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Microsoft Dynamics RMS (Archived)

Report / Reference

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ReportReport
Posted on by

How can we generate a report with specefic data ,  located in the ''reference'' field in RMS 

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  • Suggested answer
    Community Member Profile Picture
    on at

    The reference data in held in the [transaction] table.   The field is [transaction].referencenumber

    You could add this to almost any sales report, like the detailedsalesreport.qrp

    Begin Column

      FieldName = "[transaction].referencenumber"

      DrillDownFieldName = ""

      DrillDownReportName = ""

      Title = "Reference"

      VBDataType = vbString

      Formula = ""

      ColHidden = False

      ColNotDisplayable = False

      FilterDisabled = False

      ColWidth = 1500

      GroupMethod = groupmethodNone

      ColFormat = ""

      ColAlignment = flexAlignLeftTop

    End Column

  • Community Member Profile Picture
    on at

    Since i am new to RMS i dont have much experience on creating custom report , is there a link where i could learn on how to create custom .qrp

    thx

  • Community Member Profile Picture
    on at

    could you please help me out on that

    http://i.imgur.com/hYcSRvW.png

    for exemple here i am trying to find the transaction number associated with reference number 70001245

  • Suggested answer
    eliud mugo Profile Picture
    1,444 on at

    Copy this to Notepad then save as type all files(*.*) and file name Custom - Detailed Sales Report.qrp to a location.Then copy your saved file and paste in C:\Program Files (x86)\Microsoft Retail Management System\Store Operations\Reports.Go to RMS reports custom and you report should be there,you will be able to see reference no under field.

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

    Begin ReportSummary

      ReportType = reporttypeSales

      ReportTitle = "Detailed Sales Report"

      PageOrientation = pageorientationPortrait

      OutLineMode = True

      Groups = 1

      GroupDescription = ""

      DisplayLogo = True

      LogoFileName = "MyLogo.bmp"

      ProcedureCall = ""

      TablesQueried = <BEGIN>

         FROM     TransactionEntry INNER JOIN [Transaction] WITH(NOLOCK) ON TransactionEntry.TransactionNumber = [Transaction].TransactionNumber and TransactionEntry.ItemType <> 9

            INNER JOIN  Batch WITH(NOLOCK) ON [Transaction].BatchNumber = Batch.BatchNumber

            LEFT JOIN   Item WITH(NOLOCK) ON TransactionEntry.ItemID = Item.ID

            LEFT JOIN   Department WITH(NOLOCK) ON Item.DepartmentID = Department.ID

            LEFT JOIN   Category WITH(NOLOCK) ON Item.CategoryID = Category.ID

            LEFT JOIN   Supplier WITH(NOLOCK) ON Item.SupplierID = Supplier.ID

            LEFT JOIN   ReasonCode AS ReasonCodeDiscount WITH(NOLOCK) ON TransactionEntry.DiscountReasonCodeID = ReasonCodeDiscount.ID

            LEFT JOIN   ReasonCode AS ReasonCodeTaxChange WITH(NOLOCK) ON TransactionEntry.TaxChangeReasonCodeID = ReasonCodeTaxChange.ID

            LEFT JOIN   ReasonCode AS ReasonCodeReturn WITH(NOLOCK) ON TransactionEntry.ReturnReasonCodeID = ReasonCodeReturn.ID

            LEFT JOIN Register WITH(NOLOCK) ON Batch.RegisterID = Register.ID

            LEFT JOIN   Customer WITH(NOLOCK) ON [Transaction].CustomerID = Customer.ID

            LEFT JOIN   Cashier WITH(NOLOCK) ON [Transaction].CashierID = Cashier.ID

    LEFT JOIN   QuantityDiscount WITH(NOLOCK) ON TransactionEntry.QuantityDiscountID = QuantityDiscount.ID

    <END>

      SelCriteria = ""

      GroupBy = ""

      SortOrder = ""

    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 = "[Transaction].Time"

      FilterOp = reportfilteropBetween

      FilterLoLim = "<Today>"

      FilterHilim = "<Today>"

    End Filter

    Begin Filter

      FieldName = "Cashier.inactive"

      FilterOp = reportfilteropEqual

      FilterLoLim = "0"

