NOTE: This report was originally titled “Orders Billed” and the report file is still referenced as such in Report Name, and possibly the Menu Name, setting within Report Setup. Please note that you can update what shows for this report within the Reports Menu by updating the Menu Name in Report Setup.
This report lists orders for a given Bill Date range and displays data by branch or revenue clerk.
IMPORTANT: 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 ( |
|
Bill Date To |
Enter or select ( |
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.
)
the Bill Date value to begin selecting records on