Processing By Date

The Processing by Date report presents detailed information about processing transactions, including processing dates, processing numbers, vendor names, product descriptions, quantities processed, and other relevant data. By analyzing this report, businesses can evaluate their processing performance, identify peak processing periods, and make informed decisions to optimize operational efficiency.

This report recognizes the significance of time-sensitive analysis in processing activities. By reviewing the data presented in the Processing by Date report, businesses can identify patterns, assess processing efficiency on different dates, and take proactive measures to manage capacity, resources, and scheduling effectively.

Step 1: Filtering options to customize the report's parameters.

• Process Date: Specify the date for processing.

• Ship Out Date: Specify the date for shipping out.

• Received Date: Specify the date for receiving.

• Vendor: Enter and select the name of the vendor for filtering the report data.

• Status: Select one of the following options: [ALL], Cancelled, Entered, Finished Packing, Hold, Posted, Shipped Out, Not Posted.

• Type: Select one of the following options: Both, Ship Out, Receive.

• Report Format: Choose between PDF or Excel format for the report output.

Step 2: Click the "Run Report" button

• Locate the "Run Report" button and click on it.

• This triggers the system to process and generate the report based on the provided criteria.

Step 3: Wait for the report to generate

• Depending on the volume of data and complexity of the report, it may take some time for the system to process and generate the report.

• Please be patient while the system completes this task.

Step 4: Review the report

• Once the report is generated, it will be displayed on the screen.

• Carefully review the report, focusing on the information about the number of each column and rows.

Step 5: Save or export the report

• If needed, save or export the report for future reference or to share it with others within your organization.

• This ensures that you retain the data and can access it whenever necessary.

By following these steps, you can generate the Report and leverage its insights to make informed decisions regarding processing history.