Report Groupings

Data Source: PFWTAB

To open the Report Groupings screen, click a Vendor or Sales Account or the Need to create a new report grouping? Click here to add link on the Report Groupings screen.

The Report Groupings screen allows you to set up a new report group or edit an existing report group.

The following fields appear on the Report Groupings screen:

Field Description
Vendor or Sales Account

Enter the vendor or part sale account you wish to include in the grouping value.

Note:  Vendors or sale accounts you wish to create a separate report for, should be excluded.
Location The branch location where the vendor or part sale account grouping will occur.
Grouping Value Group vendors or part sale accounts together into a single grouping value in order to create a consolidated report. Each vendor or part sale account with the same grouping value will appear on the same report.
Active for System

Controls whether the report group is active for use within the system.

  • Selected: Activates or reactivates the report group within the system.

  • Not Selected: Indicates that the report group is deactivated within the system.

Note:  This field appears only by accessing the Report Groupings screen by clicking on a Vendor or Sales Account.

The following buttons allow you to complete your work on the Report Groupings screen:

Button Function
Save Saves changes made on the Report Groupings screen.
Copy

Creates a copy of the report group.

Note:  This button appears only by accessing the Report Groupings screen by clicking on a Vendor or Sales Account.
Save & New

Saves a newly added report group and refreshes the Report Groupings screen, allowing you to add another report group without closing the screen.

Note:  This button appears only by accessing the Report Groupings screen by clicking the Need to create a new report grouping? Click here to add link.
Save & Next

Allows you to save any edits/changes made to the selected report group and scroll through to the next report group in the list to apply any edits/changes.

Note:  This button appears only by accessing the Report Groupings screen by clicking on a Vendor or Sales Account.
Close Closes the Report Groupings screen without saving changes and returns to the Report Groupings screen.