Bookings section.
To view Bookings by Sales Representative, select the "Bookings by Sales Rep" option. The following screen will appear:
When displaying Bookings by Sales Representative, you are presented with the following options:
- Sales Rep.
Specify the Sales Representative whose bookings you want to display.
- All Sites
Select to display Bookings by Sales Representative for all Sites.
- Selected
Specify Site whose Bookings by Sales Representative you want to display.
- All Product Categories
Select to display Bookings by Sales Representative for all Product Categories.
- Selected
Specify Product Category whose Bookings by Sales Representative you want to display.
- Pattern
Enter a Product Category pattern to select a range of Product Categories. Refine your search using Regular Expressions.
- Start Date
Bookings by Sales Representative generated on or after this date will be displayed.
- End Date
Bookings by Sales Representative generated on or before this date will be displayed.
- Bookings
Display lists Bookings by Sales Representative, using the specified parameters. Prices are normalized to the Base Currency using the Currency Exchange Rate effective on the Order Date.
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.
To view Bookings by Customer Group, select the "Bookings by Customer Group" option. The following screen will appear:
When displaying Bookings by Customer Group, you are presented with the following options:
- All Customer Groups
Select to display Bookings for all Customer Groups.
- Selected
Specify Customer Group whose Bookings you want to display.
- Pattern
Enter a Customer Group pattern to select a range of Customer Groups. Refine your search using Regular Expressions.
- All Sites
Select to display Bookings by Customer Group for all Sites.
- Selected
Specify Site whose Bookings by Customer Group you want to display.
- Start Date
Bookings by Customer Group generated on or after this date will be displayed.
- End Date
Bookings by Customer Group generated on or before this date will be displayed.
- Bookings
Display lists Bookings by Customer Group, using the specified parameters. Prices are normalized to the Base Currency using the Currency Exchange Rate effective on the Order Date.
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 Customer in the Sales history list enables you to select from the following menu options:
To view Bookings by Customer, select the "Bookings by Customer" option. The following screen will appear:
When displaying Bookings by Customer, you are presented with the following options:
- Customer #
Enter the Customer Number of the Customer whose Bookings you want to display. The browse button located to the right of the field leads to a searchable Customers list. You may also access this list using the keyboard shortcut "CTRL + L". Once a Customer Number is entered, the Customer name and billing address will display. Select the "?" or "$" symbol next to the browse button to view Customer information for the specified Customer. If a Customer's credit is "In Good Standing," the button will feature a black question mark ("?") icon. If the icon turns to an orange dollar sign ("$"), the Customer's credit Status is "On Credit Warning." A red dollar sign ("$") indicates the Customer's credit Status is "On Credit Hold."
- All Sites
Select to display Bookings by Customer for all Sites.
- Selected
Specify Site whose Bookings by Customer you want to display.
- All Product Categories
Select to display Bookings by Customer for all Product Categories.
- Selected
Specify Product Category whose Bookings by Customer you want to display.
- Pattern
Enter a Product Category pattern to select a range of Product Categories. Refine your search using Regular Expressions.
- Start Date
Bookings by Customer generated on or after this date will be displayed.
- End Date
Bookings by Customer generated on or before this date will be displayed.
- Bookings
Display lists Bookings by Customer, using the specified parameters. Prices are normalized to the Base Currency using the Currency Exchange Rate effective on the Order Date.
To the far right of the screen, the following buttons are available:
- CLOSE
Closes the screen, returning you to the application desktop.
- QUERY
Select to generate the display, using the specified parameters.
Runs the report associated with this screen.
To view Bookings by Ship-To, select the "Bookings by Ship-To" option. The following screen will appear:
When displaying Bookings by Ship-To, you are presented with the following options:
- Customer #
Enter the Customer Number of the Customer whose Bookings by Ship-To you want to display. The browse button located to the right of the field leads to a searchable Customers list. You may also access this list using the keyboard shortcut "CTRL + L". Once a Customer Number is entered, the Customer name and billing address will display. Select the "?" or "$" symbol next to the browse button to view Customer information for the specified Customer. If a Customer's credit is "In Good Standing," the button will feature a black question mark ("?") icon. If the icon turns to an orange dollar sign ("$"), the Customer's credit Status is "On Credit Warning." A red dollar sign ("$") indicates the Customer's credit Status is "On Credit Hold."
- Ship-To #
Enter the Ship-To Number of the Ship-To whose Bookings you want to display.
- All Sites
Select to display Bookings by Ship-To for all Sites.
- Selected
Specify Site whose Bookings by Ship-To you want to display.
- Start Date
Bookings by Ship-To generated on or after this date will be displayed.
- End Date
Bookings by Ship-To generated on or before this date will be displayed.
- All Product Categories
Select to display Bookings by Ship-To for all Product Categories.
- Selected
Specify Product Category whose Bookings by Ship-To you want to display.
- Pattern
Enter a Product Category pattern to select a range of Product Categories. Refine your search using Regular Expressions.
- Bookings
Display lists Bookings by Ship-To, using the specified parameters. Prices are normalized to the Base Currency using the Currency Exchange Rate effective on the Order Date.
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.
To view Bookings by Product Category, select the "Bookings by Product Category" option. The following screen will appear:
When displaying Bookings by Product Category, you are presented with the following options:
- All Product Categories
Select to display Bookings for all Product Categories.
- Selected
Specify Product Category whose Bookings you want to display.
- Pattern
Enter a Product Category pattern to select a range of Product Categories. Refine your search using Regular Expressions.
- All Sites
Select to display Bookings by Product Category for all Sites.
- Selected
Specify Site whose Bookings by Product Category you want to display.
- Start Date
Bookings by Product Category generated on or after this date will be displayed.
- End Date
Bookings by Product Category generated on or before this date will be displayed.
- Bookings
Display lists Bookings by Product Category, using the specified parameters. Prices are normalized to the Base Currency using the Currency Exchange Rate effective on the Order Date.
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.
To view Bookings by Item, select the "Bookings by Item" option. The following screen will appear:
When displaying Bookings by Item, you are presented with the following options:
- Item Number
Enter the Item Number of the Item whose Bookings you want to display. The browse button located to the right of the field leads to a searchable list of make and buy items.
- UOM
Inventory Unit of Measure.
- All Sites
Select to display Bookings by Item for all Sites.
- Selected
Specify Site whose Bookings by Item you want to display.
- Start Date
Bookings by Item generated on or after this date will be displayed.
- End Date
Bookings by Item generated on or before this date will be displayed.
- Bookings
Display lists Bookings by Item, using the specified parameters. Prices are normalized to the Base Currency using the Currency Exchange Rate effective on the Order Date.
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.