Showing posts with label export billing schedule data. Show all posts
Showing posts with label export billing schedule data. Show all posts

Monday, January 12, 2009

how to dump pricing plans to Excel ...


On a recent Ontario Jobber change group conference call it was mentioned that you CAN NOT dump your pricing plans to get the data... then a day latter I was talking with Mike Washington from Ohio ( Mike is a smart guy who tinkers to see how everything works to try to make it better ) and he mentioned in an unrelated point how you CAN dump the data .... hmmm .... do Cdn jobbers not try things ... ??

Anyways = see image - her are the steps
1) click Customer Pricing button
2) pricing mode -- to GROUP
3) group plan --to the one you want ....
Mike comments that when you export thru Crystal Reports to Excel -to make sure you sue 'excel data' as option ...this is something that you have to work with and get better

Here is link to the Exploris message board - there you can ask & answer questions on this thread topic

This does not answer WHY --just that fact that you can do it ... This applies to non-JV stores only