Sales Report That Includes Items Not Sold

Has anyone seen or created a sales report (grouped by item - one line per 
item) with total sales, qty sold, quantity on order and the primary 
supplier's reorder #? I need the result to include all items in the item list 
even if they weren't sold within the user selected date sold range. We are 
trying to create a single report that uses sales history, current inventory 
position (on hand and on order) to better manage the inventory but we need to 
see all items not just items that have sold.
0
EdBalda (36)
10/2/2009 6:17:01 PM
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Ed,

See if the attached works for you.

--=20

Jeff=20
Check Point Software

Search this newsgroup -- http://tinyurl.com/2lmk4w  (Stolen from DRS)
=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=
=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=
=3D=3D=3D

You must be using Outlook Express/Windows Mail or some other type of =
newsgroup reader to
see and download the file attachment(s).  If you are not using a reader, =
follow
the link below to setup Outlook Express.  Click on "Open with =
newsreader"
under the MS Retail Management System on the right.

http://tinyurl.com/75bgz
=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=
=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=
=3D=3D=3D


  "Ed Balda" <EdBalda@discussions.microsoft.com> wrote in message =
news:3F396675-E952-4C17-B382-A32F8E2672E6@microsoft.com...
  Has anyone seen or created a sales report (grouped by item - one line =
per=20
  item) with total sales, qty sold, quantity on order and the primary=20
  supplier's reorder #? I need the result to include all items in the =
item list=20
  even if they weren't sold within the user selected date sold range. We =
are=20
  trying to create a single report that uses sales history, current =
inventory=20
  position (on hand and on order) to better manage the inventory but we =
need to=20
  see all items not just items that have sold.
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<!DOCTYPE HTML PUBLIC "-//W3C//DTD HTML 4.0 Transitional//EN">
<HTML><HEAD>
<META content=3Dtext/html;charset=3Dutf-8 http-equiv=3DContent-Type>
<META name=3DGENERATOR content=3D"MSHTML 8.00.6001.18813"></HEAD>
<BODY style=3D"PADDING-LEFT: 10px; PADDING-RIGHT: 10px; PADDING-TOP: =
15px"=20
id=3DMailContainerBody leftMargin=3D0 topMargin=3D0 =
CanvasTabStop=3D"true"=20
name=3D"Compose message area">
<DIV><FONT color=3D#008000>Ed,</FONT></DIV>
<DIV><FONT color=3D#008000></FONT>&nbsp;</DIV>
<DIV><FONT color=3D#008000>See if the attached works for =
you.</FONT></DIV>
<DIV><BR>-- <BR><BR>Jeff <BR>Check Point Software</DIV>
<DIV>&nbsp;</DIV>
<DIV>Search this newsgroup -- <A=20
href=3D"http://tinyurl.com/2lmk4w">http://tinyurl.com/2lmk4w</A>&nbsp; =
(Stolen=20
from =
DRS)<BR>=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=
=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=
=3D=3D=3D=3D=3D=3D</DIV>
<DIV>&nbsp;</DIV>
<DIV>You must be using Outlook Express/Windows Mail or some other type =
of=20
newsgroup reader to<BR>see and download the file attachment(s).&nbsp; If =
you are=20
not using a reader, follow<BR>the link below to setup Outlook =
Express.&nbsp;=20
Click on "Open with newsreader"<BR>under the MS Retail Management System =
on the=20
right.</DIV>
<DIV>&nbsp;</DIV>
<DIV><A=20
href=3D"http://tinyurl.com/75bgz">http://tinyurl.com/75bgz</A><BR>=3D=3D=3D=
=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=
=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=3D=
</DIV>
<DIV>&nbsp;</DIV>
<DIV>&nbsp;</DIV>
<BLOCKQUOTE=20
style=3D"BORDER-LEFT: #008000 2px solid; PADDING-LEFT: 5px; =
PADDING-RIGHT: 0px; MARGIN-LEFT: 5px; MARGIN-RIGHT: 0px">
  <DIV>"Ed Balda" &lt;<A=20
  =
href=3D"mailto:EdBalda@discussions.microsoft.com">EdBalda@discussions.mic=
rosoft.com</A>&gt;=20
  wrote in message <A=20
  =
href=3D"news:3F396675-E952-4C17-B382-A32F8E2672E6@microsoft.com">news:3F3=
96675-E952-4C17-B382-A32F8E2672E6@microsoft.com</A>...</DIV>Has=20
  anyone seen or created a sales report (grouped by item - one line per=20
  <BR>item) with total sales, qty sold, quantity on order and the =
primary=20
  <BR>supplier's reorder #? I need the result to include all items in =
the item=20
  list <BR>even if they weren't sold within the user selected date sold =
range.=20
  We are <BR>trying to create a single report that uses sales history, =
current=20
  inventory <BR>position (on hand and on order) to better manage the =
inventory=20
  but we need to <BR>see all items not just items that have=20
sold.</BLOCKQUOTE></BODY></HTML>

