We are having trouble creating a simple report in Quickbook Enterprise 14 for Windows. We just switched from Sage 50.
We are used to running a report called a Unit Activity Report, It contains these headers:
Item #, Item Description, Last Cost, Units Sold, On Hand Qty, Qty on Po
We have all the headers setup except for "Units Sold". This report is crucial for our business. I have some experience with the ODBC Driver for Quickbooks Enterprise with Access so I could try and create the report there I just have no idea where to start.
Does anyone have any ideas or information for my problem?
There's no built in report that shows all of the columns that you would want. The closest one would be the "Inventory Stock Status by Item" under the Inventory report category. This report will not show the total units sold, but will show the average per week based on the date range you choose.
One solution that might be viable is to run the "Inventory Stock Status by Item" report, and then also run the "Sales by Item Summary" report (located under the Sales report category). The second report will show the total quantity sold. You could export these to Excel and combine them into one report (cut and paste).
If you were to go with the ODBC driver you'll end up needing to query the Item List for Item #, Description, and Cost, all sales transactions (Invoices, Sales Receipts, and Credit Memos) to get sales information, Open Purchase Orders. If you want On Hand as of the selected date and not just On Hand as of now, you'd also need to backout sales, credits, receiving, and item adjustments. It could end up being a bit complex. I'd probably use the two report method first until you get a bit more familiar with QuickBooks and the ODBC tables in QuickBooks.
Related
this question is very specific to the Concur implementation of the IBM Cognos Report Studio tool since it primarily focuses on the data model used therein.
It contains business travel expense information including the travel itineraries, which are the main source of this report:
Itinerary Example
My goal now is to create a report showing which destination countries the employees traveled to (all countries if more than one country was visited in a single itinerary), how many single business trips were taken to that destination country/countries, the average duration of the business trips to that destination country/countries and the number of all trips. If possible, duration of stay by country would be great, but i have no idea how to go about that. Mockup
Using a repeater based on the field [Arrival Country] from the itinerary, i managed to get something that looks what i am trying to achieve, but it somehow does not include the home country once i cut out the other identifying columns (Itinerary Key, Departure Country, Arrival Country).
I then did a count(distinct([Itinerary Key] for [Arrival Country Repeater] which gave me numbers, but i am not really sure they are correct in this case.
Repeater
Also, as soon as i add query calculations to include the average duration, the repeater fields go blank.
Is there another way to get the report i want to build?
Are there major flaws with my attempt?
Thanks a ton for any and all suggestions!
I need to Update Prices for bulk of items for each warehouse. The Activate Price button is on InventItemPrice Form (Path: PIM > Released Products > Manage Cost > Item Price).
I have a process where I am using the same code of that Activate Price button to update prices for bulk products for each warehouse.
So the activate Button will go one by one (each product with each warehouse) at one time and will activate.
If I do this way, it is taking lot of time to update prices for bulk amount of Products.
Is there any other alternative for this to Activate price for bulk products?
I observed one more thing in this process, if there are multiple records in InventTrans for an Item then in the process of this activation, InventStdCostAdjust::adjustCostFinancialTrans method has a query which loops as many times as the records in inventTrans which is making this process hangup/making slow because some items have 1000's of records in that table for each item.
So to conclude this, I would need some help or need some tips about Best Approach to Activate Prices for Bulk Products(70000 approx)(5warehouses).
As SShaheen suggested, I wrote a batch job with a query that accepts Warehouse as a Parameter. I tried to run 6 batch jobs at same time, but it throws error saying deadlock for item. This happens because all are picking the same item for 6 warehouses so this happens.
I tried to run the batch job with First ware house and then wait for couple of mins and started second one and similarly 3,4,5,6. This WORKED. This helped me to reduce the time taken by 6. (TotalTime)/6. I am still working on trying to decrease this time as I have around 80000 records. Will keep posted if i found a better solution.
I am investigating chances to use Firebase for my next project.I spent several days reading and building a "prove of concepts" project. In the demo project i build a shopping cart.In the admin section i can create products, and the client can buy it.When the client checks out i push to the closed-orders node a complex object which stores all data for the deal like this simplified version:
closed-orders
-order_id
-date
-client_id
-products
-product_id
-sale_price
-delivery_price
-qùantity
-product_id
-sale_price
-delivery_price
-quantity
....more products sold in this order
next order....
It is easy to do it that way and i can acces every different order and show it in the admin, but i want to make queries about the total sales, sales by product and a query about the profit.
Example question asked
1.What is the total quantites sold for every product from date1 to date2
2.What is the total turnover from date1 to date2
3.What is the profit for date1 to date2.
I want to answer this questions without downloading the whole dataset in the brwoser of course, because i do not think i can afford to pay for such bandwidth.Orders for one year could be tens of thousands:)
I wrote about Elastic search, keen.io but i am not sure exactly what functionality they offer and if it will answer my questions in a bandwidth friendly way.
Our web application manages Employee entries on their own activities, and will show dashboards with isCube.
During the day, all the Employee will have to insert data on web application, and the dashboards will have to show real data, every time that incremental load will be scheduled.
All Employee will insert details of their own activity during the day, what they do, the projects on which they worked, the output they produced (for example how many insurance policy they have done) and so on.
During the day it is possible that Employee will have to update and delete their own datas.
So this is the reason why we would like to have incremental rows Inserted/Updated/Deleted.
Is there a way to do this or we have to schedule Full Load during the night?
Thank you
BR
Maria
This is not really a development questions, better to handle this in the standard icCube forum
I want to develop some crosstab also know as pivot reports in Asp.net with x-axis and y-axis being dynamics, allowing grouping by row and column, for example: have products in y-axis and date in x-axis having in body number of sells of a given product in a given date, if date in x-axis are years, i want subtotals for each month for a product (row) and subtotals of sells of all products in date (column)
I know there are products available to build reports, but i am using Mysql, so Reporting Service is not an option. It's not necessary for the client build additional reports, i think the simplest solution is having a control to display such information and not using crystal report (which is not free) or something more complex, i want to know if is there an available free control to reach my goal.
Well, does anybody know a control or have a different idea,
thanks in advance.
You don't need SQL Server to run Reporting Services reports.
gotreportviewer.com have all the info (look for Generate RDLC dynamically - Matrix in the right column)