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ID
0026935
TypeCategorySeverityReproducibilityDate SubmittedLast Update
feature request[Openbravo ERP] 07. Sales managementminorhave not tried2014-06-25 08:322014-08-08 18:53
ReporterrafarodaView Statuspublic 
Assigned Torafaroda 
PrioritynormalResolutionfixedFixed in Version
StatusclosedFix in branchpiFixed in SCM revision605a1d203445
ProjectionnoneETAnoneTarget Version
OSAnyDatabaseAnyJava version
OS VersionDatabase versionAnt version
Product VersionSCM revision 
Review Assigned Torafademiguel
Web browser
ModulesCore
Regression level
Regression date
Regression introduced in release
Regression introduced by commit
Triggers an Emergency PackNo
Summary

0026935: Sales Invoice Dimensional Report exportable to excel

DescriptionA new button to export the report to excel will be added in the Sales Invoice Dimensional Report.

The Excel layout will include the following columns (in the same order that are listed):
1) Organization
2) Business Partner Group
3) Business Partner
4) Document No
5) Invoice Date
6) Product Group
7) Product
8) Amount
9) Cost
10) Profit
11) M.%
12) Weight
13) Quantity
14) Contact
15) Sales rep.
16) Project
17) Ship to address

With the level of detail shown in the excel layout, the users will be able to group by any of the report dimensions. In addition, a column with the Invoice Date will be included in the excel layout, therefore, the user will be able to do an extra analysis using this column what is not shown in the html and pdf results.

Once the result has been exported to the excel, the user will be able to delete those columns that he doesn't need for the analysis or modify the columns order before grouping in the excel.

Some considerations about the excel result are:
* The excel result takes into account the Primary filters ‘From/To Date’ and ‘Amount Greater/Less Than’ but doesn’t consider the option ‘Comparative Report’ neither the related filters ‘From/To Reference Date’.
* The excel result takes into account all the Secondary Filters.
* The excel result ignores the section ‘Dimension’, it always show all possible columns and the highest level of detail for that the user can use the excel grouping features.
* The excel result ignores the section ‘Sort’. The default order in the excel will be the following: Organization, Document No and Invoice Date. The user will be able to modify the order easily using the excel ordering features.
* The excel result considers the filter ‘Currency’.
Steps To ReproduceGo to Sales Management > Analysis Tools > Sales Invoice Dimensional Report
TagsNo tags attached.
Attached Files

- Relationships [ Relation Graph ] [ Dependency Graph ]
related to feature request 0026936 closedrafaroda Purchase Invoice Dimensional Report exportable to Excel 
related to feature request 0027567 newrafademiguel Sales Invoice Dimensional Report Comparative exportable to Excel 
related to defect 0027622 newrafaroda Small fixes on Sales and Purchase Invoice Dimensional Reports export to Excel 
related to defect 0028972 closedegoitz Java heap error when exporting the sales invoice dimensional report to excel 
related to feature request 0031733 scheduledmarkmm82 It would be fine if invoice's currency was added to the invoice dimensional reports when exporting to Excel 

-  Notes
(0068338)
hgbot (developer)
2014-06-26 12:50

 Repository: erp/devel/pi
Changeset: e057bc476021d05147c22e31324f13863e9d2aec
Author: Rafa Roda Palacios <rafa.roda <at> ubiquads.com>
Date: Wed Jun 25 11:31:41 2014 +0200
URL: http://code.openbravo.com/erp/devel/pi/rev/e057bc476021d05147c22e31324f13863e9d2aec [^]

Fixes issue 26935 Feature request to make Sales Invoice Dimensional Report exportable to excel

---
M src-db/database/sourcedata/AD_MODEL_OBJECT_MAPPING.xml
M src-db/database/sourcedata/AD_TEXTINTERFACES.xml
M src/org/openbravo/erpCommon/ad_reports/ReportInvoiceCustomerDimensionalAnalysesJR.java
M src/org/openbravo/erpCommon/ad_reports/ReportInvoiceCustomerDimensionalAnalysesJRFilter.html
M src/org/openbravo/erpCommon/ad_reports/ReportInvoiceCustomerDimensionalAnalysesJR_data.xsql
A src/org/openbravo/erpCommon/ad_reports/ReportInvoiceCustomerDimensionalAnalysesXLS.html
A src/org/openbravo/erpCommon/ad_reports/ReportInvoiceCustomerDimensionalAnalysesXLS.xml
---
(0068339)
hgbot (developer)
2014-06-26 12:50

 Repository: erp/devel/pi
Changeset: b2afbb7336ebb488681b97da22723287dfefd5b2
Author: Rafa Roda Palacios <rafa.roda <at> ubiquads.com>
Date: Wed Jun 25 16:32:45 2014 +0200
URL: http://code.openbravo.com/erp/devel/pi/rev/b2afbb7336ebb488681b97da22723287dfefd5b2 [^]

Related to issue 26935 Corrects conversion and ordering

---
M src/org/openbravo/erpCommon/ad_reports/ReportInvoiceCustomerDimensionalAnalysesJR.java
M src/org/openbravo/erpCommon/ad_reports/ReportInvoiceCustomerDimensionalAnalysesJR_data.xsql
---
(0068352)
rafaroda (developer)
2014-06-26 14:52

 Backed out and reopened:
* https://code.openbravo.com/erp/devel/pi/rev/35f3362ee6a7 [^]
* https://code.openbravo.com/erp/devel/pi/rev/174b96a6fa01 [^]
(0068388)
hudsonbot (developer)
2014-06-27 04:06

 A changeset related to this issue has been promoted main and to the
Central Repository, after passing a series of tests.