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	name="Custom - Items - Movement with On Hand and Reorder Number.qrp"
Content-Transfer-Encoding: quoted-printable
Content-Disposition: attachment;
	filename="Custom - Items - Movement with On Hand and Reorder Number.qrp"

//--- Report Summary --- //

Begin ReportSummary
   ReportType =3D reporttypeItems
   ReportTitle =3D "Item Movement Report with On Hand and Re-Order =
Number"
   PageOrientation =3D pageorientationLandscape
   ShowDateTimePicker =3D False
   OutLineMode =3D True
   Groups =3D 0
   GroupDescription =3D ""
   DisplayLogo =3D True
   LogoFileName =3D "MyLogo.bmp"
   ProcedureCall =3D ""
   PreQuery1 =3D "IF EXISTS (SELECT TABLE_NAME FROM =
INFORMATION_SCHEMA.VIEWS WHERE TABLE_NAME =3D 'ViewItemMovement') DROP =
VIEW ViewItemMovement"
   PreQuery2 =3D <BEGIN>
  =20
      CREATE VIEW ViewItemMovement AS
      SELECT Department.Name AS DepartmentName,
	Category.Name AS CategoryName,
      	Supplier.SupplierName AS SupplierName,
	Item.ItemLookupCode AS ItemLookupCode,
        Item.Description AS ItemDescription,
	Item.Quantity AS OnHand,
	SupplierList.ReorderNumber AS ReorderNumber,
        Item.LastSold AS LastSold,
	Item.LastReceived AS LastReceived,
	Item.Cost AS Cost,
	Item.ReorderPoint AS ReorderPoint,
	Item.RestockLevel AS RestockLevel,
	Item.Inactive AS Inactive,
	InventoryTransferLog.Type AS Type,
	0 AS QuantitySold,
             	ISNULL (InventoryTransferLog.Quantity, 0) AS Quantity,
             	0 AS PriceSold,
             	0 AS CostSold,
             	InventoryTransferLog.DateTransferred AS DateTransferred,
             	1 AS Moved,
             	CASE InventoryTransferlog.Type WHEN 2 THEN =
InventoryTransferLog.ReferenceID ELSE NULL END AS TransactionNumber
            =20
      FROM InventoryTransferLog=20
      	LEFT JOIN Item ON InventoryTransferLog.ItemID =3D Item.ID
      	LEFT JOIN Department ON Item.DepartmentID =3D Department.ID
      	LEFT JOIN Category ON Item.CategoryID =3D Category.ID
      	LEFT JOIN Supplier ON Item.SupplierID =3D Supplier.ID
	LEFT JOIN SupplierList ON Item.SupplierID =3D SupplierList.SupplierID =
AND Item.ID =3D SupplierList.ItemID

