Knowledge base

list/nobanner /title = “Codes Setup State Codes” al_stcod:al_st_code al_state_prov   sorted by al_st_code end of page “”/newline =3 “Found in Codes Setup>System Codes – Global-Misc>State Tab.” Report Output Example

May 21, 2020

Report Output Example: ********************************************************************************************* list/nobanner/title = “Codes Setup Business Types” cs_bscod:cs_business_type/heading = “Business Type” cs_business_desc/heading = “Description” sorted by cs_bscod:cs_business_type end of page “”/newline =3 “Found in Codes Setup>Customer – Codes>Business Types Tab.”

list/nobanner/title = “Codes Setup Price Types” cs_ptype:cs_price_type/heading = “Type” cs_price_type_desc /heading = “Description” cs_discount_sales_allowed /heading = “Discount” cs_category_list_allowed/heading= “Category” cs_category_discount_only/heading = “Cat Only” sl_matrix_allowed /heading = “Matrix”   sorted by cs_ptype:cs_price_type end of page “”/newline =3 “Found in Codes Setup>Customer – Codes>Price Types Tab.”

Report Output Example: /*All bids, reservations, contracts  and work orders started from “scratch” during the time frame, even if there was no reservation deposit paid.*/ 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 where cr_log:cr_ticket_prev_status = “NEW” […]

Report Output Example: ********************************************************************** /*Any order type that ended up being a contract and was closed in the date range and generated revenue. */ /*Plus bids and reservations opened in the date range, even with an event date outside the date range if a reservation deposit was paid in the date range. */   define date start = parameter/prompt […]

Report Output Example: ************************************************************************************************ /* This report will count the number of invoiced customers, defined as any ticket posted to AR or FC.*/ 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 […]

Report Output Example: ******************************************************************************************************************* /*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, […]

We have created a collection of Alert ‘how to’ videos.  From the knowledgebase you will see a blue folder called “Videos – How To” in the folder tree on the left of the screen.  If you click on the plus sign next to the blue folder you will see subfolders of videos by category. The actual videos are inside the […]

Report Output Example: ********************************************************************************************************** where wo_main:cr_contract_closed = “N” list/nobanner/noreporttotals/domain=”wo_main”/pagelength=60/title=”Open Work Orders and Estimates” wo_main:cr_estimate/mask=”ZZZZZZZ9″/heading=”EST#” wo_main:cr_contract/heading = “WO #” wo_main:cr_trans_type/heading= “CURRENT-STATUS” wo_main:cs_key/mask=”ZZZZZ9″/heading=” CUST#” cs_main:cs_name/duplicates/heading=” NAME” wo_main:cr_open_date/width=8/heading=” ORD” wo_main:rc_inv_no+”-“+fa_ref_no/heading=”    ITEM” wo_main:wo_item_descr/heading=” DESC” wo_main:wo_brand_model/heading=” BRAND” wo_main:wo_ser_number/heading=” SER#” sorted by wo_main:cr_trans_type wo_main:cs_key

/* PO Report (Detail version)    */ /* sl_polsd.eq LSBailey 6/4/04   */ define file slpodet = access sl_podet,                       set sl_po_req_no = sl_pohdr:sl_po_req_no, one to many , generic define file slnamet = access sl_name_t, set sl_mfg_cat_no =                       slpodet:sl_mfg_cat_no, one to one, generic define std_date open_beg_date = parameter/prompt=”Beginning for Open Date” define std_date open_end_date = parameter/prompt=”Ending […]