PeopleSoft Order Management 9.1 PeopleBook

Appendix: Appendix A: PeopleSoft Order Management Reports

This appendix provides an overview of PeopleSoft Order Management reports.

Note. For samples of these reports, see the Portable Document Format (PDF) files that are published with your online documentation.

PeopleSoft Order Management Standard Reports: A to Z

The sections list the reports used with PeopleSoft Order Management:

Crystal reports.
SQR reports.
BI Publisher reports.

PeopleSoft Order Management Crystal Reports

Report ID and Report Name	Description	Navigation	Run Control Page
OMC1000 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
OMC3250 Buying Agreement Renewal	Letter notifying your customer that their buying agreement is about to expire.	Order Management, Buying Agreements, Reports, Renewal Agreement, Agreement Renewal	RUN_OMC3250
OMC5210 Orders on Hold	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 Order Changes	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

PeopleSoft Order Management SQR Reports

Report ID and Report Name	Description	Navigation	Run Control Page
OMS1000 Sales Order	Sales order to be sent to your customer.	Order Management, Quotes and Orders, Reports, Print Sales Orders	RUN_OMS1000
OMS1000 Sales Quotation	Quotation to be sent to your prospect.	Order Management, Quotes and Orders, Reports, Print Sales Quotation	RUN_OMS1000
OMS5100 Quote Register	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 Sales Order Register	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 Update Order Commission Data	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 Order Backlog	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 Overdue Shipments	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 Buying Agreement Status	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 Product Profitability	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 Claimback Claims Print	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

PeopleSoft Order Management BI Publisher Reports

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 Buying Agreement Renewal	Letter notifying your customer that their buying agreement is about to expire.	Order Management, Buying Agreements, Reports, Renewal Agreement, Agreement Renewal	RUN_OMC3250
OMX5210 Orders on Hold	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 Order Changes	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