Sales Backlog Report

Yahoo Archive
1
Hi Joan,
I would start going through your joins, one by one and start
changing your joins to "left outer joins" There is a link in your report
that wont permit the data to pull because it doesn't have a link.

Shirley

_____

From: joanfarver [mailto:joan.farver@...]
Sent: Friday, March 26, 2004 2:38 PM
To: vantage@yahoogroups.com
Subject: [Vantage] Sales Backlog Report

I am tring to create a sales backorder list from report builder. I
started with the one on this group site and then revised it to my
company's needs. We want to see the open orders for one particular
customer and have the report show the part #, order #, purchase order
#, ship quantity, required quantity and use a calcualated field to
figure the remaining quantity (the back order quantity).

However, there are several open purchse orders that are not being
pulled into the report. I thought it was my filters so I started
eliminating them one at a time until I had no filters. The report
now gives me every purchase order for all customers regardless if it
is open or closed but there are still some purchase orders (the same
original ones) that do not show up on the report.

What would make a sales order not be recognized as an order? I am
using the order detail, order head and customer tables.

Any help would be greatly appreciated. One could go crazy insane
looking at this stuff and trying to figure it out.

Thanks in Advance
Joan Farver
Vantage Plastics



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2
Is it possible to manipulate the Sales Backlog report? It's not a Report builder report so I'm not sure if its possible. If it is, what program do I do it in?

Thanks,
Jasper



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3
I have a Report Builder report that mimics the Sales Backlog report. The difference is that it sorts by the need by date on orders. The report links are as follow:

OrderRel to OrderHed
OrderHed to Customer
OrderHead to OrderDtl

The problem with this report is that with Version 5.2, when a shipper is created, an SO does not come off the report until it is actual shipped. Sometimes we create shippers before hand. How do get the report to reflect the quantity adjustment without having to mark the order as shipped?

Thanks,
Jasper




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4
I have not tried it but you will have to do an outerjoin:
OrderRel to ShipDtl using company, order, line & release
Add up all the PS line items from the record line. (Don't print Record
lines)
Show the Order release on a group footer line subtracting out the shipment
qty.
You might have to use a formula if you over ship.
NewOrdRelQty = IIF(SHIPQTY > OrderRelQty,0,OrderRelQty - SHIPQTY)

Hope this helps.


Patrick Winter


-----Original Message-----
From: Jasper Recto [mailto:jrecto@...]
Sent: Thursday, May 08, 2003 3:39 PM
To: Vantage Groups (E-mail)
Subject: [Vantage] Sales Backlog Report


I have a Report Builder report that mimics the Sales Backlog report. The
difference is that it sorts by the need by date on orders. The report links
are as follow:

OrderRel to OrderHed
OrderHed to Customer
OrderHead to OrderDtl

The problem with this report is that with Version 5.2, when a shipper is
created, an SO does not come off the report until it is actual shipped.
Sometimes we create shippers before hand. How do get the report to reflect
the quantity adjustment without having to mark the order as shipped?

Thanks,
Jasper




[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:
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5
Thanks Patrick!!!

Worked Great!

Jasper

-----Original Message-----
From: pjw@... [mailto:pjw@...]
Sent: Thursday, May 08, 2003 4:54 PM
To: vantage@yahoogroups.com
Subject: RE: [Vantage] Sales Backlog Report


I have not tried it but you will have to do an outerjoin:
OrderRel to ShipDtl using company, order, line & release
Add up all the PS line items from the record line. (Don't print Record
lines)
Show the Order release on a group footer line subtracting out the shipment
qty.
You might have to use a formula if you over ship.
NewOrdRelQty = IIF(SHIPQTY > OrderRelQty,0,OrderRelQty - SHIPQTY)

Hope this helps.


Patrick Winter


-----Original Message-----
From: Jasper Recto [mailto:jrecto@...]
Sent: Thursday, May 08, 2003 3:39 PM
To: Vantage Groups (E-mail)
Subject: [Vantage] Sales Backlog Report


I have a Report Builder report that mimics the Sales Backlog report. The
difference is that it sorts by the need by date on orders. The report links
are as follow:

OrderRel to OrderHed
OrderHed to Customer
OrderHead to OrderDtl

The problem with this report is that with Version 5.2, when a shipper is
created, an SO does not come off the report until it is actual shipped.
Sometimes we create shippers before hand. How do get the report to reflect
the quantity adjustment without having to mark the order as shipped?

Thanks,
Jasper




[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
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(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/.
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6
I am tring to create a sales backorder list from report builder. I
started with the one on this group site and then revised it to my
company's needs. We want to see the open orders for one particular
customer and have the report show the part #, order #, purchase order
#, ship quantity, required quantity and use a calcualated field to
figure the remaining quantity (the back order quantity).

However, there are several open purchse orders that are not being
pulled into the report. I thought it was my filters so I started
eliminating them one at a time until I had no filters. The report
now gives me every purchase order for all customers regardless if it
is open or closed but there are still some purchase orders (the same
original ones) that do not show up on the report.

What would make a sales order not be recognized as an order? I am
using the order detail, order head and customer tables.

Any help would be greatly appreciated. One could go crazy insane
looking at this stuff and trying to figure it out.

Thanks in Advance
Joan Farver
Vantage Plastics
7
Sounds like a join issue on the tables. Are the joins all "Left Outer" so that unknowns get reported too? Might be one more thing to try if the filters aren't the problem.

Otherwise perhaps post the exact table links you are using starting from the master table down.

-Todd C.


-----Original Message-----
From: joanfarver [mailto:joan.farver@...]
Sent: Friday, March 26, 2004 1:38 PM
To: vantage@yahoogroups.com
Subject: [Vantage] Sales Backlog Report


I am tring to create a sales backorder list from report builder. I
started with the one on this group site and then revised it to my
company's needs. We want to see the open orders for one particular
customer and have the report show the part #, order #, purchase order
#, ship quantity, required quantity and use a calcualated field to
figure the remaining quantity (the back order quantity).

However, there are several open purchse orders that are not being
pulled into the report. I thought it was my filters so I started
eliminating them one at a time until I had no filters. The report
now gives me every purchase order for all customers regardless if it
is open or closed but there are still some purchase orders (the same
original ones) that do not show up on the report.

What would make a sales order not be recognized as an order? I am
using the order detail, order head and customer tables.

Any help would be greatly appreciated. One could go crazy insane
looking at this stuff and trying to figure it out.

Thanks in Advance
Joan Farver
Vantage Plastics



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



Yahoo! Groups Sponsor

ADVERTISEMENT
<http://rd.yahoo.com/SIG=12cs3ldfq/M=268585.4521611.5694062.1261774/D=egroupweb/S=1705007183:HM/EXP=1080416285/A=1950450/R=0/SIG=124efgk3i/*http://ashnin.com/clk/muryutaitakenattogyo?YH=4521611&yhad=1950450> click here
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