hello!
I am trying to figure out if I can do a report that will show certain products and what customer owns them already? I am new and I haven't been able to figure it out yet.
Thanks.
hello!
I am trying to figure out if I can do a report that will show certain products and what customer owns them already? I am new and I haven't been able to figure it out yet.
Thanks.
in Order Entry, look under REPORTS -- PART sales by Customer Report
Yes, as Vince indicted the OE, Reports, Part Sales by Customer Report would be the best report. AND if you hit the Look Up...there are 2 options 1) Part Sales by Customer Report and 2) XLS Part Sales by Customer Report, which puts it in a better format to export to excel.
Thanks,
Coleen
I am now trying to get a list of products we ordered with in a certain time frame...In order or PART ID. And I can't figure out how to create the report?! I just need it to show all parts that are same in order
example: in between certain dates that were ordered.
Red bear
Red bear
red bear
Blue bear
blue bear
White Bear
I don't see any canned reports that fit your needs. You may want to look at the IC, Report, Transaction Summary Report or the Inventory Performance Report and look at Receipts - items you receipted in. If you are talking about things you ordered, you may want to try using Custom Exports or Custom Reports and use the Data Source "IC Purchase Orders Detail". Otherwise, you may want to work with a reseller or consultant that may be able to customize a report that your company needs. If you need a reseller referral, you can call 800-447-5700 and our Client Care or Sales department can find you a reseller for your needs.
Thanks,
Coleen Graber
simple custom export
Inventory Control Module
Custom Export
New report - give it a name
Data type - IC Reciepts >>>> this is what was been received into inventory
a few fields are needed in SELECT
ICPart ID
ICPart Description
ICTransaction. TransactionDATE
ICTransaction Type (=1 if you get a lot of dirty data add this to the filter section)
ICTransaction OriginalQty <- Miss leading field descriptor but it is right
Next
SET SORT
ICPart ID
next
Then last is the FILTER (or Sort set)
ICPart Between "A" and "B"
AND
IcTransaction TransactionDate Between "MM/DD/YYYY" and "MM/DD/YYYY"
DONE
EXPORT the results to Excel
Now you can SUBTOTAL the data or run FILTERS
There be maybe too much information in this report example , but it can be easliy removed or not included
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