Feature - Order Ship Status Auditing Report

Release Date - 7/14/16

The Order Ship Status Auditing Report is available under COP -> Processing -> Pick/Pack tickets & Ship Label -> Shipping -> Order Ship Status Auditing Report.



The feature gives the user the ability to reconcile EDI orders received, vs. Shipped Data Export. A batch of EDI orders are received from a trading partner. These orders are imported through COP -> Util-Setup -> Sales order import -> New sales order import. Most likely, during the import, the system will assign a range of order numbers for the EDI orders. In many cases, there can be 50 or 100 consecutive EDI sales orders from this account. To import 50 to 100 orders may take a little bit of time. In some rare situations, there can be another customer’s order in the middle of this range. In many situations, the orders that are imported are drop ship orders for consumers who purchase through the trading partner's website. The orders are evaluated and shipped directly if the items are in stock; possibly produced through a work order; back ordered if warehouse personnel know the inventory is coming within certain number of days to fulfill the order; or canceled the inventory won't be available within a reasonable amount of time. After processing the orders, the user will run COP -> Util-Setup -> Sales Order Export -> Shipped Data Export. This will cause the EDI ASN (Advanced Shipping Notice) be sent to the trading partner. The tracking number will be included with the ASN. From there, the trading partner will notify the consumer that the order is shipped and the tracking number associated with it.

Sometimes an exception can happen that will cause difficulty in reconciling what happened to the batch of orders. For example, there are 100 pick tickets printed for this account. However, when they perform “Shipped Data Export,” only 98 orders are exported. What happened? Where are the two missing order numbers? Currently “Shipped Data Export” does not provide that information, so it is difficult to investigate the issue.

The Order Ship Status Auditing Report clearly identifies the exceptions. The exceptions including the following:
a. Consumer decides to cancel the order after the pick ticket is already printed.
b. The order is deleted after the pick ticket is printed because they found out they can’t ship after all.
c. The order is not shipped (no manifest record) for whatever reason.
d. The manifest machine, for some reason, is not writing the manifest note to Elliott.
e. The order is not processed through shipping verification. Shipping verification is how we create UCC-128 labels. If the trading partner requires UCC-128 labels, then the order must be processed through shipping verification. Otherwise, the shipped data export will not export this order.

The Order Ship Status Auditing Report screen parameters should cover the same parameters as on the COP -> Util-Setup -> Sales Order Export -> Ship Data Export screen. In addition, it allows exporting the results to a CSV file.



Starting and Ending Customer Number – User can enter the customer for number. F7/F8 search is supported.
Starting and Ending Order Number – User can enter the range of the order number from EDI import.
Starting and Ending Order Entry Date
Starting and Ending Pick Ticket Date – If the user enters a valid pick ticket date range, then all orders without pick ticket will not be printed. This includes the order that’s being deleted or canceled since they obviously don’t have a pick ticket date.
Starting and Ending Ship Via Code - F7 search is supported. User can also press the F4 key to use Ship Via Groups.
Print Deleted Orders? – Y/N - field defaults to N or last used value.
Print Cancel Orders? – Y/N - field defaults to N or last used value.
Print Orders without Tracking Number? – Y/N - field defaults to N or last used value.
Print 856 Exported order? – Y/N - field defaults to N or last used value.
Print Posted Orders? -  Y/N - field defaults to N or last used value.
Create CSV File? – Y/N - field defaults to N or last used value.  
CSV File Path & Name – this is only valid if “Create CSV File” is “Y.”  Field will default to last value entered.



The status field on the Order Ship Status Auditing Report indicates the status of the order. An order could qualify for one or more conditions below. The condition in the bottom of the list overrides the value on the top of the list in priority.
Opn – Open
Inc – Incomplete
BO – Back Order – all line items are backordered.
PBO – Partial Back Order – some line items are backordered, but not all of them
Hld - Order on hold
Pik – Picked - Order pick ticket printed
Sel – Selected for billing
Inv – Invoiced
Ver – Shipping Verified (CPBOXSHP record exist)
Tra – Tracking Number Exist
Pst – Posted (Z)
Exp – 856 Exported
Del – Deleted
Cnl – Canceled

