Reports

 

 Reports are used for representing the data in a useful format.

 

Report Components

 

 The report components are

 Report Introduction: A report exists as a set of specifications that are read by JDE batch engine for processing. We can create variations of a single report using versions.

 Report Objects: JDE is object based. Each report template is considered as batch application. When you add report object the system creates a header record in OL Manager Table(F9860).

 Report Sections: Report sections are basically components of a report. Selection types include:

1.    Report header and Report Footer Section: Report Header section appears once at the beginning of the report. Report Footer appears once at the end of the report.

2.    Page Header and Page Footer: Page Header section appears at the beginning of every page. Page Footer appears at the end of every page.

3.    Detail Sections: These presents the information that the report is designed to convey. The types of sections are Columnar, Group and Tabular. The data for these sections is populated from a business view. In addition to Business View fields we can define and add data fields to detail report section such as data dictionary fields, constants and variables. Within this detail section we can do the following:

·         Attach a business view.

·         Sequence data using business view fields.

·         Define level break using data sequencing fields.

·         Filter data based on designated criteria.

·         Present totals.

·         Attach Event Rules.

 

The guide line for the size of a report template is not the number of sections but the physical size. A report design should not exceed a size of 45 inches in length and width.

 

 Types of sections

Columnar Section is a fixed format. We can’t change the format this is least flexible section.

Group Section has free form design capability. It is the most flexible section. We can change the format. We can drag and drop the variable and constant to anywhere in the section.

Tabular section is same like columnar section and it has the following additional features:

     1.    Drill down Feature

     2.    Automatic Totaling

     3.    Sub totaling and its balance sheet

Steps to Create a Columnar Report with the Director

 

The sample columnar report below, used for an annual salary review, was created with the Director. It is based on the business view V060116A - Employee Master, and it uses the following columns from that business view:

Address Number

Name - Alpha

Business Unit - Home

Pay Class (H/S/P)

Date - Original Employment

Rate - Salary, Annual

A columnar report format was selected for this report because, being no more than a straightforward listing, the information is best displayed in rows and columns of data. Furthermore, because no column calculations were required, a tabular report format was not needed.

To create the example columnar report

1. Launch the Report Design tool.

2. On Report Design, choose New from the Report menu.

3. On Create New Report, fill out the form as illustrated below, and then click OK.

Enterprise Report Writing

Note that the text you enter in the Report Name field appears on the left side of the page header and that the text you enter in the Description field appears in the center of the page header under the company name.

4. On the Director’s Welcome form, choose Page Header and Columnar, and then click Next.

5. On the Page Header Details form, click Next.

6. On the Business View Selection Option form, choose I’ll Find a Business View Myself, and then click Next.

7. On the Director’s Select Business View form, search for and choose the V060116A - Employee Master business view, and then click Next.

8. On the Section Layout form, use the horizontal arrow buttons to select the following columns and move them to the Select Columns column:

• Address Number

• Name - Alpha

• Business Unit - Home

• Pay Class (H/S/P)

• Date - Original Employment

• Rate - Salary, Annual

9. Ensure that the columns are ordered as listed above. Use the vertical buttons to change the order of the selected business columns, if necessary.

Note the correlation between the order of the columns on this form and the order of the columns on the report illustration.

10. Click Next when the selected columns are arranged as shown.

11. On the Section Data Sequencing form, use the horizontal arrow buttons to select and move the Name - Alpha column to the Selected Columns column, and then click Next.

12. On the Define Sort Properties form, ensure the sort arrow points up (to alphabetize the report in ascending order by name), and then click next.

13. On the Section Data Selection form, click Next. (No data selection was defined for this example.)

14. On the Director’s Finish form, click Finish.

Report Design appears, displaying the report you just created.

15. Click Save to save the report.

16. Click the Preview tab to see the report. It should look similar to the sample report illustration at the beginning of this section.

To save a report

On Report Design, perform one of the following:

• From the Report menu, choose Save

     • Click the Save button on the toolbar

Steps to Create a Group Report with the Director

The sample group report below was created with the Director. It is based on the business view V41021E - Item Location, Item Master Join, and it uses the following columns from that business view:

 Location

 Item Number - Short

 Primary Location

 Category G/L

 Quantity on Hand - Primary units

 Quantity on Backorder

 Business Unit

Additionally, the report displays items from Business Unit 27 only.

To create the example group report

1. Launch the Report Design tool.

2. On Report Design, choose New from the Report menu.

3. On Create New Report, fill out the form as illustrated below, and then click

OK.

Note that the text you enter in the Report Name field appears on the left side of the page header and that the text you enter in the Description field appears in the center of the page header under the company name.

4. On the Director’s Welcome form, choose Page Header and Group on the Welcome form, and then click Next.

5. On the Page Header Details form, click Next.

6. On the Business View Selection Option form, choose I’ll Find a Business View Myself, and then click Next.

7. On the Select Business View form, search for and choose the V41021E - Item Location, Item Master Join business view, and then click Next.

The Director’s Section Layout form appears.

8. On the Section Layout form, use the horizontal arrow buttons to select the following columns and move them to the Selected Columns column:

• Location

• Item Number - Short

• Primary Location

• Category G/L

• Quantity on Hand - Primary units

• Quantity on Backorder

• Business Unit

9. Ensure that the columns are ordered as listed above. Use the vertical buttons to change the order of the selected business columns, if necessary.

