Orders with Bill Date Report

 

This report lists orders for a given Bill Date range and displays data by branch or revenue clerk. 

 

Note:

Orders will not appear on this report if the Order Status is Cancelled, Lead, Voided, or Will Advise or if the Bill Date is not set.

 

Parameters

 

Parameter

Description

Branch ID

Select *(all branches) to include all branches, or select branches from the drop-down list

Group by

Select Branch or Revenue Clerk as the value to group report data on

Bill Date From

Enter or select () the Bill Date value to begin selecting records on

Bill Date To

Enter or select () the Bill Date value to end selecting records on

 

Report Details

 

Report Grouping

 

Detail records will group by what the user selects for the Group by parameter.  Then the report will sub group by Order Status.

 

 

Detail Information

 

The report lists the following detailed items. 

 

Note: 

Either the Branch or Revenue Clerk will appear in the detail report section or as a report group heading depending on what the user selects for the Group by parameter.  If the Group by is set to Branch, then the report will render the Branch as a sub group and display Revenue Clerk in the report details.  If the Group by is set to Revenue Clerk, then the report will render the Revenue Clerk as a sub group and display Branch in the report details. 

 

 

Detail Item

Description

Branch

The primary grouping of the report is on the branch, which displays the Branch ID and Name of the branch set for the order (see Order Information)

Order Number

Displays the Order Number assigned to the order in Order Information

Shipper

Displays the shipper name extracted from the Last Name/Company and First Name/MI from Name, Address, Phone

Estimated Load Date

This column displays the Load Dates in Range (first column) from Move Information

Estimated Delivery Date

This column displays the Delivery Dates in Range (first column) from Move Information

Salesperson

Displays the Salesperson assigned to the order in Name, Address, Phone

Billed

Displays the Bill Date assigned to the order in Billing Information

Revenue Clerk

Displays the Revenue Clerk assigned to the order in Order Information (Revenue Entry)

Move Type

This column displays the Type of Move from Move Information

 

 

Report Totals

 

A count of record by Branch and by the selected Group by value will appear on the right side of the report at each break.