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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|}} |