Scheduled Order Report

Appxite Updated by Appxite

Introduction

This article guides Distributors and Sellers in accessing and utilizing the Scheduled Order Report to view and manage Orders scheduled for future processing. The report helps verify that new subscription purchase, renewals and important subscription changes are prepared in advance, ensuring smooth operations and timely processing.

In this article:

Accessing the Report

The Scheduled Order Report displays Orders scheduled to be processed in the future and is accessible from both Distributor and Seller levels.

To access the Scheduled Order Report:

  1. Navigate to the Reports section in the main navigation
  2. Select Reports from the top menu bar
    scheduled_order_screenshot_1.png
  3. Choose either Distributor Report or Seller Report
  4. Select Scheduled Order Report from the available report options

The report is designed to help you verify that all renewals and other critical subscription changes are prepared well before their due dates. To learn more about Scheduled Orders, see this article: How to schedule Subscription Change Orders

Filter Groups

The Scheduled Order Report includes several filter options to customize your view and focus on specific data sets.

scheduled_order_screenshot_2.png

 

Scheduled Order Date

The Scheduled Order Date filter controls the time period displayed in the report. You can modify this by selecting from the following options:

  • Last - View past periods
  • Next - View upcoming periods
  • This - View current period

Available time periods include:

  • Days
  • Weeks
  • Weeks (Calendar)
  • Months
  • Months (Calendar)
  • Years
  • Years (Calendar)

Seller Filter

The Seller filter allows you to select one or multiple Sellers. When applied, the report will display data only for the selected Sellers.

Customer Filter

The Customer filter enables you to select one or multiple Customers (Organizations). The report will show data exclusively for the selected Customer accounts.

Created By Filter

The Created By filter displays the email address of the person who created each Order, providing accountability and tracking capabilities.

Scheduled Order Type Filter

The Scheduled Order Type filter allows you to select Orders with different change event types, including:

  • Subscription Change
  • Subscription Markup Change
  • All
NOTE! By default, this filter shows only a "Select all" option. Additional options appear after you select a specific time period and the report populates with Orders.

Status Filter

The Status filter enables you to select Orders based on their current processing status.

NOTE! By default, this filter shows only a "Select all" option. Other status options become available based on the Order statuses present in the report results.

Columns

The main report grid contains the following columns to provide comprehensive Order information:

  • Seller - The Seller associated with the Order
  • Customer - The Customer (Organization) for the Order
  • Customer ERP ID - External reference identifier
  • Vendor - The Vendor providing the Product
  • Subscription / Offer Name - Name of the Subscription or Offer
  • Subscription Start Date - When the Subscription begins
  • Subscription End Date - When the Subscription expires
  • Scheduled Order Date - When the Order is scheduled to process
  • Scheduled Order Type - Type of scheduled change
  • Order Status - Current processing status
  • Created by (email) - Email of the person who created the Order
  • Created by (name) - Name of the person who created the Order
  • Order Name - Descriptive name of the Order
  • Order Number - Unique identifier for the Order
  • Order Note - Additional notes or comments

More Options

The report provides additional functionality through the More Options menu located in the upper right corner.

Available Options

  • Export data - Download the report data for external analysis
  • Show as a table - Toggle table view formatting
  • Spotlight - Highlight specific data points
  • Get insights - Access analytical insights
  • Sort descending - Sort data in descending order
  • Sort ascending - Sort data in ascending order

Sort Options

You can sort the report by any of the following fields:

  • Seller
  • Customer
  • Customer ERP ID
  • Vendor
  • Subscription / Offer Name
  • Subscription Start Date
  • Subscription End Date
  • Scheduled Order Type
  • Scheduled Order Date
  • Order Status
  • Created by (email)
  • Created by (name)
  • Order Name
  • Order Number
  • Order Note

Limitations

  • Filter options for Scheduled Order Type and Status are dynamically populated based on the selected time period and available data
  • Report access is role-dependent - Distributors and Sellers may see different data sets based on their permissions
  • Export functionality may have size limitations for very large datasets

Summary

The Scheduled Order Report provides Distributors and Sellers with comprehensive visibility into future Order processing activities. By utilizing the various filters and sorting options, you can effectively monitor new purchases, renewals, subscription changes, and other scheduled activities to ensure timely processing and avoid service disruptions. The report's flexible filtering system allows you to focus on specific Customers, Sellers, or time periods as needed for your operational requirements.

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