Knowledge base

/*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 […]

May 21, 2020

–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 […]

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 […]

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

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 […]

From Glenn at Durant’s Tents and Events: This report showns when any open ticket has a specific sales item on it. define string mfg[20]=parameter/uppercase/prompt =     “Enter SL_MFG_CAT_NO “ define string loc = parameter/uppercase/prompt =     “Enter Location #A for All ” default “#A” where cr_main:cr_contract_closed <> “Y” and      (loc = “#A” or cr_main:al_location […]

— Sales Item List with Barcode define string num[20]=parameter/cls/line=10/prompt=”Enter the manufacturer number, #A for All”/uppercase define string categ[2]=parameter/cls/line=10/prompt=”Enter the Sales Item Category or #A for ALL”/uppercase define string loc[3]=parameter/cls/line=10/prompt=”Enter Location or #A for All”/uppercase define string sort_by[1] = parameter/line = 12/prompt = “Select a sort order: 1-Name/2-Catalog#/3-Category/4-Mfg, Name/5-Mfg, Catalog#/6- Cat, Name “ define string slmfgno[20] […]

— The following report will show sales item available quantities and — sales of the same item in a selected period. define   date startdt = parameter/prompt=”Enter a starting date”   date enddt = parameter/prompt=”Enter an ending date”   string somenums[200] = parameter/prompt=”Enter a bunch of Cat #s seperated by commas”/uppercase;   where   ( […]

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 = […]

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= […]