invent!ory ULTRA 2013 Help

Index

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, invPLUS.mdb

 

You can build queries of up 4 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. 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 4 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 # 50. 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”

                

 

 

 

 

 

 

 

 

 

When we clicked the Select button (left), we see the search yields 6 records in the blue grid (above).

 

 

Click the View /Print button (above) to view the 6 transactions in a report format (below).

 

 

Exercise 2: Stock # and Date

Query for all transactions for Stock Numbers between AV001 and AV999 which were logged out between 01-01-2009 and 05-09-2009.

 

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 349 records.

 

Notice that we set options 5 and 6 (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.

 

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