Infolinks

Friday 11 May 2012

development of sales order report


----------------------sales order customization report-----------------------------

COMMERCIAL SALES REPRESENTATIVES PERFORMANCE :
This report is used to get all the details of commercial sales made by the Sales Representative by the particular period and product wise.

Technical Overview:


Ø  COMMERCIAL SALES REPRESENTATIVES PERFORMANCE--
Ø  This Report exist in OM Module and the Concurrent Program name is

APPLC - Commercial Sales Reps Performance Report

Ø  This report is having 3 parameters
1.Period (Mandatory)
2.Sales Person
3.Product

Table and View Usage:


Table Name
Select
Insert
Update
Delete
Base Table
oe_order_headers_all
Y
N
N
N
Y
org_organization_definitions
Y
N
N
N
Y
oe_order_lines_all
Y
N
N
N
Y
wsh_delivery_details
Y
N
N
N
Y
wsh_new_deliveries
Y
N
N
N
Y
ra_customer_trx_all
Y
N
N
N
Y

 

Value Sets

Value Set
Size
Type
Required
Validation/Values





APPLC_PERIODS
10
Char
Yes

APPLC_SALES_REPS
200
Char
No

APPLC_SALES_REPS_ITEM_DESC
200
Char
No


In the development process, took a new report manually from report builder and by using Columns

SALES_PER_NAME ,
ORDER_NUMBER,
ORDERED_ITEM,
LINE_ID
ITEM_DESCRIPTION,
sum(SHIPPED_QUANTITY),
UNIT_SELLING_PRICE,
sum(SHIPPED_QUANTITY*UNIT_SELLING_PRICE),
TO_CHAR(CONFIRM_DATE,'DD-MON-YYYY') shipped_date,
to_char(TRX_DATE,'DD-MON-YYYY') INVOICE_DATE,
TRX_number
And tables like
OE_ORDER_HEADERS_ALL
ORG_ORGANIZATION_DEFINITIONS
OE_ORDER_LINES_ALL
wsh_delivery_details
WSH_NEW_DELIVERIES
ra_customer_trx_all
jtf_rs_salesreps  
wrote a query in the data model…..and executed that query in the data model and created groups in the data model as per requirement…

and in the layout model created main frame, repeating frame and assigned source to that, and fields placed in that repeating frame and assigned source to that repeating frames respectively., and text fields also added in the main frame based on the requirement..

after doing all these changes in the data model as well as in layout model, saved that report and compiled it and have run the report.

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