Hey,
I have tried and tried to achieve 1 purchase order layout that is capable of printing the following on the same order but in different formats for each item:
*********************************
"S3" Items Entered Manually
*********************************
> I want these to display only the following information on the PO for this type of item:
>> POP_ITEM.ITEM_NUMBER+1 (this numbers the Item line so each has its own)
>> POP_ITEM.DESCRIPTION (What i entered on the Description box in the PO Edit Item Line screen)
>> POP_ITEM.TEXT (What i entered in the Details box in the PO Edit Item Line screen)
>> POP_ITEM.QTY_ORDER (quantity of that service item usually 1 in my case)
>> Items Unit Price
>> Items Discount %
>> Items Discount Total Value
>> Items Nett (Total)
>> Items VAT (Total)
That is the information i need displayed in a certain format for a service "S3" Item..... However if it is a product Item i need it displayed with similar information but in a different format and with a few extra items. As Follows:
******************************************************************
Items Entered from a Product Record with Product Code
(Service Item Product or Stock Item Product)
******************************************************************
> I want these to display only the following information on the PO for this type of item:
>> POP_ITEM.ITEM_NUMBER+1 (this numbers the Item line so each has its own)
>> POP_ITEM.STOCK_CODE (The Products Stock Code)
>> STOCK.SUPPLIER_PART_NUMBER (The Suppliers Reference for the Product Item)
>> POP_ITEM.DESCRIPTION (What i entered on the Description box in the PO Edit Item Line screen)
>> POP_ITEM.TEXT (I Only need this to appear should i need to specify additional information relating to the product)
>> POP_ITEM.QTY_ORDER (quantity of that service item usually 1 in my case)
>> Items Unit Price
>> Items Discount %
>> Items Discount Total Value
>> Items Nett (Total)
>> Items VAT (Total)
>> (Plus any other items from the stock database i want to pull forward)
This is where my problem is:
I realise that in order to display each type seperately i need to create two sections of the Purchase order layout each with how i want the item to appear... my problem is getting them to only display items of their designed type such as the "S3" layout section only displaying "S3" Items etc.
I Can't get myself two "Details" Sections to the layout so i'm assuming i would have to use header/footer groups or something? This is where i struggle and especially with the criteria/expressions/filters etc i would need to enter to allow everything to print and work together.
Is this even possible??
Is It better to just overlap the variables in the details screen and make it so that they suppress unless the items criteria matches what it is designed to print?
Sorry if this is confusing but i have been working on this for ages and its beginning to puzzle me i'm sure you know the feeling.
Thanks, Steve
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- - - - - - - - - - - - - - - - - - with your shipping system - website - invoicing system - crm - cms - manufacturing - order import - back to back orders..
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Report Designer > Purchase Order Layout Help?
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- User
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- User
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- Joined: 18 Mar 2009, 10:29
Re: Report Designer > Purchase Order Layout Help?
PS i am using V15
- brucedenney
- Site Admin
- Posts: 4664
- Joined: 28 Feb 2006, 09:56
- Sage Version: v30 UK/Europe/Africa
Re: Report Designer > Purchase Order Layout Help?
Yes
It is all possible.
You need to add an extra footer section to use as a details section.
Try and get your report to print out 2 consecutive lines for each item, one in the S3 format and one in the product format.
Once you have done that, you apply a filter / criteria to each of the section to suppress them from printing if they are not S3 or product codes respectivly.
The result should be that only one line gets printed and which one print depends on it's type.
Any problems, try uploading your report layout as an attachment
It is all possible.
You need to add an extra footer section to use as a details section.
Try and get your report to print out 2 consecutive lines for each item, one in the S3 format and one in the product format.
Once you have done that, you apply a filter / criteria to each of the section to suppress them from printing if they are not S3 or product codes respectivly.
The result should be that only one line gets printed and which one print depends on it's type.
Any problems, try uploading your report layout as an attachment
For just about anything Sage :- Discount subscriptions, pay-as-you-go support, application integration, reports, layouts, linked excel spreadsheets, analysis or any other help making life with sage easier/less time consuming Contact me.
-
- User
- Posts: 18
- Joined: 18 Mar 2009, 10:29
Re: Report Designer > Purchase Order Layout Help?
Hey Bruce, thanks for the reply.brucedenney wrote:Yes
It is all possible.
You need to add an extra footer section to use as a details section.
Try and get your report to print out 2 consecutive lines for each item, one in the S3 format and one in the product format.
Once you have done that, you apply a filter / criteria to each of the section to suppress them from printing if they are not S3 or product codes respectivly.
The result should be that only one line gets printed and which one print depends on it's type.
Any problems, try uploading your report layout as an attachment
I have made the Layout and formatted the "Details" Section as i want service S3 items to appear and have formatted the ITEM_NUMBER Footer 2 partly how i wan't product items to appear. I will add more detail to this section once i've overcome the current issue.
I have attached the Layout so we can both be on the same wavelength.
I created the following purchase order as a test to test functionality offline:
> Supplier Acc No: TEST01
> 1st Item Line = (S3 - Details: Test - Text: Test... etc)
> 2nd Item Line = A fictitious Product with all details configured for test purposes.
When i generate a preview of the report is only Displays Item 2 (The Product) and ignored the service item line. At this stage there are no filters in any of the sections (Details or ITEM_NUMBER Footer 2)??
Cheers, Steve
P.s I've had to delete some information from the layout (non-important company stuff and background box's to make the file small enough to upload (through your limits)
Login to access the files attached to this post.
- brucedenney
- Site Admin
- Posts: 4664
- Joined: 28 Feb 2006, 09:56
- Sage Version: v30 UK/Europe/Africa
Re: Report Designer > Purchase Order Layout Help?
What you are doing looks fine.
The issue you have is that items that do not have stock records are not appearing, this is because there is no "STOCK.SUPPLIER_PART_NUMBER" so the join between the POP_ITEM table and the STOCK table yields no results.
To get around this you can change the conditional join between the two tables so that it returns values even when there is no corresponding value in the STOCK table.
DATA>JOINS click on the link between POP_ITEMS and STOCK in the properties change the first item (Conditional Join Type) to ParentOuter
You should then be getting everything listed twice.
At this point you just need to add filters to each section to show Service items in one and non Service items in the other.
The issue you have is that items that do not have stock records are not appearing, this is because there is no "STOCK.SUPPLIER_PART_NUMBER" so the join between the POP_ITEM table and the STOCK table yields no results.
To get around this you can change the conditional join between the two tables so that it returns values even when there is no corresponding value in the STOCK table.
DATA>JOINS click on the link between POP_ITEMS and STOCK in the properties change the first item (Conditional Join Type) to ParentOuter
You should then be getting everything listed twice.
At this point you just need to add filters to each section to show Service items in one and non Service items in the other.
For just about anything Sage :- Discount subscriptions, pay-as-you-go support, application integration, reports, layouts, linked excel spreadsheets, analysis or any other help making life with sage easier/less time consuming Contact me.
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