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, mean some of their customers need a followup phone call.
The Customer Calling Queue report lets you select, and report on, specified items from the queue. The report categorizes order writers with their orders that are in trouble, or simply need followup.
The report columns list:
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 report on the Customer Calling Queue:
From the Orders > Reports menu, select Customer Calling Queue.
In the Branch/Territory/All field, enter the branch or territory for which you want to generate a report. Enter ALL to generate reports for all branches and territories.
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 area below, specify which orders to list:
|
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 slipped. Report shows 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 customers. Report shows ship date and earliest expected date. Note: Direct lot items that appear on the report are denoted with an L. |
If you specified Trouble in the Type area, specify a value in the next two fields:
Days in Trouble - Specifies the minimum number of days. The report includes orders where the days between required date and ship date exceed this number.
Required Date - Specifies whether to Include or Exclude each order's required date in the report.
If desired, use the Ready Through field to specify a date. This includes orders scheduled to be ready on or before that date.
If desired, use the Order Date Prior To field to specify a date. This includes orders that were ordered on or before that date.
If desired, enter a number in the Days Between Dates field. This includes orders where the days between order date and ship date exceed this number.
In the Order Type area, specify whether to include only Orders, only Credits (returns), or Both.
See Also: