customization of sales order report

 

 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.