To view summarized Backlog by Site, select the "Summarized Backlog by Site" option. The following screen will appear:
When displaying summarized Backlog by Site, you are presented with the following options:
- All Customer Types
Select to display summarized Backlog by Site for all Customer Types.
- Selected
Specify Customer Type whose Backlog by Site you want to display.
- Pattern
Enter a Customer Type pattern to select a range of Customer Types. Refine your search using Regular Expressions.
- Start Date
Summarized Backlog by Site entered on and after this date will be displayed.
- End Date
Summarized Backlog by Site entered on and before this date will be displayed.
- Show Prices and Costs
Select to include pricing and Cost information in the display.
- All Sites
Select to display summarized Backlog for all Sites.
- Selected
Specify Site whose summarized Backlog you want to display.
- Order By
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Select one of the following options to indicate how you want the results to be organized:
- Ship Date
Select to order the display by Ship Date.
- Pack Date
Select to order the display by Pack Date.
- S/O Number
Select to order the display by Sales Order Number.
- Backlog
Display lists summarized Backlog by Site, using the specified parameters. The display is a nested list, with a plus ("+") sign located to the far left of the screen next to each line that may be expanded to lower levels. By clicking your mouse on a plus sign, you reveal lower levels of information related to the Order. If the "Show Prices and Costs" option is selected, additional columns showing sales Price, Cost, and margin will display.
Note
The Summarized Backlog by Site display is color-coded for ease of use. The following colors are used to describe the backlog status of Sales Order Line Items:
- Blue
Order is at Shipping but is not yet shipped.
- Green
Order has been shipped complete, but has not yet been selected for Billing.
- Red
Part of the Order has been shipped and selected for Billing, but Backorder Items still need to be shipped and billed.
- Black
None of the above conditions is true.
- Total Sales Orders
Displays the total number of Sales Orders on Backlog.
- Total Line Items
Displays the total number of Sales Order Line Items on Backlog.
- Total Qty (Shipping UOM)
Displays the total number of unshipped Sales Order Line Items on Backlog.
To the far right of the screen, the following buttons are available:
- CLOSE
Closes the screen, returning you to the application desktop.
- QUERY
Select to generate the display, using the specified parameters.
Runs the report associated with this screen.
Right-clicking on a Sales Order in the Backlog list enables you to select from the following menu options: