I have a memorized Work Order Summary report in RMS 2.0 that I am trying to further customize to include the sales rep name. The detailed Work Order report shows the sales rep name but bad part it is that it includes a line for each WO item and so the group totals are summing the each row to show an incorrect total for the work order. This is probably related to using the orderEntry table instead of the order table but even after adding the orderentry JOIN.... it just creates the individual lines again.
I have created the following: The sales rep name is showing as a report filter with the right options but when I select one nothing shows up on the report. Any help is appreciated!
//--- Report Summary --- //
Begin ReportSummary
ReportType = reporttypeOrders
ReportTitle = "Work Order Trip Sheet"
PageOrientation = pageorientationPortrait
WordWrap = False
ShowDateTimePicker = False
OutLineMode = True
Groups = 2
GroupDescription = ""
DisplayLogo = True
LogoFileName = "MyLogo.bmp"
ProcedureCall = ""
PreQuery1 = ""
PreQuery2 = ""
TablesQueried = <BEGIN>
FROM [Order] WITH(NOLOCK)
LEFT JOIN Customer WITH(NOLOCK) ON [Order].CustomerID = Customer.ID
LEFT JOIN SalesRep WITH(NOLOCK) ON [Order].SalesRepID = SalesRep.ID
<END>
SelCriteria = "[Order].Type = 2"
GroupBy = ""
SortOrder = ""
End ReportSummary
//--- Title Rows ---//
Begin TitleRow
Text = "<Store Name>"
Font = "Arial"
FontBold = True
FontSize = 16
Color = "Blue"
End TitleRow
Begin TitleRow
Text = "<Report Title>"
Font = "Arial"
FontBold = True
FontSize = 12
Color = "Black"
End TitleRow
Begin TitleRow
Text = "Generated On <Report Date>"
Font = "Arial"
FontBold = True
FontSize = 10
Color = "Black"
End TitleRow
//--- Filters ---//
Begin Filter
FieldName = "Status"
FilterOp = reportfilteropEqual
FilterLoLim = "Open"
FilterHilim = "Open"
FilterNegated = False
FilterConnector = reportfilterbooleanconAND
End Filter
//--- Columns ---//
Begin Column
FieldName = "Customer.Company"
DrillDownFieldName = "Customer.Company"
DrillDownReportName = ""
StoreIDFieldName = ""
Title = "Salon Name"
VBDataType = vbString
Formula = ""
ColHidden = False
ColNotDisplayable = False
FilterDisabled = False
ColWidth = 2820
GroupMethod = groupmethodNone
ColFormat = ""
ColAlignment = flexAlignLeftCenter
End Column
Begin Column
FieldName = "CustomerName"
DrillDownFieldName = ""
DrillDownReportName = ""
StoreIDFieldName = ""
Title = "Customer Name"
VBDataType = vbString
Formula = "Customer.LastName + ', ' + Customer.FirstName"
ColHidden = False
ColNotDisplayable = False
FilterDisabled = False
ColWidth = 3585
GroupMethod = groupmethodNone
ColFormat = ""
ColAlignment = flexAlignLeftCenter
End Column
Begin Column
FieldName = "SalesRep.Name"
DrillDownFieldName = "SalesRep.Name"
DrillDownReportName = ""
StoreIDFieldName = ""
Title = "Sales Rep"
VBDataType = vbString
Formula = ""
ColHidden = False
ColNotDisplayable = False
FilterDisabled = False
ColWidth = 1920
GroupMethod = groupmethodNone
ColFormat = ""
ColAlignment = flexAlignLeftCenter
End Column
Begin Column
FieldName = "[Order].ID"
DrillDownFieldName = "[Order].ID"
DrillDownReportName = "Orders - Work Order (Detailed) Report.qrp"
StoreIDFieldName = ""
Title = "Order #"
VBDataType = vbLong
Formula = ""
ColHidden = False
ColNotDisplayable = False
FilterDisabled = False
ColWidth = 795
GroupMethod = groupmethodNone
ColFormat = ""
ColAlignment = flexAlignLeftCenter
End Column
Begin Column
FieldName = "[Order].Total"
DrillDownFieldName = ""
DrillDownReportName = ""
StoreIDFieldName = ""
Title = "Order Total"
VBDataType = vbCurrency
Formula = ""
ColHidden = False
ColNotDisplayable = False
FilterDisabled = False
ColWidth = 1110
GroupMethod = groupmethodSum
ColFormat = ""
End Column
Begin Column
FieldName = "[Order].ExpirationOrDueDate"
DrillDownFieldName = ""
DrillDownReportName = ""
StoreIDFieldName = ""
Title = "Due Date"
VBDataType = vbDate
Formula = ""
ColHidden = True
ColNotDisplayable = False
FilterDisabled = False
ColWidth = 990
GroupMethod = groupmethodNone
ColFormat = "ddddd"
ColAlignment = flexAlignRightCenter
End Column
Begin Column
FieldName = "[Order].SalesRepID"
DrillDownFieldName = ""
DrillDownReportName = ""
StoreIDFieldName = ""
Title = "SalesRepID"
VBDataType = vbString
