IdealWare Online Users Manual

GS5-01 GENERAL SYSTEM GUIDE LISTINGS, REPORTS AND FORMS
29124 Listings, Reports

 

PURPOSE

 

Ideal applications enable you to produce printed output of various types. These include:

  1. Listings of all or part of the records stored in master files.
  2. Reports based on transaction data files.
  3. Forms that facilitate the gathering and collating of information.

 

PROCEDURE

 

There are two types of programs that generate listings, reports and forms: those that go directly to the printer selection menu and those that require user input before printing. Programs that go directly to the printer selection menu are primarily listings of maintenance records that simply print out the complete master file.

 

Such listings programs include: Payment Terms Codes Listing, Customer Sales Group Listing, Currency and A/P Terms Code Listings, etc. for which the only useful range of data includes the entire file.

 

Depending on the specific type of data involved, some programs that generate listings and most report programs require you to enter output parameters such as current or history records, a range or specific block of data to include, or whether to print detail or summary totals. Specific limiting parameters vary depending on the type of report and data to be included.

 

For programs requiring user input to set parameters, simply follow the prompts. For example, in IdealWare to print an Inventory Transaction Report you would select Inventory Transaction Report from the Inventory Processing menu. The screen is cleared and you are presented the following prompts.

 

** ENTER STORE CODE (CR=ALL): 01

 

In a single store environment this entry defaults to the usual store code and description, in a multiple store environment enter the store code. Press [F5] to display the list of store/yard codes for selection.

 

** ENTER STARTING PRODUCT (CR=FIRST):

 

You can print a report to include any or all products in your inventory. Enter the product code of the first product to include in the report or press [Enter] to begin with the first product in your inventory.

 

** ENTER ENDING PRODUCT (CR=LAST):

 

Enter the product code of the last product to include in the report or press [Enter] to end with the last product in your inventory.


** PRESS CR TO CONTINUE:

 

[Enter] to accept parameters and display the printer selection menu.

 

[F3] to re-enter product codes.

 

[F4] to exit the report program and return to the menu.

 

 

PRINTING

 

At the Printer Selection menu, print the listing, report or forms. You can print to a printer, a disk file or to the display terminal. Reports and listings default to 17 characters per inch. This insures that the report or listing fits on a letter sized page. Some reports do not print to screen.

 

See 29078 PRINTER SELECTION.

 

 

 

COMMON PROMPTS

 

** PRESS CR TO CONTINUE; 'P' FOR PRINTOUT:

 

[Enter] to advance to the next screen or clear the display.

 

When there is more than one screen of data to display, pressing [Enter] will display the next screen; if there is only one screen of data or if the final screen of data is displayed, pressing [Enter] will clear the display and return the cursor to the key field. Generally, up to twelve transactions will be displayed at a time. Press [Enter] to advance to succeeding screens or [F3] to back up to previous screens. The last screen will display a total.

 

 

"P" to print a report of the information.

 

When you exit the program, you will access the printer selection menu.