RPT – CREATE A REPORT

Create a Customized Report Format

To open RPT, press <Alt M> ("Menu") and follow the Menu path illustrated below, then press <Enter>, or simply enter <RPT> in the "Enter Program Name" field and press <Enter>.

This program is used to set up customized formats for reports in IVP ("Masterfile Print"), IVST ("Sort Masterfile by Sales"), and IVWO ("Work Order Report").

Enter a report name of your choice, up to eight characters and select Continue.   The following screen will be displayed:

The cursor will be in the first "Labels" field.  From the "Labels" list box at the right of the screen, choose and highlight a label name.  This will put the name in the first "Labels" field.  

Note:    Most of the labels in the list box correspond with fields in IVM and are self-explanatory.

SPACE

Blank space for between columns.

LINE

The underscore character (“_”) used for written notes on report.

ITEM

Main Item number

SECONDARY

Secondary Item number

CATALOG

Catalog Number

TITLE

Title/Description

SUPPLIER-1

Vendor 1

SUPP1-ABRV

Will use “Abbreviation” in IVVM instead of vendor number.

SUPPLIER-2

Vendor 2

SUPP2-ABRV

Will use “Abbreviation” in IVVM instead of vendor number.

SUPPLIER-3

Vendor 3

SUPP3-ABRV

Will use “Abbreviation” in IVVM instead of vendor number.

PUB/MFG

Pub/Mfg

CPC-CODE

CPC Code

BINDING

Binding

CATEGORY-1

Cat #1 & Abbreviation

CATEGORY-2

Cat #2

DEPT-OVERR

Department (Now labeled in IVM)

MISC

Misc.

LOCATION

Location

MIN

Min

MAX

Max

IN-STOCK

On Hand

IN-STK-NET

On Hand less In Transit less On Consignment

ON-CONS

On Consignment

WILL-CALL

Will Call

IN-TRANSIT

In Transit (Multi-Store)

ON-OR

On Order

BACK-OR

Back Order

SPL-OR

Special Order

TBO

TBO/TBR (To be ordered / To be returned)

UOM

Units Pkg

CORE

Core

MOS-TO-STK

Months to Stock

RETAIL

Suggested Retail

SELL-PRICE

Our Price #1

PRICE-2

Our Price #2

PRICE-3

Our Price #3

TAXABLE

Taxable

SALE-PRICE

1st active promotion price

DISCOUNT

Discount

COST

Wholesale

GROUPING

Grouping

MODEL

Model

TIER2-AMT

Qualifying amount for selling price #2

TIER3-AMT

Qualifying amount for selling price #3

STATUS

Status Codes

JIT-CODE

JIT Code

SPL-CODE

Special Codes

INTERNET

Internet

RETURNABLE

Returnable

RETURN-BY

Return by Date

LST-RETURN Date last returned

LAST-ORDER

Date Last Ordered

1ST-REC

Date 1st Received

LAST-REC

Date Last Received

SOLD-1

Date Last Sold

SOLD-2

2nd to Last Sold Date

RECVD-MTD

Received Month to Date

RECVD-YTD

Received Year to Date

RECVD-LYR

Received Last Year

RECVD-YR2

Received Year Before Last

RECVD-TL

Received Total

RELATED

Related Products

IVDC/IVHR

IVDC/ Turn  (Allow IVDC and IVHR changes)

MAX-DISC

Max. Line Item Discount

PURCH-YTD

Purchases Year to Date

VARIANCE

Variance

CYCLE

Last 2 Sales Cycles in Days

RANK

Sales Ranking (Set by IVHR)

PUB-DATE

Publication Date

SETUP

Date Added to IVM

LAST-UPDTE

Last IVM Update

DISCON-DTE

Date Product was Discontinued or Un-discontinued

TRANFR-MTD

Transfers Month to Date

TRANFR-YTD

Transfers Year to Date

TRANFR-LYR

Transfers Last Year

TRANFR-YR2

Transfers Year Before Last

TRANFR-TL

Total Transfers

PROMO-PRI1

Promotion Price # 1

PROMO-PRI2

Promotion Price # 2

PROMO-PRI3

Promotion Price # 3

PROMO-PRI4

Promotion Price # 4

PROMO-PRI5

Promotion Price # 5

PROMO1

Promotion Name for Promotion # 1

PROMO2 Promotion Name for Promotion # 2
PROMO3 Promotion Name for Promotion # 3
PROMO4 Promotion Name for Promotion # 4
PROMO5 Promotion Name for Promotion # 5

BEG-SALE1

Beginning Sale Date for Promotion # 1

END-SALE1

Ending Sales Date for Promotion # 1

BEG-SALE2 Beginning Sale Date for Promotion # 2
END-SALE1 Ending Sales Date for Promotion # 2
BEG-SALE3 Beginning Sale Date for Promotion # 3
END-SALE3 Ending Sales Date for Promotion # 3
BEG-SALE4 Beginning Sale Date for Promotion # 4
END-SALE4 Ending Sales Date for Promotion # 4
BEG-SALE5 Beginning Sale Date for Promotion # 5
END-SALE5 Ending Sales Date for Promotion # 5

SOLD-CONSI

Sold on Consignment

SOLD-JAN1

Sold in the Last Complete Jan.

