Navigator > Setup >Inventory Control > Stocktake Designer
You can design your own Stocktake Report, or open and modify an existing stocktake report design. To design a stocktake report quickly, start with an existing layout, save it with a different name, then modify it. Sample reports are installed with the Accredo server install, and are also available on the Accredo website.
Note: If you modify reports that are provided with Accredo it is important to save them with different names, as when Accredo updates are installed, the reports can be overwritten.
The IC Stocktake Designer is based on the Report Designer and has similar functionality. Full report design facilities including MaxBasic are available.
Iterators are available to create sub-sets of records. Iterators can be applied to Bands to filter records shown in a band. Iterator objects allow setting of the SortBy property in the BeforeReport code.
Name |
Iterators filter records that are shown in the report. Available Iterators are:
|
Bands |
The Bands in the report to apply the iterator to. |
Sort Order |
Optionally select fields to sort records in the iterator. |
Filter |
Optionally select fields to further filter the iterator. |
Objects available in the Stocktake Designer in addition to the standard objects are:
Product |
Fields from the Product record. |
Quantities |
Details of product quantities. |
StocktakeHead |
Fields from the Stocktake Header record. |
StocktakeLine |
Fields from the Stocktake Line record. |
A sample IC Stocktake is provided with the Accredo Server Install, and is also available on the Accredo website. The Sample IC Stocktake is:
To use documents downloaded from the website, ensure your document designer is the latest version.