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Evo-ERP and DBA Classic >> Sales >> SA-B
http://www.istechforum.com/YaBB.pl?num=1098113180

Message started by Vman on 10/18/04 at 07:26:20

Title: SA-B
Post by Vman on 10/18/04 at 07:26:20

When we run this report for a specific date range- a month for example, and include sales tax and shipping,
the first lines on the report appear to be the sales tax and shipping from Invoice #1. If the report is run with just a invoice range, it runs fine.
The data in Invoice 1 apperars fine.

Title: Re: SA-B
Post by Vman on 10/18/04 at 07:39:24

Update-
Played with the report some more and found out that if you enter a Invoice range, and then a date range (shipping and sales tax selected), with the date range being after the date of the first Invoice selected, the generated report's first lines will be the sales tax and invoice of the first Invoice in the range selected.
Jeeze, I did a bad job of explaining this!
Example:

Invoice range 10-800 (Invoice 10 posted in 2003)
Date range 09/01/04 to 10/01/04
Sales Tax and Shipping - Y

The first lines of the report are the sales tax and shipping from invoice 10.

Title: Re: SA-B
Post by Laura Oliver on 05/27/21 at 14:51:17

I know this is a very old thread but it may give a clue why SA-B gives line item detail in DBA and not EVO. Tomorrow I will try to run reports using just inv#, and then just inv dates and then both to see if I can get line item detail for SA-B in EVO.

Title: Re: SA-B
Post by Lynn_Pantic on 05/28/21 at 05:28:23

They are now completely different reports. The DBA version is an old text based report that has not had any programming attention since we took over the programming from DBA in 2004. The Evo version is SA-N preset to sort by Invoice.

Title: Re: SA-B
Post by Laura Oliver on 05/28/21 at 06:54:03

Thank you!
I got SA-N in EVO to do what I want following this method. There may be a better way but this works for me.

1. Sort: User defined
2. Header Filters: as desired
3. 3rd tab User Defined Sort Break Report:
layout customer -sort by bill to ? Yes
Index 1: invoice (sadly I cant untick the breakfield here so I have to add a a 2nd index to get the report to condense to 1 line per invoice
Index 2: Post date (i have to choose a 2nd index otherwise index 1 break field remains ticked, If index 1 breakfield circle remains ticked then the report prints with each invoice having 3 lines of data)

The results is that SA-N in Evo looks like SA-B in DBA

UGH.... No grand totals at the bottom of SA-M and SA-N reports in EVO just zeros

note: T6SAN1.RTM = portrait, T6SAN2.RTM = landscape
tag weekly, monthly job costing with invoice numbers in chronological order ....
Also, i discovered that you can get subtotals on Customer Class Analysis if you enter both invoice numbers and invoice date range., But if you only enter invoice date range you do not get subtotals. This is what VMAN was talking about earlier in this thread.