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Report Logic
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Report Logic

 

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Subject Author Date
Report Logic PRJ 07-12-2006
Posted by PRJ on July 12, 2006, 5:56 pm
Please log in for more thread options
I am a single, small retail wine & cheese shop that has been in business just
4 months. Among other RMS issues that I find challenging, I am particularly
mystified by the methodology with which Operations Manager reports are
generated. I know very little about Boolean Logic (or whatever it is that
this function uses), and my attemps to use what I would call 'normal' logic
often result in frustration. Most of the reports I try to generate are
related to sales of or on hand positions of items within certain parameters.
I often put in a few criteria, that would seem to make sense, and get nothing
at all.

Is there a good place to go to understand how this report function really
works? Something that would de-mystify it? One that is understadable by the
un-sophisticated?

On a slightly more advanced level...... is there a report function that
would tell me how many of an item were added to inventory in a given time
frame (as a means of judging momentum of sales as related to total available
to sell over a specific time period)? This is basic retail turnover math, but
I haven't seen anything like it in the report generator.

Thanks for any and all help. I'm sure this is just the beginning of many
rudimentary questions I'll have, so thanks for being understanding.

WineGuy

Posted by Chris on July 12, 2006, 7:59 pm
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A Boolean expression that results in a value of either TRUE or FALSE.
For example, the expression 2 < 5 (2 is less than 5) is a Boolean
expression
because the result is TRUE.

All expressions that contain relational operators , such as the less than
sign (<),
greater than sign (>) are Boolean. The operators AND, OR, and NOT (Negate)
are boolean operators as well.

You can look into SQL, it may help
http://www.w3schools.com/sql/sql_and_or.asp

-Chris

Boolean expressions are also called comparison expressions, conditional
expressions, and relational expressions.
>I am a single, small retail wine & cheese shop that has been in business
>just
> 4 months. Among other RMS issues that I find challenging, I am
> particularly
> mystified by the methodology with which Operations Manager reports are
> generated. I know very little about Boolean Logic (or whatever it is that
> this function uses), and my attemps to use what I would call 'normal'
> logic
> often result in frustration. Most of the reports I try to generate are
> related to sales of or on hand positions of items within certain
> parameters.
> I often put in a few criteria, that would seem to make sense, and get
> nothing
> at all.
>
> Is there a good place to go to understand how this report function really
> works? Something that would de-mystify it? One that is understadable by
> the
> un-sophisticated?
>
> On a slightly more advanced level...... is there a report function that
> would tell me how many of an item were added to inventory in a given time
> frame (as a means of judging momentum of sales as related to total
> available
> to sell over a specific time period)? This is basic retail turnover math,
> but
> I haven't seen anything like it in the report generator.
>
> Thanks for any and all help. I'm sure this is just the beginning of many
> rudimentary questions I'll have, so thanks for being understanding.
>
> WineGuy



Posted by Teester on July 12, 2006, 8:41 pm
Please log in for more thread options
<!DOCTYPE html PUBLIC "-//W3C//DTD HTML 4.01 Transitional//EN">
<html>
<head>
<meta content="text/html;charset=UTF-8" http-equiv="Content-Type">
<title></title>
</head>
<body bgcolor="#ffffff" text="#000000">
If I understand correctly, it's the AND, OR and NOT that you're on
about. It took me a while to figure this out too. RMS seems to have its
own logic regarding AND and OR statements for reports.<br>
<br>
Obviously, a query for a report:   <br>
<br>
<b>Supplier = x <br>
AND Supplier = y </b><br>
<br>
will return all items which have both Supplier x and Supplier y as a
supplier, while a query for a report: <b><br>
<br>
Supplier = x <br>
OR Supplier = y</b> <br>
<br>
will return all items with either supplier x or y as a supplier (or
both)<br>
<br>
Where it gets awkward is with queries combining And and OR statements. 
I would expect the query <b><br>
<br>
OnHand &gt; 0 <br>
AND Supplier = x <br>
OR Supplier = y</b> <br>
<br>
to give me items with a stock level greater than 0 which had suppliers
x or y, but, in fact you get items with stock greater than 0 with
supplier x and all items (whatever their stock levels) with supplier y.<br>
<br>
The OR resets the query so the statement after the OR must also contain
all the parameters you want to check.  To get a report with items with
stock levels greater than 0 from suppliers x and y, the query should
be:  <b><br>
<br>
OnHand &gt; 0 <br>
AND Supplier = x <br>
OR OnHand &gt; 0 <br>
AND Supplier = y<br>
</b><br>
Regarding the NOT statement, I think that it simply negates the part of
the query it is attached to: ie:<br>
<br>
<b>NOT Supplier = x</b><br>
<br>
will return all items apart from those with supplier x.  I think these
are not affected by the AND and OR statements.  So,<br>
<b><br>
OnHand &gt; 0<br>
AND NOT Supplier = x<br>
OR NOT Department = z</b><br>
<br>
should return items with stock greater than 0 and suppliers other than
x, as well as all items which are not in department z.  I'm not so sure
about the NOT parts since I only rarely use them in reports.<br>
<br>
Hope this helps,<br>
Teester<br>
<br>
On 12/07/2006 22:56,  PRJ wrote:
<blockquote cite="mid9051974A-E67E-4611-B902-B6319B82A161@microsoft.com"
type="cite">
<pre wrap="">I am a single, small retail wine &amp; cheese shop that has been in business just
4 months. Among other RMS issues that I find challenging, I am particularly
mystified by the methodology with which Operations Manager reports are
generated. I know very little about Boolean Logic (or whatever it is that
this function uses), and my attemps to use what I would call 'normal' logic
often result in frustration. Most of the reports I try to generate are
related to sales of or on hand positions of items within certain parameters.
I often put in a few criteria, that would seem to make sense, and get nothing
at all.

