This appendix provides an overview of PeopleSoft Order Management reports.
Note. For samples of these reports, see the Portable Document Format (PDF) files published on CD-ROM with your documentation.
The sections list the reports used with PeopleSoft Order Management:
Crystal reports.
SQR reports.
XML Publisher reports.
Report ID and Report Name |
Description |
Navigation |
Run Control Page |
OMC1000 |
Order Management business unit information as specified on the Order Management Definition Business Unit pages, such as credit check and automatic hold processing options, and distribution defaults. |
Set Up Financials/Supply Chain, Business Unit Related, Reports, Order Management Options |
RUN_OMC1000 |
OMC3250 |
Letter notifying your customer that their buying agreement is about to expire. |
Order Management, Buying Agreements, Reports, Renewal Agreement, Agreement Renewal |
RUN_OMC3250 |
OMC5210 |
Lists all orders currently on hold by business unit. Shows hold type and code, status date, and the date/time of the last update, among other details. |
Order Management, Quotes and Orders, Reports, Orders on Hold |
RUN_OMC5210 |
OMC5250 |
Lists all orders by business unit that were changed, showing the reason for changes and the date and times changes were made. |
Order Management, Quotes and Orders, Reports, Order Changes |
RUN_OMC5250 |
Report ID and Report Name |
Description |
Navigation |
Run Control Page |
OMS1000 |
Sales order to be sent to your customer. |
Order Management, Quotes and Orders, Reports, Print Sales Orders |
RUN_OMS1000 |
OMS1000 |
Quotation to be sent to your prospect. |
Order Management, Quotes and Orders, Reports, Print Sales Quotation |
RUN_OMS1000 |
OMS5100 |
Lists quotations for a business unit. Identifies sold to customer, PO number, status, and total order amount. |
Order Management, Quotes and Orders, Reports, Quote Register |
RUN_OMS5100 |
OMS5200 |
Lists orders for a business unit. Identifies sold to customer, PO number, status, and total order amount. |
Order Management, Quotes and Orders, Reports, Sales Order Register |
RUN_OMS5200 |
OMS5300 |
Details orders that were updated by the Update Order Commission Data process. Identifies team member, quota dates and amounts, and commission percent. |
Order Management, Quotes and Orders, Process Orders, Update Commission Data, Update Order Commission Data |
RUN_OMS5300 |
OMS6100 |
Lists orders on backlog by sold to customer, ship to customer, or by product. Identifies backlog quantities and amounts. |
Order Management, Quotes and Orders, Reports, Order Backlog |
RUN_OMS6100 |
OMS6210 |
Lists orders that were not shipped by scheduled ship date. Identifies Ship To customer, product, overdue quantity, and days overdue. |
Order Management, Quotes and Orders, Reports, Overdue Shipments |
RUN_OMS6210 |
OMS8100 |
Summary version lists status, start and end dates, and customer or customer group. Detail version lists the buying agreement lines and the sales orders referencing each line as well as the ordered to date and remaining quantities. |
Order Management, Buying Agreements, Reports, Status, Agreement Status |
RUN_OMS8100 |
CBS1000 |
Generate the data used to analyze product profitability by running the Generate Profitability Report process, CB_GENPROFIT. Review the claimback contract impact on product profitability, margins, and revenue. Select the Print Profitability Report process, CBS1000, to see the data that was generated by the Generate Profitability Report process. |
Order Management, Claimbacks, Product Profitability Report |
CB_RUN_CBS1000 |
PORB7010 |
Batch process that prints claimback claims by SetID, Claimback Contract ID, or Claim ID. This process will print the formal claim(s) to send to the vendor for payment. |
Order Management, Claimbacks, Claimback Claims, Claimback Claims Print |
VRBT_CLAIMS_PRT_RC |
Report ID and Report Name |
Description |
Navigation |
Run Control Page |
OMX1000 OM Business Unit Options |
Order Management business unit information as specified on the Order Management Definition Business Unit pages, such as credit check and automatic hold processing options, and distribution defaults. |
Set Up Financials/Supply Chain, Business Unit Related, Reports, Order Management Options |
RUN_OMC1000 |
OMX3250 |
Letter notifying your customer that their buying agreement is about to expire. |
Order Management, Buying Agreements, Reports, Renewal Agreement, Agreement Renewal |
RUN_OMC3250 |
OMX5210 |
Lists all orders currently on hold by business unit. Shows hold type and code, status date, and the date/time of the last update, among other details. |
Order Management, Quotes and Orders, Reports, Orders on Hold |
RUN_OMC5210 |
OMX5250 |
Lists all orders by business unit that were changed, showing the reason for changes and the date and times changes were made. |
Order Management, Quotes and Orders, Reports, Order Changes |
RUN_OMC5250 |