LOCATE Reports

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  • LOCATE Reports
ACCOUNTING
Account Detail Shows all of the transactions on the ledger for a specified date range and specified account.
Batch Detail by Account Provides the ledger line details for a specific batch, grouped and subtotaled by account.
Cost Layers Provides the quantity of each part on hand and its value by site for each cost layer, including the total value by site and overall for the company. This is for the FIFO costing method only.
Ledger Detail Shows all of the transactions on the ledger for a specified date range.
Offset Account Reconciliation Used to reconcile offset accounts.
Payment Summary by Network Shows all payments on all orders, grouped by the payment network.
Shipping Accrual Account Reconciliation Used to reconcile the shipping accrual account(s).
Transaction Detail Displays the ledger line detail for selected accounts during a specific date range.
Unearned Revenue Account Reconciliation Used to reconcile the unearned revenue account(s).
BILL OF MATERIALS
Bills of Material by Part This report shows all bills of material on which a specific part is either an input or an output line.
CUSTOMERS
Customer Address List This report shows all customers and one or more address types, as selected.
Customer Aging Report This report displays the customer name, number, created date, last modified date, date of first purchase, date of last purchase, and grand total of all sales orders for the customer.
Customer Group List This report shows all customers that are in groups with the name of the group.
Customer Parts List Export This report exports all customers and the customer part numbers.
Inactive Customers This report shows all customers who have not purchased within a given date range but did purchase within a second given date range.
LABELS
Location Tags Produces a sheet of labels with the Site, Location Name and barcode for a single or group of locations.
Location Tags - Single 1x2 Produces individual labels for printing from a roll with the Location Name and Barcode for a single or group of locations.
Location Tags - Single 1x4 Produces individual labels for printing from a roll with the Site, Location Name and Barcode for a single or group of locations.
Location Tags - Single 2x3 Produces individual labels for printing from a roll with the Site, Location Name and Barcode for a single or group of locations.
Part Labels by Receipt 1x4 Prints one label for each quantity of a part received on a specific Receipt.
Part Labels by Receipt 2x3 Prints one label for each quantity of a part received on a specific Receipt.
Part Tags Produces a sheet of labels with the name and number for each part, including a barcode encoded with the part number.
Part Tags - Single 1x2 Produces individual labels for printing from a roll with the name and number for each part, including a barcode encoded with the part number.
Part Tags - Single 1x4 Produces individual labels for printing from a roll with the name and number for each part, including a barcode encoded with the part number.
Part Tags - Single 2x3 Produces individual labels for printing from a roll with the name and number for each part, including a barcode encoded with the part number.
OPERATIONS
Packing Slip Shows all items included in a particular Pack.
Pack Statistics Lists the total number of packs, pack lines and item quantities packed by assigned user.
ORDER FORMS
Invoice Shows the order and line item information for a specific Invoice.
Purchase Order Report Shows the order and line item information for a specific Purchase Order.
Quote Report Shows the order and line item information for a specific Quote.
Sales Order Report Shows the order and line item information for a specific Sales Order.
Sales Slip Shows the order and line item information for a specific Sales Order, without pricing.
Transfer Order Report Shows the order and line item information for a specific Transfer Order.
PARTS
Bill of Materials Displays the number, name, description, dates and line item information for a specific Bill of Materials number.
Bundles by Part Displays a list of all bundles in which the selected part is a component.
Current Inventory Displays a list of all parts with their current inventory values.
Cycle Count List Produces a list to be used in the process of Cycle Counting.
Cycle Count Report Shows all detail for a Cycle Count, including variance costs.
Historical Inventory Displays a list of all parts on hand as of a specified date with their historical inventory values.
Inventory Aging Displays all on hand inventory with the date the inventory was received.
Inventory by Part Displays all current inventory of parts, with one line per part in each site.
Part Activity Displays the audit history for a part(s) in a specific site(s).
Part Average Cost Displays the unit and total average cost for parts on hand within each site.
Part Catalog Displays the name, number, description and default image for all parts or a group of parts.
Part Expiration Report Provides a list of parts that have expiration dates and the expiration dates for those parts currently on hand.
Parts Allocated Displays a list of all parts allocated to orders.
Pick Face Report Displays the pick face parts that are on hand along with the quantity available for restock and the ability to filter to only restockable parts.
Reorder Points Displays a list of all parts with inventory values, reorder points, reorder up to level, and quantity needed to reach max.
Tracking Audit Displays all part activity for a specific tracking value.
PICKING
Pick Report The Pick Report shows the quantities to be picked and the quantities picked for a specific Pick.
Pick Statistics Lists the total number of picks, pick lines and item quantities picked by assigned user.
Pick Ticket The Pick Ticket shows the quantities remaining to be picked on a created Pick.
PURCHASING
Open PO Lines by Month Crosstab report showing all expected or scheduled parts on purchase orders by month.
