Report Selection

Article • 3/19/2025 • 3 min read

Report Selection-Sales

  1. Select the Search icon , enter Report Selection-Sales, and then choose the related link.
    The Report Selection-Sales page opens.

  2. In the Usage field, select the type of document for which the reports are used.

  3. In the Report ID field, select the value from the lookup table.

  4. Select the Select from full list to view the list of Report IDs.
    The following table indicates the standard reports available and their usage within the system.

    ReportReport IDUsage
    Sales Order Confirmation60100Sales Order
    Sales Invoice60101Posted Sales Invoice
    Sales Shipment Note60102Posted Sales Shipment
    Sales CMR60103Posted Sales Shipment
    Sales Quote60104Sales Quote
    Sales Proforma Invoice60105Sales Order, Sales Invoice
    Sales Return Order60106Sales Return Order
    Sales Blanket Order60107Sales Blanket Order
    Sales Credit Memo60108Posted Sales Credit Memo

Report Selection-Purchase

  1. Select the Search icon , enter Report Selection-Purchase, and then choose the related link.
    The Report Selection-Purchase page opens.

  2. In the Usage field, select the type of document for which the reports are used.

  3. In the Report ID field, select the value from the lookup table.

  4. Select the Select from full list to view the list of Report IDs.
    The following table indicates the standard reports available and their usage within the system.

    ReportReport IDUsage
    Purchase Return Order60116Purchase Return Order
    Purchase Credit Memo60117Posted Purchase Credit Memo
    Purchase Invoice60118Posted Purchase Invoice
    Purchase Quote60119Purchase Quote
    Purchase Order60122Purchase Order
    Blanket Purchase Order60135Blanket Purchase Order

Report Selection-Inventory

  1. Select the Search icon , enter Report Selection-Inventory, and then choose the related link.
    The Report Selection-Inventory page opens.

  2. In the Usage field, select the type of document for which the reports are used.

  3. In the Report ID field, select the value from the lookup table.

  4. Select the Select from full list to view the list of Report IDs.
    The following table indicate the standard report available and their usage within the system.

    ReportReport IDUsage
    Transfer CMR60115Posted Transfer Shipment
    Transfer Order (Shipment)60120Posted Transfer Shipment

Report Selection-Warehouse

  1. Select the Search icon , enter Report Selection-Warehouse, and then choose the related link.
    The Report Selection-Warehouse page opens.

  2. In the Usage field, select the type of document for which the reports are used.

  3. In the Report ID field, select the value from the lookup table.

  4. Select the Select from full list to view the list of Report IDs.
    The following table indicate the standard report available and their usage within the system.

    ReportReport IDUsage
    Whse. Ship Bill of Lading RDLC60109Warehouse Ship Bill of Lading (for RDLC layout)
    Posted Warehouse Shipment Bill of Lading RDLC60110Posted Warehouse Shipment Bill of Lading (for RDLC layout)
    Whse. Ship Bill of Lading60121Warehouse Ship Bill of Lading (for Word layout)
    Posted Warehouse Shipment Bill of Lading60123Posted Warehouse Shipment Bill of Lading (for Word layout)

Report Selection-Production order

  1. Select the Search icon , enter Report Selection-Production order, and then choose the related link.
    The Report Selection-Production order page opens.

  2. In the Usage field, select the type of document for which the reports are used.

  3. In the Report ID field, select the value from the lookup table.

  4. Select the Select from full list to view the list of Report IDs.
    The following table indicates the standard report available and their usage within the system.

    ReportReport IDUsage
    Manufacturing Production Order60130Firm Planned Prod. Order, Released Production Order

You can print reports for the following production orders: