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InterConnect for Macola Reports with Macola ES Back Office

The InterConnect for Macola Reports page is the main access point for viewing a variety of reports. The following tables define each available report:

Orders/Sales

Current Activity
Open Order Shows a list of open orders
Open Quotes Shows a list of open quotes
RMA Orders Shows a list of RMAs
Item Order History Displays order history by item
Analysis
Pivot Analysis: Orders Analytic tool viewing open orders or orders in history
Entire Quote Funnel Shows quotations by award probability that should have a follow-up or activity
AR Aging Displays account aging
Search
Advanced Order Search Advanced search with many fields for searching open and historical orders
Comment Search Search for comments added to orders and quotes
Lost Sales
Last 60 Days Report showing lost sales in the last 60 days
Lost Sales by Month YTD Report showing lost sales by month for the year to date
Commissions
YTD Unresolved Report showing commission details per order

Purchasing

Current Activity
Open POs List of open purchase orders with a link to the purchase order details
Due: PO Lines List of purchase orders in the back office that have items due
Purchase Agent Shows purchase requests that can be generated into purchase orders
Analysis
Pivot analysis: PO Analytic tool viewing purchase orders
Item PO History Report showing purchase order history by item
Search
Advanced PO Search Advanced search with many fields for searching purchase orders

Inventory

Management
Inventory Cockpit Shows the number of items below safety stock and the number of items backordered
Warehouses Shows information about all defined inventory locations
Activity
Inventory Transactions Lists all inventory transactions in transaction date order from the most recent to the oldest
Serial Lot Transactions Shows all transactions for an item's serial/lot
Search
Serial / Lot Trace For tracing the source and the disposition of a selected serial/lot item
Min / Max Report Shows the amount and quantity over a date range for an inventory item in a chart

Manufacturing

POP
POP Orders Shows the production orders in the back office and basic information about each one
Late Orders Shows information about the late production orders in the back office
Shop Floor
Shop Floor Orders Shows the shop orders in the back office and basic information about each one

 

InterConnect for Macola Introduction and Document Index

     
 Main Category: Support Product Know How  Document Type: Support - On-line help
 Category: On-line help files  Security  level: All - 0
 Sub category: Details  Document ID: 21.201.704
 Assortment:  Date: 16-12-2013
 Release:  Attachment:
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