Knowledge base

Serialized Sales Items by Location

define  string srlocation = parameter /prompt=”Enter the location or #A for all or NA for blank”/uppercase  string sold = parameter /prompt=”Include Sold Items Y/N”/uppercase Valid(“Y”),(“N”)where  (sl_seril:al_location = srlocation or srlocation = “#A”  or (srlocation = “NA” and sl_seril:al_location = “”))  and(sold = “Y” or (sold=”N” and sl_seril:sl_sold_date =00.00.00))list/nobanner/domain=”sl_seril”  sl_seril:sl_mfg_cat_no sl_acq_date sl_acq_cost sl_serial_number sl_sold_date cr_contract   –if […]

May 21, 2020

Sales Items with Missing Categories

/* This report will list all sales items that are assigned to a non-existent category */ find sl_main not with sl_main:sl_category = sl_categ:sl_category list/nobanner/title=”SALES ITEMS WITH DELETED CATEGORIES” sl_main:sl_mfg_cat_no sl_name_t:sl_name sl_main:sl_category sl_for_sale sl_type sorted by sl_mfg_cat_no

Cost of Goods Sold Summary by Category

Report Output Example: ********************************************************************************************************************************************* /* The following report will give you Cost of Goods Sold values over a selected date range summarized by category.  It includes sales and work orders. */ define file acq = access sl_acost, set sl_acost:sl_mfg_cat_no = cr_cogs:sl_mfg_cat_no, generic define file slmain = access sl_main, set sl_mfg_cat_no=cr_cogs:sl_mfg_cat_no, generic define file slcateg = […]

Taxable and Non-Taxable Sales Items by Category

list/nobanner/title = “Taxable and Non-Taxable Sales Items” sl_main:sl_category sl_mfg_cat_no sl_name_t:sl_name sl_main:sl_tax_status sl_for_sale sorted by sl_main:sl_category /newlines = 2 sl_main:sl_tax_status /newline sl_for_sale Report Output Example

Truck Loading/Pull Report for Sales Items

define   string loc = parameter/prompt=”Enter Location (or #A for All)” ;   std_date start_dt = parameter prompt “Enter Starting Out Date” ;   std_date end_dt = parameter prompt “Enter Ending Out Date” ;   string del_will = parameter/uppercase valid “D”,”W”,”B” prompt   “(D)eliver? (W)ill Call? (B)oth” default “B”;   string del_will2 = switch(cr_main:cr_delivery) case […]

Serialized Sales Item Commitments for open/deleted tickets

/*This report finds sales serial numbers that show as committed to a ticket, but that ticket is either still open or has been switched back to a reservation/estimate or deleted.*/ define string ttype=if cr_main:cr_transaction=sl_seril:cr_transaction then cr_main:cr_trans_type else if wo_main:cr_transaction=sl_seril:cr_transaction then wo_main:cr_trans_type else ” “ Define number ticketno = if cr_main:cr_transaction=sl_seril:cr_transaction and cr_main:cr_trans_type=”C” then cr_main:cr_contract else […]

Sales Items Not Sold in Last X Months (updated to include…

–This report will show the last time and item was sold or used on a customer —WO under sold, and the last time it was on an internal repair 06/22/12 — Updated to include Mfg Name 01/05/23   define number cutoffmos = parameter prompt “Enter number months not sold” valid if cutoffmos > 0 define […]

Detailed Report for Sales Category with Customer/Ticket Info by…

Report Output Example: ********************************************************************************************************* define string cat=parameter/prompt=”Sales Item Category: “/uppercase define date begin_dt=parameter/prompt=”Beginning Sales Date: ” define date end_dt=parameter/prompt=” Ending Sales Date: ” where sl_main:sl_category= cat and cr_main:cr_in_due_date>=begin_dt and cr_main:cr_in_due_date<=end_dt and cr_contract_closed= “Y” list/title=”Detailed Sales History Report”/nobanner/domain = “cr_sales” cr_main:cr_contract cs_main:cs_name/heading=”CUSTOMER NAME” cr_sales:sl_mfg_cat_no sl_name_t:sl_name/heading=”ITEM DESCRIPTION” cr_main:cr_in_due_date/heading=”SALE-DATE”/mask=”MM/DD/YY” cr_sales:cr_sl_quantity/width=10/nocommas/heading=”QUANTITY” cr_sl_ext_amt_net/heading=”ITEM-TOTAL-$$” cr_totls:cr_ticket_total/heading=”TOTAL-ORDER-$$” sorted by cr_main:cr_in_due_date/total/month/heading=”MONTH” cr_contract top of […]

Cost by Vendor

Report Output Example: ******************************************************************************************************************************************************************************** list/nobanner/domain=”sl_vndet”/title = “COST BY VENDOR” fs_vendor:fs_vendor_desc sl_vndet:sl_mfg_cat_no/heading = “MFG CAT NO” sl_name_t:sl_name sl_vndet:sl_vend_cat_no/heading = “VENDOR-CAT NO”  sl_last_ord_date/heading = “LAST ORDERED-DATE” sl_last_unit_cost/heading = “LAST ORDERED-COST” sorted by fs_vendor:fs_vendor/newlines=2

Detailed Sales History Report for one Sales Item

Report Output Example: ****************************************************************************************************************** /*–The following report shows who purchased a given Sales item over a –specified date range:*/ define string mfg_no[20]=parameter/prompt=”Sales Item Manufacturer’s Catalogue Number: “/uppercase define date begin_dt=parameter/prompt=”Beginning Sales Date: ” define date end_dt=parameter/prompt=” Ending Sales Date: ” where cr_sales:sl_mfg_cat_no=mfg_no and cr_main:cr_in_due_date>=begin_dt and cr_main:cr_in_due_date<=end_dt and cr_contract_closed= “Y” list/title=”Detailed Sales History Report”/nobanner cr_sales:sl_mfg_cat_no cr_main:cr_contract […]