PJC Transaction Reports 1

[IrishLassie]

Could someone tell me if there is a PJC Report that shows the details of the A/P invoices entered and applied to the jobs. When I print out the detailed transaction report it does not show the Vendor name or the description details of the invoice - I liked the old reports from Accpac Dos J/C much better. I have looked at the Detailed Transaction Report in Crystal but I'm not familiar enough with it to start changing things by myself.

Any suggestions?

Thanks

 

[Jay Converse]

PJC version?

 

[IrishLassie]

Sorry Version 5.5

 

[Jay Converse]

Left outer join PMTRAN to APOBL via IDINVC and DOCNUM.

 

[Jay Converse]

I meant IDVEND, not IDINVC.

 

[IrishLassie]

I'm so sorry for my ignorance but I really don't know what you are saying here - are you talking about changing the report using Crystal? I understand that the codes are for the vendor name and document number but what do you mean by join PMTRAN to APOBL?

I am trying to learn Crystal Reporting myself at night.

Thanks for any help!

 

[Jay Converse]

Yes, you change it in Crystal. First you set the database location to one of your local database, then use the database export to add APOBL to the report. Join with PMTRAN.IDVEND -> APOBL.IDVEND and PMTRAN.DOCNUM -> APOBL.IDINVC. Change the join type to left outer, because not all PM transactions are AP invoices.

 

[IrishLassie]

I think I get what you're saying - I will try it tonight and let you know how it goes.

Thanks

 

[IrishLassie]

O.K so I thought I had done it but now when I go to print the report it say Datebase connector error: "

Any idea what I screwed up?

 

[Jay Converse]

You're not using a consistent ODBC connection for all tables.

 

[IrishLassie]

I understand what you're saying - I have to figure out what Data Source to use when I am adding APOBL to the report - I'll have to look around to see if I can figure this out.

Thanks

 

[IrishLassie]

I have tried to figure this out but I can't so maybe alittle more information will help trigger something for me. When I go to current data source it looks like I am in the Reports - Samsys -SamLtd database - I presume that is the sample data - do I stay in that database or do I use my company database? When I go to make a new connection the SamLtd is not available

Any help you can give is GREATLY appreciated!

Thanks

 

[Jay Converse]

Sigh... Change the data source to your company database.

 

[IrishLassie]

O.K I got it (was overthinking it) - so now it prints the Vendor ID number what should I link to print the Vendor Name and the Invoice Description.

Thanks!!!

 

[Jay Converse]

APVEN.VENDNAME, APIBH.INVCDESC

 

[IrishLassie]

Thanks

Just one more question - What fields would I use to print the employees name under labour.

 

[Jay Converse]

UPEMPL.FULLNAME

 

[IrishLassie]

Thanks so much for all your help - this website is GREAT!