Parts Purchased by Vendor Displays a list of all parts purchased during a given date range, grouped by Vendor Name.
Purchase Order Report Shows the order and line item information for a specific Purchase Order.
Purchase Order Slip Shows the order and line item information for a specific Purchase Order without line item pricing, including an option to show just the order total.
Purchase Order Summary Displays a list of all purchase orders in a given date range subject to filters applied, with line item detail.
PUTAWAY
Putaway The Putaway report shows you all items that need to be put away for your particular site.
RECEIVING
Inbound Inventory Displays all inbound inventory and accompanying order information.
Receiving History Displays a list of parts received in a given date range on both purchase orders and transfer orders, with the corresponding order quantity and receipt quantity.
Receiving List Displays the originating order information and line item information for a specific receipt.
RECONCILE
Bill Provides the reconcile and item information for a specific reconciliation, including any additional items added to the bill.
RETURNS
Return Order Slip Shows the order and line item information for a specific Return Order without line item pricing, including an option to show just the order total.
RMA Shows the return order and line item information for a specific return order.
SALES
Bundle Performance This report allows you to easily see how your bundles are selling, and to see how your inventory items are performing in bundles vs. individually.
Customers By Part Displays a list of all parts and shows all customers, with the quantity purchased for each. Due to the amount of data pulled for this report, it may be required to use filters to obtain a result.
Discounts By Order This report shows the total amount of line item and order level discounts on all sales orders within a given date range.
Fulfilled Orders by Customer Shows all fulfilled orders in a given date range, grouped by customer.
Fulfilled Sales by Customer Shows the total value of completed orders for each customer.
Fulfilled Sales by Customer Comparison Shows the total value of completed orders for each customer with orders within up to two given date ranges.
Invoice Shows the order and line item information for a specific Invoice.
Invoice Lines by Customer Shows the order and line item information for a specific Invoice.
Invoice Status Shows the order and invoice status for all sales orders within a given date range.
Margin Summary Provides a single line total sales, margin and COGS for an option chosen from: part, part group, customer, customer group, salesperson, or site.
Monthly Invoices Year Over Year by Customer Displays the total monthly dollar value of invoices for each customer, organized by month to compare year over year.
Monthly Sales by State Displays the dollar value of sales to each state, broken down by month, subject to filters applied.
Order Task Status Shows the quantities of each part on each sales order that have completed each task (Pick, Pack, Ship and Pickup).
Parts By Customer Displays a list of all customers and shows all parts, with the quantity purchased for each. Due to the amount of data pulled for this report, it may be required to use filters to obtain a result.
Parts Catalog Displays the name, number, description and default image for all parts or a group of parts.
Part Fulfillment Summary This report shows all parts that were shipped within a given date range with an option for showing customer totals and item shipment details.
Part Fulfillment by Customer This report shows all parts that were shipped within a given date range with an option for showing customer totals and item shipment details.
Payment Summary by Network Shows all payments on all orders, grouped by the payment network.
Quote Slip Shows the order and line item information for a specific Quote without line item pricing, including an option to show just the order total.
Quote Report Shows the order and line item information for a specific Quote.
Sales and Inventory by Site Displays the sales and inventory quantities across each site for a given date range.
Sales Backorder Shows the parts currently on Sales Orders that are have not or cannot be fulfilled with current inventory.
Sales Order Dashboard Shows an overview of orders within a given date range, including visuals for order line status, count and and value.
Sales Order Export Displays sales order and accompanying line item information in an exportable single line format.
Sales Order Margins Shows the final margins (or estimated margins for in progress lines) on all sales orders within the given date range, with totals for Order, Customer and Salesperson.
Sales Order Report Shows the order and line item information for a specific Sales Order.
Sales Order Summary Shows the order and line item information for all Sales Orders within a given date range.
Sales Quantity by Month Displays the quantity sold per part, per month, for a given date range.
Sales Receipt Provides an 8.5x11 format payment receipt with line for customer signature.
Sales Slip Shows the order and line item information for a specific Sales Order, without pricing.
Total Sales By Salesperson This report shows total sales value for each salesperson, with charts.
Tax Gap Report This report shows the difference between estimated and final taxes for completed orders whee these values do not match.
SHIPPING
Bill of Lading A standard Bill of Lading form.
TRANSFER ORDER
Transfer Order Part Matrix Shows the quantity of parts transferred from a specific Site.
Transfer Order Report Shows the order and line item information for a specific Transfer Order
USE ORDERS
Use Order Report Provides order detail and a list of items for a specific Use Order Number.
Use Order Summary Provides order detail and a list of items for all Use Orders in a given date range.
WORK ORDERS
Work Order Report This report shows the order detail for a specific work order.
Work Order Summary This report displays Work Order and Line Item information for all work orders within a specified date range.

