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work_order_report_standard [2019/01/17 09:04] (current)
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 +Work Order Report ​
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 +Purpose ​
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 +This is the primary invoice report.
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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:
 +  * The Header Record (TransHeader)
 +    * The [top-level] Line Items and Child Line Items[TransDetail].
 +      * The estimated part usage (TransPart) links for each line item.
 +        * The part that is estimated to be used (Part)
 +        * The station (Station) this part is used in.
 +    * The shipments assigned to this Order (Shipment)
 +      * SUBREPORT: The shipment details for each shipment (Function ShipmentItemsTable(ShipmentID int) )
 +        * The line items shipped (TransDetail) in that detail.
 +    * The Company record (Account).
 +    * The Primary Contact record (AccountContact).
 +    * The Salesperson for the Order(Employee).
 +    * The Employee who Entered the Order (Employee).
 +    * The Division Name for the Order (EmployeeGroup).
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 +Tables Accessed ​
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 +|| **Purpose** || **Table** || **Linkage Information** || **Filter Information** ||
 +|| OrderLevel || TransHeader ||   || TransHeaderID//​param//​ ||
 +|| LineItemLevel || TransDetail || TransDetail.TransHeaderID ​ TransHeader.ID ||   ||
 +|| ShippingAddress || Address || OrderLevel.ShippingAddressID ​ ShippingAddress.ID ||   ||
 +|| ShipToCompany || Account || OrderLevel.ShippingCompanyID ​ ShipToCompany.ID ||   ||
 +|| ShippingContact || AccountContact || OrderLevel.ShippingContactID ​ ShippingContact.ID ||   ||
 +|| CustomerInfo || Account || **Left Join** Account.ID ​ TransHeader.AccountID ||   ||
 +|| ContactInfo || AccountContact || **Left Join**AccountContact.ID ​ TransHeader.ContactID ||   ||
 +|| Salesperson || Employee as Salesperson || **Left Join** Salesperson.ID ​ TransHeader.Salesperson1ID ||   ||
 +|| EnteredBy || Employee as EnteredBy || **Left Join** EnteredBy.ID ​ TransHeader.EnteredByID ||   ||
 +|| Division || EmployeeGroup as Division || **Left Join** Division.ID ​ TransHeader.DivisionID ||   ||
 +{{::​workorderlinks.jpg_width800_height443?​nolink&​|}} \\ **Shipment SubReport** ​ \\ || **Purpose** || **Table** || **Linkage Information** || **Filter Information** ||
 +|| Shipment Detail || database View "​ShipmentDetail"​ ||   || ShipmentDetail.TransheaderID ​ \\ Pm-?​Transheader.ID ||
 +|| Shipments || Shipments || ShipmentDetail.TransHeaderID ​ Shipments.TransHeaderID ||   ||
 +|| TransDetail || TransDetail || ShipmentDetail.LineItemID --> TransDetail.ID ||   ||
 +|| Account || Account || Shipments.AccountID --> Account.ID ||   ||
 +|| AccountContact || AccountContact || Shipments.ContactID --> AccountContact.ID ||   ||
 +|| ShippingMethod || ShippingMethod || Shipments.CarrierID --> ShippingMethod.ID ||   ||
 +|| AddressLink || AddressLink || Shipments.ShipToAddressLinkID --> AddressLink.ID ||   ||
 +|| Address || Address || AddressLink.AddressID --> Address.ID ||   ||
 +{{::​shipmentsublink.jpg_width800_height522?​nolink&​|}} \\ **Parts List SubReport** ​ \\ ||~ Alias ||~ Table ||~ Link or Filter ||
 +|| Part_Link || TransPart || Part_Link.TransheaderID ​ Pm-?​TransDetail.ID ||
 +|| Part || Part || Part.ID ​ Part_Link.PartID ||
 +|| GoodsItemPartLink || GoodsItemPartLink || GoodsItemPartLink.ID ​ TransPart.PartLinkID ||
 +|| PartsStation || Station || PartsStation.ID ​ Part.StationID ||
 +|| Order \\ Number || TransHeader.OrderNumber ||   ||
 +|| Line Item Description || TransDetail.Description ||   ||
 +|| Product || TransDetail.GoodsItemCode ||   ||
 +|| Quantity || TransDetail.Quantity ||   ||
 +|| Line Item Description || TransDetail.HTMLLongFormat || This must be formatted as **HTML** in Crystal Reports and set to auto-expand ||
 +|| Line Item Subtotal || TransDetail.SubTotalPrice || Suppressed based on options ||
 +|| Line Item Number || TransDetail.LineItemNumber ||   ||
 +|| Order Created Date || TransHeader.OrderDate ||   ||
 +|| Company Name || Account.CompanyName ||   ||
 +|| Salesperson || Employee.FirstName + " " + Employee.LastName ||   ||
 +Group By  \\ **Main Report**: ​ \\ The following groups are static in the  \\ || **Description** || **Level** || **Optional** || **Group ID field** || **Group Display Field** || **Notes** ||
 +|| Division || 1 || No || TransHeader.DivisionID || Division.DivisionName ||   ||
 +|| Order || 2 || No || OrderLevel.ID || OrderLevel.OrderNumber ||   ||
 +|| LineItem || 3 || No || LineItemLevel.ID as formatted by @LineItemSort ||   ​|| ​  ||
 +**PartsList Subreport:​** ​ \\ grouped by Station.StationName \\ **ShipmentView** subreport ​ \\ grouped first by Shipments.ShipmentNumber and second by TransDetail.LineItemNumber \\ Sort Options ​ \\ The data within a group will always been sorted by the non-optional fields below and (if present) the user is given options to sort by the other fields. \\ || **Description** || **Sort Text** || **Level** || **Optional** || **Notes** ||
 +|| Order || TransHeader.OrderNumber || 1 || No ||   ||
 +|| Line Item || TransDetail.LineItemNumber || 2 || No ||   ||
 +|| Line Item Station || TransDetail.LineItemNumber || 3 || No || This Sort would only seem to apply to the subreport; therefore delete. ||
 +|| Part Type || Part.PartType || 4 || No || Not previously done in the subreport! delete????? ||
 +|| Part Name || Part.ItemName || 5 || No || Not previously done in the subreport! delete????? ||
 +There are no user defined sort of options in this report. \\ User 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** || **Default** || **Data Filter** || **Notes** ||
 +|| Show Line Item Totals ||   || True || n/a || Hide or Display the SubTotalPrice on the individual line item. ||
 +|| Show Service Ticket Stub ||   || True ||   ​|| ​  ||
 +|| Print Images ||   || True ||   || If present, show thumbnails for each Line Item ||
 +|| Show Parts Information ||   || True || If true, shows the parts subreport ||   ||
 +|| Show Shipping Information ||   || True || If true, shows the shipment subreport ||   ||
 +Summary Fields ​
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 +There are no summary fields for this report.
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 +Export ​
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 +The TransDetail data should export into clean comma-delimited/​Excel data.
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 +Test Cases