Note the correlation between the order of the columns on this form and the order of the columns on the report illustration.

10. When the selected columns are arranged as shown, enter a 3 in the Number of Columns field, and then click Next.

11. On the Section Data Sequencing form, use the horizontal arrow buttons to select and move the Location and Item Number - Short columns to the Selected Columns column.

12. Ensure the columns appear in the Selected Columns column as indicated in the figure below. In this way, items on the report will be sorted first by location and then second by item number.

13. Click Next when the selected columns are arranged as shown.

14. On the Define Sort Properties form, ensure the sort arrows point up (to alphabetize the report in ascending order in both categories), and then click next.

The Director’s Section Data Selection form appears.

15. On the Section Data Selection form, fill out the grid fields as follows:

• Left Operand - BC Business Unit (F41021)

• Comparison - is equal to

• Right Operand -When you double-click , the Single Value form appears.

16. Click the Single Value tab, enter 27 in the Business Unit field, and click OK.

Steps 15 and 16 limit the report to displaying records associated with Business Unit 27 only.

17. On the Section Data Selection form, click Next.

18. On the Director’s Finish form, click Finish.

Report Design appears, displaying the report you just created.

19. Click Save to save the report.

20. Click the Preview tab to see the report. It should look similar to the sample report illustration at the beginning of this section.

To save a report

On Report Design, perform one of the following:

• From the Report menu, choose Save

     • Click the Save button on the toolbar

     Steps to Create a Tabular Report with the Director

The sample tabular report below was created with the Director. It shows the total amount in outstanding purchase orders for each business unit in a company. It is based on the business view V4311A - Purchase Order Detail Browse and it uses the following columns from that business view:

 Business Unit

 Order Type

 Amount Open

The report is organized by Company and displays item names. Also, it is filtered to display only those purchase orders (as opposed to items ordered by other methods such as purchase requisitions) for stocked parts that have a balance and are not yet closed. While this stipulation might seem obvious, you must plan for and define this filter when you set up the report.

A tabular report format was selected for this report because of the automatic totaling and Display Column features of tabular reports.

To create the example tabular report

1. Launch the Report Design tool.

2. On Report Design, choose New from the Report menu.

3. On Create New Report, fill out the form as illustrated below, and then click OK.

Note that the text you enter in the Report Name field appears on the left side of the page header and that the text you enter in the Description field appears in the center of the page header under the company name.

4. On the Director’s Welcome form, choose Page Header and Tabular, and then click Next.

5. On the Page Header Details form, click Next.

6. On the Business View Selection Option form, choose I’ll Find a Business View Myself, and then click Next.

7. On the Select Business View form, search for and choose the V4311A - Purchase Order Detail Browse business view, and then click Next.

The Director’s Section Layout form appears. Note that the Director has added a Description column for you already.

8. On the Section Layout form, use the horizontal arrow buttons to select the following columns and move them to the Select Columns column:

• Business Unit

• Order Type

• Amount Open

9. Ensure that the columns are ordered as listed above. Use the vertical buttons to change the order of the selected business columns, if necessary.

Note the correlation between the order of the columns on this form and the order of the columns on the report illustration.

10. Click Next when the selected columns are arranged as shown.

11. On the Section Data Sequencing form, use the horizontal arrow buttons to select and move the Order Company (from table F4311) and 2nd Item Number columns to the Selected Columns column. Ensure that the columns are ordered as shown below, and then click Next.

Note that this report is sorted on business view columns that are not included for display in the report.

12. On the Define Sort Properties form, ensure the sort arrow points up (to alphabetize the report in ascending order by name) and that Level Break is selected for both business view columns. Then click next. Making these two columns level breaks ensures that the Description Column displays properly and that the system displays totals for open orders each time the system displays a new record.

13. Filter data to appear on the report as follows, and then click Next. Note that each succeeding line of the filter is connected with an And operator. You must use And in this case because every data item must meet all of the criteria to be included in the report.

• To include only purchase orders with a balance:

• Left Operand - Amount - Open (F4311)

Although you select Amount - Open (F4311) from the drop-down list, the item appears as BC Amount - Open (F4311). BC is a code that indicates the item is a business column.

• Comparison - is greater than

• Right Operand -

Note that you cannot enter a value of zero as a literal value.

• To include only purchase order items (purchase orders in the F4311 table are indicated by the code PO):

• Operator - And

• Left Operand - Order Type (F4311)

• Right Operand - OP

OP is a literal value. To insert it, select . The Single value form appears. Click the Single value tab, enter OP in the Order Type field, and click OK.

• To include only open purchase orders (indicated in the F4311 table by any code except 999):

• Operator - And

• Left Operand - Status Code - Next (F4311)

• Comparison - is not equal to

• Right Operand - 999

999 is a literal value.

• To include only stocked items (indicated in the F4311 table by a code of S):

• Operator - And

• Left Operand - Line Type (F4311)

• Comparison - is equal to

• Right Operand - S

    S is a literal value.

14. On the Director’s Finish form, click Finish.

Report Design appears, displaying the report you just created.

15. Click Save to save the report.

16. Click the Preview tab to see the report. It should look similar to the sample report illustration at the beginning of this section.