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Account Detail

Report Parameters

Account (Required)
Start Date (Required)
End Date (Required)
Show Only Synced Transactions

Display Options

  • Format As Single Page

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Batch Detail by Account

Report Parameters

Batch Number (Required/Multi-select)
Account

Display Options

  • Detail
  • Format As Single Page

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Bill

Report Parameters

Reconcile Number (Required)
Show PO Item Due Date

Display Options

  • Item Description
  • Item Line Number
  • Item Line Qty Expected
  • Item Part Name
  • Item Part Number
  • Item Qty
  • Item Total Price
  • Item Unit Price
  • Item UOM
  • Item Vendor Part Number
  • Order Bid Number
  • Order Bill Date
  • Order Date Issued
  • Order FOB Point
  • Order Issued By
  • Order Payment Terms
  • Order PO Number
  • Order Priority
  • Order Shipment Method
  • Order Shipping Terms
  • Order Vendor Bill Number
  • Order Vendor SO

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Bill of Lading

Report Parameters

Ship Number (Required)
Customer Order Number Field

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Bill of Materials

Report Parameters

Bill of Material (Required)

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Bills of Material by Part

Report Parameters

Part (Required)

Display Options

  • Format As Single Page

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Bundles by Part

Report Parameters

Part (Required)

Display Options

  • Format As Single Page

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Bundle Performance

Report Parameters

Display By (Required)
Orders Completed (Required)
Part (Multi-select)
Part Group (Multi-select)

Display Options

  • Format As Single Page
  • Sales Order Detail

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Cost Layers

Report Parameters

Start Date (Required)
End Date (Required)
Part (Multi-select)
Part Group (Multi-select)

Display Options

  • Format As Single Page

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Current Inventory

Report Parameters

Location
Order By
Part (Multi-select)
Part Default Vendor (Multi-select)
Part Group (Multi-select)
Part Name Wildcard
Part Number Wildcard
Site

Display Options

  • Available For Sale
  • Available To Pick
  • Costing Value
  • Format As Single Page
  • Location Name
  • Part Description
  • Part Name
  • Part Number
  • Purchase Value
  • Qty Allocated
  • Qty Committed
  • Qty In Inventory
  • Qty On Order
  • UOM

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Customer Address List

Report Parameters

Address Type To Show (Multi-select)
Customer (Multi-select)
Customer Group (Multi-select)
Customer Status (Multi-select)
State (Multi-select)

Display Options

  • Format As Single Page

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Customer Aging Report

Report Parameters

Customer (Multi-select)
Customer Created
Customer Group (Multi-select)
Customer Status (Multi-select)
Last Purchase Before
Sales Value Greater Than

Display Options

  • Format As Single Page
  • Title Band

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Customer Group List

Report Parameters

Customer (Multi-select)
Customer Group (Multi-select)
Customer Status (Multi-select)
Group Name Wildcard

Display Options

  • Format As Single Page

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Customer Parts List Export

Report Parameters

Customer (Multi-select)
Customer Group (Multi-select)
Part (Multi-select)
Part Group (Multi-select)

Display Options

  • Format As Single Page

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Customers By Part

Report Parameters

Start Date (Required)
End Date (Required)
Customer (Multi-select)
Customer Group (Multi-select)
Part (Multi-select)
Part Group (Multi-select)

Display Options

  • Details
  • Format As Single Page

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Cycle Count List

Report Parameters

Cycle Count Number (Required)

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Cycle Count Report

Report Parameters

Cycle Count Number (Required)

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Discounts by Order

Report Parameters

Start Date (Required)
End Date (Required)
Customer (Multi-select)
Customer Group (Multi-select)
Date Filter
Discount Name (Multi-select)
Order By
Sales Order Number (Multi-select)
Sales Order Status (Multi-select)
Salesperson

Display Options

  • Bill To State
  • Customer
  • Customer Groups
  • Final Order Total
  • Format As Single Page
  • Line Discount Amount
  • Line Discount Names
  • Order Discount Amount
  • Order Discount Names
  • Sales Order Number
  • Sales Order Status
  • Salesperson
  • Ship To State
  • Total Before Discounts

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Fulfilled Orders by Customer

Report Parameters

Start Date (Required)
End Date (Required)
Customer (Multi-select)
Customer Group (Multi-select)
Customer Status (Multi-select)

Display Options

  • Format As Single Page

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Fulfilled Sales by Customer

Report Parameters

First Date Range Start (Required)
First Date Range End (Required)
Second Date Range Start (Required)
Second Date Range End (Required)
Customer (Multi-select)
Customer Group (Multi-select)
Customer Status (Multi-select)
Include Deleted Customers
Status or Groups

Display Options

  • Format As Single Page
  • Second Date Range
  • Show Summary Totals

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Fulfilled Sales by Customer Comparison

Report Parameters

Start Date (Required)
End Date (Required)
Customer (Multi-select)
Customer Group (Multi-select)
Customer Status (Multi-select)
Include Deleted Customers

Display Options

  • Format As Single Page

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Historical Inventory

Report Parameters

Report On Date (Required)
Location
Part (Multi-select)
Part Group (Multi-select)
Part Name Wildcard
Part Number Wildcard
Site

Display Options

  • Location Name
  • Part Description
  • Part Name
  • Part Number
  • Qty Committed
  • Qty In Inventory
  • UOM
  • Value

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Inactive Customers

Report Parameters

Use Sold In Date Range (Required)
With No Sales From (Required)
With No Sales To (Required)
With Sales From
With Sales To
Customer (Multi-select)
Customer Group (Multi-select)
Customer Status (Multi-select)

