isolate a certain product and see what customer own it?

SOLVED

hello!

I am trying to figure out if I can do a report that will show certain products and what customer owns them already?  I am new and I haven't been able to figure it out yet. 

Thanks. 

  • +1
    verified answer

    in Order Entry, look under REPORTS -- PART sales by Customer Report

  • 0
    SUGGESTED

    Yes, as Vince indicted the OE, Reports, Part Sales by Customer Report would be the best report.  AND if you hit the Look Up...there are 2 options 1) Part Sales by Customer Report and 2) XLS Part Sales by Customer Report, which puts it in a better format to export to excel.

    Thanks,

    Coleen

  • 0 in reply to Coleen Graber

    I am now trying to get a list of products we ordered with in a certain time frame...In order or PART ID.  And I can't figure out how to create the report?!  I just need it to show all parts that are same in order

    example: in between certain dates that were ordered.

     Red bear

    Red bear

    red bear

    Blue bear

    blue bear

    White Bear 

  • 0 in reply to [email protected]
    SUGGESTED

    [email protected]

    I don't see any canned reports that fit your needs.  You may want to look at the IC, Report, Transaction Summary Report or the Inventory Performance Report and look at Receipts - items you receipted in.  If you are talking about things you ordered, you may want to try using Custom Exports or Custom Reports and use the Data Source "IC Purchase Orders Detail".  Otherwise, you may want to work with a reseller or consultant that may be able to customize a report that your company needs.  If you need a reseller referral, you can call 800-447-5700 and our Client Care or Sales department can find you a reseller for your needs.

    Thanks,

    Coleen Graber

  • 0 in reply to [email protected]

    simple custom export

    Inventory Control Module

    Custom Export

    New report - give it a name

    Data type  - IC Reciepts  >>>> this is what was been received into inventory

    a few fields are needed  in SELECT

    ICPart ID  

    ICPart Description

    ICTransaction. TransactionDATE

    ICTransaction Type   (=1  if you get a lot of dirty data add this to the filter section)

    ICTransaction OriginalQty     <- Miss leading field descriptor but it is right

    Next

    SET SORT

    ICPart ID

    next

    Then last is  the FILTER (or Sort set)

    ICPart Between "A" and "B"

    AND

    IcTransaction TransactionDate Between "MM/DD/YYYY" and "MM/DD/YYYY"

    DONE

    EXPORT the results to Excel

    Now you can SUBTOTAL the data or run FILTERS

    There be maybe too much information in this report example , but it can be easliy removed or not included