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Microsoft Dynamics RMS (Archived)

Report for Tender information on Layaways

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Posted on by 140

Is there a quick way to find layaway tender information?  The "Tender Summary" report doesnt seem to show the tenders for layaway orders.  I need the actual breakdown of tender types, not just tenders in total which is what the Crystal Reports supply.  Any help would be appreciated.  Thanks.

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    Community Member Profile Picture
    on at

    jdorris

    Here is a tender deposit report.  If you require more detail then you will have to add columns to this.  I based this on the Tender Summary report, but it only shows deposits for layaways, work orders, and other similar non finished transactions.  Paste this into a text based file with a name like "Custom - Tender Deposit Summary.qrp".  Put that file in your report directory and restart RMS Manager is open.

    //--- Report Summary --- //

    Begin ReportSummary

      ReportType = reporttypeCustom

      ReportTitle = "Tender Deposit Detail"

      PageOrientation = pageorientationPortrait

      WordWrap = True

      OutLineMode = True

      Groups = 2

      GroupDescription = ""

      DisplayLogo = True

      LogoFileName = "MyLogo.bmp"

      ProcedureCall = ""

      TablesQueried = "FROM TenderEntry LEFT JOIN [OrderHistory] ON [TenderEntry].OrderHistoryID = [OrderHistory].ID left Join [Order] on [ORderHistory].OrderID = [Order].ID LEFT JOIN Batch ON [OrderHistory].BatchNumber = Batch.BatchNumber LEFT JOIN Register ON Batch.RegisterID = Register.ID  LEFT JOIN Tender ON TenderEntry.TenderID = Tender.ID"

      SelCriteria = "[TenderEntry].OrderHistoryID <> 0 AND [TenderEntry].TransactionNumber =0"

      GroupBy = ""

      SortOrder = "TenderEntry.Amount, [Order].Time, TenderEntry.Description, Register.Description"

    End ReportSummary

    //--- Title Rows ---//

    Begin TitleRow

      Text = "<Store Name>"

      Font = "Arial"

      FontBold = True

      FontSize = 16

      Color = "Blue"

    End TitleRow

    Begin TitleRow

      Text = "<Report Title>"

      Font = "Arial"

      FontBold = True

      FontSize = 12

      Color = "Black"

    End TitleRow

    Begin TitleRow

      Text = "Generated On <Report Date>"

      Font = "Arial"

      FontBold = True

      FontSize = 10

      Color = "Black"

    End TitleRow

    //--- Filters ---//

    Begin Filter

      FieldName = "[Order].Time"

      FilterOp = reportfilteropbetween

      FilterLoLim = "<Today>"

      FilterHilim = "<Today>"

    End Filter

    Begin Filter

      FieldName = "Tender.inactive"

      FilterOp = reportfilteropEqual

      FilterLoLim = "0"

      FilterHilim = "0"

    End Filter

    //--- Columns ---//

    Begin Column

      FieldName = "Register.Description"

      DrillDownFieldName = ""

      DrillDownReportName = ""

      Title = "Register"

      VBDataType = vbString

      Formula = ""

      ColHidden = False

      ColNotDisplayable = False

      FilterDisabled = False

      ColWidth = 2000

      GroupMethod = groupmethodNone

      ColFormat = ""

      ColAlignment = flexAlignLeftTop

    End Column

    Begin Column

      FieldName = "TenderEntry.Description"

      DrillDownFieldName = ""

      DrillDownReportName = ""

      Title = "Tender"

      VBDataType = vbString

      Formula = ""

      ColHidden = False

      ColNotDisplayable = False

      FilterDisabled = False

      ColWidth = 2000

      GroupMethod = groupmethodNone

      ColFormat = ""

      ColAlignment = flexAlignLeftTop

    End Column

    Begin Column

      FieldName = "[Order].Time"

      DrillDownFieldName = ""

      DrillDownReportName = ""

      Title = "Date"

      VBDataType = vbdate

      Formula = ""