Display Options

  • Format As Single Page

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Inbound Inventory

Report Parameters

Line Status (Multi-select)
Only Show Overdue
Order By
Part (Multi-select)
Part Group (Multi-select)
Site (Multi-select)
Vendor (Multi-select)

Display Options

  • Format As Single Page

Inventory Aging

Report Parameters

Order By
Part (Multi-select)
Part Group (Multi-select)
Part Name Wildcard
Part Number Wildcard
Site (Multi-select)

Display Options

  • Format As Single Page
  • Part Tracking

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Inventory by Part

Report Parameters

Order By
Part (Multi-select)
Part Default Vendor (Multi-select)
Part Group (Multi-select)
Part Name Wildcard
Part Number Wildcard
Site

Display Options

  • Available For Sale
  • Available To Pick
  • Costing Value
  • Format As Single Page
  • Part Description
  • Part Name
  • Part Number
  • Purchase Value
  • Qty Allocated
  • Qty Committed
  • Qty In Inventory
  • Qty On Order
  • UOM

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Invoice

Report Parameters

Invoice Number (Required)
Line Item Custom Fields to Show (Multi-select)
Show Item Contents

Display Options

  • Customer PO
  • Customs Data
  • Discounts And Fees
  • FOB Point
  • Invoice Created
  • Invoice Date
  • Invoice Due Date
  • Item Line Number
  • Item Part Name
  • Item Part Number
  • Item Qty Ordered
  • Item Total Price
  • Item Unit Price
  • Item UOM
  • Line Item Custom Fields
  • Line Item Memo
  • Order Discount Label
  • Paid Stamp
  • Payment Terms
  • Priority
  • Sales Order Number
  • Sales Rep
  • Separator Line Between Items
  • Shipment Method
  • Shipping Terms

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Invoice Lines by Customer

Report Parameters

Start Date (Required)
End Date (Required)
Customer (Multi-select)
Customer Group (Multi-select)
Customer Status (Multi-select)

Display Options

  • Format As Single Page

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Invoice Status

Report Parameters

Start Date (Required)
End Date (Required)
Customer (Multi-select)
Customer Group (Multi-select)
Date Filter
Invoice Status (Multi-select)
Sales Order Number (Multi-select)
Sales Order Status (Multi-select)

Display Options

  • Balance
  • Customer
  • Format As Single Page
  • Invoice Created Date
  • Invoice Due Date
  • Invoice Issued Date
  • Invoice Status
  • Invoice Total
  • Invoice Number
  • Order Payment Terms
  • Order Status
  • Sales Order Number
  • SO Date Issued

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Ledger Detail

Report Parameters

Start Date (Required)
End Date (Required)
Account
Batch Number (Multi-select)
Show Only Synced Transactions

Display Options

  • Format As Single Page

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Location Tags

Report Parameters

Location Type
Location Wildcard
Site
Location (Multi-select)

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Location Tags - Single 1x2

Report Parameters

Site
Location (Multi-select)
Location Type
Location Wildcard
Location Name Range Start
Location Name Range End

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Location Tags - Single 1x4

Report Parameters

Site
Location (Multi-select)
Location Type
Location Wildcard
Location Name Range Start
Location Name Range End

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Location Tags - Single 2x3

Report Parameters

Site
Location (Multi-select)
Location Type
Location Wildcard
Location Name Range Start
Location Name Range End

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Margin Summary

Report Parameters

Summarize Margins By (Required)
Orders Completed (Required)
Customer (Multi-select)
Customer Group (Multi-select)
Part (Multi-select)
Part Group (Multi-select)
Part Type (Multi-select)
Salesperson (Multi-select)

Display Options

  • Format As Single Page
  • Part Name

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Monthly Invoices Year Over Year by Customer

Report Parameters

Start Date (Required)
End Date (Required)
Customer (Multi-select)
Customer Group (Multi-select)

Display Options

  • Format As Single Page

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Monthly Sales by State

Report Parameters

Order State (Required)
Start Date (Required)
End Date (Required)
Customer (Multi-select)
Customer Group (Multi-select)
Date Filter (Multi-select)
Sales Order Number (Multi-select)
Sales Order Status (Multi-select)
Salesperson (Multi-select)
Site (Multi-select)

Display Options

  • Format As Single Page

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Offset Account Reconciliation

Report Parameters

Account (Multi-select)
Purchase Order Issue Date
Purchase Order Number (Multi-select)

Display Options

  • Format as single page

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Open PO Lines by Month

Report Parameters

Date Filter (Required)
Date Range (Required)

Display Options

  • Format As Single Page

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Order Task Status

Report Parameters

Start Date (Required)
End Date (Required)
Customer (Multi-select)
Customer Group (Multi-select)
Date Filter
Part (Multi-select)
Part Group (Multi-select)
Sales Order Number (Multi-select)
Sales Order Status (Multi-select)
Site (Multi-select)

