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Knowledge Base Articles
/*Completed transactions during the time period with a value > $0.00 (regardless of when they were originally started). */
define date start = parameter/prompt = “Enter Start date for Fiscal Year”
define date enddt = parameter/prompt = “Enter End Date for Fiscal Year” default start +364
define file crmain = access cr_main, set cr_contract=cs_inv:cs_invoice, generic
define file crtot = access cr_totls, set cr_transaction=crmain:cr_transaction, generic
define number RENTALS = if cs_inv:cs_icreate_date>=start and cs_inv:cs_icreate_date<=enddt and cr_trans_type="C" and
cs_iamount>0 and crtot:cr_rental > 0 then 1 else 0
define number RETAIL = if cs_inv:cs_icreate_date>=start and cs_inv:cs_icreate_date<=enddt and cr_trans_type="C" and
cs_iamount>0 and crtot:cr_rental = 0 then 1 else 0
define number WORKORDERS = if cs_inv:cs_icreate_date>=start and cs_inv:cs_icreate_date<=enddt and cr_trans_type="W" and
cs_iamount>0 then 1 else 0
sum/nobanner/nototals/domain=”cs_inv”/title=”Number of Transactions Completed”
RENTALS
RETAIL
WORKORDERS
by start/heading=”FROM”/mask=”mm/dd/yy” enddt/heading=”TO”/mask=”mm/dd/yy”/newpage
define string loc = parameter/prompt=”Enter location or #A for all”/uppercase default “#A”
define file slpohdr = access sl_pohdr, set sl_po_req_no= sl_posb:sl_po_req_no, generic
where
(slpohdr:al_location = loc or loc =”#A”)
list/nobanner/domain=”sl_posb”/duplicates/title=”Backordered Items Report”
slpohdr:al_location/heading=”Loc”
sl_posb:sl_po_req_no/nocommas/heading=”Req#”
sl_posb:sl_mfg_cat_no/heading=”Mfg cat#”
sl_name:sl_name/heading=”Name”
sl_posb:sl_ship_bkord_code/heading=”Code”
sl_posb:sl_ship_bkord_date/heading=”Date”/mask=”mm/dd/yy”
sl_posb:sl_ship_bkord_qty/heading=”Qty”
end of report
“S = Shipped, B = Backordered” – Informational only, not part of report
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
“Which statuses do you want to include, #A to select ALL >”/uppercase
/* 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 = access sl_categ, set sl_category=slmain:sl_category, generic
define string categ[22]=if val(slcateg:sl_category) <> 0 then
str(val(slcateg:sl_category),”99″) + ” “+ slcateg:sl_category_desc else
pad(slcateg:sl_category,” ”) + ” “+ slcateg:sl_category_desc
define Ascii Date from_date = parameter/cls/line=11/prompt=” Enter Beginning Date ”
define Ascii Date to_date = parameter/cls/line=11/prompt=” Enter Ending Date ”
define string Loc[3] = parameter/cls/line = 10/prompt = ” Enter Store Location or #A for all locations ”/uppercase default “#A”
define string special_var[1] = parameter/cls/line=11/prompt=” Include Special Sales Items Y/N “/uppercase default “Y”
define string rental_var[1] = parameter/cls/line=11/prompt=” Include Rental ItemSales Y/N “/uppercase default “Y”
define number extcost = cr_cogs:cr_sl_quantity * cr_cogs:sl_stand_item_cost
define string ticketloc = if cr_cogs:cr_transaction=cr_main:cr_transaction then cr_main:al_location else wo_main:al_location
where cr_cogs:cr_sl_date >= from_date and cr_cogs:cr_sl_date <= to_date and
(trun(cr_main:al_location)= trun(Loc) or Loc = “#A”) and
(not(trun(acq:fs_invoice_no) = “RENTALSL”) or rental_var = “Y”) and
(not(trun(acq:fs_invoice_no) = “SPECIAL”) or special_var = “Y”)
sum/title=”Cost of Goods Sold by Category”/domain=”cr_cogs”/nobanner/pagewidth=255
extcost/noheading/mask=”——-9.99″
across
ticketloc/heading=”Location”
by from_date/mask=”mm/dd/yy”/heading=”FROM”
to_date/mask=”mm/dd/yy”/heading=”TO”/newpage
categ/heading=”Category”
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 page
cat/heading=”For Category: “/newline
begin_dt/heading=”FROM “/mask=”MM/DD/YY” end_dt/heading=” TO “/mask=”MM/DD/YY”/newline=2
–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 cs_main:cs_name/heading=”CUSTOMER NAME”
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 page
mfg_no/heading=”FOR ITEM#”/newline
sl_name_t:sl_name/heading=”ITEM DESCRIPTION”/newline
begin_dt/heading=”FROM “/mask=”MM/DD/YY” end_dt/heading=” TO “/mask=”MM/DD/YY”/newline=2
This report will give a list of Work Orders that a given Part has been used on.