      FilterHilim = "0"

    End Filter

    //--- Columns ---//

    Begin Column

      FieldName = "Department.Name"

      DrillDownFieldName = "Department.Name"

      DrillDownReportName = ""

      Title = "Department"

      VBDataType = vbString

      Formula = ""

      ColHidden = False

      ColNotDisplayable = False

      FilterDisabled = False

      ColWidth = 2205

      GroupMethod = groupmethodNone

      ColFormat = ""

      ColAlignment = flexAlignLeftCenter

    End Column

    Begin Column

      FieldName = "Category.Name"

      DrillDownFieldName = "Category.Name"

      DrillDownReportName = ""

      Title = "Category"

      VBDataType = vbString

      Formula = ""

      ColHidden = False

      ColNotDisplayable = False

      FilterDisabled = False

      ColWidth = 1515

      GroupMethod = groupmethodNone

      ColFormat = ""

      ColAlignment = flexAlignLeftCenter

    End Column

    Begin Column

      FieldName = "Supplier.SupplierName"

      DrillDownFieldName = "Supplier.SupplierName"

      DrillDownReportName = ""

      Title = "Supplier"

      VBDataType = vbString

      Formula = ""

      ColHidden = True

      ColNotDisplayable = False

      FilterDisabled = False

      ColWidth = 825

      GroupMethod = groupmethodNone

      ColFormat = ""

      ColAlignment = flexAlignLeftCenter

    End Column

    Begin Column

      FieldName = "Item.ItemLookupCode"

      DrillDownFieldName = "Item.ItemLookupCode"

      DrillDownReportName = ""

      Title = "Item"

      VBDataType = vbString

      Formula = ""

      ColHidden = False

      ColNotDisplayable = False

      FilterDisabled = False

      ColWidth = 1380

      GroupMethod = groupmethodNone

      ColFormat = ""

      ColAlignment = flexAlignLeftCenter

    End Column

    Begin Column

      FieldName = "Item.BinLocation"

      DrillDownFieldName = ""

      DrillDownReportName = ""

      Title = "Bin Location"

      VBDataType = vbString

      Formula = ""

      ColHidden = True

      ColNotDisplayable = False

      FilterDisabled = False

      ColWidth = 1140

      GroupMethod = groupmethodNone

      ColFormat = ""

      ColAlignment = flexAlignLeftCenter

    End Column

    Begin Column

      FieldName = "Item.Description"

      DrillDownFieldName = ""

      DrillDownReportName = ""

      Title = "Description"

      VBDataType = vbString

      Formula = ""

      ColHidden = False

      ColNotDisplayable = False

      FilterDisabled = False

      ColWidth = 2115

      GroupMethod = groupmethodNone

      ColFormat = ""

      ColAlignment = flexAlignLeftCenter

    End Column

    Begin Column

      FieldName = "Item.WebItem"

      DrillDownFieldName = ""

      DrillDownReportName = ""

      Title = "Web Item"

      VBDataType = vbBoolean

      Formula = ""

      ColHidden = True

      ColNotDisplayable = False

      FilterDisabled = False

      ColWidth = 1057

      GroupMethod = groupmethodNone

      ColFormat = ""

      ColAlignment = flexAlignCenterCenter

    End Column

    Begin Column

      FieldName = "Item.Quantity"

      DrillDownFieldName = ""

      DrillDownReportName = ""

      Title = "On Hand"

      VBDataType = vbDouble

      Formula = ""

      ColHidden = True

      ColNotDisplayable = False

      FilterDisabled = False

      ColWidth = 810

      GroupMethod = groupmethodNone

      ColFormat = ""

    End Column

    Begin Column

      FieldName = "Item.Price"

      DrillDownFieldName = ""

      DrillDownReportName = ""

      Title = "Price"

      VBDataType = vbCurrency

      Formula = ""

      ColHidden = True

      ColNotDisplayable = False

      FilterDisabled = False

      ColWidth = 555

      GroupMethod = groupmethodNone

      ColFormat = ""

    End Column

    Begin Column

      FieldName = "Item.PriceA"

      DrillDownFieldName = ""

      DrillDownReportName = ""

