Sorting the Inventory Control Sales Summary Report by Item Class


TechKnowledge Content




Question:

How can I sort the Inventory Salse Summary Report by Item Class?



Answer:



Perform the folowing steps:



Go into Report Writer (Tools - Customize - Report Writer)



Opening the Report:



Click on the Reports icon from the top menu bar.

From the Original Reports column, highlight the Inventory Sales Summary History report and choose Insert.

Then in the Modified Reports column, highlight the same report and choose Open.

In the Report Definition window choose the Sort button.



Sort:



In the Sorting Definition window, click on the drop down list for the Report Table and select the Item Master file. In the Table Fields section, highlight the Item Class Code field and choose the Insert button. Highlight the Item Class Code of table Item Master in the Sort By box. In the Table Fields section, highlight the Item Number field and choose the Insert button.

The Sort by list should show the fields in the following order:

Item Class Code

Item Number

The Sorting Option for Descending should be unmarked

Choose OK .



Report Section Options:

Choose the Tools option from the top menu bar, then select Report Section Options.



Create an additional header:

In the Additional Headers section choose the New button.

Name the Report Header Item Class Code.

The number of Records Per Report Body should be 0.

Click on the drop down list for Report Table and choose the Item Master.

In the Fields section, highlight Item Class Code.

In the Header Options section the Suppress When Field Is Empty should be unmarked.



Select OK .



Create an additional footer:

In the Additional Footers section, highlight the Item footer and choose New .

Name the Report Header Item Class Code.

The number Records Per Report Body should be 0.

Click on the drop down list for Report Table and choose the Item Master file.

In the Fields section, highlight Item Class Code.

In the Header Options section the Page Break should be unmarked.

The option to Reset Report should be unmarked.

Suppress Last Record’s Footer should be unmarked.

The Suppress When Field Is Empty option should be unmarked.

Select OK .



Choose OK in Report Section Options.



Layout: Report Layout window

Choose the Layout button.







Bringing fields onto the report:

In the Toolbox choose Item Master from the drop down list.

In the scrolling window find Item Class Code and drag it into the H1 and F1 sections on the report.

In the Toolbox choose Inventory Sales Summary Period HIstory from the drop down list.

In the scrolling window find Summary QTYS, Summary Sales, and Summary Costs and drag them into theF1 section on the report. The fields should line up in the same way these fields line up in the Body of the report.



In the Report Layout , double click on the Summary QTYS field that was just put on the report.

In the Report Field Options window, be sure the Display Type is set to Visible.

Set the Field Type to Sum. Click on the box below Format Field and choose Item Master. Highlight Decimal Places QTYS.

Choose OK .



In the Report Layout , double click on the Summary Sales and Summary Costs fields that were just put on the report.

In the Report Field Options window for each of these fields, be sure the Display Type is set to Visible.

Set the Field Type to Sum. Click on the box below Format Field and choose Item Master. Highlight Decimal Places Currency.

Choose OK













Leaving Report Writer:

Choose the X from the top right corner of the Report Layout window.

Save your changes.

Choose OK in the Report Definition window.

From the top menu bar, choose File - Great Plains Dynamics/eEnterprise .

Give users access to the modified report in Security Setup (Setup - System – Security).





This article was TechKnowledge Document ID: 26288

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