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how to create a report on Sales menu
06-06-2015, 02:31 AM,
#1
how to create a report on Sales menu
I was trying to create report using the salesorderdetails table.
Unfortunately the Administrator Page has the title Orders and my report does not show under the Sales menu. I was able to export and import under the Inventory and there it shows.

Is there something to change in Report Builder or the Menu system so that they report can be under the Sales Menu?

Thanks,

Bill
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06-08-2015, 05:08 PM,
#2
RE: how to create a report on Sales menu
You would need to go into mysql and change the report in the reports table look for the groupname field and change it to the value after the =>
e.g. for the report to appear under the stock/inventory module you would change the groupname to 'inv'

'orders'=>'ord',
'AR'=>'ar',
'PO'=>'prch',
'AP'=>'ap',
'stock'=>'inv',
'manuf'=>'man',
'GL'=>'gl',
'FA'=>'fa',
'PC'=>'pc',
'system'=>'sys',
'Utilities'=>'utils'
Phil Daintree
webERP Admin
Logic Works Ltd
http://www.logicworks.co.nz
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06-10-2015, 05:48 AM,
#3
RE: how to create a report on Sales menu
(06-08-2015, 05:08 PM)phil Wrote: You would need to go into mysql and change the report in the reports table look for the groupname field and change it to the value after the =>
e.g. for the report to appear under the stock/inventory module you would change the groupname to 'inv'

'orders'=>'ord',
'AR'=>'ar',
'PO'=>'prch',
'AP'=>'ap',
'stock'=>'inv',
'manuf'=>'man',
'GL'=>'gl',
'FA'=>'fa',
'PC'=>'pc',
'system'=>'sys',
'Utilities'=>'utils'

Thanks Phil, that does the job.
Bill
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