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: ”
define file csmain = access cs_main, set cs_key=wo_main:cs_key, generic
where wo_parts:sl_mfg_cat_no=mfg_no and
wo_main:cr_comp_date>=begin_dt and
wo_main:cr_comp_date<=end_dt and
cr_contract_closed= “Y”
list/title=”Detailed Work Order History Report”/nobanner/domain=”wo_parts”
wo_parts:sl_mfg_cat_no wo_main:cr_contract/heading=”WORK ORDER#”
csmain:cs_name/heading=”CUSTOMER NAME”
wo_main:cr_comp_date/heading=”SALE-DATE”/mask=”MM/DD/YY”
wo_parts:wo_quantity_used/width=10/nocommas/heading=”QUANTITY” wo_sl_ext_amt_net/heading=”ITEM-TOTAL-$$”
cr_totls:cr_ticket_total/heading=”TOTAL-ORDER-$$”
sorted by wo_main:cr_comp_date/total/month/heading=”MONTH” cr_contract
top of page
mfg_no/heading=”FOR ITEM#”/newline
sl_name_t:sl_name/heading=”ITEM DESCRIPTION”/newline
begin_dt/heading=”FROM “/mask=”MM/DD/YY” end_dt/heading=” TO “/mask=”MM/DD/YY”/newline=2
define file categ = access sl_categ, set sl_category = sl_main:sl_category
list/domain = “sl_main”/duplicates/title=”SALES ITEMS BY INCOME ACCOUNT”/nobanner
sl_main:sl_mfg_cat_no
sl_name_t:sl_name
sl_main:sl_category
categ:sl_category_desc gl_acct
sorted by sl_categ:gl_acct sl_main:sl_category
The following report will show quantities of sales items on hand and the quantity sold at locations numbered ‘100’ and ‘200’. (Note – you can change the location identifications and/or add more locations by editing the variables defined and listed)
define date begdat = Parameter/prompt =”Enter Beginning Sale Month (MM/01/YYYY) “
define date enddat = Parameter/prompt =”Enter Ending Sale Month (MM/01/YYYY) “
define string slcat[3]=parameter/prompt=”Enter Sales Category or ALL for all items”/uppercase
default “ALL”
define number sold100 = if sl_sold:al_location=”100″
and sl_sold_date >=begdat and sl_sold_date <=enddat then sl_sold_qty else 0
define number sold200 = if sl_sold:al_location=”200″
and sl_sold_date >=begdat and sl_sold_date <=enddat then sl_sold_qty else 0
define number qtyoh100= if sl_qtyoh:al_location=”100″ then sl_qty_on_hand else 0
define number qtyoh200= if sl_qtyoh:al_location=”200″ then sl_qty_on_hand else 0
where sl_main:sl_category=slcat or slcat=”ALL”
list/nodefaults/nodetail/domain=”sl_main”
sl_main:sl_category/heading=”CAT”/name=”G”
sl_main:sl_mfg_cat_no/heading=”ITEM#”/name=”A”
sl_name_t:sl_name/heading=”DESCRIPTION”/name=”B”
qtyoh100/heading=”LOC 100-QUANTITY-ONHAND”/name=”C” qtyoh200/heading=”LOC 100-SOLD- “/name=”D”
sold100/heading=”LOC 200-QUANTITY-ONHAND”/name=”E” sold200/heading=”LOC 200-SOLD- “/name=”F”
sorted by sl_main:sl_category sl_mfg_cat_no
end of sl_mfg_cat_no
sl_main:sl_category
sl_main:sl_mfg_cat_no/align=A
sl_name_t:sl_name/align=B
total[qtyoh100]/align=C total[sold100]/align=D
total[qtyoh200]/align=E total[sold200]/align=F
top of page
“SALES ITEMS WITH QUANTITY ON-HAND AND NUMBER SOLD”/center/newline
begdat/mask=”MMM/YYYY”/heading=”SOLD FROM”
enddat/mask=”MMM/YYYY”/heading=”TO”/newline
slcat/heading=”SALES CATEGORY”
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