Report Builder Linking Problem

Yahoo Archive
1
All of our jobs are linked directly to Sales Orders, so that is the
environment I am used to working in. Often we have 1 job linked to several
sales orders, but that is as complicated as it gets for us.

It sounds like you are keeping the demand (Sales Orders) and supply (jobs)
separate in your environment, without a direct link. Without the sales
orders and jobs linked up, I'm not sure of the best way to get at what you
want. I'm sure there are plenty of other's who do things like this, so
perhaps someone else already has a report they could share or could point
you in the right direction.

The best way may be to link the part table to the Orders and then also the
part table to the jobs, and total each. (I would assume for some parts you
may have multiple sales orders and/or multiple jobs). However, this report
may indeed be too complicated for report builder, if it requires sub-queries
or sub-reports. You could probably accomplish this in Crystal reports or in
Access using ODBC.
2
I think I would link that via the JobProd table and make use of keys rather
than open ended links that could produce multiple record collections for the
same data.
-Todd C.

-----Original Message-----
From: jwapner@... [mailto:jwapner@...]
Sent: Monday, September 24, 2001 4:32 PM
To: vantage@yahoogroups.com
Subject: [Vantage] Report Builder Linking Problem



I've created a report that links from JobHead (the master table) to
OrderDtl (by PartNum) to OrderRel (by OrderNum/OrderLine).

But, the totals for the OrderRel table do not work correctly even
though the fields show up correctly in the record band. The totals
for OrderRep seem to be only for the records linked to the FIRST
record in OrderDtl.

Does anyone know if 3 level deep links such as...

Jobhead
OrderDtl
OrderRel

...work in Report Builder? Or any ideas what I might be doing wrong?
I've tried linking from OrderDtl to OrderRel by different fields
without success.

Any help would be appreciated,

John Wapner
Bracalente Manufacturing





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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
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(2) To search through old msg's goto:
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3
From my experience, the best way to do this linking is as follows:

JobHead to JobProd (by Company and JobNum)
Job Prod to OrderRel (by company, ordernum, orderline, orderRel)
OrderRel to OrderDtl (by company, ordernum, orderline).

Without knowing what exactly you are trying to get and what totals you are
speaking of, it's difficult to guess at what the problem wound be, but if
you ever have more than one job for the same Part Number, that first link
could be your issue.
4
I looked at the JobProd table, but for the particular Job I'm checking the
OrderNum, OrderLine, OrderRelNum fields are blank so wouldn't link back to
the OrderRel table (BTW, SHOULD the OrderNum, etc. fields be blank in the
JobProd table?).

I BELIEVE that I've got the links setup correctly going from OrderDtl to
OrderRel and am wondering if it's not a Report Builder limitation/bug.


-----Original Message-----
From: Todd Caughey [mailto:caugheyt@...]
Sent: Monday, September 24, 2001 5:47 PM
To: 'vantage@yahoogroups.com'
Subject: RE: [Vantage] Report Builder Linking Problem


I think I would link that via the JobProd table and make use of keys rather
than open ended links that could produce multiple record collections for the
same data.
-Todd C.

-----Original Message-----
From: jwapner@... [mailto:jwapner@...]
Sent: Monday, September 24, 2001 4:32 PM
To: vantage@yahoogroups.com
Subject: [Vantage] Report Builder Linking Problem



I've created a report that links from JobHead (the master table) to
OrderDtl (by PartNum) to OrderRel (by OrderNum/OrderLine).

But, the totals for the OrderRel table do not work correctly even
though the fields show up correctly in the record band. The totals
for OrderRep seem to be only for the records linked to the FIRST
record in OrderDtl.

Does anyone know if 3 level deep links such as...

Jobhead
OrderDtl
OrderRel

...work in Report Builder? Or any ideas what I might be doing wrong?
I've tried linking from OrderDtl to OrderRel by different fields
without success.

Any help would be appreciated,

John Wapner
Bracalente Manufacturing





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ADVERTISEMENT




<http://us.adserver.yahoo.com/l?M=168643.1620686.3168692.1261774/D=egroupmai
l/S=1705007183:HM/A=799560/rand=965394362>

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/.
<http://groups.yahoo.com/group/vantage/files/.>
(2) To search through old msg's goto:
http://groups.yahoo.com/group/vantage/messages
<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
<http://groups.yahoo.com/group/vantage/links>

Your use of Yahoo! Groups is subject to the Yahoo! Terms of Service
<http://docs.yahoo.com/info/terms/> .




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



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/
5
Is the job building to stock rather than to a sales order?

What information are you trying to get to with your report?


