CP1920 Customer Order Processing Line Item Auditing Report

CP1920 Customer Order Processing Line Item Auditing Report

Line Item Auditing Report

 

Application Overview

 

This application allows reporting the action types of add, change, delete, and void that have occurred in the order entry sales process.  Users, supervisors, and management can use this information to pinpoint unusual activity.  Unusual or repetitive activity such as item price changes, line item deletions and order cancellations by customer that could be a potential problem.  Additionally, you can track user productivity for bonus or incentive purposes. 

Run Instructions

 

From the pull down COP Reports menu, select Line Item Auditing Report and Print.

 


 

Line Item Auditing Report Print Screen

 

 

 

Reports Available

 

  1. Line Item Inquiry By Item
  2. Line Item Inquiry By Customer
  3. Line Item Inquiry By Order
  4. Line Item Inquiry By User ID

 

 

 

Line Item Inquiry by Item

 

 

 

Report Selection Criteria

 

  1. Starting and ending fields for:
    1. Item
    2. Customer
    3. Order
    4. User ID

 

  1. Starting and Ending Audit Dates

 

  1. Type of Action to report
    1. “A” Add
    2. “C” change
    3. “D” Delete
    4. “V” Void

For all type of actions, enter all four codes

 

 

 

 

 

 

 

 



 



    • Related Articles

    • Allow Auto Popup Customer or Item Notes in Order Entry with Read Only Option

      Release Date: 11/25/2020 Version: 8.5 & Up In Global Setup -> System -> Note Function, there are these two flags: 23. Auto Pop Up Customer Note During Order Entry? 24. Auto Pop Up Item Note During Line Item Entry? In addition to "Y" or "N," we now ...

    • CP1900 Customer Order Processing Line Item Auditing Inquiry

      Line Item Auditing Inquiry Application Overview This application allows inquiries into the order action types of add, change, delete, and void that have occurred in the order entry sales process. Users, supervisors, and management can use this ...

    • ARCUSMNT Accounts Receivable Customer File Maintenance

      Customer File Maintenance Application Overview The Customer File is a very important file. It stores the basic information about every customer you do business with. Almost every major application in the A/R package uses the Customer file to ensure ...

    • ARADJSCN Accounts Receivable Adjustment Auditing Report

      Adjustment Auditing Report Application Overview With the Adjustment Auditing enhancement, any adjustment made for a transaction is done on a real time basis without the posting. It is important to have an auditing tool to track why the adjustment ...

    • Feature - Order Ship Status Auditing Report

      Release Date - 7/14/16 The Order Ship Status Auditing Report is available under COP -> Processing -> Pick/Pack tickets & Ship Label -> Shipping -> Order Ship Status Auditing Report. The feature gives the user the ability to reconcile EDI orders ...