Branch Grouping
Data Source: PFWTAB
The Branch Grouping configuration is similar to the Parts Report Grouping configuration in that both are used to consolidate information on the parts reports generated at month end. Parts month end reports are also produced by division and branch.
The Branch Grouping configuration can be accessed from the General menu in the Parts section of the Configuration tab.
The following fields are displayed on the Grouping Branch screen:
| Field | Description |
|---|---|
| Location | The 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. |
Branch Grouping can be used to group the branches together and can produce an additional summary report for each grouping.
Example: 3 branches, BRANCH 01, 02 and 03. If branch 01 is the main branch and branches 02 and 03 are smaller branches located in the same geographical area, you could use the PARTGRPB table to group branch 02 and branch 03 together. When the parts month end is run, you would receive a report for branch 01 and a separate report combining information for branches 02 and 03.
Clicking on a entry opens the Branch Grouping details window:
| Active |
Controls whether the report group is active for use within the system.
Note: This field appears only by accessing the Report Groupings screen by clicking on a Vendor or Sales Account. |
| Copy | Creates a copy of the report group. |
The Save & Previous/Next button will save all modifications made and produce either the previous or next preceding grouping.
The Save & Close button will save all modification and close the window.