Wednesday, September 28, 2011

Dumb Idea - #1901016 -- update customers on TYPE

Click on the image to enlarge .... we have access to a report ( doing beta testing on something I can;t write about ... until Dane tells me otherwise ) ... for sales by Customer type ... for example sales to Farmers .... in this report we have UNASSIGNED ... damm ... ok ...how to we get the data updated ...

The first thing we notice is the REPORT GRP (group) is NOT a pull down box ... WTF . .... you have to EXACTLY enter the data ... so that '1-RETAIL' is NOT the same as '1 RETAIL' where the dash is missing ... gee ...that's dumb ... of course perhaps the lack of the report in the normal Exploris has lead us to be complacent ... but this NEW REPORT will certainly hi-light the need ....

So -- how accurate is your customer report group data ????  Call # 1901016 to request the data field be changed to a pull down box -and you select from pre-defined settings ... lets see what year this gets  updated ??'

====================   update 3:30 pm  Wed =========================
if you notice the Documentation that came DIRECTLY from CARQUEST --it is wrong on the #8 Industrial & Non-traditional ... since Exploris can ONLY have 8 digits .... our data ( that 100% came from J-Con )  shows as 8-Indust  ( dropping the space & the '&'

Close only counts in horseshoes & hand grenades ..... there is a wasted 30 minutes of staff time ....
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1 comment:

Jay said...

Greg-
Why do you HAVE to have "8-INDUST" as your report group?

I played with this a long time ago but never got back to it.

I just used 1,2,3,4 etc as my groups. Never had to worry about perfect syntax...

-jay