Orders per period
This function will provide access to two graphical inquiries, after the orders to be selected and the frequency type to be considered have been chosen:
Prerequisite
Refer to documentation Implementation
Screen management
This screen will make it possible to select the orders based on several criteria, but also to choose the time-related criteria and the display frequency.
- Standard: This check box is used to select the standard orders (whose customary cycle is delivery, then invoicing)
- Loan: This check box is used to select the loan-type orders. These orders are intended to be delivered, then returned. In some cases, they can be invoiced from the moment that the planned return date is exceeded.
- Direct invoicing: This check box is used to select the direct invoicing orders. These orders are characterized by the fact that they do not include any delivery phase.
- Completed: This check box is used to select the fully completed deliveries.
- Not completed: This check box is used to select the orders that are not completed and partly completed.
Time-related criteria:
- Periodicity : The display frequency of the graphical information can be selected. The month is proposed by default. It is also possible to choose a frequency in Day, Week, Half-Year, or Year.
- Start date: The start date is initialized with the first day of the month coming from the current date minus two months.
- Number of periods: It is possible to display the number of periods to be displayed. If this information is modified, the end date will be automatically modified based on the number of periods and the frequency chosen.
- End date: The end date is initialized with the current date postponed to the last day of the month.
Entry screen
Fields
The following fields are present on this tab :
Selection
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This screen defines the criteria for the selection and display of the orders to be viewed. Selection criteria: - Company/Site: It is necessary to assign one or the other. If the company is assigned, all the sites in this company must be authorized. If the site is assigned, this must be authorized. - Customer: The inquiry can concern all the customers or a specific customer. - Order number range. - Date range: - Back-to-back type (Production order or Purchase order) followed by back-to-back order number range: Is used to filter the order lines managed by back-to-back (Method to ship = Direct/received back-to-back or Production order). - Order category to inquire: Standard order, Loan order, Direct invoice order. - Order status to inquire: Closed order, Open order. - Orders approval status to inquire: Order approved, Order not approved. Display criteria: - Order display order in the grid by number or by date. - A screen code (optional) that makes reference to the set up inquiry screens. Notably these screens define the columns to be displayed in the inquiry grid. All these criteria can be saved by the user under a code XXX on clicking the "Memo" button. To re-display criteria saved under memo code YYY, click on button "Call" and enter YYY. The saved criteria authorized under the memo code STD will be pre-loaded when the user enters the function. |
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This screen defines the criteria for the selection and display of the orders to be viewed. Selection criteria: - Company/Site: It is necessary to assign one or the other. If the company is assigned, all the sites in this company must be authorized. If the site is assigned, this must be authorized. - Customer: The inquiry can concern all the customers or a specific customer. - Order number range. - Date range: - Back-to-back type (Production order or Purchase order) followed by back-to-back order number range: Is used to filter the order lines managed by back-to-back (Method to ship = Direct/received back-to-back or Production order). - Order category to inquire: Standard order, Loan order, Direct invoice order. - Order status to inquire: Closed order, Open order. - Orders approval status to inquire: Order approved, Order not approved. Display criteria: - Order display order in the grid by number or by date. - A screen code (optional) that makes reference to the set up inquiry screens. Notably these screens define the columns to be displayed in the inquiry grid. All these criteria can be saved by the user under a code XXX on clicking the "Memo" button. To re-display criteria saved under memo code YYY, click on button "Call" and enter YYY. The saved criteria authorized under the memo code STD will be pre-loaded when the user enters the function. |
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Orders to process
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Frequency
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Close
Specific Buttons
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This button is used to record the chosen criteria in a specific memo code. The STD memo code is systematically submitted when accessing this function. |
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This button makes it possible to recall a Memo that has already been recorded. |
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This button is used to delete a recorded memo. |
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This button provides access to the graphical inquiry displaying by period the ordered tax excl.amount by order category. |
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This button provides access to the graphical inquiry displaying by period the ordered tax excl.amount based on the order status. |