Running the Customer Expediting Report

Use the Customer Expediting Report to proactively monitor your biggest customers' open orders.

The report shows you which products are still backordered, as well as their expected availability. Once you determine the products and orders that need expediting, you can take action to get the products sooner.

For each item, the report always includes the items listed below. You can also set up other optional columns as needed.

• Required date

• Order number

• Product description

• Available date

To run the Customer Expediting report:

1. From the Orders > Reports menu, select Customer Expediting to open the Customer Expediting Report screen.

2. In the Customer field, specify the customer whose orders you want to list. You can use the Multi hot key to specify additional customers.

Using the Multi hot key, you can also clear, save, or recall a list of customers. When the Customers Selection screen displays, you can:

• Report on additional customers by entering each on a blank line.

• Remove selected customer from list by pressing Alt-Delete.

• Press Esc to close screen.

3. In the Sort by field, press F10 and specify how to sort the report. Sort options include Required Date or Customer PO. Or, specify Customer Part# to sort by customer-specific part numbers.

4. If you want to change any report columns that display, or their widths, select the Column hot key. Available columns

   • Cust PO# – Customer purchase order number.

   • Cust Part# – Customer part number.

   • Qty/UM – Quantity and unit of measure.

   • Line Rel# – Line item release number, if one exists.

   • Ship Date – Order ship date.

   • Tag – Tagged order, if one exists.

   • Avail PO – Purchase orders from which products will become available.

   • Order Date – Order creation date.

   • P/O Transfer Date – Transfer date for the purchase order.

   • P/O Transfer Writer – User who entered the transfer order information.

   • P/O Transfer Cost – Cost of transfer items.

   • Customer Release # – Release number associated with the order.

   • Ordered By – User who ordered the items at customer location.

   • Customer Phone Number – Contact phone number for the customer.

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

See Also:

Monitoring the Trouble Queue

Monitoring the Customer Calling Queue

Sales Reporting Overview