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#19692 - 11/19/09 12:05 PM GridView
Barb9 Offline
Adagio Prodigy

Registered: 03/06/06
Posts: 273
Loc: Langley
Is it possible to get a report from GridView with the following columns?

Item #
Description
Quantity on hand by branch
Sales by Branch
Last year total sales by Branch
YTD total sales by Branch

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#19694 - 11/19/09 12:25 PM Re: GridView [Re: Barb9]
Softrak Support Offline

Adagio Action Team

Registered: 03/09/99
Posts: 11324
Loc: Vancouver, BC Canada
Hi Barb,

I do not believe a GridView composite table exists that connects all of the IC Item Master, IC Quantity by Location and a sales transaction file that keeps the location/branch code (either IC Transaction History or OE History details or Sales Analysis Transactions). The Quantity by Location file is required to report on that value, and the sales by location values must come from a transaction file, as the IC Item Sales History amounts are statistics from all branches.

Wth current tables, you can get either the quantity on hand or the sales by branch, but not both.
_________________________
Regards,
Softrak Tech Support

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#19699 - 11/19/09 12:54 PM Re: GridView [Re: Softrak Support]
Retired_Guy Offline
Adagio Master

Registered: 03/16/99
Posts: 10493
Loc: Canada
Hi Barb,

What do you mean by "Sales by branch" in a column?
_________________________
Andrew Bates

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#19729 - 11/20/09 09:13 AM Re: GridView [Re: Softrak Support]
Barb9 Offline
Adagio Prodigy

Registered: 03/06/06
Posts: 273
Loc: Langley
In which module can we find the followings:

Sales by Branch
Last Year Total Sales by Branch
YTD Total Sales by Branch

Thanks.

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#19731 - 11/20/09 09:31 AM Re: GridView [Re: Barb9]
Softrak Support Offline

Adagio Action Team

Registered: 03/09/99
Posts: 11324
Loc: Vancouver, BC Canada
You could use any of Sales Analysis Transactions, Order Entry History Details or Inventory Transaction History (in that order of preference, depending on what Adagio modules you use). You would have to create a calculated column to determine the date range such as Last Year or YTD - in a format something like:
IF (Transaction Date in date range , Sales amount , 0 )

Is 'Sales by Branch' a lifetime date range? Or a different range of dates than Last Year or YTD?

You could sort/summarize the view by Location code to get the above calculated columns have one row per location. Or if you want side-by-side columns comparing the branches, then incorporate the location code within the formulas:
IF (AND(Location code = "X",Transaction Date in date range) , Sales amount , 0 )
_________________________
Regards,
Softrak Tech Support

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