Creating a custom report incorporating Customer Maintenance and Item Maintenance info

Posted By GWendelin over 7 years ago

Hello,

I am trying to create a custom report that would show customer details relating to items sold.

I am looking to include:

Customer Name and associated purchase history of a given item #, item description, standard cost, standard price, and if possible the last purchased date.

Can anyone point me in the right direction? I know you can drill down from item inquiry to get all this info but I need it as a report or exportable to excel.

Thanks!

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0 BigLouie over 7 years ago

Got a check with a lot of zeros? You just need a couple of tables. CI_Item for the description, standard cost standard price and last purchase date. Next you will need the IM_ItemCustomerHistoryByPeriod to get the purchase history. Link on Customer Division and Customer Number and you're all set. Kinda. Although you posted this under Sage Intelligence you can easily do this in Crystal.
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0 BigLouie over 7 years ago

Got a check with a lot of zeros? You just need a couple of tables. CI_Item for the description, standard cost standard price and last purchase date. Next you will need the IM_ItemCustomerHistoryByPeriod to get the purchase history. Link on Customer Division and Customer Number and you're all set. Kinda. Although you posted this under Sage Intelligence you can easily do this in Crystal.
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0 socasue over 7 years ago in reply to BigLouie

You can use the same tables with the same linking as BigLouie describes in Sage Intelligence (as well as Crystal) which will create a report in Excel with the full functionality of Excel for analysis
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0 The Report Store.com over 7 years ago in reply to socasue

And if you still can't get it done, you could post your project on thereportstore.com where you will find Consultants that can help create the report for you.
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Creating a custom report incorporating Customer Maintenance and Item Maintenance info

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