MR.54: Client Activity Recap Report

Note that you can click the button (or press F5) to invoke field help at any time from within the job panel itself.

Business Benefits

With Orders coming into the system at various times during the day, week, and month, it may be important to have a recap of the activity for particular Clients, to ensure that they are meeting your expectations. This program makes this information available to you for those Clients you identify.

Note: For related documentation and workflows, see MR - Management Reporting.

Usage

Use this job to produce a recap of all Receipts and Orders for the current month for each Client.

The report should normally be run overnight, due to the length of time that may be required to generate the report details.

Preconditions

Though you may run this program at any time during the month, it is normally reserved for later in the month, so that there is sufficient activity/information to feed the report.

Subsequent Actions

This report must be printed prior to running program IC.04 [Activity Reports - Period-End].

Otherwise, all the pertinent information will have been deleted.

Program Fields and Functions

To review a text version of the field help, click here. Click the button (or press F5) to invoke field help at any time from within the job panel itself.