This report lists orders not yet
billed up to a selected date.
Notes:
Orders will
not appear on this report if the Order Status is Cancelled,
Lead, Voided, or Will Advise.
The report
bases billing status on whether the Bill Date is set or not; if the
Bill Date within Billing Information is set, orders will not
display.
Parameters
|
|
|
|
Branch ID |
Select *(all branches) to include all branches,
or select branches from the drop-down list. |
|
Authority |
Select *(all) to include all authority
types or choose one from the provided list. |
|
Date Type |
Select the type of date of either Estimated
Delivery or Estimated Load used in conjunction with the Date
Value field to select records on. |
|
Date Value |
Enter or select ( )
a date of the type specified within the Date Type parameter to
select records on. Qualified records will be included on the report
if the order date corresponding to the Date Type is less than or
equal to the Date Value. |
|
Group By |
Select Agent Participation, Authority, or
Move Type as the value to group report data on.
|
|
Drill Down All |
Select True to expand all display groupings when
the report generates or choose False to collapse all display
groupings. |
Report
Details
Report Grouping
The report grouping is by
Branch, Authority, and then by selected Group By value.
Detail Information
The report lists the following
detailed items.
|
|
|
|
Branch |
The primary grouping of the report is on the branch,
which displays the Branch ID and Name of the branch set for
the order (see Order
Information). |
|
Agent |
If the Group By is set to Agent
Participation, then the report will display and group by the agents of
the order. Included in the report will be all the agents set within
Agents, including grouping for
the following:
Booking Agent
Origin Agent
Hauling Agent
Destination Agent
|
|
Authority |
If the Group By is Authority, then the
report will display and group data by the Authority set for the
order within Move
Information. |
|
Move Type |
If the Group By is Move Type, then the
report will display and group data by the Type of Move set for the order
within Move
Information. |
|
Order Number |
Displays the Order Number assigned to the order
in Order
Information. |
|
Order Status |
Displays the Order Status assigned to the order
in Order
Information. |
|
Shipper |
Displays the shipper name extracted from the Last
Name/Company and First Name/MI from Name, Address, Phone. |
|
Estimated Delivery Date |
This column displays the Delivery Dates in
Range (first column) from Move Information. |
|
Estimated Load Date |
This column displays the Load Dates in
Range (first column) from Move Information. |
|
Van Number |
This column displays the Van Number assigned to
the driver associated to the order through Long Distance Dispatch. The
Van Number field is visible through Agents. |
|
Salesperson |
Displays the Salesperson assigned to the order in
Name, Address,
Phone. |
|
Created By |
This column displays the name of MoversSuite users that
established the order. |
Report Totals
A count of record by Branch
and by the selected Group by value will appear on the right side of the
report at each break.