Delivery / Pickup Report


Counter Menu -> Deliveries & Pickups -> Delivery / Pickup Report

This report is generally run on a daily basis to determine when equipment should be delivered or picked up.
Two separate reports are generated, one for Deliveries to go out and one for Pickups due back.

When entering a contract or reservation, the counter staff has the ability to set the Delivery/Pickup fields to Y or N depending on the customer's requirements. This determines whether the document is included in this report.
If the Delivery field on the document is set to Y (YES) the contract or reservation will appear on the corresponding Delivery Report for the product detail dates.
If the Pickup field on the document is set to Y (YES) the contract or reservation will appear on the corresponding Pickup Report for the product detail dates.
The reporting dates reflect the specific document detail dates not necessarily the document header date.

The prompts to generate the reports are:

FROM DATE
Accept today's date, or enter the preferred starting date for the report.

Note: This date range refers to the date on the document details which is not always the same as the document header date.


TO DATE
Accept for today's date, or enter the ending date for the report.

REPORT TYPE
Select one of the following reporting options:
  • Select Summary to print only the Contract or Reservation #, Customer Name, Telephone #, Ship To Name, Ship To Telephone #, Date/Time Out on Delivery Report, Date/Time Due on Pickup Report, and Deposit Amount.
  • Select Detail to print the Summary information with the Site address and to also list the document details including the product #,description, status, location, quantity, and date/time.
    The date out and time out print on the Delivery Report.
    The date due and time due print on the Pickup Report.
    If the detailed report is selected, the product selection filters are enabled:

    FROM PRODUCT #
    Leave this field blank to include all products, or enter the starting product number for the reporting range, or select one from the Inventory Search window.

    TO PRODUCT #
    Leave this field blank to include all products, or enter the ending product number for the reporting range, or select one from the window.

    Note: When a specific product or product range is selected, the Delivery/Pickup output also lists other products outside the range that are due on the same document as the selected products.

DIVISION, "ALL", OR "SEL"
  • Type ALL to accept all divisions in the output.
  • To generate output for a single division, enter space for the Head Office, or enter a specific division code, or select one from the drop-down list.
  • Type SEL to select a range of divisions or to select divisions by inventory region as outlined in Division Select By Region.

SORT BY SALESMAN
Uncheck this box to sort the documents by type, then by date regardless of salesman.

Check this box to sort the report by salesman listing the documents by date out for each salesman.

FROM SALESMAN
Leave this field blank to include documents for all salesmen in the report, or enter a starting Salesman Code for the report range, or select one from the drop-down box as setup in Salesman Codes.
TO SALESMAN
Leave this field blank to include documents for all salesmen in the report, or enter an ending Salesman Code for the report range, or select one from the drop-down box.

REPORT OPTIONS
This value defaults to the operator preference as defined in Operators.
Select one of the output options to Print a report or export the data to Excel as outlined in Report Options.

Finished?
Click the ACCEPT button to begin printing the report, or CANCEL to abort.

Topic Keyword: RSCH37
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