Formula = ""
ColHidden = True
ColNotDisplayable = False
FilterDisabled = False
ColWidth = 990
GroupMethod = groupmethodNone
ColFormat = ""
ColAlignment = flexAlignLeftCenter
End Column
Begin Column
FieldName = "Status"
DrillDownFieldName = ""
DrillDownReportName = ""
StoreIDFieldName = ""
Title = "Status"
VBDataType = vbString
Formula = "CASE [Order].Closed WHEN 0 THEN 'Open' ELSE 'Closed' END"
ColHidden = True
ColNotDisplayable = False
FilterDisabled = False
ColWidth = 810
GroupMethod = groupmethodNone
ColFormat = ""
ColAlignment = flexAlignLeftCenter
End Column
Begin Column
FieldName = "[Order].Comment"
DrillDownFieldName = ""
DrillDownReportName = ""
StoreIDFieldName = ""
Title = "Comment"
VBDataType = vbString
Formula = ""
ColHidden = True
ColNotDisplayable = False
FilterDisabled = False
ColWidth = 1455
GroupMethod = groupmethodNone
ColFormat = ""
ColAlignment = flexAlignLeftCenter
End Column
Begin Column
FieldName = "[Order].Time"
DrillDownFieldName = ""
DrillDownReportName = ""
StoreIDFieldName = ""
Title = "Date"
VBDataType = vbDate
Formula = ""
ColHidden = True
ColNotDisplayable = False
FilterDisabled = False
ColWidth = 825
GroupMethod = groupmethodNone
ColFormat = "ddddd"
ColAlignment = flexAlignRightCenter
End Column
Begin Column
FieldName = "Customer.AccountNumber"
DrillDownFieldName = "Customer.AccountNumber"
DrillDownReportName = ""
StoreIDFieldName = ""
Title = "Cust. Acct. #"
VBDataType = vbString
Formula = ""
ColHidden = True
ColNotDisplayable = False
FilterDisabled = False
ColWidth = 1245
GroupMethod = groupmethodNone
ColFormat = ""
ColAlignment = flexAlignLeftCenter
End Column
Begin Column
FieldName = "[Order].Comment"
DrillDownFieldName = ""
DrillDownReportName = ""
StoreIDFieldName = ""
Title = "Comment"
VBDataType = vbString
Formula = ""
ColHidden = True
ColNotDisplayable = False
FilterDisabled = False
ColWidth = 1455
GroupMethod = groupmethodNone
ColFormat = ""
ColAlignment = flexAlignLeftCenter
End Column
Begin Column
FieldName = "SubTotal"
DrillDownFieldName = ""
DrillDownReportName = ""
StoreIDFieldName = ""
Title = "Sub-Total"
VBDataType = vbCurrency
Formula = "[Order].Total - [Order].Tax - [Order].ShippingChargeOnOrder"
ColHidden = True
ColNotDisplayable = False
FilterDisabled = False
ColWidth = 1110
GroupMethod = groupmethodNone
ColFormat = ""
End Column
Begin Column
FieldName = "[Order].Tax"
DrillDownFieldName = ""
DrillDownReportName = ""
StoreIDFieldName = ""
Title = "Tax"
VBDataType = vbCurrency
Formula = ""
ColHidden = True
ColNotDisplayable = False
FilterDisabled = False
ColWidth = 960
GroupMethod = groupmethodNone
ColFormat = ""
End Column
Begin Column
FieldName = "Tender"
DrillDownFieldName = "_______"
DrillDownReportName = "_______"
StoreIDFieldName = ""
Title = "Tender"
VBDataType = vbString
Formula = "'[__________]'"
ColHidden = True
ColNotDisplayable = False
FilterDisabled = True
ColWidth = 1155
GroupMethod = groupmethodNone
ColFormat = ""
End Column
Begin Column
FieldName = "TenderAmt"
DrillDownFieldName = "________"
DrillDownReportName = "________"
StoreIDFieldName = ""
Title = "Amount"
VBDataType = vbString
Formula = "'[__________]'"
ColHidden = True
ColNotDisplayable = False
FilterDisabled = True
ColWidth = 1155
GroupMethod = groupmethodNone
ColFormat = ""
End Column
Begin Column
FieldName = "[Order].ShippingChargeOnOrder"
DrillDownFieldName = ""
DrillDownReportName = ""
StoreIDFieldName = ""
Title = "Shipping"
VBDataType = vbCurrency
Formula = ""
ColHidden = True
ColNotDisplayable = False
FilterDisabled = False
ColWidth = 960
GroupMethod = groupmethodNone
ColFormat = ""
End Column
Begin Column
FieldName = "[Order].Deposit"
DrillDownFieldName = ""
DrillDownReportName = ""
StoreIDFieldName = ""
Title = "Deposit"
VBDataType = vbCurrency
Formula = ""
ColHidden = True
ColNotDisplayable = False
FilterDisabled = False
ColWidth = 1050
GroupMethod = groupmethodNone
ColFormat = ""
End Column
Begin Column
FieldName = "[Order].ReferenceNumber"
DrillDownFieldName = ""
DrillDownReportName = ""
StoreIDFieldName = ""
Title = "Reference #"
VBDataType = vbString
Formula = ""
ColHidden = True
ColNotDisplayable = False
FilterDisabled = False
ColWidth = 1275
GroupMethod = groupmethodNone
ColFormat = ""
End Column