InterConnect for Macola: How to Print a "Last 60 Days" Lost Sales Report
- On the InterConnect menu, click Reports, and click Orders / Sales Reports.
- Click the Orders / Sales tab.
- Under the Lost Sales heading, click Last 60 Days.
This opens the Adavnced Order Search page.
Use the following table for field options and values. When generating a Last 60 Days Lost Sales Report, you do not need to enter a value in every field. These fields help narrow down the amount of data shown on the report.
| Field |
Description |
| Order Table |
Select the Order check box for live (or active) orders.
Select the History check box for historical orders.
Select both check boxes for both types of orders. |
| Types |
Select the check boxes for the types of orders to include: Quotes, Orders, Invoices, Credit Memos, Blanket (orders), and Master (orders). You can select any combination. |
| Status |
Select the check boxes for the statuses to include: Booked, Pick Ticket (printed), Picked, Packing Slip (printed), Credit hold, Shipped, Selected, Invoice Printed, Posted, Closed. |
| Order |
| Number |
Enter the order number. |
| Order Date |
Enter the same date in both fields, or enter a different date in each field for a range. |
| Ship To Name |
This is the name portion of the ship-to address for this order. |
| Bill To Name |
This is the name portion of the bill-to address for this order. |
| Ship To Address |
The ship to address for the order. |
| Bill To Address |
The billing address for the order. |
| Sales person |
The code for the salesperson responsible for this order. |
| Purchase Order |
The customer's purchase order number. |
| Invoice Number |
The number that identifies an invoice. |
| Entered Date |
The date the order was entered. |
| Invoice Date |
The date the order was invoiced. |
| Shipped Date |
The date the order was shipped. |
| Posted Date |
The date the order was posted. |
| Award Probability |
This is the probability, on a scale of one to nine, that you will win an order from this quote. |
| Terms Code |
This code indicates the credit terms for the order. |
| Cost Unit |
The cost unit on the order |
| Cost Center |
The cost center on the order. |
| Lost Sales Code |
The code that indicates the reason you lost a sale. |
| OE HDR user defined field 1 to 5 |
Enter any user defined value set up during InterConnect configuration. |
| OE Line user defined field 1 to 5 |
Enter any user defined value set up during InterConnect configuration. |
| Account |
| Division |
Displays the current division. You can select any division set up for use in InterConnect. |
| Debtor Number |
|
| Account |
Enter an account to search through lost sales associated with it. |
| Macola Territory |
|
| Line Items |
| Item |
The number for the item that the customer ordered. |
| Assortment |
This is the back office product category. |
| Promise Date |
The date the customer was promised to receive an item. |
| Shipped Date |
The date the line item was shipped. |
| Material Cost Type |
The code used to segregate your inventory items into classifications. |
| P and IC Code |
The code used to group items for production and inventory control. |
| Buyer Planner |
The code for the Buyer/Planner of this item. |
| End Item Code |
The code used to group items in inventory. |
| User Code |
A user defined code. |
| Amount |
|
| Item Note 1 to 5 |
User defined notes for items. |
| Item user defined free field 1 to 5 |
Enter any user defined value set up during InterConnect configuration. |
Related
InterConnect Lost Sales Reports
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: |
21.100.654 |
| Assortment: |
Exact Synergy Enterprise
|
Date: |
01-03-2011 |
| Release: |
|
Attachment: |
|
| Disclaimer |