Display Options

  • Customer PO
  • Expected Delivery Date
  • Format As Single Page
  • Part Name
  • Part Number
  • Qty on Hand
  • Qty Ordered
  • Qty Packed
  • Qty Picked
  • Qty Picked Up
  • Qty Remaining
  • Qty Shipped
  • Sales Order
  • Scheduled Fulfillment Date
  • Show Line Items
  • Show Sales Order Header

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Pack Statistics

Report Parameters

Start Date (Required)
End Date (Required)

Display Options

  • Format As Single Page
  • List Of Picks
  • Pick Time

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Packing Slip

Report Parameters

Pack Number (Required)
Each Carton On New Page
Line Item Custom Fields to Show (Multi-select)
Show Pack Assigned User
Show Pack Site

Display Options

  • Carton Weight
  • Customs Data
  • Line Item Custom Fields
  • Sales Order Memo

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Part Activity

Report Parameters

Site (Required/Multi-select
Start Date (Required)
End Date (Required)
Action Type (Multi-select)
Operation User (Multi-select)
Order User (Multi-select)
Part (Multi-select)
Part Group (Multi-select)
Part Name Wildcard
Part Number Wildcard

Display Options

  • Format As Single Page

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Part Average Cost

Report Parameters

Part (Multi-select)
Part Group (Multi-select)
Site (Multi-select)

Display Options

  • Format As Single Page

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Part Catalog

Report Parameters

Part (Multi-select)
Part Group (Multi-select)
Part Name Wildcard
Part Number Wildcard

Display Options

  • Format As Single Page
  • Show Price

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Part Expiration Report

Report Parameters

Order By

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Part Fulfillment by Customer

Report Parameters

Start Date (Required)
End Date (Required)
Customer (Multi-select)
Customer Group (Multi-select)
Part (Multi-select)
Part Default Vendor (Multi-select)
Part Group (Multi-select)

Display Options

  • Discounts And Fees
  • Format As Single Page
  • Show Details
  • Total Price
  • Unit Price
  • UOM

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Part Fulfillment Summary

Report Parameters

Start Date (Required)
End Date (Required)
Customer (Multi-select)
Customer Group (Multi-select)
Part (Multi-select)
Part Default Vendor (Multi-select)
Part Group (Multi-select)
Show Customer Qty Total
Show Details

Display Options

  • Discounts And Fees
  • Format As Single Page
  • Total Price
  • Unit Price
  • UOM

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Part Labels by PO 1x4

Report Parameters

Purchase Order Number (Required)

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Part Labels by PO 2x3

Purchase Order Number (Required)

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Part Labels by SO 1x4

Sales Order Number (Required)

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Part Labels by SO 2x3

Sales Order Number (Required)

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Part Labels by Receipt 1x4

Report Parameters

Receiving Number (Required)

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Part Labels by Receipt 2x3

Report Parameters

Receiving Number (Required)

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Part Tags

This report is best ran in batches as opposed to all parts.

Report Parameters

Label User
Part (Multi-select)
Part Name Wildcard
Part Type

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Part Tags - Single 1x2

This report is best ran in batches as opposed to all parts.

Report Parameters

Part (Multi-select)
Part Number Range Start
Part Number Range End

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Part Tags - Single 1x4

This report is best ran in batches as opposed to all parts.

Report Parameters

Part (Multi-select)
Part Number Range Start
Part Number Range End

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Part Tags - Single 2x3

This report is best ran in batches as opposed to all parts.

Report Parameters

Part (Multi-select)
Part Number Range Start
Part Number Range End

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Parts Allocated

Report Parameters

Part (Multi-select)
Part Group (Multi-select)
Part Name Wildcard
Part Number Wildcard
Show Detail
Show Total

Display Options

  • Format As Single Page

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Parts By Customer

Report Parameters

Start Date (Required)
End Date (Required)
Customer (Multi-select)
Customer Group (Multi-select)
Part (Multi-select)
Part Group (Multi-select)

Display Options

  • Format As Single Page

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Parts Purchased by Vendor

Report Parameters

Start Date (Required)
End Date (Required)
Part (Multi-select)
Part Group (Multi-select)
Vendor (Multi-select)

Display Options

  • Format As Single Page

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Payment Summary by Network

Report Parameters

Start Date (Required)
End Date (Required)

Display Options

  • Format As Single Page

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Pick Face Report

Report Parameters

Only Show Restockable Parts
Part (Multi-select)
Part Group (Multi-select)
Site (Multi-select)

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Pick Report

Report Parameters

Pick Number (Required)
Show Tracking On Finished Picks

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Pick Statistics

Report Parameters

Start Date (Required)
End Date (Required)

Display Options

  • Format As Single Page
  • List Of Picks
  • Pick Time

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Pick Ticket

Report Parameters

Pick Number (Required)
Barcode Value
Show Tracking On Finished Picks

Display Options

  • Carrier Name And Service
  • Order Memo

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Purchase Order Report

Report Parameters

Purchase Order Number (Required)
Line Item Custom Fields To Show (Multi-select)
Line Item Type (Multi-select)
Line Supply Type (Multi-select)
Report Title
Show Item Contents
Show Item Due Date