              =20
      UNION ALL          =20

      SELECT Department.Name AS DepartmentName,
      	Category.Name AS CategoryName,
      	Supplier.SupplierName AS SupplierName,
      	Item.ItemLookupCode AS ItemLookupCode,
	Item.Description AS ItemDescription,
 	Item.Quantity AS OnHand,
	SupplierList.ReorderNumber AS ReorderNumber,
	Item.LastSold AS LastSold,
	Item.LastReceived AS LastReceived,
             	Item.Cost AS Cost,
	Item.ReorderPoint AS ReorderPoint,
	Item.RestockLevel AS RestockLevel,
	99 AS Type,
             	ISNULL (TransactionEntry.Quantity, 0) AS QuantitySold,
	0 AS QuantityTransferred,
	ISNULL (TransactionEntry.Price, 0) AS PriceSold,
	ISNULL (TransactionEntry.Cost, 0) AS CostSold,
             	[Transaction].Time AS DateTransferred,
             	CASE WHEN [Transaction].Time IS NULL THEN 0 ELSE 1 END AS =
Moved,
             	[Transaction].TransactionNumber AS TransactionNumber
            =20
      FROM   Item
      	LEFT JOIN TransactionEntry ON TransactionEntry.ItemID =3D Item.ID
      	LEFT JOIN Department ON Item.DepartmentID =3D Department.ID LEFT =
JOIN Category ON Item.CategoryID =3D Category.ID
             	LEFT JOIN [Transaction] ON =
TransactionEntry.TransactionNumber =3D [Transaction].TransactionNumber
             	LEFT JOIN Supplier ON Item.SupplierID =3D Supplier.ID
	LEFT JOIN SupplierList ON Item.SupplierID =3D SupplierList.SupplierID =
AND Item.ID =3D SupplierList.ItemID


<END>

   TablesQueried =3D "FROM ViewItemMovement LEFT JOIN Supplier ON =
ViewItemMovement.SupplierName =3D Supplier.SupplierName"
   SelCriteria =3D ""

   GroupBy =3D "ViewItemMovement.ItemLookupCode, =
ViewItemMovement.LastSold, ViewItemMovement.LastReceived, =
ViewItemMovement.Cost,ViewItemMovement.ReorderPoint, =
ViewItemMovement.RestockLevel,Supplier.SupplierName, =
ViewItemMovement.DepartmentName, ViewItemMovement.CategoryName, =
ViewItemMovement.ItemDescription, ViewItemMovement.ReorderNumber, =
ViewItemMovement.OnHand"

   SortOrder =3D ""
End ReportSummary


//--- Title Rows ---//

Begin TitleRow
   Text =3D "<Store Name>"
   Font =3D "Arial"
   FontBold =3D True
   FontSize =3D 16
   Color =3D "Blue"
End TitleRow

Begin TitleRow
   Text =3D "<Report Title>"
   Font =3D "Arial"
   FontBold =3D True
   FontSize =3D 12
   Color =3D "Black"
End TitleRow

Begin TitleRow
   Text =3D "Generated On <Report Date>"
   Font =3D "Arial"
   FontBold =3D True
   FontSize =3D 10
   Color =3D "Black"
End TitleRow

Begin TitleRow
   Text =3D "Designed and/or modified by Microsoft Corp. and/or Check =
Point Software"
   Font =3D "Arial"
   FontBold =3D False
   FontSize =3D 8
   Color =3D "Black"
End TitleRow

//--- Filters ---//

Begin Filter
   FieldName =3D "ViewItemMovement.DateTransferred"
   FilterOp =3D reportfilteropGreaterEqual
   FilterLoLim =3D "<MonthStart>"
   FilterHilim =3D "<Today>"
End Filter

Begin Filter
   FieldName =3D "Item.Inactive"
   FilterOp =3D reportfilteropEqual
   FilterLoLim =3D "1"
   FilterHilim =3D "1"
End Filter

//--- Columns ---//

Begin Column
   FieldName =3D "ViewItemMovement.ItemLookupCode"
   DrillDownFieldName =3D "Item.ItemLookupCode"
   DrillDownReportName =3D ""
   Title =3D "ILC"
   VBDataType =3D vbString
   Formula =3D ""
   ColHidden =3D False
   ColNotDisplayable =3D False
   FilterDisabled =3D False
   ColWidth =3D 1200
   GroupMethod =3D groupmethodNone
   ColFormat =3D ""
   ColAlignment =3D flexAlignLeftCenter
End Column

Begin Column
   FieldName =3D "ViewItemMovement.DepartmentName"
   DrillDownFieldName =3D ""
   DrillDownReportName =3D ""
   Title =3D "Department"
   VBDataType =3D vbString
   Formula =3D "ViewItemMovement.DepartmentName"
   ColHidden =3D True
   ColNotDisplayable =3D False
   FilterDisabled =3D False
   ColWidth =3D 1500
   GroupMethod =3D groupmethodNone
   ColFormat =3D ""
   ColAlignment =3D flexAlignLeftCenter
End Column

