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Karina Wakefield

Message Line on Reports - show message lines specifically on Reports (not Layouts)

SUGGESTED
Posted By

I have been asked to print out reports for meetings.
This report specifically is for SOPS - printing out an itemised quote list.

I usually enter an "M" Message line on the first line of every quote which I input the customer's enquiry reference.
I sometimes also add message lines on other lines to break up the quote, like a header so for example:


M       RFQ: 125798 - Bobby Lane overhaul
M       System 1
pn       Product                £ 100
pn      Service                  £ 50
M        System 2
pn       Product                £ 120
pn       Product                £ 80
pn      Service                  £ 150

I have managed to get the message lines to show on Layouts such as quotes, on delivery notes etc. but for some reason I cannot figure out how to make it show on reports. I have managed to allow "S" Special items on reports (S1, S2, S3 etc) but not "M" Message lines.

Reason
This is important because we can have many enquiries/quotes for each customer and the supply may appear to be similar.
Using the above example, we have also quoted the same customer for similar services to their "Poppleton Site".
During our sales meeting someone may announce that they have spoken to the manager at the Bobby Lane site and that the job is lost or that the Poppleton Site wants us to quote for additional work: I would not easily be able to identify which offer I need to note to close off on the printout so that I can make changes on Sage when I return to my office

Can anyone help?

  • 0
    SUGGESTED

    Hi Karina,

    It will depend on where you're trying to build the report from.

    The variable / join you need access to is INVOICE_ITEM.DESCRIPTION which will only be available from within the Invoice and Credits module. (You'd need to also make sure your filter allowed for it to show, you can check this under Report > Filters in Report Designer)

    This is because a message line doesn't update to the ledgers you'd be unable to build a report from say Customers or Transactions.

    If this has answered your question please click More > Verify Answer.

    Hope this helps,

    Ian

  • 0 in reply to Ian C

    The Report is from Sales Orders
    There are other pre-built Sales Orders Reports which show the Message Line such as "Despatched Sales Orders" (SOPDESP)

    I have tried mimicking the joins, section headers, filters etc. from the reports which show the Message lines, but it still doesn't work.

    I have added INVOICE_ITEM.DESCRIPTION to the Join Editor, linking the Description to the INVOICE_ITEM_PROJECT Description (not sure which conditional join type and join type to put in here).

    By mimicking the reports where Message line shows, my report stops displaying S Special Items.
    I reapplied the Sage Tutorial and changed STOCK_CODE join from inner back to ParentOuter and it now shows all S Special Items (both products and services) but Message line still not showing

  • 0 in reply to Karina Wakefield
    SUGGESTED

    Hi,

    So the "Despatched Sales Orders" (SOPDESP) report is set up to show message lines already by using SOP_ITEM.DESCRIPTION 

    However, it also uses a filter to only show Orders that have been despatched SALES_ORDER.DESPATCH_STATUS_CODE <> 0

    If I despatch / part despatch the sales order, the message line shows on that report by default. (This report also shows S1 lines by default too)

    Has the order you want to show on the report been despatched?

    If this has answered your question please click More > Verify Answer.

    Ian

  • 0 in reply to Ian C

    Hi Ian,
    No, they are quotes only.
    Another pre-built report (SO_LIST.REPORT) shows message lines too. This includes items where are dispatched, unallocated as well as Quotes.

    Again, I have tried to copy all joins, headers and filters which I can find on the SO_LIST.Report, but still no luck.  Disappointed

  • 0 in reply to Karina Wakefield

    Hi,

    The "Despatched Sales Orders" (SOPDESP) report wouldn't be suitable if you're using quotes.

    The SO_LIST.Report will show the message line by default without any amendments.

    Might be worth popping up on webchat or giving us a call so we can talk in real time - Chat options can be found at the bottom of this link >> Sage Help Centre

    Ian

  • 0 in reply to Ian C

    Hi Ian
    I decided to recreate the report using the SO_LIST.Report as the Message Lines seem to show on this and I couldn't find any reason why my other report woudln't display them. It may have been some hidden setting present on the report I used as a template?

    Thank you, I don't think that I would have thought to do this if we hadn't had this back and forth chat.

  • 0 in reply to Karina Wakefield

    Pleased you got it sorted, let me know if you need anything else Slight smile

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