Display Options

  • Item Description
  • Item Line Number
  • Item Part Name
  • Item Part Number
  • Item Qty
  • Item Total Price
  • Item Unit Price
  • Item UOM
  • Item Vendor Part Number
  • Line Item Custom Fields
  • Order Bid Number
  • Order Date Issued
  • Order Discount Label
  • Order FOB Point
  • Order Issued By
  • Order Payment Terms
  • Order Priority
  • Order Shipment Method
  • Order Shipping Terms
  • Order Vendor SO

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Purchase Order Slip

Report Parameters

Purchase Order Number (Required)
Line Item Custom Fields To Show (Multi-select)
Line Item Type (Multi-select)
Line Supply Type (Multi-select)
Report Title
Show Item Contents
Show Item Due Date

Display Options

  • Item Description
  • Item Line Number
  • Item Part Name
  • Item Qty
  • Item UOM
  • Item Vendor Part Number
  • Line Item Custom Fields
  • Order Bid Number
  • Order Date Issued
  • Order Discount Label
  • Order FOB Point
  • Order Issued By
  • Order Payment Terms
  • Order Priority
  • Order Shipment Method
  • Order Shipping Terms
  • Order Total
  • Order Vendor SO

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Purchase Order Summary

Report Parameters

Start Date (Required)
End Date (Required)
Child Lines
Date Filter
Order By
Purchase Order Number (Multi-select)
Purchase Order Status (Multi-select)
Site (Multi-select)
Vendor (Multi-select)

Display Options

  • Format As Single Page
  • Line Item Date Scheduled
  • PO Number
  • PO Vendor Name
  • PO Vendor SO Number
  • PO Status
  • PO Issue Date
  • PO Scheduled Fulfillment
  • PO Expected Delivery
  • PO Date Completed
  • PO Remit To Address
  • PO Ship To Address
  • PO Payment Terms
  • PO Shipping Terms
  • PO Carrier Name
  • PO Carrier Service Level
  • PO FOB Point
  • PO Memo
  • PO Priority
  • PO Tax
  • PO Total Cost
  • Line Item Number
  • Line Item Part Number
  • Line Item Part Name
  • Line Item Part Description
  • Line Item Qty Ordered
  • Line Item Qty Fulfilled
  • Line Item Qty Remaining
  • Line Item UOM
  • Line Item Unit Cost
  • Line Item Discounts
  • Line Item Total Cost
  • Line Item Memo
  • Line Item Due Date

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Putaway

Report Parameters

Current Location (Multi-select)
Part (Multi-select)
Part Group (Multi-select)

Display Options

  • Allocation Detail
  • Format As Single Page

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Quote Report

Report Parameters

Quote Number (Required)
Line Item Custom Fields To Show (Multi-select)
Report Title
Show Item Contents

Display Options

  • Customer Part Number
  • Customer PO
  • Discounts And Fees
  • FOB Point
  • Item Line Number
  • Item Part Name
  • Item Part Number
  • Item Qty Ordered
  • Item Total Price
  • Item Unit Price
  • Item UOM
  • Line Item Custom Fields
  • Line Item Memo
  • Order Discount Label
  • Payment Terms
  • Priority
  • Sales Rep
  • Separator Line Between Items
  • Shipment Method
  • Shipping Terms

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Quote Slip

Report Parameters

Quote Number (Required)
Line Item Custom Fields To Show (Multi-select)
Report Title
Show Item Contents

Display Options

  • Customer Part Number
  • Customer PO
  • FOB Point
  • Item Line Number
  • Item Part Name
  • Item Part Number
  • Item Qty Ordered
  • Item UOM
  • Line Item Customer Fields
  • Line Item Memo
  • Order Total
  • Payment Terms
  • Priority
  • Sales Rep
  • Separator Line Between Items
  • Shipment Method
  • Shipping Terms

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Receiving History

Report Parameters

Start Date (Required)
End Date (Required)
Customer (Multi-select)
Order By
Part (Multi-select)
Part Group (Multi-select)
Site (Multi-select)
Vendor (Multi-select)

Display Options

  • Format As Single Page

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Receiving List

Report Parameters

Receiving Number (Required)

Display Options

  • Item Line Number
  • Item Part Name
  • Item Part Number
  • Item Qty to Receive
  • Item UOM
  • Item Vendor Part Number
  • Order Bid Number
  • Order Date Issued
  • Order FOB Point
  • Order Issued By
  • Order Payment Terms
  • Order Priority
  • Order Shipment Method
  • Order Payment Terms
  • Order Priority
  • Order Shipment Method
  • Order Shipping Terms
  • Order Vendor SO

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Reorder Points

Report Parameters

Include On Order In Short Calculation
Only Show Items To Reorder
Part(Multi-select)
Part Group (Multi-select)
Part Name Wildcard
Part Number Wildcard
Qty For Short Calculation
Site (Multi-select)

Display Options

  • Available For Sale
  • Available To Pick
  • Costing Value
  • Format As Single Page
  • Part Description
  • Part Name
  • Part Number
  • Purchase Value
  • Qty Allocation
  • Qty Committed
  • Qty In Inventory
  • Qty On Order
  • UOM