      Title = "Price A"

      VBDataType = vbCurrency

      Formula = ""

      ColHidden = True

      ColNotDisplayable = False

      FilterDisabled = False

      ColWidth = 720

      GroupMethod = groupmethodNone

      ColFormat = ""

    End Column

    Begin Column

      FieldName = "Item.PriceB"

      DrillDownFieldName = ""

      DrillDownReportName = ""

      Title = "Price B"

      VBDataType = vbCurrency

      Formula = ""

      ColHidden = True

      ColNotDisplayable = False

      FilterDisabled = False

      ColWidth = 660

      GroupMethod = groupmethodNone

      ColFormat = ""

    End Column

    Begin Column

      FieldName = "Item.PriceC"

      DrillDownFieldName = ""

      DrillDownReportName = ""

      Title = "Price C"

      VBDataType = vbCurrency

      Formula = ""

      ColHidden = True

      ColNotDisplayable = False

      FilterDisabled = False

      ColWidth = 720

      GroupMethod = groupmethodNone

      ColFormat = ""

    End Column

    Begin Column

      FieldName = "Item.SalePrice"

      DrillDownFieldName = ""

      DrillDownReportName = ""

      Title = "Sale Price"

      VBDataType = vbCurrency

      Formula = ""

      ColHidden = True

      ColNotDisplayable = False

      FilterDisabled = False

      ColWidth = 945

      GroupMethod = groupmethodNone

      ColFormat = ""

    End Column

    Begin Column

      FieldName = "Item.MSRP"

      DrillDownFieldName = ""

      DrillDownReportName = ""

      Title = "MSRP"

      VBDataType = vbCurrency

      Formula = ""

      ColHidden = True

      ColNotDisplayable = False

      FilterDisabled = False

      ColWidth = 945

      GroupMethod = groupmethodNone

      ColFormat = ""

    End Column

    Begin Column

      FieldName = "Item.SaleStartDate"

      DrillDownFieldName = ""

      DrillDownReportName = ""

      Title = "Sale Starts"

      VBDataType = vbDate

      Formula = ""

      ColHidden = True

      ColNotDisplayable = False

      FilterDisabled = False

      ColWidth = 1020

      GroupMethod = groupmethodNone

      ColFormat = ""

    End Column

    Begin Column

      FieldName = "Item.SaleEndDate"

      DrillDownFieldName = ""

      DrillDownReportName = ""

      Title = "Sale Ends"

      VBDataType = vbDate

      Formula = ""

      ColHidden = True

      ColNotDisplayable = False

      FilterDisabled = False

      ColWidth = 930

      GroupMethod = groupmethodNone

      ColFormat = ""

    End Column

    Begin Column

      FieldName = "Item.LastSold"

      DrillDownFieldName = ""

      DrillDownReportName = ""

      Title = "Last Sold"

      VBDataType = vbDate

      Formula = ""

      ColHidden = True

      ColNotDisplayable = False

      FilterDisabled = False

      ColWidth = 900

      GroupMethod = groupmethodNone

      ColFormat = ""

    End Column

    Begin Column

      FieldName = "TransactionEntry.Quantity"

      DrillDownFieldName = ""

      DrillDownReportName = ""

      Title = "Qty Sold"

      VBDataType = vbDouble

      Formula = ""

      ColHidden = False

      ColNotDisplayable = False

      FilterDisabled = False

      ColWidth = 810

      GroupMethod = groupmethodSum

      ColFormat = "#.##"

    End Column

    Begin Column

      FieldName = "TransactionEntry.Price"

      DrillDownFieldName = ""

      DrillDownReportName = ""

      Title = "Sold Price"

      VBDataType = vbCurrency

      Formula = ""

      ColHidden = False

      ColNotDisplayable = False

      FilterDisabled = False

      ColWidth = 970

      GroupMethod = groupmethodNone

      ColFormat = ""

    End Column

    Begin Column

      FieldName = "Total"

      DrillDownFieldName = ""

      DrillDownReportName = ""

      Title = "Total Sales"

      VBDataType = vbCurrency

      Formula = "TransactionEntry.Price * TransactionEntry.Quantity"

