OE-04 WRITTEN MODELS

Inventory Type

This option will let you select one or multiple inventory types.  The inventory type is used to define inventory.  If one buyer is responsible for electronics inventory types, you can create inventory types in Inventory Types Table and then assign the inventory type to each model.  This way the user responsible for ordering electronics would run it for Inventory Type Electronics and it will grab all the models that belong to inventory type electronics.

Shipping Method

This option is commonly used in wholesale distribution businesses, not in retail. This relates to different shipping terms.  Examples include express shipping, and factory shipping only, etc.

Job Status

This option will let you select one or multiple job statuses. Some companies will only order product once it is in a ‘scheduled’ status.  The job status allows you to define if you can select this job status only once the minimum deposit has been reached and the job status is dispatched. There are options on the Selection 2 tab to restrict by the deposit being reached or the invoice is dispatched and even for COD invoices not paid for.

Invoice Type

This option will let you select one or multiple invoice types.

Payment Type

This option will let you select one or multiple invoice payment types. This is the payment type specified on the invoice header.

Branch

This option will let you select one or multiple branches.  Access to this is based on security.

Location

This option will let you select one or multiple model locations as per the invoice detail. This feature is used if you are ordering only for certain store locations

Only Show QOH...

If this option is selected, it will only show QOH for the selected locations on the report.  This option is mainly used by companies with multiple locations in different States; this way you can only see the warehouse in the East coast if ordering for 'East' location.

Model Number From and To

This option will let you select either one model or all models. This option is not commonly used.

Last Name From and To

This option will let you select either one or all customers.

Starting/Ending Date

This is invoice schedule date and invoice pickup date.  It will show you everything that is being delivered or picked between this date range so that you can order the product in.  For suppliers like GE, Whirlpool, and Electrolux, you can do that in a shorter time frame (2-3-4 weeks) however, for speciality suppliers, you will need to run 3-4-5 months out in advance.

Specific Invoice

This option will let you run the report for a specific invoice; instead of running the report for a date range.  This can be handy for large orders or projects or where you need to place one PO per invoice. The One PO per Invoice option also exists on the OE-04 Report.

Exclude Empty Dates

If this option is checked, it will exclude invoices with empty schedule date and/or pickup dates. If this option is not checked and both the schedule date and pickup date are empty, the invoice start date will be used.

Exclude PO Effective Date After

If this option is checked, it will not show QOO where the PO has an effective date which is after an ending date you specify.

Supplier From and To

This option will let you select one or multiple suppliers.

Show Cost

Select to view these costs in the report: None, Average, Last, Standard, Landed, Original, or Replacement.

Sort By

Select how the report is sorted.

Model Stock

This option will let you select stock, non-stock, or all. It defaults to all.

Reference From

This is commonly used to indicate if there is a special buy, special dating, or if the product must be ordered under a specific contract number or, in the case of furniture, color code.

Select from:

• Invoice Model: The Reference field from Model > Invoice Detail is used.
• Invoice Header: The Reference field from the Invoice Header is used.
• Project Invoice Model: The Reference field from the Model on a Project is used. If the Model is not used on a project, or the Project Model's Reference field is blank, the Invoice Model Reference is used instead.

Exclude Returns

Selecting this excludes return invoices from the report.  

Sort By Reference

Selecting this groups invoices by Reference.

Include Invoices Already Ordered For

Selecting this includes in the report invoices that you have already ordered for.

Exclude Models with Available Qty

Selecting this excludes model with available quantity. For example, if your inventory is accurate and you have flagged the showroom location as ‘not available’, the only available inventory is the warehouse and other valid locations. This is a helpful as you only see models you need to order.

Exclude Non Dispatched Job Status

If selected, the report excludes invoices where the job status is set to Do Not Dispatch in Tools > System Maintenance >Table > Job Status. Most companies will want to see estimated dates on the report and then check with the sales staff to see if the date is good or not.

Exclude COD Invoices not paid for

If selected, COD invoices not paid in full are excluded from the report.

Include Non-Committed Serial #

If selected, the report will include open serials from the invoice detail in the QOH. We recommend leaving this option selected. This option is only relevant if you have disabled Auto Commit Serial # In Invoicing in Serial Inventory Variables.

Order for Terminal Location

If selected, when the purchase order is written, it will populate the location on the model line in the purchase order from the Model Delivery location set in File> Terminal Settings.  If unchecked, it will order the product from the model location in invoice detail.  This option is commonly selected where inventory is received into multiple locations so the ordering person’s terminal settings will be set to where the product is expected to arrive. This is also connected to the Interstore Transfer system so EPASS can coordinate movement of product when it arrives in a different location than it needs to be delivered from.

Exclude Reserve Exclusive From Spoken For and Ordered For

If selected, the report excludes “Reserve Exclusive”.  We recommend this is always selected as this inventory is not your normal ‘in-box’ inventory; it is ‘open-box’ or ’as-is’ and, in those cases, you want that inventory excluded from the ordering numbers.

Only Show Invoices That Have Reached the Minimum Deposit

If selected, the report shows only invoices that have reached the minimum deposit rules as set on each invoice type. This is similar to excluding COD invoices not paid for.

Exclude Invoice Not Credit Approved

If selected, invoices that are 'not credit approved' are excluded. See Credit Approval.

Exclude Not Released Quantities in QOO

If selected, the report excludes purchase orders that are “not released” from the QOO.  For example, if you use releasing on purchase orders, you probably do not want to include purchase orders that have not been released in your QOO since those are not coming in yet.

Show Only Spoken For Inventory...Days in the Future

This option controls which invoices with Spoken For serial numbers appear on the report. You have the option to choose number of days in the future. This value is also saved so that the next time you run this report, it will be filled in.

Order Only for Key

This option is only used for members of NEAEG (Key) that are also importing the QOH details from the group.  If this option is selected, the report will only show the models where the QOH has been imported from the buying group.

Report Only Where Key QOH is Insufficient or QOH < ___

If this option is selected, the report shows models where the supplier QOH is less than what you need to order or below the amount keyed onto the screen. This helps you identify low stock models at the group which may or may not be available since the buying group QOH information is not always up to date.

Optional Fields on Report

Select or clear the optional fields you want to appear on the report.