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About the Orders Service Views

The Orders service (part of the Order Entry application) contains sample views of the following view types:

List Views

The following sample list views are contained in the Orders service:

All of the List views described in this section display an order's Order Lines in a view hierarchy.

Last 7 Days

Last 7 Days View
The Last 7 Days list view displays all orders placed within the last 7 days.

Note that paging is enabled to display only 1000 records per page.

Last 30 Days

Last 30 Days View
The Last 30 Days list view displays all orders placed within the last 30 days.

Open Backorders

Open Backorders View
The Open Backorders list views displays all backorders that have not yet been shipped.

Note that this view is only applicable to organizations that retain all General Ledger (GL) Accounts Receivable and Sales entries related to the entire order on the original order, where the Order Type is Back-Order for all backorders. An administrator can modify the view properties to filter for a different order type.

Overdue Orders

Overdue Orders View

The Overdue Orders list view displays all orders that have a Promised On date that is before today and have not yet been shipped.

Quotations

Quotations View
The Quotations list view displays all quotation orders within the system.

Ready to Ship

Ready to Ship View

The Ready to Ship list view displays all taken orders ready to be shipped.

Recent Cancellations

Recent Cancellations View

The Recent Cancellations list view displays all cancellation orders created in the Last 30 days.

Recently Shipped

Recently Shipped View
The Recently Shipped list view displays all orders that have shipped in the last 30 days.

Today's Orders

Today's Orders View
The Today's Orders list view displays all orders taken today (i.e, that have an Order Date of today).

Chart Views

The following sample chart views are contained in the Orders service:

# Orders By Source/Year


The # Orders By Source/Year chart view is a spline chart that displays the number of orders grouped by order source and year.

# Orders By Year/Quarter

The # Orders By Year/Quarter chart view is a stacked column chart that displays the number of orders grouped by year and quarter.

Avg. Shipment Days

Avg. Shipment Days View
The Avg. Shipment Days chart view is a spline chart that displays the average number of days between taking an order and shipping it, grouped by year.

By Status

By Status Report View
The By Status chart view is a graphical representation of the number of orders grouped by order status (i.e. Taken, Shipped, Back-ordered, or Cancelled).

Comparative Quarterly Revenue

Comparative Quarterly Revenue View
The Comparative Quarterly Revenue chart view is a graphical representation that compares year-over-year performance for the same quarters of each year.

Comparative Registration Revenue

Comparative Registration Revenue View
The Comparative Registration Revenue chart view is a graphical representation of the quarterly revenue for the annual meeting product series that compares year-over-year -performance of the same quarters for each year.

Note that this view is only applicable for the sample data by default. An administrator can modify the view filter to point to an organization own base Meetings product for its annual meeting series.

North American Revenue By Country

North American Revenue By Country View
The North American Revenue By Country chart view is a graphical representation of revenue over time for orders with a Bill To company located in North America.

Revenue By Country

Revenue By Country View
The Revenue By Country chart view is a graphical representation of revenue grouped by country.

Revenue By Order Source

Revenue By Order Source View
The Revenue By Order Source chart view is a 3-D pie chart that groups order revenue by the source of the order.

Revenue By Quarter

Revenue By Quarter View
The Revenue By Quarter chart view is a graphical representation of revenue based on the calendar year quarter.

Revenue By Source/Year


The Revenue By Source/Year chart view is a spline chart that displays order revenue based on order source and year.

Revenue By Year

Revenue By Year View
The Revenue By Year chart view is a graphical representation of order revenue by year.

Revenue By Year/Country


The Revenue By Year/Country chart view is a graphical representation of order revenue over time, grouped by Ship To Country.

Note that by default this view considers only orders with a Ship To Country of China, France, Germany, the United Kingdom, and the United States.

Sales By Year/Quarter (Form)


The Sales By Year/Quarter chart view is a 3-D stacked bar chart that displays order revenue generated by Year and Quarter.

Note that this view can also be found on the Analysis tab of the Companies form (in which case it displays order results only for the current company).

Pivot Table Views

The following sample pivot tables are contained in the Orders service:

Q2 2006: Revenue By Root Category


The Q2 2006: Revenue By Root Category pivot table displays order information based on the category of a product in an order line.

Note that this sample view includes a filter to consider only orders taken in Q2 2006.

Recent Cancellations by Product Type

Recent Cancellations by Product Type View
The Recent Cancellations by Product Type pivot table displays order information by Product Type for cancellations processed in the last 30 days.

Revenue By Company Member Type

Revenue By Company View
The Revenue By Company Member Type pivot table displays order information and total revenue based on the Member Type of an order's Bill To Company.

Revenue By Person Member Type

Revenue By Person -Member Type Report
The Revenue By Person Member Type pivot table displays order information and total revenue based on the Member Type of an order's Bill To Person.

Revenue By Order Source

Revenue By Order Source View
The Revenue By Order Source pivot table displays order information and total revenue by Order Source and Order Date.

Revenue By Title/Year (Publications)


The Revenue By Title/Year (Publications) pivot table displays order information and total revenue for all publication products in the system grouped by Title and Order Date.

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