Differences
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wip_by_line_item_report_standard [2019/01/17 09:04] |
wip_by_line_item_report_standard [2019/01/17 09:04] (current) |
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+ | Purpose | ||
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+ | 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. | ||
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+ | Information Structure | ||
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+ | The report shows, in logical hierarchy, information from the following different sources and the table the information is contained within: | ||
+ | * Order Information (TransHeader) | ||
+ | * Line Item Information (TransDetail) **Detail Record** | ||
+ | * Station Information (Station) | ||
+ | * Assigned To (Employee) | ||
+ | * Company Information (Account) | ||
+ | * Contact Information (AccountContact) | ||
+ | * Order Salesperson (Employee) | ||
+ | * Order Division (EmployeeGroup) | ||
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+ | Tables Accessed | ||
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+ | ||~ **Purpose** ||~ **Table** ||~ **Linkage Information** ||~ **Filter Information** || | ||
+ | || Order Level || TransHeader || || TransHeader.StatusID | ||
+ | || Line Item Level || TransDetail || TransDetail.TransHeaderID | ||
+ | || Customer Info || Account || **Left Join** Account.ID | ||
+ | || Contact Info || AccountContact || **Left Join** AccountContact.ID | ||
+ | || Station Names || Station || **Left Join** Station.ID | ||
+ | || Salesperson || Employee || **Left Join** Employee.ID | ||
+ | || Assigned To || Employee || **Left Join** Employee.ID | ||
+ | || Division || EmployeeGroup || **Left Join** EmployeeGroup.ID | ||
+ | Important Display Fields | ||
+ | || Order Number || TransHeader.OrderNumber || || | ||
+ | || Company Name || Account.CompanyName || Join Account.ID | ||
+ | || Company Name || Account.CompanyName || Join AccountContact.ID | ||
+ | || Contact Phone || | ||
+ | || Order Status || TransHeader.StatusText || Used for Grouping when displayed || | ||
+ | || Order Due Date || TransHeader.DueDate || || | ||
+ | || Line Item Description || TransDetail.Description || || | ||
+ | || Product || TransDetail.ItemName || || | ||
+ | || Quantity || TransDetail.Quantity || || | ||
+ | || Line Item Station || Station.StationName || JoinStation.ID | ||
+ | || 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 | ||
+ | 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 || || | ||
+ | || Line Item Station || 3 (default) || Yes || Station.StationID || Station.StationName || || | ||
+ | || Salesperson || 3 || Yes || TransHeader.Salesperson1ID || Salesperson.FirstName + " " + Salesperson.LastName || || | ||
+ | Sort Options | ||
+ | || 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 || | ||
+ | || Line Item Station || Station.StationName || 3 || Yes || || | ||
+ | || Salesperson || Salesperson.FirstName + " " + Salesperson.LastName || 3 || Yes || || | ||
+ | || Company Name || Account.CompanyName || 3 || Yes || || | ||
+ | || Due Date || TransDetail.DueDate || 3 || Yes || || | ||
+ | || Order Number || TransHeader.ID || 3 || Yes || Order number is in TransHeader.OrderNumber, | ||
+ | || Line Item Number || TransDetail.LineItemNumber || 4 || Yes || || | ||
+ | Parameters and Filter Options | ||
+ | || Sales Date Range || ReportDateRange || DateTime Range || || || || | ||
+ | || Show Zero Dollar Orders || t.b.d. || Boolean || False || Having Sum(GL.Amount) | ||
+ | || Group by Salesperson || ? | ||
+ | || Salesperson || ? | ||
+ | || Company || ? | ||
+ | || Report Title || ? | ||
+ | || 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) || | ||
+ | || Salesperson || || All (-1) || Integer|| TransDetail.StationID || -1 used to indicate all (no filtering done) || | ||
+ | || Show Prices || || Boolean || False || || This option suppresses the display of the following fields on the report and in any totals: | ||
+ | || Include Child Line Items || || Boolean || False || TransDetail.VariationID | ||
+ | || Show Completed || || Boolean || False || TransDetail.IsComplete1 || Show or don't show completed line items || | ||
+ | Notes: \\ * 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 | ||
+ | || Number of Line Items || Count(DistinctTransDetail.ID) || || | ||
+ | || Sub Total || Sum(TransDetail.SubTotalPrice) || Total Price Before Tax - Optionally Suppressed || | ||
+ | Export | ||
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+ | The report data should export into clean comma-delimited/ | ||
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+ | Test Cases | ||