Customer Report

Yahoo Archive
1
Thanks to all who replied! Based on Rick's idea, I created a new report.
It seems to be working fine.

Gary Grenier
IT Manager
Bell Manufacturing Co.
(207) 784-2961 x245
mailto:ggrenier@...

"How about setting up a "filter" variable used to include customers or not.
If the record has an invoice number and the date of the invoice is 2001
then
set the variable to 1 else 0. Then sum that variable for each customer and
set it as pre-pass aggregate reset by customer. Then in the filter, only
include those customers that the aggregate = 0.

Rick Lane
Intelligent Systems Integration, Inc."
2
The Director of Marketing is looking for a report that will show which
customers have not had any invoicing this year. I'm having trouble
figuring this one out. I can join Customer to InvcHead and have it print
only those with an unknown for the invoice number. When I try to narrow it
down for 2001, I get nothing, presumably because the filter on invoice date
makes it exclude all those customers with NO invoicing for 2001. Does
anyone have a report that will do this, or suggestions?

Thanks

Gary Grenier
IT Manager
Bell Manufacturing Co.
(207) 784-2961 x245
mailto:ggrenier@...
3
How about setting up a "filter" variable used to include customers or not.
If the record has an invoice number and the date of the invoice is 2001 then
set the variable to 1 else 0. Then sum that variable for each customer and
set it as pre-pass aggregate reset by customer. Then in the filter, only
include those customers that the aggregate = 0.

Rick Lane
Intelligent Systems Integration, Inc.
600 Weber Drive
Wadsworth, OH 44281
PH: 330-335-5291
FX: 330-335-7275

"Helping Business Make Intelligent Use of Technology"

-----Original Message-----
From: ggrenier@... [mailto:ggrenier@...]
Sent: Thursday, November 15, 2001 9:24 AM
To: vantage@yahoogroups.com
Subject: [Vantage] Customer Report


The Director of Marketing is looking for a report that will show which
customers have not had any invoicing this year. I'm having trouble
figuring this one out. I can join Customer to InvcHead and have it print
only those with an unknown for the invoice number. When I try to narrow it
down for 2001, I get nothing, presumably because the filter on invoice date
makes it exclude all those customers with NO invoicing for 2001. Does
anyone have a report that will do this, or suggestions?

Thanks

Gary Grenier
IT Manager
Bell Manufacturing Co.
(207) 784-2961 x245
mailto:ggrenier@...





[Non-text portions of this message have been removed]
4
Gary,
I've uploaded a pst file with some RB reports that generates a sales
ranking against the invoice. They might be what you need.

Shirley H. Graver
(End User)
Systems Administrator
Rubber Associates Inc.

-----Original Message-----
From: ggrenier@... [mailto:ggrenier@...]
Sent: Thursday, November 15, 2001 9:24 AM
To: vantage@yahoogroups.com
Subject: [Vantage] Customer Report

The Director of Marketing is looking for a report that will show which
customers have not had any invoicing this year. I'm having trouble
figuring this one out. I can join Customer to InvcHead and have it print
only those with an unknown for the invoice number. When I try to narrow it
down for 2001, I get nothing, presumably because the filter on invoice date
makes it exclude all those customers with NO invoicing for 2001. Does
anyone have a report that will do this, or suggestions?

Thanks

Gary Grenier
IT Manager
Bell Manufacturing Co.
(207) 784-2961 x245
mailto:ggrenier@...






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5
Gary,

Actually, it may be your join that is excluding those with no invoices. If
your join from Customer to InvHead is an inner join, you will only get
customers that have at least one matching InvHead record. If you make your
join a left-outer join, you will get all of your customers, and "unknown"
(probably a ?) if there are no invoices for the time period in your filter.

Jon Hellebuyck
Stremel Manufacturing

-----Original Message-----
From: ggrenier@... [mailto:ggrenier@...]
Sent: Thursday, November 15, 2001 8:24 AM
To: vantage@yahoogroups.com
Subject: [Vantage] Customer Report


The Director of Marketing is looking for a report that will show which
customers have not had any invoicing this year. I'm having trouble
figuring this one out. I can join Customer to InvcHead and have it print
only those with an unknown for the invoice number. When I try to narrow
it
down for 2001, I get nothing, presumably because the filter on invoice
date
makes it exclude all those customers with NO invoicing for 2001. Does
anyone have a report that will do this, or suggestions?

Thanks

Gary Grenier
IT Manager
Bell Manufacturing Co.
(207) 784-2961 x245
mailto:ggrenier@...




Yahoo! Groups Sponsor
ADVERTISEMENT




Useful links for the Yahoo!Groups Vantage Board are: ( Note: You must
have already linked your email address to a yahoo id to enable access. )
(1) To access the Files Section of our Yahoo!Group for Report Builder and
Crystal Reports and other 'goodies', please goto:
http://groups.yahoo.com/group/vantage/files/.
(2) To search through old msg's goto:
http://groups.yahoo.com/group/vantage/messages
(3) To view links to Vendors that provide Vantage services goto:
http://groups.yahoo.com/group/vantage/links

Your use of Yahoo! Groups is subject to the Yahoo! Terms of Service.



