The list below contains the default texts printed on reports. The text type assigned to a text determines whether or not the text is printed. It is also important, however, where the text with the relevant text type was entered.

Examples

• A text of text type 'MSL00' (External text for customer) is printed on the Sales offer report only if the text was entered for the customer selected in the sales offer.
• A text of text type 'MPA00' (External text for sales part) is printed on the Purchase order report only if the text was entered for the part specified on the purchase order line.

The Purchasing department will use the Purchase order report to place orders with suppliers. Depending on the purchase order type, a purchase order will be printed for parts, equipment, or external operations.

Printing requirements

In order to print the report, the following conditions must be true:

• The print status of the purchase order and the purchase order lines is 'Ready to print'.
• The purchase line status type is not 'Offer'.

Result after printing

Once the report has been printed:

• The print status of the purchase order and the purchase order lines has been changed into 'Printed'.
• The print date is filled in.

Location of the report in Isah

Purchase module, Reports folder

A work order contains all information needed for executing a production operation. Work orders are created by planners and used by production employees.

Printing requirements

In order to print the report, the following condition must be true:

• The print status of work order is 'Ready to print' (Work Preparation module).

Result after printing

Once the report has been printed:

• The print status of the work order is changed to 'Printed'.

Location of the report in Isah

Production modules, Work preparation folder, Reports folder

The Purchasing department uses requests for offers to request prices and delivery times from suppliers.

Printing requirements

In order to print the report, the following condition must be true:

• The print status of the purchase order and the purchase order lines is 'Ready to print'.

Result after printing

Once the report has been printed:

• The print status of the purchase offer and purchase offer lines is changed to 'Printed'.
• The print date is filled in.

Location of the report in Isah

Purchase module, Reports folder

The sales file card gives the Internal Sales department information about the sales offer or order and their corresponding lines. The report is intended for internal communication. Use the sales order to create appointments and record any communications with the customer.

Note: The total sum is the sum of the printed lines. If you have made a selection by status type, the sum is not the full order sum.

Location of the report in Isah

Sales module, Reports folder

The Shipping or Warehouse department uses the Shipping picklist report to collect parts intended for shipment. As a shipping line may have multiple origins, and stock properties (such as warehouse and location) can be registered for each origin, every origin has its own line.

Components

Any components to be included in the delivery mainly originate from the shipping note line, which in turn is based on the shipping schedule of the sales order. Components may, however, also originate from production. On the shipping note, such lines are displayed as underlying lines. On the picklist, they are displayed on the same level as the other lines. All components are supplementary to the lines containing parts intended for shipment.

Displaying stock locations

Stock locations of stock deliveries are displayed only if it is not clear from which warehouse or location the parts are to be picked.

Example

Five pieces must be shipped, but the shipping schedule does not specify the warehouse the parts are to be picked from. Two pieces are available in warehouse A and three pieces are available in warehouse B. In this case, there is one shipping note line with two stock location lines. The report displays two lines.

Note: The stock is transferred as soon as the shipping note is created (in other operations in Isah, stock is not transferred until the processing phase). During processing, the shipping note is corrected if there is a discrepancy between the items to be shipped based on the shipping note and the items actually prepared for shipment.

Location of the report in Isah

Shipping module, Reports folder

The Warehouse department uses the Production picklist report to collect parts needed for production.

Location of the report in Isah

Production modules, Production folder, Reports folder

The Warehouse department uses the Stock count report to count the physical stock and to register the results on the Stock counts form in Isah.

Location of the report in Isah

Stock module, Reports folder

The Sales department uses the Sales offer report to make offers to customers.

Printing requirements

In order to print the report, the following condition must be true:

• A code that includes 'Order confirmation' must be selected in the Print field of the sales line (Sales module, Sales offers form, Lines button, Specification tab).

Result after printing

Once the report has been printed:

• The offer sequence number is incremented in the Issued offer sequence number field
• The print date is entered in the Last print date field (Sales module, Sales offers form, General tab).

Location of the report in Isah

Sales module, Reports folder

The Finances department uses the Sales invoice report to charge customers for parts and services already delivered or rendered or still to be delivered or rendered. The report can display various types of invoices: standard invoices, invoices for multiple orders, periodic invoices, final invoices, service invoices, and cost-plus invoices. For cost-plus specification lines, you can indicate for each line whether the line is to be printed by selecting the Print check box (Sales module, Lines button, Cost-plus specification button, General tab).

Printing requirements

In order to print the report, the following conditions must be true:

• On sales invoices, the value in the Print status field is 'Ready to print' (Invoicing module, Sales invoices form, General tab).
• A code that includes 'Invoicing' must be selected in the Print field of the sales line (Sales module, Sales offers form, Lines button, Specification tab).