      ColHidden = False

      ColNotDisplayable = False

      FilterDisabled = False

      ColWidth = 1275

      GroupMethod = groupmethodSum

      ColFormat = ""

    End Column

    Begin Column

      FieldName = "[Transaction].TransactionNumber"

      DrillDownFieldName = "[Transaction].TransactionNumber"

      DrillDownReportName = ""

      Title = "Transaction"

      VBDataType = vbLong

      Formula = ""

      ColHidden = True

      ColNotDisplayable = False

      FilterDisabled = False

      ColWidth = 1245

      GroupMethod = groupmethodNone

      ColFormat = ""

    End Column

    Begin Column

      FieldName = "[Transaction].Time"

      DrillDownFieldName = ""

      DrillDownReportName = ""

      Title = "Date Sold"

      VBDataType = vbDate

      Formula = ""

      ColHidden = True

      ColNotDisplayable = False

      FilterDisabled = False

      ColWidth = 900

      GroupMethod = groupmethodNone

      ColFormat = ""

    End Column

    Begin Column

      FieldName = "TransactionEntry.Cost"

      DrillDownFieldName = ""

      DrillDownReportName = ""

      Title = "Cost"

      VBDataType = vbCurrency

      Formula = ""

      ColHidden = True

      ColNotDisplayable = False

      FilterDisabled = False

      ColWidth = 900

      GroupMethod = groupmethodSum

      ColFormat = ""

    End Column

    Begin Column

      FieldName = "Profit"

      DrillDownFieldName = ""

      DrillDownReportName = ""

      Title = "Profit"

      VBDataType = vbCurrency

      Formula = "TransactionEntry.Price - TransactionEntry.Cost"

      ColHidden = True

      ColNotDisplayable = False

      FilterDisabled = False

      ColWidth = 900

      GroupMethod = groupmethodSum

      ColFormat = ""

    End Column

    Begin Column

      FieldName = "ProfitMargin"

      DrillDownFieldName = ""

      DrillDownReportName = ""

      Title = "Profit Margin"

      VBDataType = vbDouble

      Formula = "CASE WHEN TransactionEntry.Price <> 0 THEN ((TransactionEntry.Price - TransactionEntry.Cost) / TransactionEntry.Price) ELSE 0 END"

      ColHidden = True

      ColNotDisplayable = False

      FilterDisabled = False

      ColWidth = 900

      GroupMethod = groupmethodAverage

      ColFormat = "0.00%"

    End Column

    Begin Column

      FieldName = "ReasonCodeDiscount.Description"

      DrillDownFieldName = "Reasoncode.Description"

      DrillDownReportName = ""

      Title = "Discount Reason Code"

      VBDataType = vbString

      Formula = ""

      ColHidden = True

      ColNotDisplayable = False

      FilterDisabled = False

      ColWidth = 2280

      GroupMethod = groupmethodNone

      ColFormat = ""

      ColAlignment = flexAlignLeftCenter

    End Column

    Begin Column

      FieldName = "ReasonCodeTaxChange.Description"

      DrillDownFieldName = "Reasoncode.Description"

      DrillDownReportName = ""

      Title = "Tax Change Reason Code"

      VBDataType = vbString

      Formula = ""

      ColHidden = True

      ColNotDisplayable = False

      FilterDisabled = False

      ColWidth = 2280

      GroupMethod = groupmethodNone

      ColFormat = ""

      ColAlignment = flexAlignLeftCenter

    End Column

    Begin Column

      FieldName = "ReasonCodeReturn.Description"

      DrillDownFieldName = "Reasoncode.Description"

      DrillDownReportName = ""

      Title = "Return Reason Code"

      VBDataType = vbString

      Formula = ""

      ColHidden = True

      ColNotDisplayable = False

      FilterDisabled = False

      ColWidth = 2280

      GroupMethod = groupmethodNone

      ColFormat = ""

      ColAlignment = flexAlignLeftCenter

    End Column

    Begin Column

      FieldName = "PriceSource"

      DrillDownFieldName = ""

      DrillDownReportName = ""

      Title = "Price Source"

