Select Orders by Query for Report

General Information

This screen enables you to select a single piece or combination of order-related information for a product or source key profit report. It is also used to select orders for export using the Import/Export Module.

How to Use the Screen

Order Date

SELECT AN ORDER CRITERIA - these radio buttons enable you to select order-related information by order date, order number, ship date, invoice date or post date. Make a selection and then specify the specific date, date range or order number information in the Selection Details box. Select ALL ORDERS to include all orders in the M.O.M. database.

Optional Criteria

Use these buttons to select specific order-related qualifiers for your report. When you press any one of the Optional Criteria buttons, the Select Items to Create List screen is displayed to enable you to select the specific items to be used for that button.

Note 1: When you use an Optional Criteria in your statement, the corresponding button remains depressed. This makes it easy to determine which Optional Criteria was used when you are reviewing the statement.

Note 2: In the Profit by Source report, if you include a source key in the source key criteria, it will be included in the report even if there is no activity.

Additional Selections for Point of Purchase Module Users

INCLUDE MOM ORDERS - check this box to include order information from orders entered in the main system Order Entry function.

INCLUDE POP ORDERS - check this box to include order information from orders entered in the Point of Purchase Order Entry function.

INCLUDE ONLY PARTIALLY OR COMPLETELY PAID ORDERS - check this box to include orders that have a partial payment or have been paid in full.

Sort and Subtotal Options for Product Reports

These three options are only available on Product Reports.

• In the middle of the screen, check the SORT REPORT BY PRODUCT SELLING PRICE to list products according to their normal selling prices.

• On the right bottom of the screen, use the SORT BY pull-down menu to select additional sorts.

• On the right bottom of the screen, use the SUBTOTAL ON pull-down menu to "group" the report by source key, customer type, sales ID, order status, order year, warehouse code, etc.

Save Options for Report Query

If you want to save your report query as created in this screen to be used at a future point for the same report, select "Add New" in the SAVED REPORTS pull-down menu on the left bottom of the screen. Enter the name for the saved report in the pop-up screen provided.

If you want to delete a saved report query, select "Delete a Saved Report" in the SAVED REPORTS pull-down menu on the left bottom of the screen. Select the name for the saved report in the pop-up screen provided and press the DELETE button.

To run a saved report in the future, select the report in the SAVED REPORTS pull-down menu instead of making any selections in the screen.