Begin Column
   FieldName =3D "ViewItemMovement.CategoryName"
   DrillDownFieldName =3D "Category.Name"
   DrillDownReportName =3D ""
   Title =3D "Category"
   VBDataType =3D vbString
   Formula =3D ""
   ColHidden =3D True
   ColNotDisplayable =3D False
   FilterDisabled =3D False
   ColWidth =3D 1500
   GroupMethod =3D groupmethodNone
   ColFormat =3D ""
   ColAlignment =3D flexAlignLeftCenter
End Column

Begin Column
   FieldName =3D "ViewItemMovement.ItemDescription"
   DrillDownFieldName =3D ""
   DrillDownReportName =3D ""
   Title =3D "Description"
   VBDataType =3D vbString
   Formula =3D ""
   ColHidden =3D False
   ColNotDisplayable =3D False
   FilterDisabled =3D False
   ColWidth =3D 2500
   GroupMethod =3D groupmethodNone
   ColFormat =3D ""
   ColAlignment =3D flexAlignLeftCenter
End Column

Begin Column
   FieldName =3D "ViewItemMovement.OnHand"
   DrillDownFieldName =3D ""
   DrillDownReportName =3D ""
   Title =3D "On Hand"
   VBDataType =3D vbString
   Formula =3D ""
   ColHidden =3D False
   ColNotDisplayable =3D False
   FilterDisabled =3D False
   ColWidth =3D 800
   GroupMethod =3D groupmethodNone
   ColFormat =3D ""
   ColAlignment =3D flexAlignRightCenter
End Column

Begin Column
   FieldName =3D "QtySold"
   DrillDownFieldName =3D ""
   DrillDownReportName =3D ""
   Title =3D "Qty Sold"
   VBDataType =3D vbString
   Formula =3D "SUM(ViewItemMovement.QuantitySold)"
   ColHidden =3D False
   ColNotDisplayable =3D False
   FilterDisabled =3D False
   ColWidth =3D 800
   GroupMethod =3D groupmethodSum
   ColFormat =3D ""
   ColAlignment =3D flexAlignRightCenter
End Column

Begin Column
   FieldName =3D "ViewItemMovement.ReorderPoint"
   DrillDownFieldName =3D ""
   DrillDownReportName =3D ""
   Title =3D "Reorder"
   VBDataType =3D vbDouble
   Formula =3D ""
   ColHidden =3D False
   ColNotDisplayable =3D False
   FilterDisabled =3D False
   ColWidth =3D 800
   GroupMethod =3D groupmethodNone
   ColFormat =3D "###"
End Column

Begin Column
   FieldName =3D "ViewItemMovement.RestockLevel"
   DrillDownFieldName =3D ""
   DrillDownReportName =3D ""
   Title =3D "Restock"
   VBDataType =3D vbDouble
   Formula =3D ""
   ColHidden =3D False
   ColNotDisplayable =3D False
   FilterDisabled =3D False
   ColWidth =3D 800
   GroupMethod =3D groupmethodNone
   ColFormat =3D "###"
End Column

Begin Column
   FieldName =3D "Sales"
   DrillDownFieldName =3D ""
   DrillDownReportName =3D ""
   Title =3D "Sales"
   VBDataType =3D vbCurrency
   Formula =3D "SUM(ViewItemMovement.QuantitySold * =
ViewItemMovement.PriceSold)"
   ColHidden =3D False
   ColNotDisplayable =3D False
   FilterDisabled =3D False
   ColWidth =3D 1100
   GroupMethod =3D groupmethodSum
   ColFormat =3D ""
End Column

Begin Column
   FieldName =3D "ViewItemMovement.LastSold"
   DrillDownFieldName =3D ""
   DrillDownReportName =3D ""
   Title =3D "Last Sold"
   VBDataType =3D vbDate
   Formula =3D ""
   ColHidden =3D False
   ColNotDisplayable =3D False
   FilterDisabled =3D False
   ColWidth =3D 1100
   GroupMethod =3D groupmethodMax
   ColFormat =3D ""
End Column

