Differences

This shows you the differences between two versions of the page.

Link to this comparison view

— wip_by_line_item_report_standard [2019/01/17 09:04] (current)
Line 1: Line 1:
 +{$page} 
 +
 +
 +
 +Purpose 
 +
 +
 +
 +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)
 +    * Line Item Information (TransDetail) **Detail Record**
 +      * Station Information (Station)
 +      * Assigned To (Employee)
 +    * 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//  ||
 +|| Line Item Level || TransDetail || TransDetail.TransHeaderID  TransHeader.ID ||   ||
 +|| 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  TransDetail.StationID ||   ||
 +|| Salesperson || Employee || **Left Join** Employee.ID  TransHeader.Salesperson1ID ||   ||
 +|| Assigned To || Employee || **Left Join** Employee.ID  TransDetail.AssignedToID ||   ||
 +|| 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 ||   ||
 +|| Line Item Description || TransDetail.Description ||   ||
 +|| 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 ||   ||
 +|| Line Item Station || 3 (default) || Yes || Station.StationID || Station.StationName || ||
 +|| Salesperson || 3 || Yes || TransHeader.Salesperson1ID || Salesperson.FirstName + " " + Salesperson.LastName ||   ||
 +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 ||
 +|| 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, but the ID follows the same sequence ||
 +|| Line Item Number || TransDetail.LineItemNumber || 4 || Yes  || ||
 +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 ||  ||   || ||
 +|| Show Zero Dollar Orders || t.b.d. || Boolean || False || Having Sum(GL.Amount)  0 ||   ||
 +|| Group by Salesperson || ?GroupBySalesperson || Boolean || False || || Determines if saleserson is 2nd group or not ||
 +|| Salesperson || ?Salesperson_EmployeeID || Integer || -1 || ((?Salesperson_EmployeeID  -1) or (?Salesperson_EmployeeID  TransHeader.Salesperson1ID)) || Use -1 for All ||
 +|| Company || ?Company_AccountID || Integer || -1 || ((?Salesperson_EmployeeID  -1) or (?Salesperson_EmployeeID  GL.AccountID)) || 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) ||
 +|| 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:SubTotalPrice ||
 +|| Include Child Line Items ||   || Boolean || False || TransDetail.VariationID  TransDetail.ParentID || Used to include child line items. Child items have different parent and variation IDs. ||
 +|| 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  \\ 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 ||
 +Export 
 +
 +
 +
 +The report data should export into clean comma-delimited/Excel data.
 +
 +
 +
 +Test Cases