ISTech Support Forum

ISTech Support Forum
http://www.istechforum.com/YaBB.pl
Evo-ERP and DBA Classic >> Sales >> Editing the Customer Sales Analysis Report
http://www.istechforum.com/YaBB.pl?num=1400502876

Message started by IT Department on 05/19/14 at 05:34:36

Title: Editing the Customer Sales Analysis Report
Post by IT Department on 05/19/14 at 05:34:36

Hello,

I was wondering if there was a way to edit the Sales Analysis report (SA -> C) to include the "Category Code" field from Inventory Inquiry. Or is there some other way we can have that particular attribute displayed when running/printing a Customer Detail Sales Analysis?

Thank You.

Title: Re: Editing the Customer Sales Analysis Report
Post by Lynn_Pantic on 05/19/14 at 08:42:30

You could edit the RTM to add that field to the SA-M report which can provide the same information. SA-M and SA-N replace SA-B,C,D,E,G,H,I,J,L,M text reports which are not editable. SA-M & N have all the same sort options as the other reports and filter selections can be saved and run repeatedly for different date ranges.

Title: Re: Editing the Customer Sales Analysis Report
Post by IT Department on 05/19/14 at 09:55:47

Thank you Lynn, I'll take a look!

Title: Re: Editing the Customer Sales Analysis Report
Post by Lynn_Pantic on 05/19/14 at 12:16:45

Also, I don't know what company you are with but adding fields to RTMs requires that you be using Evo-ERP and not DBA Classic. The DBA Classic RTM editor does not support adding data fields to forms or reports but the Evo-ERP one does.

Title: Re: Editing the Customer Sales Analysis Report
Post by IT Department on 05/20/14 at 09:32:13

Lynn_Pantic wrote:

Understood. I checked, and it looks like we are using DBA classic. Thanks again for your help.