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Re: Income / Refund additional parameterFrom: Colin Rees Date: Tuesday, February 3, 2004
Time: 7:12:41 amShawn,
Basically they are Selecting Summarize By: Date & Type
However they are checking the checkbox of "Full Detail (Otherwise its a
Summary) to "yes" as they want the detail.
Perfect scenarios for them is adding a third parameter for their reporting
somthing like this:
Scenario 1
checkbox Full Detail (otherwise its a summary) to "Yes"
Summarize By: Date & Type
Have an LOV of "Only for Account Class" (Similar to your "Product Sales
Report Options")
Scenario 2
checkbox Full Detail (otherwise its a summary) to "Yes"
Summarize By: Type & Date
Have an LOV of "Only for Account Class" (Similar to your "Product Sales
Report Options")
If this is too complex we are open for ideas however need to break that
report out by "Account Class" also.
Thanks,
Colin Rees
-----Original Message-----
From: Shawn Hogan [mailto:shawn@digitalpoint.com]
Sent: Tuesday, February 03, 2004 3:53 AM
To: Optigold ISP List
Subject: Re: [Optigold ISP] Income / Refund additional parameter
Colin Rees wrote:
> For the report of "Income / Refund" it prompts users for "Report or Chart"
> which is fine. However for our business and reporting requirements,
> accounting is needing a third parameter added if possible. Currently they
> are selecting for the "Summarize by" the following fields "Type" and
"Date".
> For reconciling purposes can a third parameter be added of "Account
Class"?
>
> They need to have it broken out by "Type","Date" and "Accounting Class".
>
> I know I can export it out and massage in MSAccess however if this could
be
> added would find it very beneficial.
> If you can let me know if it can be added for future release that would be
> great.
So you want to be able to summarize by three fields at once?
- Shawn
----------------------------------
Shawn D. Hogan
President, Digital Point Solutions
http://www.digitalpoint.com
(858) 452-3696
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