Result after printing

Once the report has been printed:

• The status in the Print status field is changed to 'Printed'.
• The print date is entered in the Print status date field.

The fields are available in the Invoicing module, Sales invoices form.

Location of the report in Isah

Invoicing module, Reports folder

The Shipping note report contains information about the delivery of parts to customers. The Sales or Shipping department will include this report in the delivery.

Printing requirements

In order to print the report, the following conditions must be true:

• On the shipping note, the value of the Print status field is 'Ready to print' (Shipping module, Shipping notes form, General tab)
• A code that includes 'Shipping' must be selected in the Print field of the sales line (Sales module, Sales offers form, Lines button, Specification tab).

Result after printing

Once the report has been printed:

• The status in the Print status field is changed to 'Printed'.
• The print date is entered in the Print status date field.

The fields are available in the Invoicing module, Sales invoices form.

Location of the report in Isah

Shipping module, Reports folder

The Sales department uses the Sales order confirmation report to confirm the goods and services to be delivered to the customer.

Printing requirements

In order to print the report, the following conditions must be true:

• On the sales order, the Order confirmationcheck box must be selected (Sales module, Sales orders form, General tab).
• On the sales order, the Confirmation datecheck box must be deselected (Sales module, Sales orders form, General tab).
• A code that includes 'Order confirmation' must be selected in the Print field of the sales line (Sales module, Sales offers form, Lines button, Specification tab).
• On the sales line, a status with type 'Order' or 'Actual costing' is selected (Sales module, Sales offers form, Lines button, General tab).

Result after printing

Once the report has been printed:

• On the sales order, the confirmation date must have been entered (Sales module, Sales orders form, General tab).

Location of the report in Isah

Sales module, Reports folder

The Purchasing department uses the Purchase reminder report to formally inform the supplier of non-deliveries or partial deliveries of orders.

Printing requirements

In order to print the report, the following conditions must be true:

• The purchase order code must be filled in (Purchasing module, Purchase orders form).
• On the purchase order, the print status in the Status field is 'Ready to print' or 'Printed' (Purchasing module, Purchase orders form, Order print status section).
• The receipt has not yet been finalized on the purchase line: the Complete check box is empty (Purchasing module, Purchase orders form, Lines button, Receipt section).
• The delivery is overdue: The receipt date (Purchasing module, Purchase orders form, Lines button, General tab) + the supplier's reminder time in days (Suppliers module, Suppliers form, Supplier card tab) is before the current date.

Location of the report in Isah

Purchase module, Reports folder

The Shipping or Warehouse department includes the Shipping note for external operation report when shipping materials that are to undergo an external operation.

Printing requirements

In order to print the report, the following condition must be true:

• The print status of the shipping note for external operations is 'Ready to print' (production modules, Transaction files folder).

Result after printing

Once the report has been printed:

• The status in the Print status field is changed to 'Printed'.
• The print date is entered in the Print status date field.

These fields can be found in the production modules, Transaction files folder, Shipping notes for external operations form.

Location of the report in Isah

Production modules, Reports folder, Production folder

Office assistants registering hours use the report to check hours, and managers use the report to check the hours registered.

Location of the report in Isah

Time Registration module, Reports folder

The Production sheet report shows the calculation of a production file. The planner uses the report to check whether the production calculation is correct and complete.

Location of the report in Isah

Production modules, Reports folder, Work preparation folder

The Commitments transactions report lists the transactions on the ledger account 'Commitments', sorted by purchase order. The report enables the Finances and Purchasing departments to substantiate the balance of the ledger account 'Commitments'.

The report is based on the non-summarized journal entries on the Journal entries form. You can find the ledger account in the General Settings module (Ledger settings folder, Safety net accounts form, Safety net accounts 2 tab).

Location of the report in Isah

Financial module, Reports folder, Journal entries folder

The Invoices to receive transactions report lists the transactions on the ledger account 'Invoices to receive', sorted by purchase order (the detail lines are sorted by purchase order, posting date and journal entry category). The report enables the Finances and Purchasing departments to substantiate the balance of the ledger account 'Invoices to receive'.

The report is based on the non-summarized journal entries on the Journal entries form. You can find the ledger account in the General Settings module (Ledger settings folder, Safety net accounts form, Safety net accounts 2 tab).

Location of the report in Isah

Financial module, Reports folder, Journal entries folder

The Goods to receive transactions report lists the transactions on the ledger account 'Goods to receive', sorted by purchase order (the detail lines are sorted by purchase order, posting date and journal entry category). The report enables the Finances and Purchasing departments to substantiate the balance of the ledger account 'Goods to receive'.

The report is based on the non-summarized journal entries on the Journal entries form. You can find the ledger account in the General Settings module (Ledger settings folder, Safety net accounts form, Safety net accounts 2 tab).

Location of the report in Isah

Financial module, Reports folder, Journal entries folder