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SA Tutorial: Supplier by Product

In this tutorial, you will design a report showing sales figures for each product, grouped by the default Supplier for the Product, and you will apply a filter to exclude products without a default supplier.

  1. Go to Navigator > Reports > Sales Analysis > Analysis Report Designer.
  2. On the Definition tab, leave the Analysis Type set to Invoices.
  3. In the Analyse grid, select IC Products to analyse information relating to Products.

    Note: You can also select 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 just current "as at now" figures, not figures based off your Analysis Range.

  4. Go to the Fields tab. You will see that the first line is already populated with IC Products Product Code. Underneath that, add the following:

    Source

    Field Name

    IC Products

    CreditorCode

    Summary

    QuantitySupplied

    Summary

    ExclusiveAmountBs
  5. Select the CreditorCode line you added and click Move Record Up (Shift+Up), so it is the first line in the grid.
  6. For the CreditorCode line, enter 1 in the Group column, to group the report by Creditor Code.
  7. In the Display Label column, for the Quantity Supplied line, enter Quantity for the Quantity Supplied line, and for the Exclusive Amount Bs line enter Sales Value [Your Currency Code].
  8. Go to the Sort / Limit tab, and click Insert (F4). Select field ICProducts_CreditorCode.
  9. Go to the Output Selections tab, and enter a Report Title to be displayed on the report, such as Supplier by Product. You can select to Hide Filters and Hide Selection if you don’t want them included at the top of your report.
  10. Go to the Data Selections tab. In the Product panel, click ReportFilterSort Filter Product (Ctrl+F2) beside From. The Filter window will be displayed.
  11. The Filter window will be displayed. Under Field Name select CreditorCode, under Op select <> (Not Equal To) and leave the Criteria Blank. This ensures all records have a Creditor Code. Click Save (F9).
  12. Click Run (Alt+R)and run the report to the Screen to view it. You can optionally save your report at this time.