[Non-text portions of this message have been removed]
6
Jon (or anyone else),

Wouldn't a RIGHT-Outer join give you only those records in table A that are NOT in table B? I've never actually tried it, but that what I've always assumed a Right Outer Join was. Any comments?
In Gary's example, this probably wouldn't work if the customer had an invoice in a previous year, but I was wondering if this is the type of situation that a Right Outer would be used.

Troy Funte
Liberty Electronics

----- Original Message -----
From: Jon Hellebuyck
To: vantage@yahoogroups.com
Sent: Thursday, November 15, 2001 10:00 AM
Subject: RE: [Vantage] Customer Report


Gary,

Actually, it may be your join that is excluding those with no invoices. If
your join from Customer to InvHead is an inner join, you will only get
customers that have at least one matching InvHead record. If you make your
join a left-outer join, you will get all of your customers, and "unknown"
(probably a ?) if there are no invoices for the time period in your filter.

Jon Hellebuyck
Stremel Manufacturing

-----Original Message-----
From: ggrenier@... [mailto:ggrenier@...]
Sent: Thursday, November 15, 2001 8:24 AM
To: vantage@yahoogroups.com
Subject: [Vantage] Customer Report


The Director of Marketing is looking for a report that will show which
customers have not had any invoicing this year. I'm having trouble
figuring this one out. I can join Customer to InvcHead and have it print
only those with an unknown for the invoice number. When I try to narrow
it
down for 2001, I get nothing, presumably because the filter on invoice
date
makes it exclude all those customers with NO invoicing for 2001. Does
anyone have a report that will do this, or suggestions?

Thanks

Gary Grenier
IT Manager
Bell Manufacturing Co.
(207) 784-2961 x245
mailto:ggrenier@...




Yahoo! Groups Sponsor
ADVERTISEMENT




Useful links for the Yahoo!Groups Vantage Board are: ( Note: You must
have already linked your email address to a yahoo id to enable access. )
(1) To access the Files Section of our Yahoo!Group for Report Builder and
Crystal Reports and other 'goodies', please goto:
http://groups.yahoo.com/group/vantage/files/.
(2) To search through old msg's goto:
http://groups.yahoo.com/group/vantage/messages
(3) To view links to Vendors that provide Vantage services goto:
http://groups.yahoo.com/group/vantage/links

Your use of Yahoo! Groups is subject to the Yahoo! Terms of Service.



[Non-text portions of this message have been removed]


Yahoo! Groups Sponsor



Useful links for the Yahoo!Groups Vantage Board are: ( Note: You must have already linked your email address to a yahoo id to enable access. )
(1) To access the Files Section of our Yahoo!Group for Report Builder and Crystal Reports and other 'goodies', please goto: http://groups.yahoo.com/group/vantage/files/.
(2) To search through old msg's goto: http://groups.yahoo.com/group/vantage/messages
(3) To view links to Vendors that provide Vantage services goto: http://groups.yahoo.com/group/vantage/links

Your use of Yahoo! Groups is subject to the Yahoo! Terms of Service.



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7
In Progress 4gl try the following:

/* begin program */

system-dialog printer-setup.

output to printer.

for each customer no-lock
where customer.prospect EQ false:
find first invchead no-lock
where invchead.company EQ customer.company
and invchead.custnum EQ Customer.custnum
and invchead.Invoicedate GE date(1,1,year(today)
no-error.
if not available invchead then do:
display customer.custid name.
end.
end.
page.
output close.

/* end program */
ggrenier@... wrote:
>
> The Director of Marketing is looking for a report that will show which
> customers have not had any invoicing this year. I'm having trouble
> figuring this one out. I can join Customer to InvcHead and have it print
> only those with an unknown for the invoice number. When I try to narrow it
> down for 2001, I get nothing, presumably because the filter on invoice date
> makes it exclude all those customers with NO invoicing for 2001. Does
> anyone have a report that will do this, or suggestions?
>
> Thanks
>
> Gary Grenier
> IT Manager
> Bell Manufacturing Co.
> (207) 784-2961 x245
> mailto:ggrenier@...
>
>
> Useful links for the Yahoo!Groups Vantage Board are: ( Note: You must have already linked your email address to a yahoo id to enable access. )
> (1) To access the Files Section of our Yahoo!Group for Report Builder and Crystal Reports and other 'goodies', please goto: http://groups.yahoo.com/group/vantage/files/.
> (2) To search through old msg's goto: http://groups.yahoo.com/group/vantage/messages
> (3) To view links to Vendors that provide Vantage services goto: http://groups.yahoo.com/group/vantage/links
>
> Your use of Yahoo! Groups is subject to http://docs.yahoo.com/info/terms/

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