System Reports

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You can use the Excel icon to produce reports directly to Excel. Permission for use of this is based on report permissions since it accesses the report for the information.

 

excelicon

 

When Excel is selected, it will open spreadsheet windows and populate it with raw data from the selected report. Each report pipeline with be represented in a separate sheet, eg. Job, JobComments, JobStock etc.

Blank barcode will produce a report showing all blank barcodes.

Bulk Document to stock link. This allows for linking documents in bulk to stock.

bulkdoclink

 

How to match stock with documents

Select documents on the left side. Filter by Usage or Doc tag, then how they are matched to stock on the right side. The Image Name drop down determines which document field to match on. The field that is matched on the stock side is the stock code, unless Match on Stock Manufacturing Part# is ticked. This is called Stock Field below. 

 

Exact Match

Image Name = Stock Field 

Trim Image Name after last ..

Last bit of Image Name = Stock Field 

Image Name Starts with Stock Code

Image Name starts with Stock field

Use SQL Proc "DocToStockLinkName"

Happen use only. For complex custom matching. 

Rank 1 Vendor Stock Code

Image Name = Rank 1 Vendor Stock Code

Image Name Starts with Rank 1 Vendor Stock Code

Image Name starts with Rank 1 Vendor Stock Code.

DB statistics lists documents and email space used, and total Document database size in a spreadsheet.

Find Duplicate CardFiles.

Import CardFile/Import Stock lists all imported cardfiles and stock.

Opening balance debtors and creditors will show all outstanding open balances.

Recently updated cardfiles/stock based on when added/modified.

recent

Reports lists all available Jim2 reports.

RTV data integrity check

Jim2 Scripts lists all available Jim2 scripts.

Slow running queries.

Stock Test

stocktest

Update DB Statistics

dbstats

Update Status Times

updstatus

 

Further information

Accounts

Advance Warehouse

Job Reports

My Reports

Stock Reports

Top x Reports