Exact Globe+

Generating power view report for sales orders

Introduction

The following screen allows you to search for information about specific customers such as the items purchased, the total quantity of sales orders, and others.

Note: RMA (Return to Merchant Authorization) order and RTV (Return to Vendor) order transactions will not be displayed in the power view. Only sales order transactions will be displayed.

Menu path

Order/Reports/Power view

Description

You can filter the customer that you want to display by defining one or more of the following search criteria and clicking Display. The customer that matches the search criteria you have defined is then displayed. A list of options appears if you click the Browse button in the Warehouse, Debtor, Item group, and other boxes. From the list, make your selection and click Select.

General section

Warehouse

Type or select the warehouse or warehouse range to display sales orders of the selected debtor with the selected warehouse(s). You can also select the All check box to display sales orders of the selected debtor with any warehouse. By default, the All check box is selected.

Note: This box is available only if you have E-Warehouse management in your license.

Debtor

Type or select the ID or name of the debtor to be displayed. This information is mandatory.

Year

Select the year to display the sales orders with the selected year for the selected debtor.

Note: The years available for selection are based on the Financial year defined at System/General/Settings, under General settings.

Show

You can select what you want to be displayed in the overview. Select any of the following:

By item -- Select this to view the sales order history of a specific item ordered by the selected debtor.
By customer -- Select this to view the sales order history of all the items ordered by the selected debtor.

Show:Last

You can select to view the sales order history of the item(s) ordered by the debtor by month, week, or day. Select any of the following:

Months -- Select this to view the sales order history of the item(s) that the debtor ordered last month or during the past months.
Weeks -- Select this to view the sales order history of the item(s) that the debtor ordered last week or during the past weeks.
Days -- Select this to view the sales order history of the item(s) that the debtor ordered yesterday or during the past few days.

Note: Type the number of months, weeks, or days to be displayed. For example, if you want to view the sales order history of the item for the last three months, type “3” in the box, and select Months. This box is available only if the By item option in Show is selected.

Status section

Status

This section allows you to select the items of the sales orders that you want to be displayed based on the following statuses:

Authorized – Select this check box to view the items of all the authorized sales orders. By default, this check box is selected. This check box is available only if you have selected the Sales order check box at System/General/Settings, under Order settings in the Authorize section.
Not authorized – Select this check box to view the items of all the unauthorized sales orders. This check box is available only if you have selected the Sales order check box at System/General/Settings, under Order settings in the Authorize section.
Open – Select this check box to view the items of all the outstanding sales orders (sales orders that are not completed).
Completed – Select this check box to view the items of all the completed sales orders.

Item section

Item group

Type or select the item group or range of item groups to be displayed. You can also select the All check box to display all the item groups. By default, the All check box is selected.

Item

Type or select the item or range of items to be displayed. You can also select the All check box to display all the items. By default, the All check box is selected

Note: This information is mandatory if the By item option in Show under the General section is selected. The All check box is available only if the By customer option in Show is selected.

Assortment

Select the assortment(s) to display items linked to the selected assortment(s).

Note: The Assortment boxes that are displayed depend on the assortments defined at Order/Items/Assortments or System/General/Settings under Item data settings in the Assortments section. For example, if three assortments are defined, three Assortment boxes will be displayed on the search criteria screen.