Orders Report

Overview

The orders report lists contracts for vehicles on order but not yet activated.

These contracts are identified by the text “ORDER” being used as the registration number.

This report can be emailed to the clients in a scheduler job. More details are available on the System Reports page.

Report Filters

Filter

Type

Description

Left Column

Required By

Date

Pick the required by date. Contracts will be included when

  1. Contracts / Vehicle "Reg Managed" is checked 'ORDER'

  2. Contracts / Vehicle "Reg Expiry" is on or before this date.

  3. "Suspend Date" is blank or after this date.

Manager

List

Select a manager to limit the report selection to the selected Clients / Contact A/C Manager.

An Account Manger can use this field run reports for all the clients they manage.

Group

List

Select a group to limit the report selection to the selected "Client Group".

Client

List Box

Leave as '--All--' or select the Client or Clients you want to report on.

You can select multiple records by holding down the “Ctrl” key and use your mouse to select the items.

To select a range of clients, hold down “Ctrl” and “Shift” keys and use either your mouse or arrow keys to select the range.

Contract Type

List Box

Leave as '--All--' or select the Contract Type or Types you want to report on.

You can select multiple records by holding down the “Ctrl” key and use your mouse to select the items you want.

Report Queue

Checkbox

Uncheckecd by default. The report will be generated for you on this screen for downloading when complete.

Select this checkbox if you want to send the report to the Report Queue screen to be downloaded later.

If configured, you will receive an email when the report has been processed and is ready to be downloaded.

If the report take takes a long time to run and exceeds the allowable time, then the report will be sent to the Report Queue. You will be alerted if this is going to happen.

Right Column

Cost Centre

List

The default selection is '--All--' (returns all records).

You can also blank '--Blank--' (records have no cost centre), or you can select a specific cost centre.

When a "Group" or "Client" is selected, only the cost centres that belong to them are shown.

Report Fields

Fields on the report include:

  • Group Code

  • Client

  • State

  • Order No

  • Status Code

  • Location

  • Driver

  • Description

  • Replacing Rego

  • End Date

  • Required

  • Approx. Delivery

  • Confirmed Delivery

  • Ordered

  • Contract Type

The Excel and CSV outputs of this report includes additional fields:

  • Group Name

  • Client Manager id

  • Division

  • Division

  • Client Manager Contract

  • Client Manager Quote

  • Client Manager

  • Client Code

  • Tag Sido

  • Contract Type

  • Contract Status (will display the field alias as the column heading if used)

  • Contract Sub Status (will display the field alias as the column heading if used)

  • Status Code

  • Order Status Comment

  • Location

  • Mini Lease

  • Phone Swap Flag

  • Fuel Card Flag

  • Etag Order Status

  • Supplier Code

  • Financier Code

  • Quote ID

  • Company

  • Replacing Registration