Jobs
Resource Setup
Resource groups
Operations
Assemblies
Parts
Part Numbers
Plants
Warehouses
Primary Bins
Stocking Strategies
Cost Strategies
BAQs
All Orders
- Orders by Customer
- Orders by Sales Rep
- Orders by Sales Region
- Orders by Billing Locations
- Orders by Shipping Location
- Bookings
Scheduling
- Export Operation Status by Job for visual flat schedule in Excel
- Jobs Open
- Operations Open
- Completed
- Shipped not invoiced
- Backlog
All Vendor POs
- POs by Vendor
- PO by Category
- Expediting Report
- Unplanned Materials Report
- Purchasing Strategies
- Multiple Releases
All Quotes Report
- Quotes by Customer
- Quotes Lost
- New Quotes
- Quotes by Sales Region
- Outstanding Quotes
- Win Loose Rations
- Bookings
Accounts Payable
- Vendor Invoices not matched
- Current Liabilities
- POs delivered not invoiced
Accounts Receivable
- Customer Credit Report
- Outstanding invoices
- Shipped not invoiced
- Advanced Billing
- Reporting Miscellaneous charges
- Cost to Revenue reports per SO Line/Rel
- Bookings
- Billings
Forms
Adding Company info to Canned Forms
- Quote Form
- Sales Order Acknowledgement Form
- Vendor Purchase Order
- Invoices
Creation of new forms
- Attendance Reports
- Expediting Reports
Updating canned forms for better legibility
- Production Detail Reports