Changing Comp Report Line Micros 3700

[JErnst2100]

We recently changed managers and each manager had their own food comp button. I can change the comp to include the new managers name however when we run the daily sales report the old managers name is still showing up on the comp line.

How to change the Daily Sales Report to report the new name?

 

[pmegan]

What version of Micros are you using?

 

[JErnst2100]

3700. I guess it uses Crystal Reports

 

[pmegan]

It sounds like you have to change the tracking line to the new manager's name. It's under Reports | Tracking Groups. Once the tracking is in use the configurator won't let you make any changes though. If you're comfortable with SQL you can unlock it, otherwise you'll need somebody from Micros to take care of it.

 

[JErnst2100]

I have used SQL before if you can direct me in how to unlock the configurator

 

[pmegan]

This has to be done before any of the daily posting takes place and before any reports are run for the day. Tracking changes made after anything has posted for the day will screw up your totals. I feel that I have to mention this too - only use this kind of editing for small changes, like renaming an item. If you're going to change tracking line links or move things around you're better off creating a new tracking group and linking it in the Historical Totals Class setup. This way if things get all messed up you can always relink the old tracking group.


Look at the tracking setup in the configurator and get the number for the tracking group you have to change. There will be black text on the right telling you that the tracking group is in use and can't be changed. Close the tracking setup screen.
Open dbisql, enter and run this command, replacing xx with the tracking group number:

update micros.trk_grp_def
set ob_grp_in_use = 'F'
where obj_num = [i][red]xx[/red][/i];
commit;

Reopen the tracking setup and select the group you're changing. That text I mentioned above should be gone.

Find the discount you want to rename, make the change, save and close.

Enter and run this code in SQL to re-lock the tracking group. It will actually re-lock automatically the first time totals are posted, but I like to do this just to be safe.

update micros.trk_grp_def
set ob_grp_in_use = 'T'
where obj_num = [i][red]xx[/red][/i];
commit;