Program Description
The PO Tracking Report can be found on the Billing Reports File Maintenance Reports menu (BI-4-4-19). It uses the PO Tracking File (CUSTPO.DT), which was new in Revision 13. This report can be used to print customer purchase orders sorted by PO Number or Customer Number. You can enter a specific customer number or a range of customer numbers as well as a range of PO Numbers. You can also enter a range of Branch Numbers and PO Expiration Dates.
Example:
The operator will first be asked to enter sort option. Enter C to sort by Customer Number / PO Number. Enter P to sort by PO Number.
The operator will then be asked to enter the beginning Customer Number. At this prompt, the operator can enter the customer number, customer phone number, first part of the customer name, A for all customers or E to end. If customer name is entered, all customers that match that name will be displayed and the operator will be asked to choose one.
Once this prompt is answered, the remainder of the screen will display. If the customer name or phone number was entered, the beginning customer will change to the customer number for the name or phone number entered. See screen 2 sample.
The operator will be asked to enter the ending customer number. The beginning customer number will be displayed at the ending customer number prompt. The operator can then return to accept the customer number entered.
The operator will then be asked for a range of branch numbers. This is the branch number from the Customer File (CUSTD).
A range of PO Tracking Numbers is entered next, followed by range of Expiration Dates. If the sort is by customer number, the program will ask the operator if their should be a new page for each customer.
Sample of report sorted by customer number:
The reports print the same information no matter which sort is chosen. However, on the PO Number sort, the PO Number is printed to the left of the Customer Number field instead of between the Bill-To Customer Name and Bill-To Address 1 fields. All of the information that is printed on the report is from the PO Tracking file. For information on each field, please refer to PO Tracking File Maintenance.