1 Working with Customer and Sales Information (ECS)You can access information about customer accounts and open and closed sales orders.
For example, you can use the Check Credit program to compare a customer's total accounts receivable and open orders with their credit limit.
You can also review billing information that doesn't print on the invoice that the customer receives, such as the status of any related orders The title of the report should be introduced as a subject line. The bibliography lists, in alphabetical order, all published resources used in the compilation of .
This is helpful when you need to provide information to a customer during order entry. You can generate reports to review customer and sales information.
You can also access and review sales history information.
2 Reviewing Customer Account Information (ECS)NavigationFrom ECS Sales Order Inquiries (G4910112), choose Check CreditYou can use the Check Credit program to review information about a customer's account and credit status The written report should have the following sections: (1). Title page (2). References must be numbered in the order that they are cited. It is good practice to .
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You can access the following types of information, based on existing sales orders:Accounts receivable, for example, any balances that are currently dueCustomer information, for example, customer ABC ranking and invoice and payment informationOpen sales orders, for example, order dates and amountsTo review customer account informationOn Check CreditNavigationFrom ECS Sales Order Reports (G4910111), choose an optionYou generate order status reports to review information about open orders, held orders, and backorders. Complete the following tasks to review the status of sales orders:Generate the Open Orders by Item reportGenerate the Open Orders by Customer reportGenerate the Held Orders reportGenerate the Backorders to Fill report7.
1 Generating the Open Orders by Item Report (ECS)You generate the Open Orders by Item report to review the number of open orders for an item and determine how to fill them using availability information.
This report prints the detail line items within each of your sales orders and sorts the information by item number (inventory) A report may include any of the sections outlined in the table above, in the order presented. However, it is rare that it will include all of them. The revolving soccer .
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You can generate different versions of this report to review:Open orders for direct ship items. These are useful for improving the response time to your customer.
To prevent backordered items from appearing on this report, you must release them as soon as possible A brief (one paragraph) account of what the report contains including conclusion/recommendations. Do your summary last. List the contents in the order they .
2 Generating the Open Orders by Customer Report (ECS)You generate the Open Orders by Customer report to review the quantity ordered and the quantity available to ship by order lines for outstanding sales orders.
You use this report to review the following:Orders that have been picked but not shippedOrders that have been picked but not billedOpen orders that exceed the customer's requested ship dateYou can generate different versions of this report to review:Open orders and their total amountOpen orders beyond a specific dateOpen orders for a specific document type or line typeThis report includes backordered items. To prevent backordered items from appearing on this report, you must release them as soon as possible.
Figure 7-5 Open Sales Orders by Customer report (1 of 2)NavigationFrom ECS Sales Order Inquiries (G4910112), choose Sales Ledger InquiryYou review sales history information to track sales orders and determine when an order was entered or printed.
You can also use this information for internal audit purposes What you find out will form the basis, or main body, of your report – the findings. For more That the required sections are included, and are in the correct order..
You use the Sales Ledger Inquiry program to review information in the Sales Order Detail Ledger table (F42199), which is a flexible file. Flexible files contain history records of specific field information that you want to review, such as order entry dates.
The system writes information to the Sales Order Detail Ledger table based on the order activity rules. You can determine which status codes will write an entry to the table.
For example, you might want to record information to the table during sales order entry, invoicing, and sales update.
1 Before You BeginVerify that the ledger flag is set to Y in the status codes that you want the system to use to record an entry in the Sales Order Detail Ledger table This is helpful when you need to provide information to a customer during order entry. You can generate reports to review customer and sales information..
See Chapter 39, "Setting Up Order Activity Rules (ECS). "NavigationFrom ECS Sales Order Inquiries (G4910112), choose Online InvoiceYou use the Online Invoice program to review billing information.
This is helpful when you need to provide information to a customer during order entry.
The program does not display an exact duplicate of a printed invoice, but you can choose options to view all of the information that appears on the printed invoice When you are asked to write a report you will usually be given a report brief which provides you with structure material in a logical and coherent order;..
You can also access information about an order that has not been invoiced or has only been partially invoiced. You can also use Online Invoice to:Review open and closed invoice informationDisplay the invoice with or without backordered linesReview information about discounts, payment terms, and taxesReview transaction dates of lines within the invoicePrint a single invoiceYou can set the processing options for the Online Invoice program to display backordered items in the following ways:Without quantity and extended price informationWith quantity information onlyYou can also display tax summary information based on one of the following:Tax group - total taxable amountTax area - tax rate area, such as a stateTax authority - tax authority with jurisdiction in the tax area, such as a county or city To review billing information