Begin Column
   FieldName =3D "ViewItemMovement.Cost"
   DrillDownFieldName =3D ""
   DrillDownReportName =3D ""
   Title =3D "Cost Each"
   VBDataType =3D vbCurrency
   Formula =3D ""
   ColHidden =3D False
   ColNotDisplayable =3D False
   FilterDisabled =3D False
   ColWidth =3D 1100
   GroupMethod =3D groupmethodSum
   ColFormat =3D ""
End Column

Begin Column
   FieldName =3D "CostSold"
   DrillDownFieldName =3D ""
   DrillDownReportName =3D ""
   Title =3D "Cost Sold"
   VBDataType =3D vbCurrency
   Formula =3D "SUM(ViewItemMovement.QuantitySold * =
ViewItemMovement.CostSold)"
   ColHidden =3D False
   ColNotDisplayable =3D False
   FilterDisabled =3D False
   ColWidth =3D 1100
   GroupMethod =3D groupmethodSum
   ColFormat =3D ""
End Column

Begin Column
   FieldName =3D "ViewItemMovementQuantity"
   DrillDownFieldName =3D ""
   DrillDownReportName =3D ""
   Title =3D "Non Sale"
   VBDataType =3D vbString
   Formula =3D "SUM(ViewItemMovement.Quantity)"
   ColHidden =3D False
   ColNotDisplayable =3D False
   FilterDisabled =3D False
   ColWidth =3D 800
   GroupMethod =3D groupmethodSum
   ColFormat =3D ""
   ColAlignment =3D flexAlignRightCenter
End Column

Begin Column
   FieldName =3D "ViewItemMovement.LastReceived"
   DrillDownFieldName =3D ""
   DrillDownReportName =3D ""
   Title =3D "Last Recvd"
   VBDataType =3D vbDate
   Formula =3D ""
   ColHidden =3D False
   ColNotDisplayable =3D False
   FilterDisabled =3D False
   ColWidth =3D 1100
   GroupMethod =3D groupmethodMax
   ColFormat =3D ""
End Column

Begin Column
   FieldName =3D "PurchaseOrder"
   DrillDownFieldName =3D ""
   DrillDownReportName =3D ""
   Title =3D "PO Movement"
   VBDataType =3D vbDouble
   Formula =3D "SUM(CASE WHEN Type =3D 1 THEN ISNULL(Quantity, 0) ELSE 0 =
END) "
   ColHidden =3D True
   ColNotDisplayable =3D False
   FilterDisabled =3D False
   ColWidth =3D 1300
   GroupMethod =3D groupmethodSum
   ColFormat =3D "###"
End Column

Begin Column
   FieldName =3D "Supplier.SupplierName"
   DrillDownFieldName =3D "Supplier.SupplierName"
   DrillDownReportName =3D ""
   Title =3D "Primary Supplier"
   VBDataType =3D vbString
   Formula =3D ""
   ColHidden =3D False
   ColNotDisplayable =3D False
   FilterDisabled =3D False
   ColWidth =3D 2500
   GroupMethod =3D groupmethodNone
   ColFormat =3D ""
   ColAlignment =3D flexAlignRightCenter
End Column

Begin Column
   FieldName =3D "ViewItemMovement.ReorderNumber"
   DrillDownFieldName =3D ""
   DrillDownReportName =3D ""
   Title =3D "Reorder #"
   VBDataType =3D vbString
   Formula =3D ""
   ColHidden =3D False
   ColNotDisplayable =3D False
   FilterDisabled =3D False
   ColWidth =3D 1200
   GroupMethod =3D groupmethodNone
   ColFormat =3D ""
   ColAlignment =3D flexAlignRightCenter
End Column

Begin Column
   FieldName =3D "OfflineMovement"
   DrillDownFieldName =3D ""
   DrillDownReportName =3D ""
   Title =3D "Offline Movement"
   VBDataType =3D vbDouble
   Formula =3D "SUM(CASE WHEN Type =3D 2 OR Type =3D 3 OR Type =3D 4 =
THEN ISNULL(Quantity, 0) ELSE 0 END) "
   ColHidden =3D True
   ColNotDisplayable =3D False
   FilterDisabled =3D False
   ColWidth =3D 1710
   GroupMethod =3D groupmethodSum
   ColFormat =3D "###"
End Column