The Order Ship Status Auditing Report has the following grand totals:
Total Number of Orders in Range – Only printed if an order range is provided.
Total Number of Orders in Range Found - This is the actual orders found and printed on this report. This does not include credit memo, blanket order. It may include Q type of orders if it is a canceled order. But it does not include the regular quote order.
Total Number of Orders XXXXXXXXXX representing each possible status value. If there are no orders found for a particular status, the total line for that status is not printed. For example, if the user chooses to print from order# 1001 – 1100, then the following may show in the grand total area:
Total Number of Orders in Range: 100
Total Number of Orders in Range Found: 99 – this may differ from i due to cr. memo, other customer’s order…etc.
Total Number of Orders Open: 1
Total Number of Orders Back Order: 2
Total Number of Orders Picked: 2
Total Number of Orders Tracking Number Exist: 92
Total Number of Orders Deleted: 1
Total Number of Orders Canceled: 1

The purpose of the grand total breakdown is so that user does not need to look at the detail area. Users can simply print to screen and scroll to the end and see a breakdown of what happened to the orders in this range and then take necessary action to investigate further if exceptions are found.

The CSV file generated when running the Order Ship Status Auditing Report has the following CSV columns if user choose to create CSV file.

Order# - Order Number
Tp - This is the 1-digit order type which can be O, I or Q
Cust# - Customer Number
EntDate - Order Date Entered
OrdDate - Order Date
PickDate - Picking Ticket Date
SelDate - Date selected for Billing
InvDate - Invoice Date
ShipTo# - Ship-To Number
Ship-To Name
Via – The 2 digit ship via code
Terms – The 2 digit terms code
PO-No - Purchase Order Number
Sts – The 3 digit status code (see list above)
Tracking-No – From the tracking notes
Ship-Date – Shipping note create date
Ship-Time – Shipping note create time in 99:99 format
OrdFreight – Freight in order header
ShipFreight – From the tracking notes
OrdFWeight – Calculated line item accumulated weight base on qty to ship
ShipWeight – From the tracking notes


Note: Zero numeric values are exported as blank. 00/00/00 date is exported as blank.