      ColHidden = False

      ColNotDisplayable = False

      FilterDisabled = False

      ColWidth = 1500

      GroupMethod = groupmethodNone

      ColFormat = ""

      ColAlignment = flexAlignLeftTop

    End Column

    Begin Column

      FieldName = "[Order].ID"

      DrillDownFieldName = ""

      DrillDownReportName = ""

      Title = "Order ID"

      VBDataType = vbLong

      Formula = ""

      ColHidden = False

      ColNotDisplayable = False

      FilterDisabled = False

      ColWidth = 800

      GroupMethod = groupmethodNone

      ColFormat = ""

      ColAlignment = flexAlignLeftTop

    End Column

    Begin Column

      FieldName = "[Order].Type"

      DrillDownFieldName = ""

      DrillDownReportName = ""

      Title = "Order Type"

      VBDataType = vbString

      Formula = "CASE [Order].Type WHEN 1 THEN 'Regular Sale' WHEN 2 THEN 'WorkOrder' WHEN 3 THEN 'Quote' WHEN 4 THEN 'BackOrder' WHEN 5 THEN 'Layaway' WHEN 20 THEN 'Account Adjustment' WHEN 21 THEN 'Finance Charge' ELSE 'Unknown' END"

      ColHidden = False

      ColNotDisplayable = False

      FilterDisabled = False

      ColWidth = 1500

      GroupMethod = groupmethodNone

      ColFormat = ""

      ColAlignment = flexAlignLeftTop

    End Column

    Begin Column

      FieldName = "Tenderentry.Amount"

      DrillDownFieldName = ""

      DrillDownReportName = ""

      Title = "Amount"

      VBDataType = vbCurrency

      Formula = ""

      ColHidden = False

      ColNotDisplayable = False

      FilterDisabled = False

      ColWidth = 2000

      GroupMethod = groupmethodSum

      ColFormat = ""

      ColAlignment = flexAlignLeftTop

    End Column

    Begin Column

      FieldName = "Tenderentry.Amount"

      DrillDownFieldName = ""

      DrillDownReportName = ""

      Title = "Max Amount"

      VBDataType = vbCurrency

      Formula = ""

      ColHidden = False

      ColNotDisplayable = False

      FilterDisabled = False

      ColWidth = 2000

      GroupMethod = groupmethodMax

      ColFormat = ""

      ColAlignment = flexAlignLeftTop

    End Column

    Begin Column

      FieldName = "Tenderentry.Amount"

      DrillDownFieldName = ""

      DrillDownReportName = ""

      Title = "Min Amount"

      VBDataType = vbCurrency

      Formula = ""

      ColHidden = False

      ColNotDisplayable = False

      FilterDisabled = False

      ColWidth = 2000

      GroupMethod = groupmethodMin

      ColFormat = ""

      ColAlignment = flexAlignLeftTop

    End Column

    Begin Column

      FieldName = "Tenderentry.Amount"

      DrillDownFieldName = ""

      DrillDownReportName = ""

      Title = "Avg Amount"

      VBDataType = vbCurrency

      Formula = ""

      ColHidden = False

      ColNotDisplayable = False

      FilterDisabled = False

      ColWidth = 2000

      GroupMethod = groupmethodAverage

      ColFormat = ""

      ColAlignment = flexAlignLeftTop

    End Column

    Begin Column

      FieldName = "Tender.inactive"

      DrillDownFieldName = ""

      DrillDownReportName = ""

      Title = "Tender Inactive"

      VBDataType = vbBoolean

      Formula = ""

      ColHidden = True

      ColNotDisplayable = False

      FilterDisabled = False

      ColWidth = 1500

      GroupMethod = groupmethodNone

      ColFormat = ""

      ColAlignment = flexAlignCenterCenter

    End Column

  • jdorris Profile Picture
    140 on at

    Thanks Ed.  That worked.  I had to remove the "tender.inactive" field related bits as it said that was an invalid field.  Shows everything I wanted except for "payments on account" which is when someone actually pays the balance on their credit line.

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