Owner Reports Tab

  1. Click the Owner Reports tab.
  2. Click New to create a new report assignment.
  3. Specify this information:
    Report Type
    Type of report that is assigned. This can be either a pick list, packing list, or custom orrder report.
    Report ID
    This is the report name. You must define valid reports for each report type in the Reports Configuration option.
    This is a specific customer for the report. You can assign multiple customers to the same report. This is optional.
    Note:  If this field is blank, the system creates a default report for the owner. The system uses the default report if you do not define a specific report for the ship-to customer.
    Ship To
    Click the lookup icon to select the applicable Ship To information.
    Ship From
    Click the lookup icon select the applicable Ship From information.
    Order type
    Select the applicable order type value. This field allows various report formats to be printed based on the order type.
    Email Recipient
    If applicable, select the email recipient value to use.
    Email Address
    Depending on the selection in the Email Recipient field, specify the applicable email address. If you specify multiple email addresses, insert a comma between address entries.
    Number of Copies to Print
    Specify the number of copies of the report you want to print.
  4. Click Save.