      VBDataType = vbString

      Formula = "CASE TransactionEntry.PriceSource WHEN 1 THEN 'Regular Price' WHEN 2 THEN (CASE WHEN TransactionEntry.QuantityDiscountID <> 0 THEN QuantityDiscount.Description ELSE 'Quantity Discount' END) WHEN 3 THEN 'Buydown Discount' WHEN 4 THEN 'Price Level Disc.' WHEN 5 THEN 'Sale Price' WHEN 6 THEN 'Disc. from Reg. Price' WHEN 7 THEN 'Disc. from Cur. Price' WHEN 8 THEN 'Cost Markup Disc.' WHEN 9 THEN 'Profit Margin Disc.' WHEN 10 THEN 'Cashier Set' WHEN 11 THEN 'Component'  WHEN 12 THEN 'Price Level A Disc.' WHEN 13 THEN 'Price Level B Disc.' WHEN 14 THEN 'Price Level C Disc.'  WHEN 15 THEN 'Disc. from Reg. Price' WHEN 16 THEN 'Disc. from Cur. Price' WHEN 17 THEN 'Cost Markup Disc.' WHEN 18 THEN 'Profit Margin Disc.' ELSE 'Unknown' END"

      ColHidden = True

      ColNotDisplayable = False

      FilterDisabled = False

      ColWidth = 2280

      GroupMethod = groupmethodNone

      ColFormat = ""

      ColAlignment = flexAlignLeftCenter

    End Column

    Begin Column

      FieldName = "Register.Number"

      DrillDownFieldName = ""

      DrillDownReportName = ""

      Title = "Register"

      VBDataType = vbLong

      Formula = ""

      ColHidden = True

      ColNotDisplayable = False

      FilterDisabled = False

      ColWidth = 1245

      GroupMethod = groupmethodNone

      ColFormat = ""

    End Column

    Begin Column

      FieldName = "CustomerName"

      DrillDownFieldName = ""

      DrillDownReportName = ""

      Title = "Customer"

      VBDataType = vbString

      Formula = "Customer.LastName + ', ' + Customer.FirstName"

      ColHidden = True

      ColNotDisplayable = False

      FilterDisabled = False

      ColWidth = 1350

      GroupMethod = groupmethodNone

      ColFormat = ""

      ColAlignment = flexAlignLeftCenter

    End Column

    Begin Column

      FieldName = "Customer.AccountNumber"

      DrillDownFieldName = "Customer.AccountNumber"

      DrillDownReportName = ""

      Title = "Account #"

      VBDataType = vbString

      Formula = ""

      ColHidden = True

      ColNotDisplayable = False

      FilterDisabled = False

      ColWidth = 1035

      GroupMethod = groupmethodNone

      ColFormat = ""

      ColAlignment = flexAlignLeftCenter

    End Column

    Begin Column

      FieldName = "Cashier.Name"

      DrillDownFieldName = "Cashier.Name"

      DrillDownReportName = ""

      Title = "Cashier"

      VBDataType = vbString

      Formula = ""

      ColHidden = True

      ColNotDisplayable = False

      FilterDisabled = False

      ColWidth = 1350

      GroupMethod = groupmethodNone

      ColFormat = ""

      ColAlignment = flexAlignLeftCenter

    End Column

    Begin Column

      FieldName = "Cashier.inactive"

      DrillDownFieldName = ""

      DrillDownReportName = ""

      Title = "Cashier Inactive"

      VBDataType = vbBoolean

      Formula = ""

      ColHidden = True

      ColNotDisplayable = False

      FilterDisabled = False

      ColWidth = 1500

      GroupMethod = groupmethodNone

      ColFormat = ""

      ColAlignment = flexAlignCenterCenter

    End Column

    Begin Column

     FieldName = "[transaction].referencenumber"

     DrillDownFieldName = ""

     DrillDownReportName = ""

     Title = "Reference"

     VBDataType = vbString

     Formula = ""

     ColHidden = False

     ColNotDisplayable = False

     FilterDisabled = False

     ColWidth = 1500

     GroupMethod = groupmethodNone

     ColFormat = ""

     ColAlignment = flexAlignLeftTop

    End Column

  • Rick Kirkman Profile Picture
    8 on at

    Thanks Ed, this gave me exactly what I needed for creating a report that shows the Reference field.

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