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.

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.