SO-O-K Print User Defined Summary
Purpose of Program
This program is a user-defined report generator that provides you with a variety of filtering and sorting options that enables you to view your sales order data any number of different ways. This version provides summary data with one line per Sales Order. For detail type data analysis listing each shipment, use SO-O-J User Defined Open SO Detail .
You will be given access to the following field if you have multi-currency processing enabled in IM-A International Configuration.
If you enter a B the report will print in base currency, meaning that it will convert all orders using the closest historical exchange rate to today's date.
General Program Operation
When you create a report for the first time, you give it a Report Name. All the filtering and sorting selections you make will stay with this name, along with any changes you choose to make with the report layout. If you want to run that particular report again, you can perform a lookup to select the report name and all its associated settings will come into the screen without having to reenter all of them.
You can select a Text Format or Export (text format to ASCII file without headers and page breaks). If you answer N to both Text and Export you can select a Report Format.
The Report Format defaults to BKSOOK1, which is the graphical RTM layout used by this program's standard report format. You can copy BKSOOK1.RTM to another name, modify the layout using the Modify Forms program (on the main menu's File menu), and can then specify that layout name in the Report Format field, thus giving you the ability to have unique layouts for each Report Name.
Next you give the report a title and define which parameter you want to sort by. This can be one of the pre-defined fields (Customer, Customer Class, Salesperson, Item, Item Class) or User Defined. If you choose User Defined, click the User Defined button on the lower right to define the fields to be used as indexes (sort order) and breaks (subtotals). In this way you can run the report for item numbers subtotaled within Item Class subtotaled within Customer or whatever grouping is meaningful for you.
You can then enter all the from/thru selection fields. Once you finish screen one you will be taken to a second screen for more fields. The primary sort used for this report is the Order Date so even if you are selecting by a range of Sales Order numbers (for example), also specify an Order Date range that encompasses the orders desired so the program does not need to go through the entire file.
Once all the fields are completed, you are asked if you want to save your entries and then if you want to print the report now and whether you want the price to include taxes and freight.