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Deliverable List

This report lists the Orders that have yet to be delivered in full but which can be fulfilled from stock. This means that there is sufficient stock to satisfy each of the Orders listed, but not necessarily all of them.

Orders with unapproved Deliveries are treated as delivered for the purposes of this report (i.e. they are not listed). However, stock that has been used in unapproved Deliveries is treated as being available to other Orders.

Stocked and Structured Items will be included in the report, since its purpose is to show whether there is sufficient stock to deliver these Items. Plain and Service Items will not be shown in the report because these Items are not held in stock and therefore they can always be delivered.

When printed to screen, the Deliverable List has the HansaWorld Enterprise Drill-down feature. Click on any Order Number to open an individual Order record.

Order
Range Reporting    Numeric
Use this field to limit the report to a single Order, or range of Orders.

Item
Paste Special    Item register
Use this field to limit the report to Orders containing a particular Item. If you use the Overview or Order Rows options, only Order rows with the specified Item will be included in the report, not the whole Order. If you use the Overview per Salesman or Detailed options, the whole Order will be included in the report, not just those Order rows with the specified Item. The specified Item must be a Stocked or a Structured Item.

Customer
Paste Special    Customers in Customer register
To limit the report to Orders from a single Customer, enter a Customer Number here.

Salesman
Paste Special    Person register, System module
To limit the report to Orders generated by a single Salesman, enter their initials here.

Order Class
Paste Special    Order Classes setting, Sales Orders module
Enter an Order Class code to limit the report to Orders of a single Class.

Object
Paste Special    Object register, System module
To limit the report to Orders containing a single Object, enter that Object here. This refers to Objects entered at Order level, not those entered for Order rows.

Location
Paste Special    Locations setting, Stock module
To produce a report for one stock Location, enter its Location Code here. This refers to the Location entered at Order level, not those in the Order rows (flip F).

Item Group
Paste Special    Item Group register, Sales Ledger
Use this field to limit the report to Orders containing Stocked and Structured Items belonging to a single Item Group. The figures shown in the report will be for the whole Order, unless you are using the Show Items From Selected Group Only option (below) as well.

Planned Delivery
Paste Special    Choose date
Range Reporting    By date
If you wish to report on Orders whose Deliveries are to be made on a specific date, enter that date here. If an Order has a Planned Delivery Date on its 'Date' card and different Planned Delivery Dates on flip E of its Order rows), it will be shown in the report if you enter any of those dates here.

Allow Part Deliveries
Switch this option on if you want Orders that can only be part delivered to be included in the report.

To make the most of this option, it is recommended that you use it together with the Quantity and Inc Stock Levels options (below), or together with the Quantity and Order Rows options. These combinations will show the full quantity remaining to be delivered, and the quantity in stock that you can ship. You will therefore be able to distinguish Orders that can be fully delivered from those that can only be partially delivered, and how much of each Order you can satisfy from stock.

Show Items from selected Group only
If you have specified an Item Group using the field above, the report will be limited to Orders containing Stocked and Structured Items belonging to that Group. You can decide whether to show all rows of those Orders or just those rows featuring Items of the specified Group. If you need the latter option, switch on this check box.

Not OKed
Check this box if unapproved Orders are to be shown in the report.

OKed
Check this box if approved Orders are to be shown in the report.

Function
Use these options to determine the level of detail to be shown in the report. In each case, where a quantity is shown, this is the quantity awaiting delivery and invoicing. So, if an Item is delivered but not invoiced, it is included in the quantity.
Overview
The default setting for this report is Overview, which is a simple list of Orders that have not yet been fully delivered. For each Order, the Number, Date, Customer Name, value of Stocked and Structured Items not yet delivered and invoiced, and Currency are shown. The list is sorted by Order Number. If you use this option together with the Quantity option (below), the number of Items not yet delivered will replace the value and Currency.

Overview per Salesman
This is a more comprehensive report in which the Orders are sorted by Salesman and then by Order Number. In addition to the information shown in the Overview, the Planned Delivery Date is shown and the Order rows with Stocked and Structured Items are listed. For each row, the Item Number and Name, quantity remaining to be delivered, unit price, discount and total value remaining to be delivered are shown. A subtotal value of Items not yet delivered is calculated for each Salesman. If you use this option together with the Quantity option (below), the Order quantity, quantity delivered so far, quantity remaining to be delivered and quantity already invoiced will replace the unit price, discount and total value remaining to be delivered.

Detailed
This option is similar in appearance to the Overview per Salesman, with the addition of the full Invoice Address, telephone and fax number, Price List and Our Reference. The list is sorted by Order Number.

Order Rows
This is a simple list of Order rows from Orders that have not yet been fully delivered. Only Order rows with Stocked and Structured Items are listed. The list is sorted by Order Number and shows the Order Number, Date, Planned Delivery Date and Item Number. If you use it together with the Amount option (below), it also shows the quantity remaining to be delivered, unit price, outstanding undelivered value and Currency. If you use it together with the Quantity option, it also shows the full Order quantity, quantity delivered so far, quantity remaining to be delivered, quantity in stock, and quantity delivered but not invoiced. In calculating this last figure, a delivered quantity is said to be invoiced even if the Invoice has not yet been approved.
Function
Use these options to determine whether values or quantities are to appear in the report, as described for each Function option above.
Inc Stock Level
This option is only useful if you are using the Overview per Salesman or Detailed options and have selected the Quantity option immediately above. If so, it will additionally show for each Order row the quantity in stock, thus identifying which Order rows can be fulfilled immediately. The Order Rows option always shows stock quantities, irrespective of whether you have chosen this option.