SA Summary Data Retrieval Report ranges and options

Ranges

See Reports - Ranges overview.

Options

Summarize OE Counts?

Select Yes to summarize open sales orders counts by stage and by category. Order counts are updated in the FulFill Portal Operations iCenter Orders tab.

Summarize AR Customer Totals?

Select Yes to update the AR-related customer counts are updated in the FulFill Portal Operations iCenter Orders tab.

For AR Customer Totals: # of Groupings

Specify a number between 4 and 8 to determine the number of bar charts to display in the FulFill Portal Operations iCenter Customers tab.

Summarize AR Balance Information?

Select Yes to update the AR balance-related customer counts in the FulFill Portal Operations iCenter Customers tab.

Summarize WT Counts?

Select Yes to update the warehouse transfer counts in the FulFill Portal Operations iCenter Transfers tab.