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Return Order Slip

Report Parameters

Return Number (Required)
Line Item Custom Fields to Show (Multi-select)
Report Title
Show Item Contents

Display Options

  • Cross Ship
  • Date Issued
  • Discounts And Fees
  • Expiration Date
  • Item Line Number
  • Item Part Name
  • Item Part Number
  • Item Qty Ordered
  • Item Total Price
  • Item Unit Price
  • Item UOM
  • Item Line Item Custom Fields
  • Line Item Memo
  • Line Item Return Reason
  • Order Total
  • Payment Terms
  • Priority
  • Separator Line Between Items
  • Shipment Method
  • Shipping Terms

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RMA

Report Parameters

Return Number (Required)
Line Item Custom Fields to Show (Multi-select)
Report Title
Show Item Contents

Display Options

  • Cross Ship
  • Date Issued
  • Discounts And Fees
  • Expiration Date
  • Item Line Number
  • Item Part Name
  • Item Part Number
  • Item Qty Ordered
  • Item Total Price
  • Item Unit Price
  • Item UOM
  • Line Item Custom Fields
  • Line Item Memo
  • Line Item Return Reason
  • Payment Terms
  • Priority
  • Separator Line Between Items
  • Shipment Method
  • Shipping Terms

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Sales and Inventory by Site

Report Parameters

Site (Required/Multi-select)
Start Date (Required)
End Date (Required)
Part (Multi-select)
Part Group (Multi-select)
Remove Lines With No Values
Vendor (Multi-select)

Display Options

  • Format As Single Page

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Sales Backorder Report

Report Parameters

Start Date (Required)
End Date (Required)
Customer (Multi-select)
Customer Group (Multi-select)
Date Filter
Part (Multi-select)
Part Group (Multi-select)
Salesperson (Multi-select)
Show Not Fulfillable Only
Site (Multi-select)

Display Options

  • Customer Name
  • Customer PO
  • Date Issued
  • Expected Delivery
  • Format As Single Page
  • Item Due Date
  • Item UOM
  • Line Memo
  • Order Memo
  • Order Priority
  • Order Status
  • Qty Fulfilled
  • Qty On Hand At Site
  • Qty Ordered
  • Qty Remaining
  • Scheduled Fulfillment
  • Sales Order Details

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Sales Order Dashboard

Report Parameters

Start Date (Required)
End Date (Required)
Customer (Multi-select)
Customer Group (Multi-select)
Date Filter
Line Status (Multi-select)
Line Type (Multi-select)
Sales Order Number (Multi-select)
Sales Order Status (Multi-select)
Salesperson (Multi-select)

Display Options

  • Format As Single Page

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Sales Order Export

Report Parameters

Start Date (Required)
End Date (Required)
Child Lines
Customer (Multi-select)
Customer Group (Multi-select)
Date Filter
Order By
Sales Order Number (Multi-select)
Sales Order Status (Multi-select)
Salesperson (Multi-select)
Site (Multi-select)

Display Options

  • Format As Single Page
  • Line Item Date Scheduled
  • Line Item Discounts
  • Line Item Due Date
  • Line Item Memo
  • Line Item Number
  • Line Item Part Description
  • Line Item Part Name
  • Line Item Part Number
  • Line Item Qty Fulfilled
  • Line Item Qty Ordered
  • Line Item Qty Remaining
  • Line Item Total Price
  • Line Item Unit Price
  • Line Item UOM
  • SO Bill To Address
  • SO Carrier Name
  • SO Carrier Service Level
  • SO Customer Name
  • SO Customer PO Number
  • SO Date Completed
  • SO Expected Delivery
  • SO FOB Point
  • SO Issue Date
  • SO Memo
  • SO Number
  • SO Payment Terms
  • SO Priority
  • SO Salesperson
  • SO Scheduled Fulfillment
  • SO Ship To Address
  • SO Shipping Terms
  • SO Status
  • SO Tax
  • SO Total Price

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Sales Order Margins

Report Parameters

Start Date (Required)
End Date (Required)
Customer (Multi-select)
Customer Group (Multi-select)
Date Filter
Order By
Part (Multi-select)
Part Group (Multi-select)
Sales Order Number (Multi-select)
Salesperson (Multi-select)

Display Options

  • Bundle Contains
  • Customer Total
  • Format As Single Page
  • Part Detail
  • Sales Order Total
  • Salesperson Total

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Sales Order Margins Export

Report Parameters

Start Date (Required)
End Date (Required)
Customer (Multi-select)
Customer Group (Multi-select)
Part (Multi-select)
Part Group (Multi-select)
Sales Order Number (Multi-select)
Salesperson (Multi-select)

Display Options

  • Format As Single Page
  • Line Margin Amount
  • Line Parent Part Name
  • Line Parent Part Number
  • Line Parent Part Qty
  • Line Parent Total Price
  • Line Parent Unit Price
  • Line Part Cost
  • Line Part Name
  • Line Part Number
  • Line Qty Ordered
  • Line Total Price
  • Line Type
  • Line Unit Price
  • Line UOM
  • Sales Order Customer Name
  • Sales Order Customer Number
  • Sales Order Date Completed
  • Sales Order Discounts
  • Sales Order Number
  • Sales Order Salesperson First Name
  • Sales Order Salesperson Last Name
  • Sales Order Total Cost
  • Sales Order Total Price

