Total Sales Amount in OE 2

[JaniceA]

It appears the amount is calculated based on quantity to ship during order entry and never gets updated until billed. Any crystal reports then must pull in the line item details so a joins, formulas and grouping is necessary as extra steps. This is a pain since we are a build to order/ship shop and stock little cupled with the fact we do a lot of crystal reports. Most of the items default to zero for quantity to ship. Does anyone know a work around for to force this amount to recalculate. I had hoped the filling backorders would do the trick but it did not. I am on 7.6.400a.

I am not sure of the effect on the other modules with MRP, allocations, etc if I have order entry folks populate the qty to ship field. Would it be best to do this?

 

[dgillz]

Are you talking about open orders? Or History? What table(s) and or field(s)?

Perhaps you can begin with the end in mind, and show us the desired output you would like to see.

Software Sales, Training, Implementation and Support for Macola, eSynergy, and Crystal Reports

http://www.gainfocus.biz

"What version of URGENT!!! are you using?

 

[kscheeler]

Instead of using qty to ship in your crystal reports, why not use qty ordered instead?

Kevin Scheeler

 

[dgillz]

In 76300c and newer, go to oe setup, additional oe setup, and check the "Default order line qty shipped to qty ordered" checkbox. This way all new orders will have the qty to ship.

The only downside I see if is you are using forced demand=pull for POP or SFC manufacturing, or configured items. If this is the case my solution will not work for you.

Software Sales, Training, Implementation and Support for Macola, eSynergy, and Crystal Reports

http://www.gainfocus.biz

"What version of URGENT!!! are you using?

 

[JaniceA]

We do use force demand = pull for a few items, we are using POP. What happens with these items if I check this box to default qty ordered to qty to ship?

Another thing may be allocations.. We book some large orders that will not ship for 12 - 18 mnths and we don't know the exact ship date until closer to time to ship so they always put in a ship date of 12/30/30 on these orders.

I do use qty ordered in Crystal when calculating total sales as qty to ship would not work since it is not populated. I am refering to the open orders, I think the history is OK as the field is recalculated when shipping or billing. The table is oehdrfil and the field is tot_sales_amt or something similiar. There is also a tot_dollars but I don't know what the difference is between those two fields, neither is accurate.

The end result is that I would prefer to be able to create reports on the fly quicker with less steps. We use all the user def fields from the header so it always come into play on the report. The extra steps of creating the total sales formula, subtracting the discount, creatng date formulas, removing the commas from the order number, etc just bugs me. Not to mention when viewing the order the total sales amount is always wrong.

 

[crystalreporting]

If recreating the formulas, remembering which user defined fields are which etc. are a hassle, why not create a SQL view that includes only the fields you need?

This obviously assumes you are on SQL, but a view can link multiple tables, format and rename columns and generally make the tables appear the way you'd like them to be.


Peter Shirley
Macola Consultant, PA and surrounding states.

http://www.srhconsulting.com

 

[dgillz]

Janice,

If you do not leave the qty to ship at zero - or at least some number less than the qty ordered - then there is no backorder and so no POP order gets created.

Have you looked at Crystal XI Server/Enterprise? You can store commonly used formulas such as:
numbertodate({oeordhdr_sql.promise_dt})
totext(val({oeordhdr_sql.ord_no}),0,"")

In a formula repository. Then when you need to use it just double click on it. Combine this approach with a view as mentioned earlier and you will make short work of this.

Also please do not let anyone tell you crystal XI is a problem with Macola, I have clients that have been using crystal XI for 3 years.

Software Sales, Training, Implementation and Support for Macola, eSynergy, and Crystal Reports

http://www.gainfocus.biz

"What version of URGENT!!! are you using?