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collating orders from proformas reports? or excel/csv?

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gbeissel
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collating orders from proformas reports? or excel/csv?

Post by gbeissel » 25 Nov 2011, 20:50

I have not worked with sage 50 in quite a few years and have started again recently. I have found that they have made the report design feature much more difficult to navigate. I am wanting to put together a bulk order of stock from all open proforma invoices- i was hoping to able to do this by adjusting an existing report but have not found anything suitable.option B ( in my head anyway) was to export the data to excel and then collate it there. is this even possible? any help greatly appreciated. am running sage 50 v 15 i think but am not in the office so cant check.
Thanks!

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brucedenney
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Re: collating orders from proformas reports? or excel/csv?

Post by brucedenney » 27 Nov 2011, 12:18

Sounds like you want to list all items on proformas, sorted by stock code, summarised by the stock code, with a qty sum for each stock code and then details of each stock code are hidden so all you see is the total number of each stock code needed..

Doing this in a report should be fine.

There isn't anything to base it on, but from scratch it should not be too difficult to do.

You might be interested to know that I have made several tools based on this general theme of scanning orders (or invoices) to work out what needs to be ordered, but i skip the report and create the purchase orders.

http://www.makingithappen.co.uk/CI/purc ... dering.htm
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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