Is there a good place to go to understand how this report function really
works? Something that would de-mystify it? One that is understadable by the
un-sophisticated?

On a slightly more advanced level...... is there a report function that
would tell me how many of an item were added to inventory in a given time
frame (as a means of judging momentum of sales as related to total available
to sell over a specific time period)? This is basic retail turnover math, but
I haven't seen anything like it in the report generator.

Thanks for any and all help. I'm sure this is just the beginning of many
rudimentary questions I'll have, so thanks for being understanding.

WineGuy
</pre>
</blockquote>
</body>
</html>

Posted by Teester on July 12, 2006, 9:06 pm
Please log in for more thread options
Whoops, just realised the HTML doesn't show up properly on the Microsoft
board. Sorry about that. Here's the plain text version:

If I understand correctly, it's the AND, OR and NOT that you're on
about. It took me a while to figure this out too. RMS seems to have its
own logic regarding AND and OR statements for reports.

Obviously, a query for a report:

Supplier = x
AND Supplier = y

will return all items which have both Supplier x and Supplier y as a
supplier, while a query for a report:

Supplier = x
OR Supplier = y

will return all items with either supplier x or y as a supplier (or both)

Where it gets awkward is with queries combining And and OR statements.
I would expect the query

OnHand > 0
AND Supplier = x
OR Supplier = y

to give me items with a stock level greater than 0 which had suppliers x
or y, but, in fact you get items with stock greater than 0 with supplier
x and all items (whatever their stock levels) with supplier y.

The OR resets the query so the statement after the OR must also contain
all the parameters you want to check. To get a report with items with
stock levels greater than 0 from suppliers x and y, the query should be:

OnHand > 0
AND Supplier = x
OR OnHand > 0
AND Supplier = y

Regarding the NOT statement, I think that it simply negates the part of
the query it is attached to: ie:

NOT Supplier = x

will return all items apart from those with supplier x. I think these
are not affected by the AND and OR statements. So,

OnHand > 0
AND NOT Supplier = x
OR NOT Department = z

should return items with stock greater than 0 and suppliers other than
x, as well as all items which are not in department z. I'm not so sure
about the NOT parts since I only rarely use them in reports.

Hope this helps,
Teester



On 12/07/2006 22:56, PRJ wrote:
> I am a single, small retail wine & cheese shop that has been in business just
> 4 months. Among other RMS issues that I find challenging, I am particularly
> mystified by the methodology with which Operations Manager reports are
> generated. I know very little about Boolean Logic (or whatever it is that
> this function uses), and my attemps to use what I would call 'normal' logic
> often result in frustration. Most of the reports I try to generate are
> related to sales of or on hand positions of items within certain parameters.
> I often put in a few criteria, that would seem to make sense, and get nothing
> at all.
>
> Is there a good place to go to understand how this report function really
> works? Something that would de-mystify it? One that is understadable by the
> un-sophisticated?
>
> On a slightly more advanced level...... is there a report function that
> would tell me how many of an item were added to inventory in a given time
> frame (as a means of judging momentum of sales as related to total available
> to sell over a specific time period)? This is basic retail turnover math, but
> I haven't seen anything like it in the report generator.
>
> Thanks for any and all help. I'm sure this is just the beginning of many
> rudimentary questions I'll have, so thanks for being understanding.
>
> WineGuy

Posted by PRJ on July 15, 2006, 2:37 pm
Please log in for more thread options
Thanks for that. It does help, especially the part where the expressions
need to be repeated.

But, If you would....... if I want a report of sales, for a specific time
block, showing discounts by reason code...... I would think I should change
the date range to the one I want, then ADD 'discount reason code' to get all
sales that showed a discount reason code. What comes up is a blank screen.
I re-do it adding Department = not assigned, and Description = 'not
assigned', but still get nothing at all. I add 'Quantity Sold = greater
than 0, but still get nothing at all. Must be something I'm not
understanding?

Also..... If you would..... There are many date parameters to extract sales
but they are all 'inclusive' (you get cummulative sales from date A thru date
B). Is there a way to get sales for each individual day within a time block?
ie- daily sales for each day in a month?

WineGuy


"Teester" wrote:

> Whoops, just realised the HTML doesn't show up properly on the Microsoft
> board. Sorry about that. Here's the plain text version:
>


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