Sales Order Backlog Report


Hi,
I just wanted to ask if anyone knows how modify this ? i check on RDD but wont able to customized it

Thank you!

What do you want to modify? The report itself or the values/options presented on this print screen?


We want to add sales person on this report

You can’t modify System objects, but you CAN copy them and modify your copy. If you want to modify a system report you will need two do to things:

  1. Duplicate the Report Style (this also copies the report folder and related RDL files)
  2. Duplicate the Report Data Definition (if you need to add tables/fields)

Now you can modify these all you want (mostly).

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Thank you, but I’m still unable to add the field.

Under the “bklog” data source, I can’t find the field that contains this:

I already duplicate the Report Style & RDD

How many sales reps do you have per order? You can add the OrderHed table to your RDD and define a relationship for it. That’s pretty straightforward. It will link to the Bklog on Company and OrderNum.

The SalesRep ID’s are stored in the SaleRepList field… but… as a ~ delimited list. If you have more than one sales rep, things get a bit more exciting.

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That’s one way to put it… LOL

@kynthhh some reports don’t have the fields shown in the RDD for some reason. When that happens, it is confusing. However, if you add the OrderHed table to your RDD like @Chad_Smith suggested, you will see that the BkLog fields show up in the drop-down when defining the relationship. As he suggested, you can join on Company and OrderNum and then pull the SalesRepList from the OrderHed. And if you’re lucky, things won’t get too much more exciting.

Wow that BkLog table is a bit of a pig… I have found of late that RDD in Kinetic is a little bit more truthful about the details… Particularly when loading the excluded columns… In classic sometimes it takes a save for them to appear, other times it doesn’t

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