The is one of the primary reports used for production management. The organization (detail) of this report is by Line Item; it is used when line items are routed independently and the entire order is not routed together.

Information Structure

The report shows, in logical hierarchy, information from the following different sources and the table the information is contained within:

  • Order Information (TransHeader)
    • Order Station Information (Station)
    • Company Information (Account)
    • Contact Information (AccountContact)
    • Order Salesperson (Employee)
    • Order Division (EmployeeGroup)

Tables Accessed

~ Purpose ~ Table ~ Linkage Information ~ Filter Information
Order Level TransHeader TransHeader.StatusID ?StatusID
Customer Info Account Left Join Account.ID TransHeader.AccountID
Contact Info AccountContact Left Join AccountContact.ID TransHeader.ContactID
Station Names Station Left Join Station.ID TransHeader.StationID
Salesperson Employee Left Join Employee.ID TransHeader.Salesperson1ID
Division EmployeeGroup Left Join EmployeeGroup.ID TransHeader.DivisionID

Important Display Fields
||~ Item ||~ Field ||~ Notes ||

Order Number TransHeader.OrderNumber
Company Name Account.CompanyName Join Account.ID TransHeader.AccountID
Company Name Account.CompanyName Join AccountContact.ID TransHeader.ContactID
Contact Phone
Order Status TransHeader.StatusText Used for Grouping when displayed
Order Due Date TransHeader.DueDate
Product TransDetail.ItemName
Quantity TransDetail.Quantity
Line Item Station Station.StationName JoinStation.ID TransDetail.StationID
Line Item Subtotal TransDetail.SubTotalPrice Price before Tax-Optionally Suppressed
Line Item Number TransDetail.LineItemNumber
Order Created Date TransHeader.CreatedDate
Assigned To Employee.FirstName + “ ” + Employee.LastName Join Employee.ID TransDetail.AssignedToID

Group By
The following groups are inserted in the report design:
||~ Description ||~ Level ||~ Optional ||~ Group ID field ||~ Group Display Field ||~ Notes ||

Division 1 No TransHeader.DivisionID Division.DivisionName
Order Status 2 No TransHeader.StatusID TransHeader.StatusText
Salesperson 3 Yes TransHeader.Salesperson1ID Salesperson.FirstName + “ ” + Salesperson.LastName
Order Station 4 Yes TransHeader.StationID Station.StationName

Sort Options
The data within a group will always be sorted by these fields if they in the group by:
||~ Description ||~ Sort Text ||~ Level ||~ Optional ||~ Notes ||

Division Division.DivisionName 1 No
Order Status TransHeader.StatusText 2 No

The user may optionally select to sort by their fields:
||~ Description ||~ Sort Text ||~ Level ||~ Optional ||~ Notes ||

Salesperson Salesperson.FirstName + “ ” + Salesperson.LastName 3 Yes
Company Name Account.CompanyName 3 Yes
Due Date TransDetail.DueDate 3 Yes
Order Station TransHeader.StationID 3 Yes

Some User choices for Sorting will actually be redundant. For example, If the User has elected to Group on Salesperson then choosing to Sort by Salesperson would accomplish nothing. Therefore the order in which rows are arranged inside the Group depends upon the grouping condition:
|| If Grouping On || Sort Choice || Sorting Order of the Report ||

SalesPerson Salesperson Company Name, then Due Date, then Station
Company Name Company Name, then Due Date, then Station
Due Date Due Date, then Company Name, then Station
Order Station Station, then Company Name, then Due Date
Station Salesperson Salesperson, then Company Name, then Due Date
Company Name Company Name, then Due Date, then Salesperson
Due Date Due Date, then Company Name, then Salesperson
Order Station Company Name, then Salesperson, then Due Date
None Salesperson Saleperson, then Station, then Due Date, then Company Name
Company Name Company Name, then Due Date, then Station, then Salesperson
Due Date Due Date, then Company Name, then Station, then Salesperson
Order Station Station, then Company Name, then Due Date, then Salesperson

Parameters and Filter Options
The following options need to be implemented to filter the data and/or provide information to reconfigure the report display.
||~ Description ||~ Parameter Name ||~ Type ||~ Default ||~ Data Filter ||~ Notes ||

Sales Date Range ReportDateRange DateTime Range
Group by Salesperson ?GroupBySalesperson Boolean False Determines if saleserson is 3rd group or not
Group by Station ?GroupByStation Boolean False Determines if saleserson is 4th group or not
Salesperson ?Salesperson_EmployeeID Integer -1 1) Use -1 for All
Company ?Company_AccountID Integer -1 2) Use -1 for All
Report Title ?ReportTitle String used in header
Report Path ?ReportPath String show on bottom of report
Include Wip Boolean True TransHeader.StatusID1 May be included with Show Built to show both
Include Built Boolean True TransHeader.StatusID2 May be included with Show WIP to show both
Include Service Tickets Boolean True TransHeader.TransactionType6 Always show TransactionType 1(regular orders)
Show Prices Boolean False This option suppresses the display of the following fields on the report and in any totals:SubTotalPrice

* All data for orders in WIP and/or Built orders are pulled. Service tickets are a separate subset of orders that may or may not be included.
WIP Orders are identified as TransHeader.StatusID1
Built Orders are identified as TransHeader.StatusID2
Non-service ticket orders are identified as TransHeader.TransactionType1
Service Tickets are identified as TransHeader.TransactionType6
* Top-Level Line Items are the first level of line items in an order. They may have sub-line items, called Child Line Items. Child Line Items are identified by noting that their parent is not the Variation.
Summary Fields
The following summary fields are necessary for each group.
||~ Description ||~ Fields ||~ Notes ||

Number of Line Items Count(DistinctTransDetail.ID)
Sub Total Sum(TransDetail.SubTotalPrice) Total Price Before Tax - Optionally Suppressed


The report data should export into clean comma-delimited/Excel data.

Test Cases

?Salesperson_EmployeeID -1) or (?Salesperson_EmployeeID TransHeader.Salesperson1ID
?Salesperson_EmployeeID -1) or (?Salesperson_EmployeeID GL.AccountID