Description
DIFOT stands for Delivery In Full On Time.
This report shows any order that was not delivered by the Promised Date.
WMS > Reports > Sales > Sales Summary > DIFOT Report
Summary
Detail
Workflow Options
Report Set: You can choose to either user 1 -4 or default |
Detail Steps
To access Report:
1.Open WMS.
2.Select Reports > Sales > Sales Summary > By Sales Person.
3.Select Report Set.
Workflow Restrictions *Default is selected if no additional customisations are done |
4. Select Customer or *Show All.
5.Select Location or *Show All.
6. Select Item or *Show All.
7.Select Salesperson or *Show All.
8.Select Date range.
9. Select Date Type.
Start Date : Start date (can choose which type of date in Date Type)
End Date : End date ((can choose which type of date in Date Type))
10. Select Sale type.
Sale Type : You may choose which sale type to report on
11. Select Priority or *Show All.
Priority : To choose priority of order
12. Select Approval or *Show All.
Approval : To select whether requires approval or not.
13. Select Report Type: Summary or Detail.
Report type: To choose between detailed or Summary
14. Open Advanced Tab.
15. Select Supplier or *Show All.
For Supplier you may click on the search icon to locate supplier
16. Select Pick Status or *Show All.
Pick Status : You may choose to report on which status.
17. Select Filter Status for: By Order or Line.
Filter status for : You may choose between order and line.
18. Select Purchase Order, Job Code, Referral Source, and Default Salesperson or
*Show All.
Purchase order : You may search for specific PO's
Job Code : To insert should you require only 1 specific job code.
Referral Source : You may choose a specific source or all of them.
Default salesperson : You may choose a specific sales person or all of them.
19. Generate Report.
Example Report in Summary Type:
Example Report in Detail Type:
Related Information
If encounter issue running Report please contact Datapel Support team.