Difference between revisions of "How do I create a supplier balance report?"
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=== Sort Order === | === Sort Order === | ||
| − | See [[How do I | + | See [[How do I create a report sort order?]] to understand the fields here. |
The variables that you will need are : | The variables that you will need are : | ||
;{{DataValue|A01}} - Ledger Code | ;{{DataValue|A01}} - Ledger Code | ||
| Line 22: | Line 22: | ||
=== Range Filter (1) === | === Range Filter (1) === | ||
| − | See [[How do I | + | See [[How do I enter a report range?]] to understand the fields here. |
The variables that you will need are : | The variables that you will need are : | ||
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When you have completed your report, click {{Button|Finish Editing}} and click {{Button|Accept}}. | When you have completed your report, click {{Button|Finish Editing}} and click {{Button|Accept}}. | ||
| − | Having created this report you may wish to be brave and amend it to suit your purpose! See [[Modifying a | + | 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 == | == See also == | ||
* [[Getting started - Report Generator]] | * [[Getting started - Report Generator]] | ||
| − | * [[How do I | + | * [[How do I create a report sort order?]] |
| − | * [[How do I | + | * [[How do I enter a report range?]] |
* [[How do I create a report column?]] | * [[How do I create a report column?]] | ||
{{KB_Tags|report, reports, generate, generator, figures, report generator, custom reports, custom, supplier balance}} | {{KB_Tags|report, reports, generate, generator, figures, report generator, custom reports, custom, supplier balance}} | ||
{{FAQ}}{{Guide}}{{KB_RGen}} | {{FAQ}}{{Guide}}{{KB_RGen}} | ||
Revision as of 05:30, 12 April 2019
Contents
Summary
If you are keen to start creating your own reports this article guides you through creating a very simple Supplier Balance 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.
Creating a Report
These instructions will guide you through creating a simple Supplier Balance list.
Go to " Purchase Ledger Purchase Reports Accounts 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 :
- 'A01' - Ledger Code
- 'A02' - Account Code
Press <Esc> to return the report menu.
Range Filter (1)
See How do I enter a report range? to understand the fields here. The variables that you will need are :
- 'A01'- Ledger Code.
- Press <Enter> twice to move across to the "Limit/Comparison" column.
- Enter 'P' to specify Purchase Accounts only.
- 'A08' - Account Balance.
- Press <Enter> to move to the "Op" column.
- Enter '<>'. In this case we are using Not equal to.
- Press <Enter> to move across to the "Limit/Comparison" column.
- Set the value to '0.00'. This will exclude any suppliers with a zero balance on their account.
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 :
- 'A02' - Account Code.
- 'A03' - Account Name.
- 'A08' - Account Balance.
- Press <Enter> then move down to the "Before" field.
- Set the value to '08' - this will ensure the total of the report has enough decimal places to display values exceeding 999,999.99
- Use the <arrow keys> or <Tab> key to move across to the "Groups" section.
- Under 'O' change 'N' to 'T'.
 | The system will automatically create a totals section at the bottom of the report. It will contain a formula which will total the balance column for you. |
- Press <Enter> then <Esc> and [Accept] the column.
Press <Esc> twice to return to the report menu.
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
- Getting started - Report Generator
- How do I create a report sort order?
- How do I enter a report range?
- How do I create a report column?
