Difference between revisions of "How do I create a stock list report?"
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== Presentation == | == Presentation == | ||
| − | + | To improve the presentation, you could add a heading and a total number of stock codes in each group. | |
| − | * | + | === Heading === |
| − | * | + | * Go to the {{DataPrompt|Sort Order}}. |
| − | + | * From the {{DataValue|Stock Group}} line, press {{KeyPress|F5}} to set up the heading. | |
| − | * | + | * Create a column of {{DataPrompt|Column Type}} {{DataValue|Q}}. |
| − | * | + | * Type a suitable heading e.g. {{DataValue|Group :}}. |
| − | * | + | * Create a second column with {{DataPrompt|File Var.}} {{DataValue|S04}} - Stock Group Description. |
| − | |||
| − | |||
| − | |||
| − | |||
| − | * | + | * Press {{KeyPress|Esc}} back to the {{DataPrompt|Sort Order}}. |
| − | * | + | |
| − | * | + | === Totals === |
| − | * | + | * From the {{DataValue|Stock Group}} line, press {{KeyPress|S-F5}} to create the totals. |
| − | * | + | * Create a column of {{DataPrompt|Column Type}} {{DataValue|Q}}. |
| − | + | * Type a suitable heading e.g. {{DataValue|Total :}}. | |
| − | + | * Create a second column with {{DataPrompt|File Var.}} {{DataValue|G01}} - Group 1. | |
| − | + | ||
| − | + | * Press {{KeyPress|Esc}} back to the {{DataPrompt|Sort Order}}. | |
== Output Options == | == Output Options == | ||
Revision as of 10:04, 19 July 2018
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This article or section is under review. Be aware: Content may change as the document is reviewed. |
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This article or section is under development. Be aware: Content will change as the document progresses. |
Contents
Summary
If you are keen to start creating your own reports this article guides you through creating a very simple Stock List report.
More Information
The Report Generator in Platinum is a very useful and powerful tool. Please Contact your Platinum dealer or our sales team on 0116 230 1500 or by using our website sales contact page who will be pleased to advise you on upcoming training course dates and availability.
Please see Report Generator - Getting Started for links to other useful articles.
Creating a Report
These instructions will guide you through creating a simple Stock list.
Go to " Stock Control Stock Reports Stock Report Generator".
- Add a new report
Follow the sections below in order:
Sort Order
See How do I Create a Report Sort Order? to understand the fields here. The variables that you will need are :
- 'S03' - Stock Group
- Set the "Group" here to 'Group 1'.
- 'S01' - Stock Code.
Press <Esc> to return the report menu.
Range Filter (1)
See How do I Create a Range Filter? to understand the fields here. The variables that you will need are :
- 'S03'- Stock Group.
- Set the "Op." to be '>='. This represents 'Greater Than or Equal to'.
- Press <Shift+F8>. You will see an asterix appear alongside the "S03" variable.
- 'S03'- Stock Group.
- Set the "Op." to be '<='. This represents 'Less Than or Equal to'.
- Press <Shift+F8>. You will see an asterix appear alongside the "S03" variable.
 | When running the report this will allow you to specify a range of Stock Groups to include or leave both fields blank to include all Stock Groups. |
- 'S42'- Stock Depot.
- Press <Shift+F8>. You will see an asterix appear alongside the "S42" variable.
| When running the report this will allow you to specify a Stock Depot to report on. |
Press <Esc> to return the report menu.
Column Details
See How do I Create a Report Column? to understand the fields here. The variables that you will need are :
- Column 1 - 'S01' - Stock Code.
- Column 2 - 'S02' - Stock Description.
- Column 3 - 'S07' - Cost Price.
- Move down to "Currency" and enter 'N'.
- Column 4 - 'S12' - Retail Price (ex VAT).
- Move down to "Currency" and enter 'N'.
- Column 5 - 'S26' - Location.
- Column 6 - '.03' - Condense Line.
Presentation
To improve the presentation, you could add a heading and a total number of stock codes in each group.
Heading
- Go to the "Sort Order".
- From the 'Stock Group' line, press <F5> to set up the heading.
- Create a column of "Column Type" 'Q'.
- Type a suitable heading e.g. 'Group :'.
- Create a second column with "File Var." 'S04' - Stock Group Description.
- Press <Esc> back to the "Sort Order".
Totals
- From the 'Stock Group' line, press <Shift+F5> to create the totals.
- Create a column of "Column Type" 'Q'.
- Type a suitable heading e.g. 'Total :'.
- Create a second column with "File Var." 'G01' - Group 1.
- Press <Esc> back to the "Sort Order".
Output Options
Specify how you wish to Output the report.
Saving the Report
When you have completed your report click [Finish Editing] and click [Accept].
Having created this report you may wish to be brave and amend it to suit your purpose! See Modifying a Report Generator System Report for instructions on how to copy a report. This way you always have a backup to return to.
See also
