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Article: NAV314    Stock Report Adjustments     
Summary:

This article requires the use of the Advanced Report Designer, which has no official support in RentalDesk NX. See THIS link for more information.

Sometimes it is desirable for stock reports (e.g Rental Stock Types or Rental Usage...) that print from the Equipment Book to exclude certain equipment types, e.g. Types that have been set to 'Hidden'. Below are listed, three techniques that may come in useful.

1. Exclude 'Hidden Types

  • Open your stock report and go to the DATA tab. On the main (first) Data View, click the Search icon on the toolbar to bring up the Query Designer on the Search tab.
  • In the list of tables and fields in top panel find Types-Hidden and double-click to add it to the lower panel.
  • Click in the Value column for this new row and type in False.
  • Tick the Mandatory column for this new row then OK the dialog to save changes.
  • Return to the Design tab and Save your report.

2. Exclude Types with a Stocklevel of Zero

  • Open your stock report and go to the DATA tab. On the main (first) Data View, click the Search icon on the toolbar to bring up the Query Designer on the Search tab.
  • In the list of tables and fields in top panel find Types-Stocklevel1 and double-click to add it to the lower panel.
  • In the Operator column select the 'greater than' symbol ( > ).
  • Click in the Value column for this new row and type in 0.
  • Tick the Mandatory column for this new row then OK the dialog to save changes.
  • Return to the Design tab and Save your report.

2. Include Types only if they are in a user prompt for a particular MasterCategory

  • Open your stock report and go to the DATA tab. On the main (first) Data View, click the Search icon on the toolbar to bring up the Query Designer on the Search tab.
  • In the lower panel find the row with Mastercategory.Description1 Field
  • In the Value column type in the name of a 'default' MasterCategory that you want to use or just leave empty. The spelling is case-sensitive.
  • Tick the AutoSearch column for this row .
  • Un-tick the Show ALL column then OK the dialog to save changes.
  • Return to the Design tab and Save your report.
  • When you next run this report you will be prompted for a MasterCategory. Remember: the spelling is case-sensitive.

 

    
Last Updated:31 August 2010 - 13:50    


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