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HansaManuals

Creating a Report Using the Report Generator
Creating a Report Generator Report - Specifying the Primary Register
Creating a Report Generator Report - The Appearance of the Report
Creating a Report Generator Report - Choosing a Print Destination
Creating a Report Generator Report - The Width of the Report Window
Creating a Report Generator Report - Printing the Report
Creating a Report Generator Report - Adding White Space
Creating a Report Generator Report - Adding Searches
Creating a Report Generator Report - Adding a Secondary Register
Creating a Report Generator Report - Using Variables and Formulae
Creating a Report Generator Report - Printing Information from Matrices
   - Linking the Register and its Matrix
   - Printing Information from a Matrix
   - Matrix Rows of Different Types
Creating a Report Generator Report - Bringing Information in from Other Registers
Creating a Report Generator Report - Page Breaks
Creating a Report Generator Report - Filtering Records (Print If)
Creating a Report Generator Report - Adding Check Boxes to the Specification Window
Creating a Report Generator Report - Adding Radio Buttons to the Specification Window
Creating a Report Generator Report - Searching for Records within a Period
Creating a Report Generator Report - Break Points, Subtotals and Totals
Creating a Report Generator Report - Blocks
Creating a Report Generator Report - Syntax
Creating a Report Generator Report - Useful Functions
Example Reports - Listing Sales Figures
Creating a Report Generator Report - Common Error Messages

Tutorials for Standard Accounts

HansaManuals Home   >> Standard ERP   >> Report Generator   >> Creating a New Report  

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This text refers to program version 8.5  

Creating a Report Generator Report - Printing Information from Matrices - Matrix Rows of Different Types

This page describes dealing with matrix rows of different types in the output of Report Generator reports.

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Some matrices (for example, the Invoice matrix) can contain rows of different Types. For example, if an Invoice is a Credit Note, there will be a row containing the phrase "Credit of Invoice" and the Invoice Number of the Invoice being credited. If an Invoice is a Down Payment Invoice, there will be a row containing the phrase "Down Payment" and the Order Number of the Order for which the deposit is required. If an Invoice has been connected to a Prepayment, there will be a row containing the Prepayment Number and the Prepayment Amount. There may also be rows containing a Header, one or more Subtotals and/or Hidden rows. These are all rows of different Types. For example, a standard Invoice row is a Type 1 row, the Credit Note row is a Type 3 row, the Down Payment row is a Type 5 row, and the Prepayment row is a Type 6 row. You can find a full list at the end of this page.

When you add a matrix to a report, four new sections will be added to the 'Layout' card, as described here. In our example Customer List report, the Invoice Item Header, Invoice Item Footer, Invoice Item Before and Invoice Item After sections were added to the 'Layout' card. When you add fields to these sections, they will print information from every Invoice row, irrespective of Type. In some cases, the fields that we placed in these sections will be sufficient to print information from each row Type. In the example report illustrated below, the first Invoice is a Down Payment Invoice and the second Invoice is a full Invoice that has had the Down Payment Amount deducted. Each Invoice therefore contains a Type 5 row, and the information from these rows is shown in the report in an acceptable manner:

However, the fields currently in these sections will not print information from rows of all Types. For example, in a Credit Note row, the number of the Invoice being credited will not be printed. In a Prepayment row (a Type 6 row), the Prepayment Number will not be printed, as shown below:

The Prepayment Amount also appears in the Sum column, which is misleading because it is a partial payment against the Invoice, not a contributor to the Invoice total.

So, in this example, the fields in the four Invoice Item sections do not print information from rows of Type 6 in a satisfactory manner. To avoid this problem, we can add a new section for Type 6 rows only. To do this, follow these steps:

  1. On the 'Layout' card of the Report Definition, click the [Section] button. The "Section' dialogue box opens:

  2. Complete the window as follows:

    Type
    Choose the section type. Usually, and as in this example, you will be adding a new section because the fields in an existing section are not correct. Fields are usually contained in the Before section, so choose the Set Before option.

    Set Name
    Paste Special    Registers and Matrices in the report
    Use the 'Paste Special' feature to assign the section to one of the registers in the report.

    Row Type
    Specify the row Type that will be printed using this section.

  3. Click the [OK] button to add the section to the report. It appears in the report display area, just below the standard Invoice Item Before section:

    The new section will be printed for rows of Type 6, while the existing Invoice Item Before section will be printed for rows of all other Types. The sections will be printed in this order:

    Header
    Contact Header
    Contact Before
    Invoice Header
    Invoice Before
    Invoice Item Header
    Invoice Item Before or Invoice Item Type 6 Before
    Invoice Item After
    Invoice Item Footer
    Invoice After
    Invoice Footer
    Contact After
    Contact Footer
    Footer

  4. Add fields to the new row in the usual way:

    In this example, we added some text ("Prepayment Number") and a field to print the Prepayment Number. Depending on the row Type, we could also assign a different Style to these fields (this may be appropriate for Header or Subtotal rows).

    This is the resulting report:

The various row Types are as follows:

Invoices

1    Standard
3    Credit Note (use the OrdRow field to print the Invoice Number of the Invoice being credited)
4    Interest
5    Down Payment
6    Prepayment (use the CUPNr field to print the Prepayment Number)
9    Subtotal
10    Hidden Row
11    Rows marked with K in Correction Invoices
13    Sale of Gift Voucher (Touch-Screen Invoices) (use the GCNr field to print the Gift Certificate Number) (obsolete)
14    Receipt of Gift Voucher (Touch-Screen Invoices) (use the GCNr field to print the Gift Certificate Number) (obsolete)
15    Payment by Cash
16    Payment by Credit Card
17    Header

In most cases you can use the Spec field to print any editable text that may appear in the row (e.g. Down Payment comment, Subtotal comment, etc). Row Types 9, 10 and 17 are also used in Quotations and Sales Orders and Types 9 and 17 in Project Budgets. Type 6 is also used in Purchase Invoices (use the PrepayNr field to print the Prepayment Number and the PrepayAmount field to print the Prepayment Amount).

Receipts

1    Standard
5    Settlement Discount
6    Write Off
7    Bank Fee

Payments

1    Standard
5    Settlement Discount
7    Bank Fee

Please follow the links below for more details about:

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