-----Original Message-----
From: John Wapner [mailto:jwapner@...]
Sent: Tuesday, September 25, 2001 9:07 AM
To: vantage@yahoogroups.com
Subject: RE: [Vantage] Report Builder Linking Problem

I looked at the JobProd table, but for the particular Job I'm checking the
OrderNum, OrderLine, OrderRelNum fields are blank so wouldn't link back to
the OrderRel table (BTW, SHOULD the OrderNum, etc. fields be blank in the
JobProd table?).

I BELIEVE that I've got the links setup correctly going from OrderDtl to
OrderRel and am wondering if it's not a Report Builder limitation/bug.
6
Yes they can be blank. We have them all the time for jobs going to
"inventory" instead of an order. Most often the order release comes in well
before the job is done so it all gets links to releases before it becomes
inventory. If this is not an OK situation in your environment look at user
education as a solution.

Sarah's suggestion is the only good way I know to assure one for one record
relationships and avoid duplicate record complexes that could throw the
totals off.

-Todd C.

-----Original Message-----
From: John Wapner [mailto:jwapner@...]
Sent: Tuesday, September 25, 2001 8:07 AM
To: vantage@yahoogroups.com
Subject: RE: [Vantage] Report Builder Linking Problem


I looked at the JobProd table, but for the particular Job I'm checking the
OrderNum, OrderLine, OrderRelNum fields are blank so wouldn't link back to
the OrderRel table (BTW, SHOULD the OrderNum, etc. fields be blank in the
JobProd table?).

I BELIEVE that I've got the links setup correctly going from OrderDtl to
OrderRel and am wondering if it's not a Report Builder limitation/bug.


-----Original Message-----
From: Todd Caughey [mailto:caugheyt@...]
Sent: Monday, September 24, 2001 5:47 PM
To: 'vantage@yahoogroups.com'
Subject: RE: [Vantage] Report Builder Linking Problem


I think I would link that via the JobProd table and make use of keys rather
than open ended links that could produce multiple record collections for the
same data.
-Todd C.

-----Original Message-----
From: jwapner@... [mailto:jwapner@...]
Sent: Monday, September 24, 2001 4:32 PM
To: vantage@yahoogroups.com
Subject: [Vantage] Report Builder Linking Problem



I've created a report that links from JobHead (the master table) to
OrderDtl (by PartNum) to OrderRel (by OrderNum/OrderLine).

But, the totals for the OrderRel table do not work correctly even
though the fields show up correctly in the record band. The totals
for OrderRep seem to be only for the records linked to the FIRST
record in OrderDtl.

Does anyone know if 3 level deep links such as...

Jobhead
OrderDtl
OrderRel

...work in Report Builder? Or any ideas what I might be doing wrong?
I've tried linking from OrderDtl to OrderRel by different fields
without success.

Any help would be appreciated,

John Wapner
Bracalente Manufacturing





Yahoo! Groups Sponsor

ADVERTISEMENT




<
http://us.adserver.yahoo.com/l?M=168643.1620686.3168692.1261774/D=egroupmai
<http://us.adserver.yahoo.com/l?M=168643.1620686.3168692.1261774/D=egroupmai
>
l/S=1705007183:HM/A=799560/rand=965394362>

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/.
<http://groups.yahoo.com/group/vantage/files/.>
< http://groups.yahoo.com/group/vantage/files/.
<http://groups.yahoo.com/group/vantage/files/.> >
(2) To search through old msg's goto:
http://groups.yahoo.com/group/vantage/messages
<http://groups.yahoo.com/group/vantage/messages>
< http://groups.yahoo.com/group/vantage/messages
<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
<http://groups.yahoo.com/group/vantage/links>
< http://groups.yahoo.com/group/vantage/links
<http://groups.yahoo.com/group/vantage/links> >

Your use of Yahoo! Groups is subject to the Yahoo! Terms of Service
< http://docs.yahoo.com/info/terms/ <http://docs.yahoo.com/info/terms/> > .




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



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/.
<http://groups.yahoo.com/group/vantage/files/.>
(2) To search through old msg's goto:
http://groups.yahoo.com/group/vantage/messages
<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
<http://groups.yahoo.com/group/vantage/links>

Your use of Yahoo! Groups is subject to http://docs.yahoo.com/info/terms/
<http://docs.yahoo.com/info/terms/>





Yahoo! Groups Sponsor

ADVERTISEMENT




<http://us.adserver.yahoo.com/l?M=168643.1620686.3168692.1261774/D=egroupmai
l/S=1705007183:HM/A=799560/rand=450975610>

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/.
<http://groups.yahoo.com/group/vantage/files/.>
(2) To search through old msg's goto:
http://groups.yahoo.com/group/vantage/messages
<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
<http://groups.yahoo.com/group/vantage/links>

Your use of Yahoo! Groups is subject to the Yahoo! Terms of Service
<http://docs.yahoo.com/info/terms/> .