Programs Modified: CP0200
New Programs Added: CP02S12, CP02P12

CLS

Customer Order Processing

  1. CP0000 Customer Order Processing Overview
  2. Common Reasons Why Pick Ticket Does Not Print
  3. How Do You Purge Quote Type Orders?
  4. Order Lookup by Customer and Ship-To
  5. Btrieve Error USE on COP Lock File
  6. How to Send Shipping Confirmation Email to Customer
  7. Order Inquiry Searching by Customer's PO (Purchase Order) Number
  8. Can We Turn Off the Ability for Users to Enter Orders for a Customer on Credit Hold?
  9. How Do I Remind Salesmen to Send Order Acknowledgment?
  10. Is There a Way to Export and Import Price Code Files?
  11. Can a Credit for Kits on an Order Return Components to Inventory?
  12. How to Add System Date and Time on Laser Pick Ticket
  13. What Triggers the Billing Edit List to Display an O/S Instead of Quantity in the Back Order Field?
  14. How to Subscribe to Add Order Event So I Only Receive E-mail When Credit Memo Is Created
  15. Manually Changed Sales Tax and Commission in Billing Screen Recalculates Again During Billing Selection
  16. Can Item Lead Time Be Added to the Sales Desk Screen?
  17. All of a Sudden COP Open Order Report Takes Forever to Complete
  18. Purge COP Sales Order with No Line Item
  19. The Top Barcode Will Not Scan on Pick Ticket
  20. Invoice Only Prints First 10 Characters of Purchase Order Number
  21. Why Would Invoice Balance Due Field Be a Credit?
  22. Open Order / Invoice History Inquiries GUI Windows Show No Column or Data
  23. Can the 'Design Your Own Picking Ticket' Feature Print in Pick Sequence?
  24. How to Lock a Sales Order from Being Changed
  25. What Do I Do With "Invoice Printed But Not OK" Orders?
  26. Warn Users When Entering COP Orders for Items Below a Certain Margin
  27. Can Elliott Support Gift Cards or Gift Certificates?
  28. How to Stop Changing Sales Order with Shipment Tracking (Starship) Note
  29. Received Message "Must Run COP Setup First"
  30. What Are CP3HSxxx.BTR Files? Can We Delete Them?
  31. Restrict User from Changing Price in COP Line Item Screen
  32. How to Determine Who Receives Shipping Confirmation Email
  33. How to Create Invoices and Credit Memos Without Updating Item Quantity through Phantom Invoice
  34. Feature - Print Outstanding Transfers Through Invoice Edit List
  35. Feature - Date Used to Determine Price When Adding Item to Existing Order
  36. Feature - Order Release Time by Warehouse Location
  37. Newly Received Items Inquiry Not Showing Proper Column as Labeled
  38. Credit Memo with Qty Return Will Reduce Qty Sold in Sales History
  39. Feature - Order Release Log File
  40. Feature - F7 to Print Duplicate Invoice in Invoice History Inquiry
  41. Feature - Receive COP Transfer Order Event
  42. Feature - Location Mask Added To Label File Name
  43. Feature - Support for Minimum Price Changes in Future Price Maintenance and Import
  44. Feature - Added Customer Type to Invoice Print Programs
  45. Feature - Order Acknowledgment Email Contacts
  46. How to Correct Wrong Invoice Date Once It is Posted
  47. Feature - Show Previous Qty OH in Newly Receive Inquiry
  48. Feature - Order Line Item Screen to Prompt WO Type, Buffer Days and Lead Time
  49. Feature - Add Selection Criteria to Print Duplicate Invoice Screen
  50. CP07S1 Customer Order Processing Backorder Audit Trail Report
  51. CP0102 Customer Order Processing Copy Order
  52. CP0308S1 Customer Order Processing Purge Invoice History
  53. CP0400M Customer Order Processing Order Inquiry
  54. CP0400V Customer Order Processing Void Invoice
  55. CP0406 Customer Order Processing Freight Calculation Inquiry
  56. CP0500 Customer Order Processing Sales History Processing
  57. CP0501 Customer Order Processing Sales History Trx Processing
  58. CP0502 Customer Order Processing Post/Purge Sales History Trx
  59. CP0200 Customer Order Processing Print Pick/Pack Tickets and Ship Labels
  60. CP0300 Customer Order Processing Order Billing
  61. CP0503 Customer Order Processing Sales History Reports
  62. CP0504 Customer Order Processing Sales Analysis Reports
  63. CP0507 Customer Order Processing Sales History Period File Maintenance
  64. CP0600 Customer Order Processing Order Status Reports
  65. CP0800 Customer Order Processing COP Setup
  66. CP0701 Customer Order Processing Fill Backorders
  67. CP0901 Customer Order Processing Price Code File Maintenance
  68. CP1001 Customer Order Processing Ship-To File Maintenance
  69. CP01012 Customer Order Processing Newly Received Item Inquiry
  70. CP1101 Customer Order Processing Product Cat/Loc Acct File Maintenance
  71. CP1200 Customer Order Processing Mass Price Change
  72. CP1400 Customer Order Processing Price List Report
  73. CP1600 Customer Order Processing Clear I/M & A/R Accumulators
  74. CP1700 Customer Order Processing Invoice History Inquiry
  75. CP1720 Customer Order Processing Invoice History Report
  76. CP1725S Customer Order Processing Print Duplicate Invoice
  77. CP1800S1 Customer Order Processing Purge Line Item Audit
  78. CP1900 Customer Order Processing Line Item Auditing Inquiry
  79. CP1920 Customer Order Processing Line Item Auditing Report
  80. CPCDPSCN Customer Order Processing Customer Delivery Performance Report
