Purpose: Use this menu option to generate the Order Count report, which provides the total number of orders entered in CWSerenade broken out by company, and optionally, order type for a specified date range.
Use this screen to specify the criteria used to generate the Order Count report.
Field |
Description |
From...To |
The date range you wish to use to generate the Order Count report. The system totals the number of orders entered within this date range for each CWSerenade company. Numeric, 6 positions (MMDDYY format); required. |
Sort by order type |
Select this field to generate the Order Count Report by Order Type, which provide a break out of the total number of orders entered for a company by order type. Unselect this field to generate the Order Count Report, which provides an order count for each company across all order types. Optional. |
Email report to |
The email address to receive the Order Volume Report email. The system includes the Order Count report in this email as an attachment. The email address must be a valid email address following valid email address format; for example: name@place.com. Numeric, 50 positions; required. |
Screen Option |
Procedure |
Generate the Order Count Report or Order Count Report by Order Type |
Select Submit to generate the report and include it as an attachment in the Order Volume Report email. |
To generate the report:
1. |
Enter the date range you wish to use to generate the Order Count report in the From and To fields. |
2. |
Select the Sort by order type field to generate the Order Count Report by Order Type, which provides a break out of the total number of orders entered for each company by order type; otherwise, unselect this field to generate the Order Count Report, which provides an order count for each company across all order types. |
3. |
Enter the email address to receive the Order Count report in the Email report to field. The email address must be a valid email address following valid email address format; for example: name@place.com. |
4. |
Select OK to validate your entries. |
5. |
Select Submit to generate the Order Count report. • If you did not select the Sort by order type field, the system generates the Order Count Report, which provides the total number of orders entered in CWSerenade broken out by company for a specified date range. • If you selected the Sort by order type field, the system generates the Order Count Report by Order Type, which provides the total number of orders entered in CWSerenade broken out by order type within company for a specified date range. |
6. |
The system includes the report as an attachment in the Order Volume Report email and sends this email to the email address specified in the Email report to field. |
Order Volume Report email: A sample of the Order Volume Report email is presented below.
From: |
cwjava@commercialware.com |
To: |
Sample User |
Subject: |
Order Volume Report |
Attachments: |
MSR1380_EMAIL.0707111500001.SUSER.PDF |
See attached report |
|
Contents:
• From: The from.email specified through Setting up the Email Properties File.
• To: The email address defined in the Email report to field on the Order Count Report Screen.
• Subject: Order Volume Report
• Attachments: The name of the PDF file generated for the Order Count report. The system uses the print program, job date and time, and the user ID of the person who generates the report to name the PDF file. For example, a file named MSR1380_EMAIL.070711123438391.SUSER.pdf indicates that the file:
• contains the Order Count Report by Order Type (MSR1380); a file named MSR1377_EMAIL contains the Order Count Report
• was generated by the user SUSER
• was generated on July 11, 2007, at 12:34:38
• Body: See attached report
