Running the Lot Order Status Review Queue Report

The Lot Order Status Review Queue report shows the payment and shipment status of all open lot item order generations. The report lists information based on your selection criteria. It shows whether you selected price or cost basis and each of the branches and territories you listed.

To run the lot order status review queue report:

  1. From the Orders > Queues menu, select Lot Order Status Review Queue to display the Lot Order Status Review Queue screen.

  2. In the Branch field, enter the number that identifies the branch or branches for which to print lot item order information. To print lot item order information for all branches, enter ALL.

  3. To print a particular group of records, complete any other fields in the header area.

  4. Select the Followup Date field and press Enter to display records that match your search criteria.

  5. Set options, if needed, and generate the report.

More Options for Selecting Report Criteria

The Lot Order Status Review Queue screen also offers these options:

To...

Use this hot key...

further narrow the number of selected records

Add'l Selection

Complete any of the following fields:

  • Writer – The login ID of the employee who entered the order.

  • Inside Salesperson – The login ID of the employee who manages the customer's sales.

  • Outside Salesperson – The login ID of the employee who entered the first order for this customer.

Press Esc.

sort the records in the order to display on the report

Sort

Select one of the following from the list:

  • Customer Name

  • Ship Date

  • Percent Complete

  • Complete Date

  • Followup Date

Note: The system sorts the alphanumeric fields alphabetically and the numeric fields from oldest to newest.

select only held orders for printing

Hold Orders

This is a toggle switch. To display all orders, use the All Orders hot key.

See Also:

Lot Billing Reports Overview

Reviewing Lot Order Status Information