Reports & Documentation
Chapter 3 — Activity Reports

Customer receiving & shipping

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LESSON INFO

Audience

  • Warehouse operators confirming that inbound and outbound events are recorded correctly.
  • Customer service representatives providing BOL-level proof of activity.
  • Customers requesting a transaction-level activity record for a period.

Prerequisites

  • You can access the Themis-Trace web app.
  • Your role can access Reports and view the target customer.
  • You know the period start and end dates.

Skills you’ll build

  • Run a receive/ship transaction report for a period.
  • Read the Receiving vs Shipping sections correctly.
  • Trace an item from receiving BOL to shipping BOL.

LESSON OUTLINE

Concept

  • Customer Receiving and Shipping is transactional.
    • It shows what arrived and what left during a period.
    • It does not include opening/closing balances.
  • An item can appear in both sections if it was received and shipped in the same period.

Run Customer Receiving and Shipping

  1. Open Reports.
  2. Select Customer Receiving and Shipping.
  3. In the parameter form:
    • Set Start date and End date.
    • Select the Customer.
    • Select the Time Zone in which timestamps are displayed.
      • This parameter is set to Central Standard Time (CT) by default.
    • Set Facility and/or Product Type filters.
  4. Run the report to load the embedded report.

Trace a single item (receive → ship)

  1. Locate the item in Receiving (Item ID or receiving BOL).
  2. Locate the same item in Shipping (Item ID) and confirm:
    • shipped date
    • shipping BOL
    • receiving BOL reference

Export the output

  1. In the embedded report toolbar, select File.
  2. Select Export.
  3. Select Excel (or another format as needed).
  4. Save the exported file.

Safe edits

  • If an expected shipment is missing, verify that the shipment was completed with a ship date before assuming reporting is wrong.

Verification

  • Every item in the Shipping section has a Receiving BOL reference.
  • Receiving row count aligns with the Receiving total shown in Customer Invoicing Detail for the same period (same filters).

COMMON QUESTIONS

    • Likely cause

      • Shipment was created but not completed (no confirmed ship date).

    • Checks

      • Confirm ship date exists on the shipping order.

    • Fix

      • Finalize shipping per process, then rerun.

    • Likely cause

      • The report can only show data for customers with recorded activity.

    • Checks

      • Confirm the customer has any receiving/shipping activity in the target period.

    • Fix

      • None, if no activity exists in the target period.

      • Verify permissions and customer configuration, if required.