Begin Column
   FieldName =3D "Adjusted"
   DrillDownFieldName =3D ""
   DrillDownReportName =3D ""
   Title =3D "Adjusted"
   VBDataType =3D vbDouble
   Formula =3D "SUM(CASE WHEN Type =3D 5 OR Type =3D 6 THEN =
ISNULL(Quantity, 0) ELSE 0 END) "
   ColHidden =3D True
   ColNotDisplayable =3D False
   FilterDisabled =3D False
   ColWidth =3D 1200
   GroupMethod =3D groupmethodSum
   ColFormat =3D "###"
End Column

Begin Column
   FieldName =3D "ViewItemMovement.DateTransferred"
   DrillDownFieldName =3D ""
   DrillDownReportName =3D ""
   Title =3D "Date"
   VBDataType =3D vbDate
   Formula =3D ""
   ColHidden =3D True
   ColNotDisplayable =3D True
   FilterDisabled =3D False
   ColWidth =3D 1100
   GroupMethod =3D groupmethodNone
   ColFormat =3D ""
End Column

Begin Column
   FieldName =3D "ViewItemMovement.Moved"
   DrillDownFieldName =3D ""
   DrillDownReportName =3D ""
   Title =3D "Moved"
   VBDataType =3D vbBoolean
   Formula =3D ""
   ColHidden =3D True
   ColNotDisplayable =3D True
   FilterDisabled =3D False
   ColWidth =3D 1100
   GroupMethod =3D groupmethodNone
   ColFormat =3D ""
End Column


Begin Column
   FieldName =3D "Item.Inactive"
   DrillDownFieldName =3D ""
   DrillDownReportName =3D ""
   Title =3D "Inactive"
   VBDataType =3D vbBoolean
   Formula =3D ""
   ColHidden =3D True
   ColNotDisplayable =3D False
   FilterDisabled =3D False
   ColWidth =3D 1057
   GroupMethod =3D groupmethodNone
   ColFormat =3D ""
   ColAlignment =3D flexAlignCenterCenter
End Column
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0
cptsoft (1247)
10/2/2009 7:48:47 PM
Reply:

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RMS 2.0 - We've created and Assembly item that includes two separate pieces to be sold together. We want to be able to sell these items as one piece, but need to order them as separate pieces. When we sell the one piece, we need the inventory to detract from each item quantity separately. We've set up an Assembly item to do this. But, now we cannot figure out how to print a barcode label for the Assembly item set up. Is there a way to do this? Nope. RMS cannot print a label for an assembly item. I wish I had better news, but that's the facts. Pathetic, but true. You...

How do you make a custom toolbar for a report?
How do you customize the toolbar for a report? In one of the WordMerge examples posted by Albert Kallal (http://www.members.shaw.ca/AlbertKallal/msaccess/DownLoad.htm) a report has a toolbar that has been modified. How do you do this? Robert Check out my Quick tutorial on how to create a custom popup menu and when the instructions tell you to check the popup checkbox, don't do it and you should be able to figure out the rest (I'm working on getting an actual tutorial up for this, but this should do for you until then): http://www.btabdevelopment.com/main/QuickTutorials/H...

Non Inventory Item in Invoicing
for non-inventory item entered in Trx>Sales>Invoicing, the edit list show error: One or more line items containing error. what is the minimum posting a/c that need to be set for non-inventory items? thks In Posting Accounts setup, Sales series, you need to set the account for Non-Inventoried Items. However, some companies choose to leave this account blank in Posting Accounts Setup to force account selection at transaction processing time because different accounts may need to be used based on different non-inventory items. Frank Hamelly MCP-GP, MCT East Coast Dynamics www.eastcoas...

Opening/Using Custom Report
I'm trying to use a custom report I downloaded from the reports library. First problem is that Windows XP is telling me that the file type (qrp) is not recognizable. What will open it? Next...... I am challenged on file structures, etc. and I don't know how to navigate to where I would have to save this report file to have it show in RMS Manager as a usable report. What's the simplest way to learn to do this? Thanks. -- WineGuy PRJ wrote: > I'm trying to use a custom report I downloaded from the reports library. > First problem is that Windows XP is telling m...