SOLD-FEB1

Sold in the Last Complete Feb.

SOLD-MAR1

Sold in the Last Complete Mar.

SOLD-APR1

Sold in the Last Complete Apr.

SOLD-MAY1

Sold in the Last Complete May.

SOLD-JUN1

Sold in the Last Complete Jun.

SOLD-JUL1

Sold in the Last Complete Jul.

SOLD-AUG1

Sold in the Last Complete Aug.

SOLD-SEP1

Sold in the Last Complete Sep.

SOLD-OCT1

Sold in the Last Complete Oct.

SOLD-NOV1

Sold in the Last Complete Nov.

SOLD-DEC1

Sold in the Last Complete Dec.

SOLD-CUR

Sold in the Current Period

SOLD-TL

Sold Total

SOLD-QTR1

Sold in 1st Quarter

SOLD-QTR2

Sold in 2nd Quarter

SOLD-QTR3

Sold in 3Rd Quarter

SOLD-QTR4

Sold in 4th Quarter

SOLD-YR

Sold in the Last 12 Months

SOLD-CALYR

Sold in the Last Calendar Year

SOLD-PRINT

Sum of the Months Printed (may include current)

LAST-6MO

Sold in the Last 6 Months

LAST-3MO

Sold in the Last 3 Months

SPL-JAN1        

Special Orders Sold in the Last Complete Jan.

SPL-FEB1

Special Orders Sold in the Last Complete Feb.

SPL-MAR1

Special Orders Sold in the Last Complete Mar.

SPL-APR1

Special Orders Sold in the Last Complete Apr.

SPL-MAY1

Special Orders Sold in the Last Complete May.

SPL-JUN1

Special Orders Sold in the Last Complete Jun.

SPL-JUL1

Special Orders Sold in the Last Complete Jul.

SPL-AUG1

Special Orders Sold in the Last Complete Aug.

SPL-SEP1

Special Orders Sold in the Last Complete Sep.

SPL-OCT1

Special Orders Sold in the Last Complete Oct.

SPL-NOV1

Special Orders Sold in the Last Complete Nov.

SPL-DEC1

Special Orders Sold in the Last Complete Dec.

SPL-CUR

Special Orders Sold in the Current Period

SPL-YR

Special Orders Sold in the Last 12 Months

SPL-TL

Special Orders Sold Total

TRAN-CUR

Transactions in the Current Period

TRAN-TL

Total Transactions

DISC-CUR

Discounts in the Current Period

DISC-TL

Total Discounts

RTL-CUR

Retail Sales in the Current Period

RTL-TL

Total Retail Sales

WEEK1

Sales for Week 1

WEEK2

Sales for Week 2

WEEK3

Sales for Week 3

WEEK4

Sales for Week 4

WEEK5

Sales for Week 5

WEEK6

Sales for Week 6

WEEK7

Sales for Week 7

WEEK8

Sales for Week 8

%-WKS-OH

% of Weeks on Hand

%-WKS-OHLY

% of Weeks on Hand Last Year

MODIFY-BY

Last Station to Change Record in IVM

IVP-EX-COST

Extended Cost for Inventory On Hand

IVST-UNITS

Unit Sales for the Sorted Period Used in IVP

IVST-RTL

Retail Sales for the Sorted Periods Used in IVP

DEPT DEPT #

Explanations for some of the others are as follows:

The numbers before the field names relate to the number of characters needed to print that field.  ?? before SPACE and LINE means that you may enter the number of characters needed.  If the field will print more characters than you need, you may limit by entering in the "Size" field the number of characters you want printed for that field.

Example:    Author has 14 characters, and we only want 09 to print.  Use the "Size" field to set how many characters of the label to print.  Enter a zero before a number less than ten.

Do this for each label you want to print on the report.

By default, all BSMGR reports print in portrait format until a line length of greater than 132 characters is reached.  At that point BSMGR will attempt to print in landscape.  Landscape printing on 8 ½ x 11 paper will accommodate up to 175 characters.  If the report is over 175 characters, legal size paper is necessary.  The user can either manually load legal paper or use the printer icon on the BSMGR toolbar to choose a printer that has a paper tray pre-loaded with legal size paper.

You may sort the printout by choosing the label to sort by under the "Sort #" field. You may use up to three sorts.

Select F5-Options to Save.

Using the Customized Report

After you save the report, you may print a "Custom Report" in IVP, IVST, and IVWO as follows:

Open these programs and choose the "Custom Report" format.   After you select OK, you will be asked to enter "Report Name."   Enter the name you gave to the report, select OK, and the printout will be in the format you created.