Most of our pre set up reports in Solomon are created with Crystal report writer. Although we have a powerful way to create quick exception type reports using the select tab on a typical report, many SL users are frustrated by the fact that we do not have lookup or F3 possible values for the field column. This is an example of programmer vs. customer interface which means we need to understand what the programmer called a field by the name the programmer originally gave to the field. Here in lies the problem. What programmer think are good names, may not be what you think these names should be.
A tip which can help you get past this problem is to take advantage of your customersource membership. Log in to customersource and in the search customersource field type: Report Assistant. You should be able to find several report assistant brochures which can help you learn about reporting with various modules. Being a graphical person, the part of these report assistance is screen like this:
From this screen you can learn the name of the key table that the data was originally posted to (i.e. batch, apdoc, aptran) and the field name. Know this information it is really a cake walk to get selected data for your exception report.
Another thing people forget that you can select on a field which is not displayed on the report and still create an exception report. For instance, in the report, General Leger Detail you can find information about a specific AP invoice number by creating this type of selection statement:
Where you are looking for ap invoice 1234 in the current GL period.
Good luck with your new tool, Report Assistant.
Regards,
Jeff Cozens
Ps. Contact me if you need more help finding report assistant documents.
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