2 Replies Latest reply on Jan 6, 2014 2:29 PM by Peter_2

    Complex report assistance



      Complex report assistance


           I am currently creating an orders database for equipment that is sent to customers for them to build themselves. I have created 6 tables: Sites (customer site info),  Orders , OrderLine, Assembly, AssemblyLine & Components. Customers order the equipment (the assemblies) & the assemblies are made up of a number of components. The equipment/assemblies can be delivered over a number of dates - hence the Phase No/Delivery date in orderline.

           What I want to do is to provide a report to our transport people which lists all the equipment broken down into components by delivery date/phase.

           The full database will have more fields but before I add them I want to make sure that the structure I have created can do what I need it to, and I am struggling at creating the report.

           What I would like to know is, can such a structure deliver such a report, or do I need to go back to the drawing board & re-structure my database?


        • 1. Re: Complex report assistance

               It's possible, but "possible" and "optimum" are two different things.

               From this structure, you could set up a list view layout based on OrderLines that includes a portal to AsseemblyLine to list all components for a given OrderLines record. Since the number of related records will likely vary for each OrderLine record, you'd use a portal that is many rows taller than you'd ever expect to need and set it to "slide up" and "resize enclosing part".

               It would also be possible to set up an additional group of table occurrences with different links such that a script could set some global match fields, pull up the needed set of assembly line records on a layout based on the same. The global match fields would "back link" to the correct records for Site, Orders and OrderLine to include that data on the report. This would make possible a List view type report with Sub Summary parts grouping the different Assembly Line records by the correct OrderLine data. The resulting report can be much more flexible than the portal method I first described.

          • 2. Re: Complex report assistance

                 Thanks for that, I'll try your suggestion of using global match fields.