Report 10062 - Top __ Customer List

Magneto · 2008-07-30

This report ranks the Customer by Sales or Balance. My customer wants a similar report grouped by Salesperson Code. Does anybody have an example or idea on how this can be done? Please let me know. Thanks for all your help.

garak · 2008-07-30

The Salesperson Code is also stored in the "Cust. Ledger Entry" (21). So you can design your own report based on "Cust. Ledger Entry" and SalesPerson Code. Report "Customer - Top 10 List" use a calcfield in customer table "Sales (LCY)" and "Balance (LCY)". So you can add the same calcfield logik to the sales person table (13).

Other way if you doesn't wont to add FlowFields on Sales Person table, you select in your report all "cust. ledger Entries" from the sales person, calculate the needed fields in a loop and store this in a temp table. Thats also the same principle like report Top 10 List, but without calcfields.

Regards

Magneto · 2008-07-30

Basically, they want a report with the Salersperson Code as the "header" and then the salesperson's customers (detail) in ranked by Sales or Balance... For Example:

Salesperson Code XX1

Rank Customer Sales

1 ABC Co 100.00
2 ABA Co 99.00

Salersperson Code XX1 Total 199.00
=========================================

Salesperson Code XX2

Rank Customer Sales

1 BBC Co 150.00
2 BBY Co 100.00
3 BBE Co 50.00

Salersperson Code XX2 Total 200.00
==========================================

Report Total 399.00

This is for all salesperson code within a given filter.

Are we talking about the same thing? Please let me know. Thanks.

idiot · 2008-07-30

You can also export to Excel & let your users sort there themselves.

Savatage · 2008-07-30

I think it's simple..Report 10062 correct?

Dataitems are
Integer (Heading)
-Customer
-Integer (Print Loop)

Add::
Integer (Heading)
Salesperson/Purchaser
-Customer
-Integer (Print Loop)

Dataitem link for Customer Is: Salesperson Code=FIELD(Code)
Now View->Sections and in Salesperson/Purchaser Body add the salesperson info you want.

Give it a try

Savatage · 2008-07-30

In addition on the SalesPerson/Purchaser dataitem
change property .. PrintOnlyIfDetail to YES

The totals are running so they don't reset - you'll have to take care of that but basically I think it looks the way you need it to look.

Hmm maybe it's not so easy - I notice you have to correct the % too - but I find that column just for show anyway. It does sort correctly top to bottom & by salesperson.

Savatage · 2008-07-30

Another quick fix to the report
on the Salesperson/Purchaser dataitem add

OnAfterGetRecord()
CLEAR(TopTotal);

edit..ok it's easier this way - my version is old so you might want to alter a copy of yours.

PS open 10062 and save as (new # & new Name) then edit the new copy

http://savatage99.googlepages.com/50053 ... person.txt

Magneto · 2008-07-31

Savatage wrote:

Another quick fix to the report
on the Salesperson/Purchaser dataitem add

OnAfterGetRecord()
CLEAR(TopTotal);

edit..ok it's easier this way - my version is old so you might want to alter a copy of yours.

PS open 10062 and save as (new # & new Name) then edit the new copy

http://savatage99.googlepages.com/50053 ... person.txt

Works like a charm. I can take it from here. Thank you! =D> =D>

Savatage · 2008-07-31

no problem. enjoy

Magneto · 2008-08-02

Report 10062 - Top __ Customer List

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