Report builder 2.0 create report incident based
I would like to make a report of the cases which are made and how much time we spended at the specific case. I add the incidentbase and the incidentresolutinbase in the reportbuilder but the items are unrelated. There must be an incidentid in the both bases but he is only in the incidentbase. Can someone explain how solve the problem. Or do I have to select other tables? I hope someone can help Hi Erik, You should not be writing reports against the base tables - use the Filtered views instead. They are easier to use and will respect the CRM security of the user running the report...

Shortcuts - Folders
Our firm just upgraded to 2010. I had to re-create the shortcuts. In the main shortcut folder (the first one), I am unable to save the "Sent Items" folder. When I exit and reopen Outlook, that particular folder is gone and I have to add it again. Suggestions? ...

Short Sale of Options
I'm trying out Money Plus Deluxe (trial version). I can't update my investment account because it's hungup on option transactions. I download info from my investment account and I have an option short sale (sell to open). So I now have this list of transactions to enter into Money, and it hits the short option which is listed something like "CHK Sep 45 Call". It tells me that this item already exists, asks if I want to choose another from the pull-down list above, but the pull-down is grayed out. Then I notice an extra space after "CHK", so I delete one ...

Create Report using fields from Form's datasheet
I have a form in datasheet view and I have a control that allows me to view and hide various fields. I would like to be able to click a button to create a report for printing using the fields that are visible on the datasheet. I don't need to be able to save the report for later use. I'd like it to open the report in layout view so I can edit field sizes and what not to ensure the report fits on one page (usually). Thanks again! I would just push the data to Excel. -- Duane Hookom MS Access MVP "Gntlhnds" <Gntlhnds@discussions.microsoft.com>...

Exchanging items (return and sale in one transaction)
Is is possible to return and sell an item in the same transaction? For example, a customer wants to return clothing in one size and get the same item in another size. There is no price difference. Is there any problem with recalling the original transaction for return and then scanning the right size item in that same transaction? Also, is it possible to return one or more item and simultaneously buy one or more items with different prices/total costs? RMS Help file doesn't have information on this. ______________________________________________________ Larry Leveen OlyBikes Bikes...

entering a sales order
I am a struggling first time GP 7.5 user, and have set up my company to a point where I thought I could try to enter a test sales order and follow it through invoicing, etc... GP's help (in Contents section, Sales Order Processing, Transaction Entry, Orders, Entering and Order) says this: To enter an order: Open the Sales Transaction Entry window. (Transactions >> Sales >> Sales Trx Entry) Select Order, and enter or select the ID of the type of order to enter. Enter a document number or accept the default entry. .... and so on.... But when I go to Transaction >>...

Z Report missing sales transactions
Hi We have 42 stores connecting to RMS HQ and stores blind close and then perform a Z Report every morning. When looking at our year end procedures, we have found hundreds of sales transactions over the past year which appear on the detailed sales report but for some reason are not included in the Z Report sales figures. It is usually just 1 or 2 missing items per Z Report. Any ideas what causes this and how to fix? first step of diagnosing would be.. are these sales missing at the store level? or are they only missing at the HQ level? sometimes not all sales are posted...

Repeating Sales order document!!
On GP 7.0, in SO setup screen there is a box call ALLOW REPEATING DOCUMENTS. What is this function do and how it work. I tried to search for the topic but no luck. Thanks!!! Allow Repeating Documents in Sales Quote Setup: Mark this option if you want to allow documents with this quote ID to repeat. If you mark this option, the Frequency and Times to Repeat fields in the Sales Document Detail Entry window will be enabled and you can enter repeating information as you enter repeating quotes. If you choose to use repeating quotes, you'll have to enter them in a batch so they can ...

SQL query to break down parent item to child item
I wants to create a SQL query to break all parent item into child item when run. please advice.. I have something here but seems not working, could someone help to create this? Thanks. create view vparent as select i.id, i.itemlookupcode as ParentILC, i.quantity as ParentInstock, from item i where i.id in (select parentitem from item where parentitem = 0) create view vchild as select i.itemlookupcode, i.description, vparent.ParentInstock * i.parentquantity as ParentQty, cast(vparent.ParentInstock * i.parentquantity as ParentQty) as CalculatedQTY from item i INNER J...

