Todd,
Could you send to me as well. This is a report that I have been trying
to build for weeks but could not get past the array field.
Thanks,
Chris Crosta
Scott Lamp Company
-----Original Message-----
From:
vantage@yahoogroups.com [mailto:
vantage@yahoogroups.com] On Behalf
Of Todd Caughey
Sent: Thursday, January 19, 2006 10:31 AM
To:
vantage@yahoogroups.com
Subject: RE: [Vantage] Reports for Sales Reps
We had exactly the same issue and I ended up writing an RB report to
dump al the info to a CSV file and import to Access for reporting. We
needed to have a report for each sales rep that showed their portion of
sales split with another rep and subtotal and page break afer each rep.
It also tracks month-to-month throughout the year so we can track rep
performance for each customer.
The heart of the RB report was to use aliases for multiple links to the
SalesRep table for each split. A complication in the design of the
whole splits scheme in Vantage is the use of array fields. In RB they
are parsed out using the "~" (tilde) character - ASCII characer 126. So
I end up in the CSV file with multiple rows for each invoice if there
was a split and then re-sort and group in Access. I was told once by
Mark Pladson at Epicor that there is a way to group and report directly
in RB (using filtering instead of linking) but when I tried it (briefly
and without much effort expended) I found it ran really really
slow....many hours before I gave up. So as much as the Export to Access
is a PITB as least it is fast.
If you think this sounds useful for you I would be happy to send the RB
and an empty Access DB. Perhaps you can reverse engineer the RB into
Crystal. I'm not sure how alias tables would work except as subreports.
There has been discussion lately in other threads about parsing the
array fields to get the fields to link wirh (another reason for the
subreport route).
-Todd C.
-----Original Message-----
From:
vantage@yahoogroups.com [mailto:
vantage@yahoogroups.com]On Behalf
Of Tim Foley
Sent: Thursday, January 19, 2006 12:16 PM
To:
vantage@yahoogroups.com
Subject: [Vantage] Reports for Sales Reps
We are having trouble finding reports by salesperson in Vantage. We
need a way to print a report by salesperson either in Vantage or in
Crystal. I have tried to create a report in Crystal; however, I am
having difficulty finding what table and field the sales
representative's name is located in Vantage in order to tell Crystal
where to get this data. Am I missing something? I welcome any input
you may have on how sales commissions and the associated reports are
being handled by you in your business environments.
Thanks,
Tim
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