Sales > Inquiries > Orders > Order ranking 

This function will provide access to two graphical inquiries, after the orders to be selected and the period to be considered have been chosen:

  • Customers: This selection is used to view, in the form of a pie chart, the ranking by customers of the ordered tax excl. amount over the considered period.
  • Sales representatives: This selection is used to view, in the form of a pie chart, the ranking by sales representative (for the main sales representative of the order) of the ordered tax excl. amount over the considered period.

Prerequisite

SEEREFERTTO Refer to documentation Implementation

Screen management

This screen will make it possible to select the orders based on several criteria, but also to choose the time-related display criteria.

  • Company: The company is automatically loaded with the company of the user's default sale site. It remains modifiable and it can be forced to empty to view the orders of all the companies. In that case, the site is automatically forced to empty.
  • Site: It is the sale site. This site is automatically loaded with the user's default sale site. It can be forced to empty. In that case, the inquiry will deal with all the company's orders.
  • Customer                   : The customer code is not entered by default. If no customer is mentioned, the inquiry will relate to all the customers of the folder.
  • Order no.: This criterion is used to define order ranges to be viewed.
      • Standard: This check box is used to select the standard orders (whose customary cycle is delivery, then invoicing)
      • Loan: This check box is used to select the loan-type orders. These orders are intended to be delivered, then returned. In some cases, they can be invoiced from the moment that the planned return date is exceeded.
      • Direct invoicing: This check box is used to select the direct invoicing orders. These orders are characterized by the fact that they do not include any delivery phase.
      • Completed: This check box is used to select the fully completed deliveries.
      • Not completed: This check box is used to select the orders that are not completed and partly completed.

    Time-related criteria:

      • Start date: The start date is initialized with the first day of the month coming from the current date minus two months.
      • End date: The end date is initialized with the current date postponed to the last day of the month.

    Entry screen

    Fields

    The following fields are present on this tab :

    Selection

    • Memo (field MEMO)

     

     

    This screen is used to specify the criteria for the selection and display of the quotations to be viewed.

    Selection criteria:

    - Company/Site: It is necessary to assign one or the other. If the company is assigned, all the sites in this company must be authorized. If the site is assigned, this must be authorized.

    - Customer: The inquiry can concern all the customers or a specific customer.

    - Quotation number ranges.

    - Date range:

    - Quotes order status to inquire: Quote ordered (it concerns the quotes partially and totally ordered), Quote not ordered.

    - Quotes status to inquire: Valid quotes (these are the quotes which validity date is not entered - corresponding, in this case, to the maximum date - and quotes which validity date is entered and equal to or greater than the current date.

    - Quotes approval status to inquire: Quote approved (it concerns the quotes partially and totally ordered), Quote not approved.

    Display criteria:

    - Quotes display order in the grid by number or by date.

    - A screen code (optional) that makes reference to the set up inquiry screens. Notably these screens define the columns to be displayed in the inquiry grid.

    All these criteria can be saved by the user under a code XXX on clicking the "Memo" button. To re-display criteria saved under memo code YYY, click on button "Call" and enter YYY. The criteria saved under the memo code STD will be pre-loaded when the user enters the function.

     

    • From order no. (field SOHNUMDEB)

    This screen defines the criteria for the selection and display of the orders to be viewed.

    Selection criteria:

    - Company/Site: It is necessary to assign one or the other. If the company is assigned, all the sites in this company must be authorized. If the site is assigned, this must be authorized.

    - Customer: The inquiry can concern all the customers or a specific customer.

    - Order number range.

    - Date range:

    - Back-to-back type (Production order or Purchase order) followed by back-to-back order number range: Is used to filter

    the order lines managed by back-to-back (Method to ship = Direct/received back-to-back or Production order).

    - Order category to inquire: Standard order, Loan order, Direct invoice order.

    - Order status to inquire: Closed order, Open order.

    - Orders approval status to inquire: Order approved, Order not approved.

    Display criteria:

    - Order display order in the grid by number or by date.

    - A screen code (optional) that makes reference to the set up inquiry screens. Notably these screens define the columns to be displayed in the inquiry grid.

    All these criteria can be saved by the user under a code XXX on clicking the "Memo" button. To re-display criteria saved under memo code YYY, click on button "Call" and enter YYY. The saved criteria authorized under

    the memo code STD will be pre-loaded when the user enters the function.

    • To order no. (field SOHNUMFIN)

     

    • Start date (field ORDDATDEB)

     

    • End date (field ORDDATFIN)

     

    Orders to process

    • Normal (field SOHCATNOR)

    This screen defines the criteria for the selection and display of the orders to be viewed.

    Selection criteria:

    - Company/Site: It is necessary to assign one or the other. If the company is assigned, all the sites in this company must be authorized. If the site is assigned, this must be authorized.

    - Customer: The inquiry can concern all the customers or a specific customer.

    - Order number range.

    - Date range:

    - Back-to-back type (Production order or Purchase order) followed by back-to-back order number range: Is used to filter

    the order lines managed by back-to-back (Method to ship = Direct/received back-to-back or Production order).

    - Order category to inquire: Standard order, Loan order, Direct invoice order.

    - Order status to inquire: Closed order, Open order.

    - Orders approval status to inquire: Order approved, Order not approved.

    Display criteria:

    - Order display order in the grid by number or by date.

    - A screen code (optional) that makes reference to the set up inquiry screens. Notably these screens define the columns to be displayed in the inquiry grid.

    All these criteria can be saved by the user under a code XXX on clicking the "Memo" button. To re-display criteria saved under memo code YYY, click on button "Call" and enter YYY. The saved criteria authorized under

    the memo code STD will be pre-loaded when the user enters the function.

    • Loan (field SOHCATLND)

     

    • Direct invoicing (field SOHCATFAC)

     

    Block number 3

    • Closed (field ORDSTAO)

     

    • Not closed (field ORDSTAN)

     

    Block number 4

    • Signed (field APPFLGO)

     

    • Not signed (field APPFLGN)

     

    Close

     

    Specific Buttons

    This button is used to record the chosen criteria in a specific memo code. The STD memo code is systematically submitted when accessing this function.

    This button makes it possible to recall a Memo that has already been recorded.

    This button is used to delete a recorded memo.

    This button provides access to the graphical inquiry displaying the customer ranking by ordered tax excl.amount over a given period.

    This button provides access to the graphical inquiry displaying the sales representative ranking (for the main sales representative of the orders) by ordered tax excl.amount over a given period.

    Error messages

    The only error messages are the generic ones.

    Tables used

    SEEREFERTTO Refer to documentation Implementation