JA Tutorial: Product Qty Variation per Job

In this tutorial, you will design a report showing Estimated Quantities, Actual Quantities and Variation, as well as Quantity to Invoice and Quantity Invoiced for each Product, grouped by Job.

1. Go to Navigator > Reports > Job Analysis > Analysis Report Designer.
2. Set the Analysis Type to Transactions And Estimates.
3. In the Analyse grid, select Job then IC Products, to analyse information relating to Jobs at the top level, followed by IC Products.
4. In the Analysis Range, change the Analysis to All Periods, to see results for the entire Jobs, regardless of Period.

   Note: You can also tick Advanced Analysis to make other fields available to select on the Fields tab for IC Products, such as Quantity in Stock and Quantity Available, but be aware that these are "as at now" figures, not figures based on your Analysis Range.

5. Go to the Fields tab. You will see that the first line is already populated with Job Job Code, and the second line with IC Products ProductCode. These are the primary keys for these Analysis Groups. Because the report has two levels of grouping, Accredo puts a 1 in the Group field for the first group. 1 is the outer-most level and means this report will be grouped by Job Code.
6. Insert a new line and select Source Job and Field Name JobName.
7. Select the JobName line you added, and click Move record up (Shift+Up), so that JobName is underneath JobCode.
8. Under Source and Field Name, add the following selections.

   Source	Field Name
   IC Products	Description
   Summary	QuantityEstimated
   Summary	TransactionQuantity
   Summary	ApprovalInvoiceQuantity
   Summary	InvoicedQuantity
   Calculated	QuantityVariation

9. Improve the presentation of the report by making the following changes:

• Remove the Display Label for Job Code.
• Change the Display Label for Job Name to a dash -, to show the code followed by a dash then the name printing at the top level.
• Select the Blank Zero column for each Summary field. This stops zeros printing if the field has no value and makes the report easier to read.

  Change the Display Labels as shown below to make them clearer and use the Pipe Character (|) between words so they are word wrapped.

  Field Name	Display Label
  Quantity Estimated	Quantity|Estimated
  Transaction Quantity	Quantity|Actual
  Approval Invoice Quantity	Quantity|To Invoice
  Invoiced Quantity	Quantity|Invoiced
  Quantity Variation	Quantity|Variation

1. Go to the Output Selections tab and enter a Report Title to be displayed on the report, such as Product Qty Variation per Job. You can select to Hide Filters and Hide Selection if you don’t want them included at the top of your report.
2. Go to the Job Selections tab. Click beside From so that appears. This means the From selections and filter will be available when the report is run.
3. Select Job Status Active and unselect Complete, so only Active Jobs will be included in the report.
4. Click beside Consolidate Related Jobs so that appears. This means the Consolidate Related Jobs option will be available when the report is run.
5. Unselect Transaction Type Narrative, so that narratives will not be included.
6. Go to the Data Selections tab. In the Product panel, click beside From so that appears. This means the Product selections will be available when the report is run.
7. Click Run (Alt+R) and run the report to the Screen to view it. You can optionally save your report at this time.