The Scheduled Orders report shows scheduled orders based on yet-to-be submitted builder orders in BuildPro. The default report view shows orders by start date - oldest orders first.
The Scheduled Orders page presents a list of forecast items using the following default report criteria:
Account: All builder accounts
Future Days: 30
Look Back Days: All Scheduled Tasks (future)
Scheduled Orders Through: calculated date through which the forecast period applies
Rows per Page: 20
To generate the Scheduled Orders report
If needed, click the Account field and choose the appropriate account.
If you choose a specific builder account from the Account list, you have the option to limit by Subdivision (provided the builder account has subdivisions, jobs, and orders). To limit the report to a particular subdivision, select an available subdivision from the Subdivision list.
If you choose a specific builder account, you have the option to limit by Job Address (provided the builder account has subdivisions, jobs, and orders). Select from the Job Address list to view the report for a particular job (if you type the beginning number of the job address the system takes you to that part of the Job Address list).
Or, use the Job Address freeform address search box and type a text string with a portion of the job address.
Change the value in the Future Days field to adjust the forecast period.
To obtain a count of only those items scheduled to begin in the past, you also need to set your Future Days field to 0 and click the Refresh button.
Select a new value for the Look Back Days field to include orders scheduled to begin in the past that the builder has not yet released, then click the Refresh button.
Scroll through the pages of orders by clicking on the arrows located on the right side of the page. The report displays the number of orders and pages for this report view.
If more than one page appears, use the paging buttons to scroll through your report.
Click to locate the first page of information.
Click to see the previous page.
Click to see the next page.
Click to see the last page.
To sort report data, changing the report presentation and the order in which information appears, click on any of the report column headings.
To view additional information on the job, click the job name link in the Job column to access the Job Summary page.
Click the Job Schedule link in the Job column to view the Job Schedule.
To view additional information on the task, click the task name link in the Task column to access the Task Summary page.
Click the View Printable link to view the printable version in a new window. Adjust report criteria as needed prior to printing.
You can also print just selected orders. Check the box next to each order that you want to print, and click the Print Selected Orders button at the bottom of the page.
Use your browser's print options to send your report to the printer or to a file.
to locate the first page of information.
to see the previous page.
to see the next page.
to see the last page.