Booking

Chris Kelleher

Administrator
Staff member
Could someone shed some insights on this for me, please: Booking reports for Sales Orders.

What are the advantages/disadvantages for using or not using them?

Env't = 8.5g
progress = 8.2c

Your explanations will be GREATLY appreciated!!!

Kacee
 

Chris Kelleher

Administrator
Staff member
Hi,
Here are some pros and cons I've thought of:

- Advantages :

1) You can see how many orders/products/cash were ordered in a given period.
2) By comparing booking transactions and other transaction types for the
same order , you can get your order processing/manufacturing/shipping lead
times.
3) Your CEO / V.P. sales & marketing will want to get these reports anyway,
so why won't you make them happy ?

- Disadvantages:

1) Mfg/Pro booking reports (also backlog and sales report) don't support
breakdown of configured products.
2) Salespersons can sometimes have difficulties understanding bookings ,
since bookings don't measure total orders; they measure changes in sales
orders over a given period. For example, I'll describe a case I remember : a
customer has ordered five units of product A in December '98. in January
'99, he has reduced his original order to only three units, and the units
were shipped to him on the same month. When the salesperson ran the bookings
report for Q1/99 in March, he discovered that he had negative sales. Since
he didn't remember any RMA order, he came running and screaming to me.
3) QAD's method of positive&negative booking transaction pairs can be very
confusing to unexperienced users.

I hope this helps,

Ron Shneor Tel: +972-3-6455148
Information Systems Manager Fax: +972-3-6474681
Radcom Ltd. E-mail: ron@radcom.co.il
http://www.radcom-inc.com - for on-line product information http://www.protocols.com
 

Chris Kelleher

Administrator
Staff member
I second what Ron Shneor says.

Booking data is useful for a number of analyses, but the standard reports
can be confusing. Every change to a sales order line item generates two
booking transactions (subtract the current quantity, add back the new
quantity) and this makes it harder to see what is happening.

However, there are many uses for booking data: one customer service
organization we know uses a custom booking report to get a sense of the
workload in sales administration.

John Nisbet
Kilcreggan Systems and Software, Inc.
QAD Service Alliance Partner
1191 Chestnut Street Suite 2-6
Newton, MA 02464-1351
jnisbet@kilcreggan.com
(617) 969-5432 x201
 
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