PeopleSoft Working With Order to Cash Common
Information Reports: A to Z
This appendix provides an overview of the reports in this PeopleBook.
Note. For samples of these reports, see the Portable Document Format (PDF) files that are published with your online documentation.
See Also
PeopleTools PeopleBook: Introduction to PeopleSoft Reporting, "PeopleSoft Reporting Tools"
PeopleSoft Working With Order to Cash Common
Information Reports: A to Z
This section lists the reports in this PeopleBook.
Customer reports.
Product reports.
Product nVision reports.
Return material authorization (RMA) reports.
Cash drawer reports.
Note. nVision reports are run only from the PeopleTools window client.
Customer Reports
|
Report ID and Report Name |
Description |
Navigation |
Run Control Page |
|
AR31001 |
Lists all customers by business unit for the setID. |
Customers, Reports, Customers by SetID, TableSet Customers Accounts Receivable, Customer Accounts, Customer Reports, Customers by SetID, TableSet Customers |
RUN_AR31001 |
|
AR31002 |
Lists all customers for the business unit. |
Accounts Receivable, Customer Accounts, Customer Reports, Customers by Unit, Business Unit Customers Customers, Reports, Customers by Unit, Business Unit Customers |
RUN_AR31002 |
|
AR31003 |
Lists customer contacts by SetID, including their title, phone, and fax numbers. |
Customers, Reports, Contacts by SetID, TableSet Contacts Accounts Receivable, Customer Accounts, Customer Reports, Contacts by TableSet, TableSet Contacts |
RUN_AR31003 |
|
AR31004 |
Lists customer contacts by business unit, including their title, phone, and fax numbers. |
Accounts Receivable, Customer Accounts, Customer Reports, Contacts by Unit, Business Unit Contacts Customers, Reports, Contacts by Unit, Business Unit Contacts |
RUN_AR31004 |
|
OMC3210 (Crystal) Sold-To Customer Master |
Lists the address and the processing options for Sold To Customers for the selected setID. (Crystal) |
Customers, Reports, Sold To Customer Master, Sold-To Customer Master |
RUN_OMC3210 |
|
OMC3210 (XML format) |
Lists the address and the processing options for Sold To Customers for the selected setID. (BI Publisher) |
Customers, Reports, Sold To Customer Master, Sold-To Customer Master |
RUN_OMC3210 |
|
OMC3240 (Crystal) Sold To Customer Relationships |
Lists each sold to customer, its status, and all associated ship to and bill to customers in order of priority for the selected SetID. (Crystal) |
Customers, Reports, Sold To Cust Relationships, Sold-To Cust Relationships |
RUN_OMC3240 |
|
OMC3240 (XML format) |
Lists each sold to customer, its status, and all associated ship to and bill to customers in order of priority for the selected SetID. (BI Publisher) |
Customers, Reports, Sold To Cust Relationships, Sold-To Cust Relationships |
RUN_OMC3240 |
|
OMC3220 (Crystal) Ship-To Customer Master |
Lists the address and the processing options for Ship To Customers for the selected SetID. (Crystal) |
Customers, Reports, Ship To Customer Master, Ship-To Customer Master |
RUN_OMC3220 |
|
OMC3220 (XML format) |
Lists the address and the processing options for Ship To Customers for the selected SetID. (BI Publisher) |
Customers, Reports, Ship To Customer Master, Ship-To Customer Master |
RUN_OMC3220 |
|
OMC3260 (Crystal) Ship To Customer Relationships |
Lists each ship to customer, its status, and all associated customer relationships in order of priority for the selected setID. (Crystal) |
Customers, Reports, Ship To Cust Relationships, Ship-To Cust Relationships |
RUN_OMC3260 |
|
OMC3260 (XML format) |
Lists each ship to customer, its status, and all associated customer relationships in order of priority for the selected setID. (BI Publisher) |
Customers, Reports, Ship To Cust Relationships, Ship-To Cust Relationships |
RUN_OMC3260 |
|
OMC3230 (Crystal) Ship Date Exceptions |
Lists both block and standing ship date exceptions by ship to customer for the selected SetID. (Crystal) |
