Reports

Article12/26/20232 min read

You can use reports to print or display information from your database. It helps you structure and summarize information. You can also use reports to process data without printing or displaying content.

Alternate Cost Roll

You can update the future cost and future date on the Alternate Cost Worksheet page for a specific alternate cost code. The following procedure describes how to perform this activity.

  1. Select the Search icon , enter Alternate Cost Roll, and then choose the related link.
    The Alternate Cost Roll report page opens.
  2. On the General FastTab, turn on the following toggles:
  • Copy 0 Future Cost: Specifies whether the future cost should be copied if the value is 0.
  • Clear future cost after copy: Specifies whether the future cost value should be updated as Blank after copying the alternate cost code.
  1. On the Filter FastTab, select the Alternate Cost Code.
  2. Click OK.
    The system will update the alternate cost code entry on the Alternate Cost Worksheet accordingly.
    You can also schedule a job queue by clicking Schedule and Configure the field values on the Schedule a Report page.

Alternate Cost Change

You can print pricing history information associated with alternate cost codes. The following procedure describes how to perform this activity.

  1. Select the Search icon , enter Alternate Cost Change, and then choose the related link.
    The Alternate Cost Change report page opens.
  2. On the Filters FastTab, in the Start Date and End Date fields, configure the time range for which you want the report to be generated.
  3. In the Change To Cost field, define whether you want to view all the entries, only increased costs, or decreased costs.
  4. In the Change Threshold field, define the exact value of the variance between the previously assigned cost and the current cost.
  5. On the Advanced FastTab, define the field values based on which the system will generate a more detailed report.
  6. Click Print.
    The report is generated based on the data available on the Item Alternate Cost History page.

Sales Price List Copy

With this report, you can copy the sales price list master data. The following procedure describes how to perform this activity.

  1. Select the Search icon , enter Sales Price List Copy, and then choose the related link.
    The Sales Price List Copy report page opens.
  2. On the General FastTab, in the Sales Price List and Sales Price List Category fields, select the relevant code from which you want to copy the data.
  3. Define the Effective Date Range.
  4. Turn on the Calculate Price List, Active Sales Prices, and Include Copied toggles as per requirement.
  5. Click OK.