Sales Serial and Lot Numbers with Comments

Supplemental Information

Sales Serial and Lot Numbers with Comments - Supplemental Information

Report Description	Formats
Important Notes / Disclaimers	Fields

Report Description:

This report provides a list of line item details for Sales Order Processing Invoices and Returns. The detail includes Serial or Lot Numbers, Line Item Comments, Cost and Price. Here are some typical GP users describing how they use it:

Jennifer, the Salesperson:

I am on the phone talking to a customer and they ask about their past purchases. Now I can quickly pull up all the details without missing a beat. The customer get better service and I get more sales. That's what I call a win-win situation.

Steve, the Customer Service Rep:

When a customer calls about a problem with a part I need to quickly find the serial number for that part as well as any comments we put on the invoice. It's all tracked in GP, but by the time I drill down on one invoice and one item at a time, the customer is already unhappy. This report gets me the information I need efficiently and while the customer is still in a good mood.

For these reasons and more we offer the Sales Serial and Lot Numbers with Comments report. It currently comes in 2 formats: SmartList Builder and Crystal Reports.

Formats:

Order a Report Print
Order
Form

SmartList Builder:

SmartList Name: Sales Line Item Serial/Lot
Available for GP 8.0, GP 9.0 and GP 10.0
Requires SmartList Builder.

View Sample

Crystal Reports:

Includes one report based on a SQL Server stored procedure
Available for Crystal XI
Parameters:

Customer ID (beginning with)
Item Number (beginning with)
Date Range

Requires either Crystal Reports, or a product that will allow you to run a Crystal Report from within GP. If you are interested in one, please check out our GP Reports Viewer.

View Sample

Important Notes/Disclaimers:

This report is only intended for use with the Sales Order Processing module and will only return information from posted Invoices and Returns.
To install any of our reports you will need to install our GP Reports Installer, which is included at no additional charge with every report we sell. The GP Reports Installer is a small Dexterity application that only needs to be installed on one computer (does not have to be on the server) and will control all our reports and their associated SQL components.
All of our SQL code is encrypted. You will not be able to modify it without our help. You WILL be able to modify the actual report in any way you want - changing the layout, linking to additional tables, adding SmartList Go To's, etc.
As with any report, there is only so much available data to test with. While we make every attempt to test all reports with various data, your data may have something unique that we did not account for. Please let us know if you are not seeing expected results.

Fields:

Document Type
Document Number
Originated From Type*
Originated From No.*
Document Date
GL Posting Date*
Doc. Actual Ship Date* (from the Invoice/Return, not the individual line item)
Customer Number
Customer Name
Item Number
Item Description (from the Invoice/Return, not from Item Maintenance)
Inventory Type* (Inventory or Non-Inventory)
Quantity
U of M
Site ID*
Unit Price
Unit Cost
Extended Price
Extended Cost
Markdown Amount*
Markdown Percent*
Markdown Type*
Line Item Req. Ship Date*
Line Item Actual Ship Date*
Line Item Sales Territory*
Line Item Salesperson ID*
Serial/Lot Quantity
Serial/Lot Number
Line Item Comment
Line Item Sequence*

LEGEND:

* - fields are available, but not displayed by default on the reports.

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