To run the Customer Calling Queue report:Run the Customer Calling Queue Report to list orders that require telephone calls to customers.
The Customer Calling Queue tracks orders with a status of Call When Available, Call When Complete, or Call When Specified. Salespeople monitor the queue to see when newly-arrived products, or a specified date, indicate that their customers need a follow-up phone call.
Run the Customer Calling Queue report to select and report on specified items from the queue. The report categorizes order writers with their orders that are in trouble, or need followup. While you can filter the queue to view these items, the report allows you to schedule notification instead. For example, your manager may require that you send a list of all orders requiring follow-up each Thursday. You can schedule this report to run with the specified parameters and send it directly to your manager.
The report columns list the following things:
Branch, writer, and customer.
Order number, and customer P/O number.
Order date and ship date.
Net amount of each order, total for each order writer, and grand total.
To run the Customer Calling Queue report:
From the Orders > Reports menu, select Customer Calling Queue.
In the Br/Tr/All field, enter the branch, branches, or territories for which to run the report.
In the Writer field, enter the user ID to run the report for one writer. Leave this field blank to select all order writers.
In the Type column, press F10 and select which orders to include in the report. You can only select one type at a time:
|
Type |
Specifies orders... |
|
New |
with call back dates before the current date or past due date. The report includes order date and ship date. |
|
Trouble |
in trouble, where available dates have passed. The report shows the completion date and ship date. |
|
Cancel |
requiring review before returning them to bids or cancelling. The report shows the order date and ship date. |
|
Directs |
shipped direct from vendors to your customers. The report shows the ship date and earliest expected date. Note: Direct lot items on the report are indicated by an L. |
If you entered Trouble in the Type field the following fields display:
Days in Trouble – Specifies the minimum number of days in trouble. The report includes orders where the days between the required date and the ship date exceed this number.
Req'd Date (Inc/Exc) – Specifies whether to include or exclude each order's required date in the report.
In the Ready Through field, specify a date if you want to include orders scheduled to be ready on or before that date.
In the Order Date Before field, specify a date if you want to include orders that were ordered on or before that date.
In the Days Between Dates > field, enter a number if you want to include orders where the days between order date and ship date exceed this number.
In the Orders/Credits/Both field, press F10 and indicate whether to include only orders, only credits (returns), or both.
See Also: