Customized Report - Need Help

Yahoo Archive
1
With SQL (where you can join a table multiple times as required) it's a snap.

With BAQ's, your probably looking at a min of 3 queries, export the results, and then use you favored reporting tool (Crystal, excel, etc.,) to read in the BAQ exports and join the data sets together for one single combined view of the info they are asking for.

What is your basis for determining "All parts purchased by the customer (with active orders and without)"? An accurate customer price list containing only parts they buy? Some sales history search (back X months or years) to determine what they have purchased before?

That would seem the only open issue.

Current Orders can be obtained from OrderHed, OrderDtl, OrderRel (+ your basis for determining 'their parts'.

Current inventory from PartWhse.OnHand (+ your basis for determining 'their parts').

EAU from your custom Part field (+ your basis for determining 'their parts')

I take it back: If Customer Price List is a reliable source, it can be done (with the proper inner & outer joins that are custom defined) in a single BAQ).

Rob

--- On Wed, 12/10/08, Sarah <greeneyedsweetie_99@...> wrote:
From: Sarah <greeneyedsweetie_99@...>
Subject: [Vantage] Customized Report - Need Help
To: vantage@yahoogroups.com
Date: Wednesday, December 10, 2008, 5:38 PM











We currently send our customers a customized report that contains their

current open orders and the inventory we have on hand. Now our sales

department wants to include additional information, this is where I am

having problems. Here is what they want included on this report:



1. All parts purchased by the customer (with active orders and without)

2. Current Orders (if any)

3. Current Inventory on hand (if any)

4. Estimated Annual Usage (a customized field on the part master file

contains this info)



Anyone have any good ideas on how I can get this done?



Thank you in advance!

Sarah
2
We currently send our customers a customized report that contains their
current open orders and the inventory we have on hand. Now our sales
department wants to include additional information, this is where I am
having problems. Here is what they want included on this report:

1. All parts purchased by the customer (with active orders and without)
2. Current Orders (if any)
3. Current Inventory on hand (if any)
4. Estimated Annual Usage (a customized field on the part master file
contains this info)

Anyone have any good ideas on how I can get this done?

Thank you in advance!
Sarah
3
To find all parts that a customer has ever ordered, you¹d want to join
orderdtl to orderhed to customer and return the PartNum from OrderDtl. That
you could do in a BAQ. It would return basically all of the order lines for
anything the customer has ever ordered from you.

A subreport could show a subset of the data to get only the open orders.

To get the Part info, add Part your query joined on OrderDtl.

To get the inventory qty, you¹d have to bring in PartWhse. If you have
more than one Whse you¹d need to add a summary field in Crystal and
eliminate the duplicates.

That¹s an off-the-cuff answer. I¹m sure some smarter folks here will
respond more completely. :-)

-bws

On 12/10/08 2:38 PM, "Sarah" <greeneyedsweetie_99@...> wrote:
>
> We currently send our customers a customized report that contains their
> current open orders and the inventory we have on hand. Now our sales
> department wants to include additional information, this is where I am
> having problems. Here is what they want included on this report:
>
> 1. All parts purchased by the customer (with active orders and without)
> 2. Current Orders (if any)
> 3. Current Inventory on hand (if any)
> 4. Estimated Annual Usage (a customized field on the part master file
> contains this info)
>
> Anyone have any good ideas on how I can get this done?
>
> Thank you in advance!
> Sarah



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