Generate Customer Order Analysis Report

This report allows you to generate a report on customer order analysis.

Select the “Generate Customer Order Analysis Report” link under the “Sales Management Reports” business component.

The “Generate Customer Order Analysis Report” page appears.

The system displays the following fields:

Date Format

The format in which the date field is displayed. This format is displayed from the "User Preferences" business component based on the login user ID. In case the format is not defined, the system displays the date format from the "Enterprise Modeling" business component by default.

Enter the following in the “Search Criteria” group box:

Customer Order #	The number identifying the customer order for which the customer order analysis report must be generated. You can enter the customer order number in full or specify it partially using the “*” character. The system retrieves all customer order numbers that are similar to the number entered here. Ensure that the customer order # is mandatory, if work center is not entered. The system ensures that the customer order # entered is valid as generated in the “Create Customer Order” activity of the “Customer Order” business component.
Order Status	Use the drop-down list box to select the order status for which the customer order analysis report must be generated. The system displays blank by default. The system retrieves the customer orders based on the order status selected here.
Customer #	The unique code identifying the customer for whom the customer order analysis report must be generated.
Customer Name	The name of the customer for whom the customer order analysis report must be generated.
Org. Unit #	Use the drop-down list box to select the organization unit based on which the customer order analysis report must be generated. The system displays blank by default.
Work Center	The work center for which the customer order analysis report must be generated. The system ensures that the work center entered is valid as defined in the “Create Work Center” activity of the “Customer Order” business component.
Cost / Quote (%) >=	The ratio of total cost of all the execution documents versus the quoted price of the customer order in percentage. The system generates the report with the cost/quote ratio greater than the value entered here.
Work Status	Use the drop-down list box to select the work status for which the customer order analysis report must be generated. The system lists the following options: “In-Progress”, “Completed”, and “Closed”. The system displays blank by default.
Order Date From	The starting date in the range of dates for which the report must be generated. The system generates the report for the customer orders that have been raised later than this date. This date must be in the same format as displayed in the “Date Format” field.
Order Date To	The ending date in the range of dates for which the report must be generated. The system generates the report for the customer orders that have been raised earlier than this date. This date must be in the same format as displayed in the “Date Format” field.

Click the “Generate Customer Order Progressive Analysis Report” to generate the customer order progressive analysis report.
Click the “Generate Work In Progress Report” to generate the work in-progress report.