Feature - Change Sales Order Import Report by Order with CSV Support
Release Date: 9/1/26
Version: 8.5 and Above
This feature adds a new line item audit trail report that reviews all orders that were changed on a certain date though Sales Order Import. The Change Sales Order Import By Order shows the percent changed over six rolling periods. The periods are calculated in 28-day increments starting from the change date. The request date from the addition or deletion of line items is used to determine the period for the change.
The report is available from Customer Order Processing-> Report-> Line Item Auditing Report-> Print-> Change Sales Order Import Report by Order.
The following report parameters are available.
1. Change Date - Enter the change date also known as the line item audit.
2. Starting Order - Enter the starting order number. This entry will be remembered and it will be used as the default value the next time the application is started.
3. Ending Order - Enter the ending order number. This entry will be remembered and it will be used as the default value the next time the application is started.
4. Detail Or Summary - D=Detail and S=Summary - the default is summary.
5. Export to CSV? - This field will default to the previously entered value. Answer Y if a CSV file should be created when the run is run.
6. CSV File Path & Name - This field will default to the previously entered value. It is only available if the Create CSV File option is set to Y.
Summary Report Example
Detail Report Example
The following fields are supported in the detail CSV output:
- ActDate - Action/change date
- Ord# - Order number
- Seq# - Line item sequence number
- Cust# - Customer number
- ShipToName - Order ship-to name
- Tp - Order type
- EntDate - Date order was entered
- OrdDate - Order date
- PO# - Purchase order number
- Item# - Item number
- ItemDesc - Item description
- ReqDate - Line item request date
- 99/99/99-Del - Quantity deleted period 1
- 99/99/99-Del - Quantity deleted period 2
- 99/99/99-Del - Quantity deleted period 3
- 99/99/99-Del - Quantity deleted period 4
- 99/99/99-Del - Quantity deleted period 5
- 99/99/99-Del - Quantity deleted period 6
- 99/99/99-Add - Quantity added period 1
- 99/99/99-Add - Quantity added period 2
- 99/99/99-Add - Quantity added period 3
- 99/99/99-Add - Quantity added period 4
- 99/99/99-Add - Quantity added period 5
- 99/99/99-Add - Quantity added period 6
- 99/99/99-Pct - Period 1 percent change
- 99/99/99-Pct - Period 2 percent change
- 99/99/99-Pct - Period 3 percent change
- 99/99/99-Pct - Period 4 percent change
- 99/99/99-Pct - Period 5 percent change
- 99/99/99-Pct - Period 6 percent change
The following fields are supported in the summary CSV output:
- ActDate - Action/change date
- Ord# - Order number
- Cust# - Customer number
- ShipToName - Order ship-to name
- Tp - Order type
- EntDate - Date order was entered
- OrdDate - Order date
- PO# - Purchase order number
- 99/99/99-Del - Quantity deleted period 1
- 99/99/99-Del - Quantity deleted period 2
- 99/99/99-Del - Quantity deleted period 3
- 99/99/99-Del - Quantity deleted period 4
- 99/99/99-Del - Quantity deleted period 5
- 99/99/99-Del - Quantity deleted period 6
- 99/99/99-Add - Quantity added period 1
- 99/99/99-Add - Quantity added period 2
- 99/99/99-Add - Quantity added period 3
- 99/99/99-Add - Quantity added period 4
- 99/99/99-Add - Quantity added period 5
- 99/99/99-Add - Quantity added period 6
- 99/99/99-Pct - Period 1 percent change
- 99/99/99-Pct - Period 2 percent change
- 99/99/99-Pct - Period 3 percent change
- 99/99/99-Pct - Period 4 percent change
- 99/99/99-Pct - Period 5 percent change
- 99/99/99-Pct - Period 6 percent change
Order
Inquiry, Change History, also supports the ability to print a summary version of the report for the date and order being viewed. The user can
press the F2 key to launch the report in the summary mode.
Programs Modified: CP1920.CBL, CPREVSUM.CBL
Programs Added: CPSOCWRK.SL, CPSOCWRK.FD, CPSOCWRK.WS, CPSOCWRK.DS, CPSOCWRK.IO, CP19262.CBL, CP1926P.CBL
CLS
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