The Campaign Analysis Open-Detail report organizes your outstanding OE30 Orders and/or Quotes using the Campaign Code on the Order Header. This view enables you to analyse and review the current open order activity against your Campaigns.

This view is:

• Sorted by Campaign Code.
• Designed to filter against a Campaign Code or group of Campaign Codes that have outstanding open OE30 Orders/Quotes.
• Designed to display one line per Order/Quote.

The Header Status field in the Search Criteria can be used to filter for Open Orders only or Quotes or both.

• Leave the Header Status blank for both Orders and Quotes.
• To filter for Open orders only, enter < >quote.
• To filter for Quotes only, enter quote.

The Search Results/Grid page includes only a sub-set of all of the fields available on the Campaign Analysis Open-Detail. Additional fields are found on the Campaign Analysis Open-Detail/Details Page.

Tip: When using this view to search for Campaign information, it is best to either enter a specific Campaign Code or several Campaign Codes. You can also enter the operator < > in the Campaign Code field to view all Campaigns. If you do not enter some form of citeria in the Campaign Code field, then all orders regardless of whether a Campaign was applied to the order or not will be displayed in the view.

The following fields are available on the Campaign Analysis Open-Detail view and are based on the order in which they appear in the search results grid page:

• Company Number - every record in the PointForce iTopia SQL database includes the Company Number. When reviewing the results from your search, the Company Number will display for all records.

• CRM Campaign Type - displays the type of campaign that is reported for the row.

• Campaign Code - displays the code that is assigned to the Campaign.

• Campaign Description - displays the description assigned to the Campaign Code.

• Published Document - displays a folder icon . This is a link to the directory where documents about the campaign are stored. When you click this icon, the directory is opened.

• Start Date - displays the date on which the Campaign started.

• End Date - displays the date on which the Campaign ended.

• Customer Code - displays the Customer Code entered for the order.

• Customer Name - displays the Customer name associated with the Customer Code.

• Account Type - displays the type of account that is reported for the row. The following list identifies the valid options:
  • C - Customer
  • P - Prospect

• Shippable Order Value - displays the Shippable value of the order.

• Sales Order Number - displays the Sales Order number assigned to the order.

• Sales Order Date - displays the date on which the Sales Order was created.

• Order Type - displays the Order Type assigned to the order.

• Projected Close Date - displays the Projected Close Date entered in OE30/Misc for Quotes and Orders that were originally entered as Quotes.

• Probability %-Orders - displays the value entered in the Probability %-Orders field in OE30/Misc for Quotes and Orders that were originally entered as Quotes.

• Header Status - displays the status of the order/quote. This field displays one of the following:
  • blank – order is entered in OE30.
  • QUOTE – quote is entered in OE30.
  • PTA – order has been scheduled via OE32 or OM33.
  • PTI - invoice has been printed via IN44.
  • PTO – order has been printed via OE34 or OM33.
  • OE_LCK_operator - order/quote is open in OE30.

For information on the functionality of each button on the Campaign Analysis Open-Detail Search Criteria Results/Grid page, click here.