[Non-text portions of this message have been removed]
7
(replied to another message about this so forgive the redundancy)

Many of my JobProd records have blank OrderNum's so won't link as you
suggest. Is this a problem in itself?

-----Original Message-----
From: sarah.vareschi@... [mailto:sarah.vareschi@...]
Sent: Tuesday, September 25, 2001 9:00 AM
To: vantage@yahoogroups.com
Subject: RE: [Vantage] Report Builder Linking Problem


From my experience, the best way to do this linking is as follows:

JobHead to JobProd (by Company and JobNum)
Job Prod to OrderRel (by company, ordernum, orderline, orderRel)
OrderRel to OrderDtl (by company, ordernum, orderline).

Without knowing what exactly you are trying to get and what totals you are
speaking of, it's difficult to guess at what the problem wound be, but if
you ever have more than one job for the same Part Number, that first link
could be your issue.


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/
8
I repllied too fast a moment ago. If you are coming into Vantage from a
pure job shop enviroment (as DCD Classic was) you must really work hard to
get over the one for one relation of job to order. Jobs are orders are two
very different things and detemrining what you want to report (order related
info or job related) is the first task. Blank order number on jobs is OK
and just means there is no order for what you are making. You can link
orders to jobs (stored in JobProd) but you can also have amounts not linked
and this is the blank order number portion of the JobProd. I have an awful
time trying to tell the old Classic users around here that jobs and orders
are two seperate things and sometimes you can't report them together the way
they want.

-Todd C.

-----Original Message-----
From: John Wapner [mailto:jwapner@...]
Sent: Tuesday, September 25, 2001 8:12 AM
To: vantage@yahoogroups.com
Subject: RE: [Vantage] Report Builder Linking Problem


(replied to another message about this so forgive the redundancy)

Many of my JobProd records have blank OrderNum's so won't link as you
suggest. Is this a problem in itself?

-----Original Message-----
From: sarah.vareschi@... [mailto:sarah.vareschi@...]
Sent: Tuesday, September 25, 2001 9:00 AM
To: vantage@yahoogroups.com
Subject: RE: [Vantage] Report Builder Linking Problem


From my experience, the best way to do this linking is as follows:

JobHead to JobProd (by Company and JobNum)
Job Prod to OrderRel (by company, ordernum, orderline, orderRel)
OrderRel to OrderDtl (by company, ordernum, orderline).

Without knowing what exactly you are trying to get and what totals you are
speaking of, it's difficult to guess at what the problem wound be, but if
you ever have more than one job for the same Part Number, that first link
could be your issue.


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/.
<http://groups.yahoo.com/group/vantage/files/.>
(2) To search through old msg's goto:
http://groups.yahoo.com/group/vantage/messages
<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
<http://groups.yahoo.com/group/vantage/links>

Your use of Yahoo! Groups is subject to http://docs.yahoo.com/info/terms/
<http://docs.yahoo.com/info/terms/>





Yahoo! Groups Sponsor

ADVERTISEMENT




<http://us.adserver.yahoo.com/l?M=168643.1620686.3168692.1261774/D=egroupmai
l/S=1705007183:HM/A=799560/rand=253531324>

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/.
<http://groups.yahoo.com/group/vantage/files/.>
(2) To search through old msg's goto:
http://groups.yahoo.com/group/vantage/messages
<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
<http://groups.yahoo.com/group/vantage/links>

Your use of Yahoo! Groups is subject to the Yahoo! Terms of Service
<http://docs.yahoo.com/info/terms/> .




[Non-text portions of this message have been removed]
9
Under "Demand Links" on the Job entry screen Source appears as "warehouse"
so I presume they're building to stock (though a sales order DOES exist).
BTW, I'm a new Vantage user so hope I'm making the correct presumption here.

Specifically, I'm trying to create a report by part which shows open WIP vs.
open Sales Orders.

-----Original Message-----
From: sarah.vareschi@... [mailto:sarah.vareschi@...]
Sent: Tuesday, September 25, 2001 9:20 AM
To: vantage@yahoogroups.com
Subject: RE: [Vantage] Report Builder Linking Problem


Is the job building to stock rather than to a sales order?

What information are you trying to get to with your report?


-----Original Message-----
From: John Wapner [mailto:jwapner@...]
Sent: Tuesday, September 25, 2001 9:07 AM
To: vantage@yahoogroups.com
Subject: RE: [Vantage] Report Builder Linking Problem

I looked at the JobProd table, but for the particular Job I'm checking the
OrderNum, OrderLine, OrderRelNum fields are blank so wouldn't link back to
the OrderRel table (BTW, SHOULD the OrderNum, etc. fields be blank in the
JobProd table?).

I BELIEVE that I've got the links setup correctly going from OrderDtl to
OrderRel and am wondering if it's not a Report Builder limitation/bug.


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/