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Research PLUS

 

Research PLUS allows you to structure queries to select past transactions meeting your criteria. This function helps you use the wealth of data that lay in past transactions stored in your Access database, nvPLUS.mdb

 

You can build queries of up 3 search fields and generate/print a report of the results.

 

 

What is Research PLUS?

 

Your transactions are a rich source of data regarding your firm's purchasing habits. Your "history," you might call them. By "transactions", we mean all Log Ins, Log Outs, Relog Ins, Special Orders, "Posted" Backorders  (Log outs with a "B" in col. 80) and correction/adjustment transactions.

 

What It Does. Research Plus lets you "query" these transactions and generate a report of the selected records. You may filter records on up to 3 separate fields, each with its own matching condition and search argument.

 

The records matching your conditions are shown in the blue data grid at the bottom of the form.

 

 

Exercise 1: Building a Simple Query:

Here we want to select all transactions for Vendor # 6. We set our search parameters in Search 1 (below).

 

SearchField                              Matching Condition                Search Argument

“Which field to search on”                               “How to Match”                                           “What to Match”

             

 

 

 

 

 

 

 

 

Here we only queried on a single field (Vendor), although queries can have up to 3 search arguments. Here, the Search Field and Search Argument are “Vendor” and “6,” respectively.

 

When we clicked the Select button (right), we see the search yields 29 records in

the blue grid (above).

 

 

 

Click the View /Print button (above) to view the 29 transactions in a report format (below).

 

 

Exercise 2: Stock # and Date

 

Query for all transactions for Stock Numbers between AT-100 and AT-300 which were logged out between 12-01-2007 and 03-31-2008.

 

This query requires a two-argument search. Notice we select the “Range” for the Matching Condition for both Date and Stock Number in order to find transactions falling between the Min and Max search arguments.

 

 

This search yields 120 records.

 

Notice that we set options 4 and 5 (left). We choose to sort the report on Department (4-Sort Report On) and Subtotal option (5-Report Options)

 

 

Notice the report (below) is subtotalled after each department.

 

Copyright 2008, Koehler Software, Inc.