Orders without Bill Date Report

This report lists orders not yet billed up to a selected date.

NOTES:

Orders do not appear on this report if the Order Status is Cancelled, Lead, Voided, or Will Advise.

The report bases billing status on whether the Bill Date is set or not. If the Bill Date within Billing Information is set, the order does not show on the report.

Parameters

Parameter	Description
Branch ID	Select *(all branches) to include all branches, or select branches from the drop-down list from those defined within Branch Setup.
Authority	Select *(all) to include all authority types or choose one from the provided list of those defined within Authority Setup.
Date Type	Select the date to utilize for your search. The application compares the Date Value to what is set for the following: Estimated Delivery First date of the Range > Delivery Dates spread found within the Move Information tab is evaluated. Estimated Load First date of the Range > Load Dates spread found within the Move Information tab is evaluated. Job Start The Job Start date set within the Job Information tab is evaluated. Job End The Job End date set within the Job Information tab is evaluated. NOTE: Job Start and Job End dates are utilized solely for Office & Industrial move requests.
Date Value	Enter or use the to select a date of the type specified within the Date Type parameter to select records on. Qualified records will be included on the report if the order date corresponding to the Date Type is less than or equal to the Date Value.
Group By	Select Agent Participation, Authority, or Move Type as the value to group report data on.
Drill Down All	Select True to expand all display groupings when the report generates or choose False to collapse all display groupings.

Report Details

Report Grouping

The report grouping is by Branch, Authority, and then by selected Group By value.

Detail Information

The report lists the following detailed items.

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).
Agent	If the Group By is set to Agent Participation, then the report will display and group by the agents of the order. Included in the report will be all the agents set within Agents, including grouping for the following: Booking Agent Origin Agent Hauling Agent Destination Agent
Authority	If the Group By is Authority, then the report will display and group data by the Authority set for the order within Move Information.
Move Type	If the Group By is Move Type, then the report will display and group data by the Type of Move set for the order within Move Information.
Order Number	Displays the Order Number assigned to the order in Order Information.
Order Status	Displays the Order Status 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 Delivery Date Job End	Either the first date in the Range > Deliver Dates on the Move Information tab or the Job End date of the Job Information tab displays, depending on the Date Type parameter.
Estimated Load Date Job Start	Either the first date in the Range > Load Dates on the Move Information tab or the Job Start date of the Job Information tab displays, depending on the Date Type parameter.
Van Number	This column displays the Van Number assigned to the driver associated to the order through Long Distance Dispatch. The Van Number field is visible through Agents.
Salesperson	Displays the Salesperson assigned to the order in Name, Address, Phone.
Created By	This column displays the name of MoversSuite users that established the order.

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.