box is only available if you select the Email radio button. |
Print Full Heading on All Pages |
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Print Title Line on All Pages |
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Report Language 1 |
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Report Language 2 |
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Horizontal Shading |
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Collate |
Select this check box to collate the printed copies of the report (if you are printing multiple copies of the report). This check box is cleared by default, and is only enabled if you select the Printer radio button and enter a value greater than 1 in the Number of Copies field. Example You are printing five copies of a 20 page report to distribute to five different people. Leave this check box selected, so that pages 1-20 of the first copy prints, then pages 1-20 of the second copy, etc. If you clear this check box, five copies of page 1 prints, then five copies of page 2, etc. |
Horizontal Shading Color |
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Number of Copies |
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Process |
Select whether the task is run now or run by Scheduling Assistant. If you select the Schedule radio button, you can specify when the task occurs, and optionally set up an alert to be created when the task completes. These radio buttons are only enabled if the Disable Scheduling Assistant check box is cleared for your user ID in User Profile Maintenance. Note If you select the Schedule radio button, you cannot output to the screen. |
Time |
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Date |
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Task Occurs |
Select one of the following options:
These radio buttons are only enabled if you select the Schedule radio button. |
Frequency |
These radio buttons are only available if you select the Every radio button. |
Day of Week |
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Repeat Every X Days |
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Repeat On |
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Repeat Every X Minutes |
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Triggering Task Id |
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Triggering Task Name |
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Triggering Task Description |
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Task Description |
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Scheduling Assistant Queue |
Enter an active Scheduling Assistant queue for the task, or click the Lookup button to select a Scheduling Assistant queue. This defaults to the default queue for your user ID. This field is only enabled if you select the Schedule radio button, and you are assigned to a queue other than the Default queue. |
External Email |
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Screen Alert |
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Internal Email |
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Report Files |
This grid displays report files set up for the report, and is only available if report files are set up for the program in Report File Maintenance. This grid includes the following columns:
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