  81. CPCMSMNT Customer Order Processing Sales Commission File Maintenance
  82. CPCNLORD Customer Order Processing Cancel Order
  83. CPCNLPIC Customer Order Processing Cancel Picking Ticket
  84. CPCONMNT Customer Order Processing Contract Pricing
  85. CPCUSITM Customer Order Processing Customer Item File Maintenance
  86. CPCWLPSN Customer Order Processing Purge Customer Wish List
  87. CPCWLSCN Customer Order Processing Customer Wish List Report
  88. CPEXPMNU Customer Order Processing Sales Order Export
  89. CPFUTMNU Customer Order Processing Future Price File Maintenance
  90. CPIMPMNU Customer Order Processing Sales Order Input
  91. CPISSULS Customer Order Processing Issue Serial/Lot Component Items
  92. CPOLSMNT Customer Order Processing Order Serial/Lot File Maintenance
  93. CPOPNSSN Customer Order Processing Open Orders by Salesman Report
  94. CPPAYSCN Customer Order Processing Payment History Report
  95. CPPICMNU Customer Order Processing Pickup Processing
  96. CPPORGSN Customer Order Processing Generate P/O Reference
  97. CPPURSDQ Customer Order Processing Purge Sales Desk Quote
  98. CPQCMMNT Customer Order Processing Quotation Comment Maintenance
  99. CPR01MNT Customer Order Processing User-Defined Code Maintenance
  100. CPR02MNT Customer Order Processing User-Defined Code/Year File Maintenance
  101. CPR03MNT Customer Order Processing Customer User-Defined Code/Year File Maintenance
  102. CPRECMNU Customer Order Processing Recurring Order Processing
  103. CPRESORD Customer Order Processing Release Held Orders
  104. CPRMEMNU Customer Order Processing Print RMA Acknowledgement
  105. CPROIMNU Customer Order Processing Recurring Order Inquiry
  106. CPSBMENU Customer Order Processing Shipment Confirmation
  107. CPSETCUS Customer Order Processing Reset Customer Sales/Cost
  108. Feature - ACH Warning When Changing Order Terms
  109. CPSLSDSK Customer Order Processing Sales Desk
  110. CPFRMMNT Customer Order Processing Invoice Form Setup
  111. Feature - Transfer Qty On Order Status Reports
  112. Feature - Shipping Verification Item Event
  113. Why Does the Sales Order Date Not Match the Entered Date?
  114. Change – Add Salesman No. to Open Order Report by Customer, Change CSV Order of Fields
  115. Feature - Purge WMS Staging Batches
  116. Feature - Sales Order Import Line Item Event
  117. SCLAYOUT Sales Desk Change Customer Data Window
  118. SDLAYOUT Sales Desk Screen Layout
  119. XCP0352 Customer Order Processing Print Invoices
  120. Global Setup for Invoice Printing Time Release Flags
  121. Feature - Order Ship Status Auditing Report
  122. Feature - Check for Duplicate PO During Sales Order Import
  123. Feature - Print Staging Slip by Range Selection of Bin Numbers
  124. What's The Bar Code Symbology Used on Pick Ticket Heading Area?
  125. My Users Are Not Able to Void COP Invoice After Elliott Update
  126. Feature - Display Usage of Item Customer Usage from Inventory Transactions
  127. Feature - Sales Order Import To Warn If Sales or Weight Greater Than Certain Value
  128. Close Transfer Order Requires Resetting ATP and Qty. on Order
  129. Feature-Change EDI Flag in Order Entry
  130. Feature - Control Packing List Print Depending on Work Order Creation
  131. Feature - Sales Promotion Desk
  132. Feature - Staging Slip Ability to Select Only Order With or Without Work Order
  133. Feature - Stock Analysis Processing
  134. Feature - Cancel and Close Order Option Added to Cancel Pick Ticket Application
  135. Feature - Ability to Process Shipment Verification Over Multiple Days If Using Billing Selection
  136. Security Flag to Allow User to Change COP Incomplete Order to Complete
  137. Feature - Added Payment Inquiry Option to Order/Invoice Inquiry Applications
  138. Feature - Ability to Change EDI Import Path
  139. Feature - Two-Location Support In Sales Desk
  140. Feature - Print Packing List by Box Number
  141. What Do the Statuses Mean on the Order Inquiry Screen?
  142. Feature - Added “Show Customers with Pending Payment Only?” to Release Held Order with Filters
  143. Order Already Shipped. Cannot Be Cancelled Until Shipment Cancelled
  144. Feature - Auto Release Held Order Utility
  145. What Other Programs Can Update Order Date Picked Field?
  146. Feature - Added "Put Away Slip" Section to Staging Slip
  147. Feature - COP Custom Product Structure to Show Price & Cost
  148. Feature - Not Allowing All Customers When Printing Pick Ticket
  149. Feature - Restrict Access to the Open Credit Field in the Order Payment Window
  150. Feature - Add First Line Bin Number Sort to Picking Ticket
  151. In Order Line Item Screen, Got Message "Qty Available Had Changed While You Enter This Line Item"
  152. Feature - New Summary Area for Open Orders by Customer / Fill Back Orders by Customer Report
  153. Suggestion to Implement PDF PostOffice Invoice Based on Invoice History
  154. Why Order Taxable Flag Does Not Change After Customer Taxable Flag Is Changed
  155. How to Export Price Codes to CSV File
  156. How to Create Credit Memo from Invoice History
  157. Feature - Drop Ship Enhancement
  158. Feature - Negative Discount Percent Support

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