Charge Code Summary Report

This report is an item usage summary report by charge code.  
At the main menu go to Reports -> Usage Reports -> Charge Code Summary.

SEARCH PARAMETERS: Any combination of the following search parameters maybe used;the more used, the narrower the results.

• Ship Date: mm/dd/yyyy

• Invoice Date: mm/dd/yyyy

• Shipping Status: Select a single ship status to search

Open - not shipped
Shipped

Cancelled

Packaged - ready to be shipped

• Invoice Status: Select a single invoice status to search

Open - not invoiced
Invoiced

Disputed - invoiced but with discrepancies

• Field PO: Field purchase order number

• Account: Choose specific Account number to search from drop down list

• DT Type: Type of ticket to search for. Hold down the CTRL button to select multiple types

Bulk

Credit

Drawing

Min/Max

Export

• Charge Code (range): Enter the charge code to search or enter a range

REPORT PRESENTATION:

After you have entered your Search parameters, select a presentation (these are secured features and may not be available to all users).  Then click on Submit.  Select if the report is to be priced or unpriced and then choose presentation.

1. View - to have data displayed on the screen.  With this option the data is presented in a format that can be printed from the browser or downloaded.

To download select the 'Print Charge Code Summary' link at the bottom of the screen. From here you can Print the Report by selecting the Document Print Link or download the report by clicking on the blue 'here' hyperlink An element on a wb page that links to another place in the same web page or to an entriely different web-site. Typically, you click on the hyperlink to follow the link. It commonly appears as a blue underlined word.displayed at the top of the screen to perform the download.

The download option will generate a tab delimited ASCII text file. This file will be displayed in text format for viewing which can saved as a text file and then opened in Excel.

This file format can be imported into any spreadsheet or database for further review. Save Target as a user-specified file. Right-Click To click on the right button of the mouse.on the blue 'here' hyperlink displayed at the top of the screen. In the pop-up box displayed, highlight "Save Target As...." (A "Save As" Box will appear). Browse To view and locate data files stored within your computer.and select the file in which you want to save the Charge Code Report. Click on the Save button.

2. Report - Selecting this view will not generate the report to the screen but will take the user to the print report and download link.

3. PDF - PDF view will generate a PDF print link and the download link.