BI Summary Display Report ranges and options

Ranges

See Reports - Ranges overview.

Options

Print Order Entry (OE) Totals?

Select Yes to include the total count of sales order header records on the report. Open orders are orders that have not been invoiced and are in Stage 3-Shipped or lower, regardless of the order type.

The total count of the open orders that are past due is included on the report. If the order has a shipped date, it is used. If the order does not have a shipped date, the date that is selected for the (E)nter Dt or (R)eq Ship Dt For Past Due option is checked. If that date is less than or equal to the system date minus the number of days past due, the order is included in the count. You specify the number of days past due on the report.

The total count for these types of open orders are also included on the report:

• Return Merchandise (RM)
• Direct Order (DO)

Print Purchase Order (PO) Totals?

Select Yes to include the total count of purchase order header records on the report. Open orders include orders up to Stage 4-Pre-received, regardless of the order type.

The total count for these types of open orders are also included on the report:

• Stage 4-Prereceived
• Return Merchandise (RM)

Print Warehouse Transfer (WT) Totals?

Select Yes to include the total count of warehouse transfer header records for the ship from warehouses on the report. All transfers with a stage less than Stage 3-Shipped are included, regardless of the type of transfer.

The open transfers that are past due are included in the total count. Either the entered date or requested ship date is checked, based on the value for the (E)nter Dt or (R)eq Ship Dt For Past Due option. If the date is less than or equal to the system date minus 7, the transfer is included in the count.

The warehouse transfers that are in Stage 3-Shipped and Stage 4-Pre-received that are past due are reviewed. Either the entered date or requested ship date is checked,based on the value for the (E)nter Dt or (R)eq Ship Dt For Past Due option. If the date is less than or equal to the system date minus 5, the order is included in the count.

Exception orders, which are transfers that have shipping exceptions, are also included on the report.

Number of Days Past Due

Specify the number of days that an order is considered past due, based on the date that is selected for the (E)nter Dt or (R)eq Ship Dt For Past Due option. An order is past due if the date is less than or equal to the system date minus the number of days for this option.

(E)nter Dt or (R)eq Ship Dt For Past Due

Specify E to base your past-due counts on the date the order was entered. Specify R to base your past-due counts on the requested ship date.