Link from One report to another
I have a report, that if a value is out of range, I would like to "hyperlink" it to another report. This "other" report requires a parameter by default. I would like to pass the value in the first report to the second. How can this be done? Any ideas? Thanks, Brian oppss.. nevermind.. just didn't look closely enought :) Thanks "Brian Shafer" wrote: > I have a report, that if a value is out of range, I would like to "hyperlink" > it to another report. > This "other" report requires a parameter by de...

Purchase Order Generator and "Include Orders with No Vendor ID"
GP 8.0, SQL We use Purchase Order Generator. We have a problem with employees not unchecking the box "Include Orders with No Vendor ID" What constitutes an order with no vendor ID? And how can I correct the data? I would like to remove this situation so it doesn't matter whether or not the box is checked. Thanks, Jason ------=_NextPart_0001_63AB11D9 Content-Type: text/plain Content-Transfer-Encoding: 7bit Hi Jason, Thank you for posting to the Great Plains Newsgroups. PO generator looks at the Primary vendor associated to the Item/site combination. If you go to Cards ...

Error when forwarding email in Sales outlook Client
Hi, I'm getting an error: "an error has occured please contact your system admin" when I tried to forward an email that has been promoted to CRM in the Sales Outlook client. And, the email is not forwarded because of that error. This error happens once we put a patch in our windows 2003 server that's compatible with Windows xp2 for workstation that runs CRM. After we pt the patch, we re-installed CRM on that server. Before this patch is put, there was no error. Has anybody experienced the same problem? Thank you for your help. Lia Budiman ...

CRM 1.2 Report Pack (Cannot attach sample database)
Hi, I have been trying to attach SRS sample database into SQL server but cannot succeed. The error message I have is: "The name you've specified is duplicate with another database which already exists. Please specify a different database name." For the "Adventure_Works_Cycle_MSCRM.mdf" file, I assume I can attach it no problem, because there is a check mark next to Current File(s) location field. However, I got the red cross mark for the "Adventure_Works_Cycle_MSCRM_log.LDF" file. If I keep hitting ok button to attach it, I will get t...

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The best site for your information all about property sale http://www.superpropertysale.info thanks. ...

Non Delivery Report
Is there a way to either turn off Non Delivery Reports in Exchange 2003 or to modify them so that don't display the Exchange server name and #5.1.1 because this a potentila security. A hacker could obtain the name of our Exchange server by sending a message to a invalid addres in our domain and getting this information bac. How can I modify the NDR to not show this information or turn it off completly. George In the Default SMTP Virtual Server Properties go the Delivery Tab. On that page click the Advanced button. In the Fully Qualifed Domain Box remove the Server Name and jus...

how can i make report by employee, total summary every 12-months?
am making report by employee name, with totals to be done every 12-months. start month varies each employee. thanks Need a little more info. You indicate "start mont varies each employee". Do you mean that the employees who will show up on the report are based on some criteria? If so, what criteria? What are you totaling? What does your table structure look like? ---- Dale "monns" wrote: > am making report by employee name, with totals to be done every 12-months. > start month varies each employee. thanks An expression like: ...

EDST
What exactly is the difference in how the Exchange tool handles recurring VS single instance appointments? What will a user see? Also, it's looking like it's going to make the most sense to run this tool on the final weekend before the time change, as it appears ultimately Outlook will handle appointments created BEFORE running the tool differently than appointments created AFTER running the tool. Opinions and experience? Thanks! Depending on number of users, it may make more sense to run it the weekend before, to benefit from any changes in tools or new best practices &am...

Sales For Outlook unable to syncronise with CRM server
I have installed the CRM server and loaded up the sample data for evaluation purposes. I then installed the Sales for Outlook on my PC (No errors during any installation so-far). Now when I try to create an appointment task or e-mail, I get the following error: --------------------------- Microsoft CRM --------------------------- An error occurred while trying to synchronize the appointment information to the Microsoft CRM system. --------------------------- OK --------------------------- Is there some configuration I have failed to complete, or does anyone have any ideas about this error? ...