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Editing the Customer Sales Analysis Report (Read 794 times)
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Editing the Customer Sales Analysis Report
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.
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Lynn_Pantic
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evolution (n) -
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Re: Editing the Customer Sales Analysis Report
Reply #1 - 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.
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Lynn Pantic
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Re: Editing the Customer Sales Analysis Report
Reply #2 - 05/19/14 at 09:55:47
 
Thank you Lynn, I'll take a look!
 
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Lynn_Pantic
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Re: Editing the Customer Sales Analysis Report
Reply #3 - 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.
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Lynn Pantic
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Re: Editing the Customer Sales Analysis Report
Reply #4 - 05/20/14 at 09:32:13
 
Quote from 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.

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