Amohammad: Created page with "NOTOC ===General Information=== '''Default Menu Location''': Reports >> Shipping >> Shipment Forecast '''Screen Name''': SHIPFORECAST '''Function:''' Creates a dolla..."

2024-04-15T17:00:10Z

Created page with "__NOTOC__ ===General Information=== '''Default Menu Location''': Reports >> Shipping >> Shipment Forecast '''Screen Name''': SHIPFORECAST '''Function:''' Creates a dolla..."

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__NOTOC__
===General Information===

'''Default Menu Location''': Reports >> Shipping >> Shipment Forecast

'''Screen Name''': SHIPFORECAST

'''Function:''' Creates a dollar and weight forecast report based on Shipping Event Load Date.

[[File:Shipment_Forecast.png]]

===Report Logic===

The Shipment Forecast Report is broken into four sections:

====Shipped in Current Month====

Invoices, project numbers, and invoiced amounts for the current month. The current month is calculated based on the today's date and the calendar year.

====SE Marked as Shipped====

Shipping Events that have been marked complete, but not yet invoiced. It displays the Shipping Event number, Project Number, Sales Order number, and the Estimated SE Value for each one.

====Week Of====

Shipping Events within the date range that are incomplete. It displays the SE Estimated Value, linked Project, linked Sales Orders, and the linked sales orders' open dollar amount.

====Month Of====

Same logic as the '''Week Of''' section, but grouped by month. The full month will be shown in this section regardless of the date range. For example, if you choose 05/15/12 - 06/15/12 as your date range, the report will show all of May and all of June in this section.

===Filters===

'''Load Dates''': Shipping Event Load Date

'''Whse''': Shipping Event Warehouse.

'''Sales Order Types''': Select which SO Types should be included in the report.

'''Salesperson''': Sales Order Salesperson.

'''Acct Manager''': Sales Order Account Manager.

Shipment Forecast - Revision history

Amohammad: Created page with "__NOTOC__ ===General Information=== '''Default Menu Location''': Reports >> Shipping >> Shipment Forecast '''Screen Name''': SHIPFORECAST '''Function:''' Creates a dolla..."

Amohammad: Created page with "NOTOC ===General Information=== '''Default Menu Location''': Reports >> Shipping >> Shipment Forecast '''Screen Name''': SHIPFORECAST '''Function:''' Creates a dolla..."