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SA User Defined Reports (Read 490 times)
tcobb
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SA User Defined Reports
08/22/06 at 06:58:08
 
We are unable to print out these reports for any closed sales orders.  On the 2nd screen, 2nd from bottom item there is a box next to "Include Closed SOs?" but it is blank and will not allow an entry to be entered into it.  Looked but was unable to find a default turn on/off switch in SD-Q.  Is there somewhere else to turn this on that we are missing?
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Lynn_Pantic
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evolution (n) -
gradual change to a
different form

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Re: SA User Defined Reports
Reply #1 - 08/22/06 at 09:11:06
 
SA reports are looking at posted invoices.  The setting you are referring to is only accessible when running the SO-O-J & K versions of the report.
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Lynn Pantic
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tcobb
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Re: SA User Defined Reports
Reply #2 - 08/22/06 at 11:46:15
 
Ok.  I just thought this might be the problem area.  I am trying to print out customer sales by location for a certain customer for a past period.  I've been trying different things and the problem seems to be in the location line fields.  If I leave the location spots blank, I get data; but as soon as I put in a location code I get "no sales for chosen criteria".  I've tried typing in locations and I've tried selecting by lookup and neither seems to work.
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JNAPIER
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Re: SA User Defined Reports
Reply #3 - 08/22/06 at 11:54:38
 
Do you have multiple Locations set-up and used on the SO? I do and I can report on any of them. Do you set the entire SO to a location or at each line level? We set the entire SO to the location, maybe something to look at?
 
 
John
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EVO-ERP, ISTS 3.27.08 , 2000I 10 user
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tcobb
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Re: SA User Defined Reports
Reply #4 - 08/22/06 at 12:03:26
 
We have multiple locations setup for the whole order.  This has always worked for us in the past with DBA Classic.  Actually it was the only place I found that we could filter sales reports by location easily in DBA.  We recently updated and added EVO, now the reports here don't seem to work with the locations.
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tcobb
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Re: SA User Defined Reports
Reply #5 - 08/22/06 at 12:35:12
 
I just keeping trying different things to make this work and discovered it works in DBA with ISTS update 5/8/06 but not in EVO-Erp 2006.1 5/8/06.  I haven't yet installed the 8/11/06 update, maybe its addressed there?
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