報告：構建用于掃描和打印的報告.pdf

1、Reporting:Building Reports for Scanning and PrintingJohans Saavedra2AgendaIntroductionLearning Objectives Session Overview Business Scenario DiscussionUse Case:Making the Quoting,Picking and Packing processes more efficientSolutionBenefits and Considerations DemoQuiz Q&A|Survey CompletionSummary and

2、 Key Takeaways3Presented byJohans SaavedraERP Functional Consultant4CPE DisclaimerThis session is NASBA-compliant,and you may get 1 CPE credit if you fulfill the following requirements:Participate in at least one quizProvide your full name and email address when you complete a quizFailure to provide

3、 your full name and email address will result in Acumaticas inability to recognize you in our reports;thus,we will be unable to issue a CPE certificate for you.If you are not interested in getting the CPE credit,specifying your personal details is optional.Learning Objectives6Learning ObjectivesIn t

4、his session,you will learn how to do the following:Build a Report Designer report designed to printing and scanning.Review concepts,such as transferring Generic Inquiry definitions to the Report Designer and adding formatting,barcodes,and images across multiple reports.Build sub-reports with variabl

5、es.Learn how to add groups,headers and footers.Session Overview8Acumatica Offerings Acumatica Report Designer gives you the flexibility to gear the report design and the outcome to your users needs for information.9Importance of Report DesignerCollect data from the Acumatica ERP Database.Using Repor

6、t parameters specified by the user.Group,Sort,Filter and display data based on settings specified when designing the report to avoid the user to perform manual steps.Business Scenario11Use CaseCompany StoryCompany Name:WINC(Windows,Inc)Industry:Distribution industrySize:MediumPrimary Focus:Selling,A

7、ssembling,and Shipping Windows to Residential and Commercial customer.Challenges:Salespersons need to generate two reports for Quoting purposes,one from SO for regular Items and another from the Estimates(AM303000)screen for Assembly Items.Warehouse Workers spend time on manually looking for the Inv

8、entory Items and identifying them.Manually generating labels for the packages to be shipped.SolutionUse of Sub-ReportsUse of Images Use of Barcodes13Acumatica Designer Reporting ToolsImages14Acumatica Designer Reporting ToolsSub-ReportsBenefits and ConsiderationsHappier Employees/CustomersSave time

9、on manual tasksSave money on resourcesDemo17QuizQuizScan the QR code to participate in the quiz.To receive CPE credit,you must include your full name and email address at the end of the quiz.20Quiz ExplanationQ:How many grouping conditions can you specify for a report?A:Any number of conditions.Repo

10、rt Writer can create as many groups as it is needed.They can be composed by a single field,multiple fields with or w/o conditions.QuizScan the QR code to participate in the quiz.To receive CPE credit,you must include your full name and email address at the end of the quiz.22Quiz ExplanationQ:Select

11、all the statements that are applicable for transferring parameters to Subreports.The parameter names should match.The parameter data types should match.Using parameters is the only way to link the main Report to Subreports.If names and data types dont match the Sub-reports will not retrieve any data

12、.QuizScan the QR code to participate in the quiz.To receive CPE credit,you must include your full name and email address at the end of the quiz.24Quiz ExplanationQ:Select all the images you can show in a report.An image uploaded to the site folder(External)An image from the databaseA barcodeThese ar

13、e the options available in the Report Designer when an Image object is added.Session Summary26Conclusion and Key Takeaways When to use Report DesignerThought process of creating a ReportHow and when to use some of the Report Designer toolsHow Report Designer can solve different challenges in the Com

14、pany27Keep in touch!No Reliance This document is subject to change without notice.Acumatica cannot guarantee completion of any future products or program features/enhancements described in this document,and no reliance should be placed on their availability.Confidentiality:This document,including an

15、y files contained herein,is confidential information of Acumatica and should not be disclosed to third parties.Kwiat 18K Diamond Pendant NecklaceSaddleback Leather Flight Bag BriefcaseWe want your feedback.Q&AEvery survey completed=an entry to win!Clive Coffee Lucca A53 Mini V2Espresso MachineComplete a survey in the Summit app for an entry to win one of these awesome customer prizes!Johans SaavedraJ