1. Unshipped Items Report
Written by Joseph Flynn
DBA / Lead Application Developer
For Westinghouse Lighting

2. Business Need
Create report for the Customer Relations team that lists all unshipped items that were on the previous day’s shipments. This will allow the CR to proactively contact customers with acceptable substitutions, reinstate cancelled orders and/or provide ETA information in advance of the customer receiving the product.

3. When is a report not a report?

4. When it’s a Page, or a Form for those still on Classic.

5. Instead of a report I proposed a solution of a list page that could be filtered by the CR Team that shows the lines of Shipments that were either shipped short, or not at all.

6. This was accomplished by the creation of a table, list page to list the table, and codeunit to populate the table.

7. Action Buttons on List Invoice Detail which runs “Posted Sales Invoice” Shipment Detail which runs “Posted Sales Shipment” Order Detail which runs “Sales Order” or “Sales Order Archive” if Sales Order is deleted Customer, Ship to Card, and Item Card Mark Line Reviewed – marks line reviewed capturing the user and date that review took place.

9. There are also three fact boxes to the right that show the Customer Sales History, Item Availability, and Notes

10. Conclusion
Customer Relations users are more productive. Provides a way to keep dialog open with customers and be proactive on all their shipments. Keeps Sales Order table clean, because all back orders get reviewed. Customers have a sense of being taken care of.