Running the Unacceptable Lot Levels Report

When you cannot fill a sales order because it requires products that do not meet the customer's quality level and rank requirements for a product, use the Unacceptable Lot Levels Report to check that product's availability from other sales orders. You can take the product that matches the customer's criteria from a future sales order and ship it with the current sales order. You can then refill the later sales order from which you took the product when that product becomes available.

For a description of the report, see What the Report Shows at the end of the topic.

To run the Unacceptable Lot Levels Report:

From the Whse Mgt > Reports menu, select Unacceptable Lot Levels Report to display the Unacceptable Lot Levels Report screen.
In the Br/Tr/All field, enter the branch or territory for which to check for product availability. Enter All to include all branches and territories in the report.
In the Start Date field, enter the first product receive date of the period to review.
In the End Date field, enter the last product receive date of the period to review.

For example, if you want to review product availability for December 2005, enter 12/01/05 in the Start Date field and 12/31/05 in the End Date field.

In the Order/Ship Date field, press F10 and select how you want to view the product availability:

Option	View product availability by...
Ship	The order's ship date.
Required	The order's required date.

In the Sort by field, press F10 and select one of the following report sorting orders:

Sort Option	Sorts by...
Cust	The customers who placed the orders.
Order#	The transaction numbers.
Date	Order ship or required dates, depending on your entry in the Order/Ship Date field.
Writer	The user IDs of the order writers.

In the Customer field, enter a customer's name if you want to run the report for only that customer.

Press F10 to select from a list of recently used customers. Use the Slct hot key to select multiple customers.

In the Writer field, enter the writer's user ID if you want to run the report for only that order writer.

Press F10 to select from a list of IDs, or use the Slct hot key to select multiple writers.

In the Price Line field, enter a price line on which to run the report.
In the Lines/Page field, if your printer supports more than 80 lines, enter the number of lines (10-99) to print on each page.
Set options, if needed, and generate the report.

What the Report Shows

The Unacceptable Lot Levels Report shows the following information:

Field/Column	Description
Branches	Branches for which the report was run.
Transaction Date	Transaction date, whether ship date or required date, for which the report was run.
Brch	Branch for which the order was entered.
Order #	Order number.
Order Dt	Date order was taken.
Lvl/Rnk	Customer quality level and rank requirement.
Customer Name	Customer receiving the order.
PO #	Customer purchase order number, if one exists.
Writer	Order writer.
Part No.	Product's part number.
Description	Product's description.
Stat	Product's status.
Qty	Quantity of product on the order.
Unit Price UM	Unit price of product per unit of measure.
Ext. Price	Extended price of product.
Req Dt.	Required date for order, and required date age. For example, if the required date is 08/07/05 and today's date is 08/01/05, then the date age is 6 as six days remain until the order is required.
Expected	Expected date for order, and expected date age. For example, if the expected date is 08/07/05 and today's date is 08/01/05, then the date age is 6 as six days remain until the order is expected.
Ship Dt.	Ship date for order, and ship date age. For example, if the ship date is 08/07/05 and today's date is 08/01/05, then the date age is 6 as six days remain until the order is to be shipped.
On Hand	On-hand quantity of the required product both in stock and tagged to other orders.
In P/O	Quantity of the required product currently on purchase orders. Both quantity in stock and tagged to other orders displays.
In Proc	In process quantity of the required product both in stock and tagged to other orders.
Commtd	Committed quantity of the required product both in stock and tagged to other orders.
In Xfer	Quantity of the required product being transferred. Both quantity being transferred to stock or tagged to other orders displays.
In Wrk	Quantity of the required product being worked on. Both quantity in stock and tagged to other orders displays.