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userdocs:travelwise:reporting:booked_segments:daily_report [2014/05/19 02:03]
dokuwiki_sync created
userdocs:travelwise:reporting:booked_segments:daily_report [2015/07/27 00:13] (current)
dokuwiki_sync
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 ===== Purpose ===== ===== Purpose =====
 To have on overview of the segments created by date and to control the bookings which require actions towards the customer or supplier. To have on overview of the segments created by date and to control the bookings which require actions towards the customer or supplier.
 +There is a direct access to the Orders from the grid view of the report.
  
 ===== Selection Criteria ===== ===== Selection Criteria =====
 The selection is made for segments (Hotel, Misc, Tranfer, Sightseeing,​ Car) which were created before or at //'​Date to'//. The selection is made for segments (Hotel, Misc, Tranfer, Sightseeing,​ Car) which were created before or at //'​Date to'//.
-{{:​userdocs:​travelwise:​reporting:​other:dailyreport.png?​nolink|}}+{{:​userdocs:​travelwise:​reporting:​booked_segments:daily_report.png?​nolink|}}
   * Date to (segment creation date);   * Date to (segment creation date);
-  ​* Supplier (All/​Selected/​H2H only); +  * Statuses (IQ (segment is created, but nothing has been sent to supplier); checked by default: RQ (request sent to Supplier; IQ automatically is changed to RQ, when booking is sent), RQ!(change request pending: change request has not yet been sent to supplier, is automatically changed to RQ when it is sent); OP ('​option'​ status used when the booking is held and needs to be reconfirmed by //Travel Operator (Billetkontoret A/S)// at supplier within the given period.
-  ​* Statuses (IQ (segment is created, but nothing has been sent to supplier); checked by default: RQ (request sent to Supplier; IQ automatically is changed to RQ, when booking is sent), RQ!(change request pending: change request has not yet been sent to supplier, is automatically changed to RQ when it is sent). +
 ===== Sorting ===== ===== Sorting =====
   * By Order number or segment '​Created date'.   * By Order number or segment '​Created date'.
  
 ===== Data Output ===== ===== Data Output =====
-  * Selection criteria: date to, suppliers, statuses, sort by, h2h only;+  * Selection criteria: date to, suppliers, statuses;
   * Date (today by default);   * Date (today by default);
   * Customer;   * Customer;
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 ===== Report Preview ===== ===== Report Preview =====
-{{:​userdocs:​travelwise:​reporting:​other:dailyreport_r.png?​nolink|}}+==== Grid View ==== 
 +{{:​userdocs:​travelwise:​reporting:​booked_segments:daily_grid.png?​nolink|}} 
 +==== Crystal Reports View ==== 
 +{{:​userdocs:​travelwise:​reporting:​booked_segments:​daily_crystal.png?​nolink|}}