“Item Receipts Summary” / “Item Receipts Details” Reports

Reports List from the Menu:

• were added the next Reports to the List:
  • Item Receipts Summary;
  • Item Receipts Detail;
• after clicking on the reports -> corresponding forms of Reports are opened.

Report “Item Receipts Summary”:

• Rules:
  • data is filtered by date and is grouped by Vendor;
• Filters:
  • Date From / To -> required date pickers for separated date;
  • Vendor Name -> dropdown List;
  • Store -> dropdown List;
  • “Search” button:
    • is always clickable;
    • after clicking on the button -> the Datagrid is filtered based on the selected filters;
• Datagrid:
  • were added next columns:
    • checkboxes;
    • Vendor;
    • Total Receipts;
    • Total Credits;
    • Total:
      • Total Receipts – Total Credits;
    • Total Payments;
  • at the bottom of the Datagrid are displayed Total values:
    • Total Receipts;
    • Total Credits;
    • Totals;
  • After double click on the line -> the “Item Receipts Detail” Report is opened;
• “Export to Excel” button:
  • after clicking on the button the excel is downloaded with data from datagrid;
  • if some lines are checked -> are downloaded only checked lines;
  • if no one line is checked -> are downloaded all lines from datagrid;
• was added column selector.

Report “Item Receipts Detail”:

• Rules:
  • data is sorted by Vendor then by order date;
• Filters:
  • Date From / To -> required date pickers for separated date;
  • Order # -> textbox;
  • Order Type -> dropdown List;
  • Vendor Name -> dropdown List;
  • Store -> dropdown List;
  • “Search” button:
    • is always clickable;
    • after clicking on the button -> the Datagrid is filtered based on the selected filters;
• Datagrid:
  • contains next columns:
    • checkboxes;
    • Order Type;
    • Order Date;
    • Order Number;
    • Vendor;
    • Order Total;
    • Store;
  • at the bottom of the Datagrid is displayed Total value;
• “Export to Excel” button:
  • after clicking on the button the excel is downloaded with data from datagrid;
  • if some lines are checked -> are downloaded only checked lines;
  • if no one line is checked -> are downloaded all lines from datagrid;
• was added column selector.

OMS Web -> Settings -> Permission:

• were added new permissions to Reports tab -> Reports List:
  • Can View Item Receipts Summary Report:
    • if for user the checkbox is unchecked:
      • “Item Receipts Summary” Report is hidden from the Report Menu List form;
  • Can View Item Receipts Detail Report:
    • if for user the checkbox is unchecked:
      • “Item Receipts Detail” Report is hidden from the Report Menu List form.