Promotion changeset: https://code.openbravo.com/erp/devel/main/rev/c5640d5a10d4 [^]
Maturity status: Test
(0068389)
hudsonbot (developer)
2014-06-27 04:06

 A changeset related to this issue has been promoted main and to the
Central Repository, after passing a series of tests.

Promotion changeset: https://code.openbravo.com/erp/devel/main/rev/c5640d5a10d4 [^]
Maturity status: Test
(0068777)
hgbot (developer)
2014-07-22 08:11

 Repository: erp/devel/pi
Changeset: 605a1d2034453adaf347ab3ed9f1b15d97783f55
Author: Rafa Roda Palacios <rafa.roda <at> ubiquads.com>
Date: Tue Jul 22 08:11:07 2014 +0200
URL: http://code.openbravo.com/erp/devel/pi/rev/605a1d2034453adaf347ab3ed9f1b15d97783f55 [^]

Fixes issue 26935 Feature request to make Sales Invoice Dimensional Report exportable to excel

---
M src-db/database/sourcedata/AD_MODEL_OBJECT_MAPPING.xml
M src-db/database/sourcedata/AD_TEXTINTERFACES.xml
M src/org/openbravo/erpCommon/ad_reports/ReportInvoiceCustomerDimensionalAnalysesJR.java
M src/org/openbravo/erpCommon/ad_reports/ReportInvoiceCustomerDimensionalAnalysesJRFilter.html
M src/org/openbravo/erpCommon/ad_reports/ReportInvoiceCustomerDimensionalAnalysesJR_data.xsql
A src/org/openbravo/erpCommon/ad_reports/ReportInvoiceCustomerDimensionalAnalysesXLS.jrxml
---
(0069201)
hudsonbot (developer)
2014-08-08 18:53

 A changeset related to this issue has been promoted main and to the
Central Repository, after passing a series of tests.

Promotion changeset: https://code.openbravo.com/erp/devel/main/rev/4450016dee64 [^]
Maturity status: Test

- Issue History
Date Modified Username Field Change
2014-06-25 08:32 rafaroda New Issue
2014-06-25 08:32 rafaroda Assigned To => rafaroda
2014-06-25 08:32 rafaroda Modules => Core
2014-06-25 08:32 rafaroda Triggers an Emergency Pack => No
2014-06-25 08:36 rafaroda Relationship added related to 0026936
2014-06-26 12:50 hgbot Checkin
2014-06-26 12:50 hgbot Note Added: 0068338
2014-06-26 12:50 hgbot Status new => resolved
2014-06-26 12:50 hgbot Resolution open => fixed
2014-06-26 12:50 hgbot Fixed in SCM revision => http://code.openbravo.com/erp/devel/pi/rev/e057bc476021d05147c22e31324f13863e9d2aec [^]
2014-06-26 12:50 hgbot Checkin
2014-06-26 12:50 hgbot Note Added: 0068339
2014-06-26 14:52 rafaroda Note Added: 0068352
2014-06-26 14:52 rafaroda Status resolved => new
2014-06-26 14:52 rafaroda Resolution fixed => open
2014-06-27 04:06 hudsonbot Checkin
2014-06-27 04:06 hudsonbot Note Added: 0068388
2014-06-27 04:06 hudsonbot Checkin
2014-06-27 04:06 hudsonbot Note Added: 0068389
2014-07-07 11:28 rafaroda Status new => scheduled
2014-07-07 11:28 rafaroda fix_in_branch => pi
2014-07-22 08:11 hgbot Checkin
2014-07-22 08:11 hgbot Note Added: 0068777
2014-07-22 08:11 hgbot Status scheduled => resolved
2014-07-22 08:11 hgbot Resolution open => fixed
2014-07-22 08:11 hgbot Fixed in SCM revision http://code.openbravo.com/erp/devel/pi/rev/e057bc476021d05147c22e31324f13863e9d2aec [^] => http://code.openbravo.com/erp/devel/pi/rev/605a1d2034453adaf347ab3ed9f1b15d97783f55 [^]
2014-07-23 10:41 rafademiguel Review Assigned To => rafademiguel
2014-07-23 10:41 rafademiguel Status resolved => closed
2014-08-08 18:53 hudsonbot Checkin
2014-08-08 18:53 hudsonbot Note Added: 0069201
2014-09-09 16:07 rafaroda Relationship added related to 0027567
2014-09-17 09:27 rafaroda Relationship added related to 0027622
2015-02-17 18:56 egoitz Relationship added related to 0028972
2015-12-16 13:27 ngarcia Relationship added related to 0031733

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