To review a lot order's status information:Use the Lot Order Status Review Queue to determine whether an order is behind schedule, or whether you need to invoice the customer or pay to the vendor.
To review a lot order's status information:
From the Orders > Queues menu, select Lot Order Status Review Queue to display the Lot Order Status Review Queue screen.
In the Br field, enter the number that identifies the branch or branches for which to review lot item orders. To review lot item orders for all branches, enter ALL.
To reduce the number of records that display, complete any of the following fields:
|
Field |
Description |
|
Basis |
Identifies whether to show lot item order costs or prices. |
|
Percent Complete |
The percentage of the lot item materials that have shipped to the customer. The system displays all lot items with the specified percentage or greater. |
|
Activity Date |
A date after which no invoicing or shipping activity has occurred on a lot item order. The system displays all lot item orders that have no activity after the specified date. |
|
Complete Date |
The date the customer expects to finish the project or job. The system displays all lot item orders with the same or earlier completion date, along with any lot item orders for which no date was entered on the Lot Item Status screen. |
|
Ship Date |
Identifies lot item orders that have not shipped on or before the specified date. |
|
Followup Date |
The next date to follow up on the lot item order. The system displays all lot item orders with the same or earlier follow up date, along with any lot item orders for which no date was entered in the Lot Item Status screen. |
Position the cursor in the Followup Date field and press Enter to display a list of lot item orders that match your search criteria.
Review the following, as needed:
|
Column |
Description |
|
Order # |
The number the system assigned to the order upon creation. |
|
Customer |
The name of the bill-to customer who ordered the lot item. |
|
Ship Date |
The next date materials are scheduled to ship. If this field is not visible, use the Chng View hot key and select Ship Date. |
|
CompleteDt |
The date the customer expects to finish the project or job. If this field is not visible, use the Chng View hot key and select Complete Date. |
|
Follow Dt |
The next date to follow up on the lot item order. If this field is not visible, use the Chng View hot key and select Followup Date. |
|
Order Tot |
The total price of the lot item, or the total cost of the lot item, depending on your selection in the Basis field. |
|
A/R Billed |
The amount that has been billed to the customer to date. If this field is not visible, change the value in the Basis field to Price. |
|
A/P Billed |
The amount that has been paid to the vendor to date. If this field is not visible, change the value in the Basis field to Cost. |
|
% Comp |
A number that identifies how close the job or project is to completion. For example, if the value in this field is 30, you still need to ship 70 percent of the materials on the order to the customer. |
Press Esc to exit the screen.
See Also:
Lot Billing Order Maintenance Overview