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 the following 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.

2. In the Customer field, specify the customer whose orders you want to list. Use the Multiple button to specify additional customers.

Using the Multiple button, you can also clear, save, or recall a list of customers. When the Multiple Customers window displays, you can:

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

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

• Click OK to close screen.

3. In the Sort by field, select 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. To change any report columns that display, or their widths, select the Report Column Selection from the File menu. 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.

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

See Also:

Monitoring the Trouble Queue

Monitoring the Customer Calling Queue

Sales Reporting Overview