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Support to Display Project Manager, Shipping Site, and Returning Site Columns in REP_ORDERITEMDETAILVIEW Report

Reference No: R2-8794

Version No: 06.00.04-00

Details

Support is provided to display the Project Manager, Shipping Site and Returning Site columns in REP_ORDERITEMDETAILVIEW Report.

The details are explained in the sample workflow given below:

Prerequisites

Perform the following the steps:

  1. Select the Site [MELBOURNE].

  2. Select the Configuration module > Configure  Reports button. The Report Assistant Configuration window is displayed.

  3. Configure the Report Definition [REP_ORDERITEMDETAILVIEW].

  4. Exit the Report Assistant Configuration window.

  5. In the Configuration window, select the Warehouse tab.

  6. Select the Equipment Pooling check box.

  7. Exit the Configuration module.

  8. Select the Maintenance module > Employee tab > Site tab.

  9. Edit the Site [MELBOURNE] and enable E-Pool from the Sub-Region [AUS-RENTAL].

  10. Select the Maintenance module > Items tab.

  11. Create the Items [JBL BASSPRO], [JBL JRX], [JBL LIVE], and [JBL REFLECT] and receive some Qty.

  12. Exit the Maintenance module.

  13. Relaunch the R2 application.

Sample Workflow

  1. Select the Site [MELBOURNE].

  2. Select the Account module > tag the company [JBL].

  3. Create a Rental Reservation Order [ORD-91] for 2 days duration.

  4. Select the Project Mgr. importable button and tag the Project Mgr. [REED WILLIAMS], as shown in Figure 1.0.

  5. Search and add the Items [JBL BASSPRO], [JBL JRX], [JBL LIVE], and [JBL REFLECT] with 1 Qty and Unit Price as [100.00].

  6. The Shipping Site and the Returning Site is displayed as [MELBOURNE].

  7. Modify the Returning Site for the Items [JBL BASSPRO], [JBL JRX], and [JBL LIVE], as shown in Figure 1.0.

Figure 1.0 Order [ORD-91]

  1. Save and Exit the Order [ORD-91].

  2. Select the Reports module. The Reports Generator window is displayed.

  3. Select the File menu > Custom Reports option. The Report Assistant - Reports Menu window is displayed.

  4. Select the Category [ORDER] with the Report [REP_ORDERITEMDETAILVIEW].

  5. The REP_ORDERITEMDETAILVIEW Filter with the chosen filter ORDER NUMBER is displayed, as shown in Figure 1.1.

  6. Choose the filters for the Order Number [ORD-91], as shown in Figure 1.1.

Figure 1.1 Report Assistant - Reports Menu window > Run > REP_ORDERITEMDETAILVIEW Filter

  1. Click OK, as shown in Figure 1.1.

  2. The Report [REP_ORDERITEMDETAILVIEW] is printed with the Shipping Site and Returning Site for each of the Product ID, as shown in Figure 1.2.

Figure 1.2 Report [REP_ORDERITEMDETAILVIEW]

  1. Exit the Report [REP_ORDERITEMDETAILVIEW] window and the Report Assistant - Reports Menu window.

  2. Exit the Reports Generator window.

When the Equipment Pooling check box  in the Configuration module > Warehouse tab is disabled, the REP_ORDERITEMDETAILVIEW Report displays the Order Site as the Shipping Site and the Returning Site.

 

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