Customers, Reports, Ship Date Exceptions |
RUN_OMC3230 |
|
OMC3230 (XML format) |
Lists both block and standing ship date exceptions by ship to customer for the selected SetID. (BI Publisher) |
Customers, Reports, Ship Date Exceptions |
RUN_OMC3230 |
Product Reports
|
Report ID and Report Name |
Description |
Navigation |
Run Control Page |
|
OMC4100 (Crystal) Product Master |
Lists all products by SetID. Identifies the item ID, status, and whether the product is a product kit, among other details (Crystal) |
Products, Reports, Product Master |
RUN_OMC4100 |
|
OMC4100 (XML format) |
Lists all products by SetID. Identifies the item ID, status, and whether the product is a product kit, among other details. (BI Publisher) |
Products, Reports, Product Master |
RUN_OMC4100 |
|
OMC4200 (Crystal) Product Price List |
View list prices for products, unit of measure, and ship from warehouses. (Crystal) |
Products, Reports, Product Price List |
RUN_OMC4200 |
|
OMC4200 (XML format) |
View list prices for products, unit of measure, and ship from warehouses. (BI Publisher) |
Products, Reports, Product Price List |
RUN_OMC4200 |
|
OMC4300 (Crystal) Product Catalogs |
View which products and or product groups belong to a product catalog. (Crystal) |
Products, Reports, Product Catalogs |
RUN_OMC4300 |
|
OMC4300 (XML format) |
View which products and or product groups belong to a product catalog. (BI Publisher) |
Products, Reports, Product Catalogs |
RUN_OMC4300 |
|
CRCARDHST Credit Card History Report |
This report lists credit card transmissions that have been performed from the PeopleSoft Order Management, Billing and Receivables modules. Search parameters allow you to search by business unit and transmission date range. |
Set Up Financials/Supply Chain, Common Definitions, Credit Cards, Credit Card History Report |
RUN_CRCARD_HST |
Product nVision Reports
|
Report ID and Report Name |
Description |
Navigation |
Run Control Page |
|
OMBOOKP |
Product bookings by business unit |
Run from the PeopleTools window client. |
OM_BOOKP.XLS |
|
OMSALEP |
Product sales by business unit |
Run from the PeopleTools window client. |
OM_SALEP.XLS |
|
OMBOOKC |
Customer bookings by business unit. |
Run from the PeopleTools window client. |
OM_BOOKC.XLS |
|
OMSALEC |
Customer sales by business unit |
Run from the PeopleTools window client. |
OM_SALEC.XLS |
|
OMPRC |
Product Prices |
Run from the PeopleTools window client. |
OM_PRC.XLS |
RMA Reports
|
Report ID and Report Name |
Description |
Navigation |
Run Control Page |
|
INS3000 |
Lists RMA transactions for internal and external locations. Use this report to provide staff at the internal or external locations with an acknowledgment of a return request and direction on where to send the returned materials. You can also generate this report to aid receiving clerks in matching returned material at the receiving docks with an RMA in the PeopleSoft system. For each RMA, this report includes header and line information. |
Inventory, Manage Returned Material, RMA Report, Returned Material Authorization |
RUN_INS3000 |
|
OMS3000 |
Lists the details of an authorized return for a customer. Note. Notes are printed on the RMA report without configuration. |
Customer Returns, Reports, RMA, Print RMA |
RUN_OMS3000 |
|
OMS7100 |
Lists RMAs by business unit. |
Customer Returns, Reports, RMA Register, RMA Register |
RUN_OMS7100 |
|
OMS7110 |
Lists RMA line for products that are not returned by the estimated return date on the RMA Line page. |
Customer Returns, Reports, Overdue RMAs, Overdue RMAs |
RUN_OMS7110 |
Cash Drawer Reports
|
Report ID and Report Name |
Description |
Navigation |
Run Control Page |
|
CDRDEPST |
Print a bank deposit slip from the reconciliation. This slip lists cash to deposit, as well as a list of the checks (check number and amount) to deposit. |
Accounts Receivable, Payments, Cash Drawer, Print Bank Slip Deposit |
RUN_CDR_PRNTDEP |