customization of sales order report

customization of sales order report,Askhareesh.blogspot.com

 

 customization of sales order report


----------------------sales order customization report-----------------------------

COMMERCIAL SALES REPRESENTATIVES PERFORMANCE :
This report is used to get all the details of commercial sales made by the Sales Representative by the particular period and product wise.

Technical Overview:


Ø  COMMERCIAL SALES REPRESENTATIVES PERFORMANCE--
Ø  This Report exist in OM Module and the Concurrent Program name is

APPLC - Commercial Sales Reps Performance Report

Ø  This report is having 3 parameters
1.Period (Mandatory)
2.Sales Person
3.Product

Table and View Usage:


Table Name
Select
Insert
Update
Delete
Base Table
oe_order_headers_all
Y
N
N
N
Y
org_organization_definitions
Y
N
N
N
Y
oe_order_lines_all
Y
N
N
N
Y
wsh_delivery_details
Y
N
N
N
Y
wsh_new_deliveries
Y
N
N
N
Y
ra_customer_trx_all
Y
N
N
N
Y

 

Value Sets

Value Set
Size
Type
Required
Validation/Values





APPLC_PERIODS
10
Char
Yes

APPLC_SALES_REPS
200
Char
No

APPLC_SALES_REPS_ITEM_DESC
200
Char
No


Columns for this report:

SALES_PER_NAME ,
ORDER_NUMBER,
ORDERED_ITEM,
ITEM_DESCRIPTION,
sum(SHIPPED_QUANTITY),
UNIT_SELLING_PRICE,
sum(SHIPPED_QUANTITY*UNIT_SELLING_PRICE),
TO_CHAR(CONFIRM_DATE,'DD-MON-YYYY') shipped_date,
to_char(TRX_DATE,'DD-MON-YYYY') INVOICE_DATE,

Tables for this report:
OE_ORDER_HEADERS_ALL
ORG_ORGANIZATION_DEFINITIONS
OE_ORDER_LINES_ALL
wsh_delivery_details
WSH_NEW_DELIVERIES
ra_customer_trx_all
jtf_rs_salesreps

join columns:
HEADER_ID
ORDER_NUMBER
ORGANIZATION_ID
SOURCE_HEADER_ID
LINE_ID
the process of customization is,
1)I have taken standard inventory evaluation report and renamed that report with some other name.
 and placed the report in server.
2)went to system administrator responsibility and took standard report in concurrent program, and gone through copy to button and renamed that program name and short name.
3)In the executable part taken report name as executable file name and saved the changes that i have made.
4)added this report to inventory responsibility.
5)did changes in the renamed report.
6) In the data model added added required two columns in the sql code. Those two columns are line_id from oe_order_lines_all table and trx_number from ra_customer_trx_all
7)after adding those, i have assigned those two fields in the respective group(because if add columns in the sql code those two fields will come down to the lowest group so assigned those two fields in respective groups).
8)and coming to layout part, selected two fields and placed it respective repeating frame and assigned source to those two fields.
9) here have to be careful in the process of placing the fields in the repeating frame.
10)after doing changes, compiled the report, if compilation is successful means,placed that report in the server,
11)and gone to inventory module and submit the request for that respective concurrent program.
12) if the request came normal means, then taken print out for that output.
13)if that output is error out means, seen the error in view log, again gone through report and made the changes according to that error message and saved the report. compiled. again and placed that report in the server and submitted request in the inventory responsibility, until getting the request condition as completed and normal.
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