Owner Reports tab
Use this tab to create a new report assignment.
- Click the Owner Reports tab.
- Click New to create a new report assignment.
-
Specify this information:
- Report Type
- Type of report that is assigned. This can be either a pick list, packing list, or custom order report.
- Report ID
- This is the report name. You must define valid reports for each report type in the Reports Configuration option.
- Customer
- 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.
- Click Save.