Missing Nominal Code Report Quick Reference Guide

CONTENTS

Introduction

Report Location

Creating a New Format

Running the Report

Introduction 

This Quick Reference Guide (QRG) details how to create and run the Missing Nominal Code User Defined Data Export (UDDE) report. This report can be used to show products that do not have nominal codes. 

Report Location 

Within Sales > User Defined Data Export, you will find the Stock section. 

• Scroll to Stock and you will find a new report named Missing Nominal Code Report.

Creating a New Format 

Like with all UDDE reports, you firstly need to create a New Format in which the data will be displayed. 

• Select New Format located next to the Missing Nominal Code Report. 

 

The New UDDE Format page will open:

• Complete the relevant fields, including those that are mandatory and labelled with an asterisk* next to them. 

Note: this is the standard process of creating all UDDE’s and isn’t specific to the Missing Nominal Code Report. For more information on what each of these fields represent, please refer to the ‘User Defined Data Export User Manual’. 

• Select Save. 

 

Next, the Fields Format page will open, listing every field you could possibly add to this report. The options are ‘Product Ref’, ‘Product Name’, ‘Nominal Sales’, & ‘Nominal Purchases’. 

• Use the Column section to add a list number of what order you want the fields to show in the report. 

Note: you do not have to use every field if you do not wish. For those that you do not wish to include, enter ‘0’ and they will not appear on the report. 

For more information on what the rest of the columns within the format are used for, please refer to the ‘User Defined Data Export User Manual’. 

Once you have set your order list, 

• select Save Format. 

If saved successfully, you will receive the following message: 

 

• Select Back to UDDE to return.   

Running the Report 

You will notice that the format you have created now appears below the Missing Nominal Code Report within Sales > User Defined Data Export. 

Next, 

• select Run

The report Filter Options are displayed:

By default, the dates that appear in the Product Created At Date fields will run from 7 days prior to todays date, up until todays date.  

• Change the date range if required. 

The next two fields are Missing Sales & Missing Purchases, which both have a default option of 

‘Either’. 

• Click the dropdown list to change either/both of them to ‘Yes’ or ‘No’. 

Note: Selecting ’Yes’ includes items that are missing a nominal code, selecting ‘No’ includes items with a nominal code, & selecting ‘Either’ will show items both with and without a nominal code.  

Finally, to run the report, ▪ select Generate. 

The report will display similar to the below image. This can then be exported if required.