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Sales Order Report

Report Parameters

Sales Order Number (Required)
Line Item Custom Fields To Show (Multi-select)
Report Title
Show Item Contents

Display Options

  • Customer Part Number
  • Customer PO
  • Discounts And Fees
  • Expected Delivery
  • FOB Point
  • Item Date Scheduled
  • Item Line Number
  • Item Part Name
  • Item Part Number
  • Item Qty Ordered
  • Item Total Price
  • Item Unit Price
  • Item UOM
  • Line Item Custom Fields
  • Line Item Memo
  • Order Discount Label
  • Payment Terms
  • Priority
  • Sales Rep
  • Scheduled Fulfillment
  • Separator Line Between Items
  • Shipment Method
  • Shipping Terms

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Sales Order Summary

Report Parameters

Start Date (Required)
End Date (Required)
Child Lines
Customer (Multi-select)
Customer Group (Multi-select)
Date Filter
Order By
Sales Order Number (Multi-select)
Sales Order Status (Multi-select)
Salesperson (Multi-select)

Display Options

  • Format As Single Page
  • SO Number
  • Customer Name
  • Customer PO Number
  • SO Status
  • Issue Date
  • SO Scheduled Fulfillment
  • SO Expected Delivery
  • SO Date Completed
  • SO Bill To Address
  • SO Ship To Address
  • Payment Terms
  • Shipping Terms
  • Carrier Name
  • Carrier Service Level
  • Salesperson
  • FOB Point
  • SO Memo
  • SO Priority
  • SO Tax
  • So Total Price
  • Line Item Number
  • Part Number
  • Part Name
  • Part Description
  • Qty Ordered
  • Qty Fulfilled
  • Qty Remaining
  • UOM
  • Unit Price
  • Discounts
  • Line Total Price
  • Line Item Memo
  • Line Item Due Date

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Sales Quantity by Month

Report Parameters

Start Date (Required)
End Date (Required)
Customer (Multi-select)
Customer Group (Multi-select)
Part (Multi-select)
Part Default Vendor (Multi-select)
Part Group (Multi-select)

Display Options

  • Format As Single Page

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Sales Receipt

Report Parameters

Sales Order Number (Required)
Merchant ID

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Sales Slip

Report Parameters

Sales Order Number (Required)
Line Item Custom Fields To Show (Multi-select)
Report Title
Show Item Contents

Display Options

  • Customer Part Number
  • Customer PO
  • Expected Delivery
  • FOB Point
  • Item Line Number
  • Item Part Name
  • Item Part Number
  • Item Qty Ordered
  • Item UOM
  • Line Item Custom Fields
  • Line Item Memo
  • Order Total
  • Payment Terms
  • Priority
  • Sales Rep
  • Scheduled Fulfillment
  • Separator Line Between Items
  • Shipment Method
  • Shipping Terms

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Shipping Accrual Account Reconciliation

Report Parameters

Recording Date (Required)

Display Options

  • Format As Single Page

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Tax Gap Report

Report Parameters

Orders Completed (Required)
Source (Multi-select)
State (Multi-select)

Display Options

  • Format As Single Page

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Total Sales By Salesperson

Report Parameters

Start Date (Required)
End Date (Required)
Customer (Multi-select)
Customer Group (Multi-select)
Part (Multi-select)
Part Group (Multi-select)

Display Options

  • Charts
  • Format As Single Page
  • Salesperson Details

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Tracking Audit

Report Parameters

Text Value
Integer Value
Double Value
Date Value
Site (Multi-select)
Part (Multi-select)
Part Group (Multi-select)
Action Type (Multi-select)
Operation User (Multi-select)
Order User (Multi-select)

Display Options

  • Format As Single Page

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Transaction Detail

Report Parameter

Start Date (Required)
End Date (Required)
Account (Multi-select)
Show Only Synched Transactions

Display Options

  • Format As Single Page

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Transfer Order Part Matrix

Report Parameters

Site (Required)
Start Date (Required)
End Date (Required)

Display Options

  • Ignore Pagination

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Transfer Order Report

Report Parameters

Transfer Order Number (Required)

Display Options

  • Customs Data

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Unearned Revenue Account Reconciliation

Report Parameters

Record Created
Sales Order Status (Multi-select)

Display Options

  • Format As Single Page

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Use Order Report

Report Parameters

Use Order Number (Required)

Display Options

  • Customs Data
  • Part Cost

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Use Order Summary

Report Parameters

Start Date (Required)
End Date (Required)
Date Filter
Use Order Number (Multi-select)

Display Options

  • Format As Single Page
  • Memos
  • Ship Method/UO Status
  • Date Completed

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Work Order Report

Report Parameters

Work Order Number (Required)

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Work Order Summary

Report Parameters

Date Range(Required)
Date Filter
Site (Multi-select)

Display Options

  • Format As Single Page

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