Pick List Report

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The Pick List Report is accessed from the Reports Window, Project Management folder and acts similar to a shipping ticket in that Components are grouped by Ship-To location within each Project to  assist in proper delivery.

 

pick list report window

 

A Project Code must be entered for which to print the Pick List Report.  The report will display Components based upon one of the five choices in the Selection menu:

 

All Components:  Show each Component in the Project.
Received, not Delivered:  A Received Date has been entered for the Component, but the  Specification has not been included on a Delivery Ticket.
Received, no Client Invoice:  A Received Date has been entered for the Component, but the Specification has not been invoiced to the Client.
Vendor Invoice, not Delivered:  A Vendor Invoice has been recorded for the Component, but the Specification has not been included on a Delivery Ticket.
Vendor Invoice, no Client Invoice:  A Vendor Invoice has been recorded for the Component, but the Specification has not been invoiced to the Client.

 

Ranges for Ship-To Codes, Vendors, and Locations are available to optionally narrow the scope of the report.  Further, each Component Type, not including Merchandise, can be optionally excluded from the Pick List Report to prevent Components that represent goods or services that do not require shipping to keep the document as concise as possible.