Exporting CSV files in WebQuery

July 11, 2013

Many of you have to provide CSV files to outside sources for things like reports to vendors such as Parker Store, 3M, Eaton, Kennametal, Iscar reports, or any of the many others. Some provide CSV files to meet requirements for banking reports. Some even provide CSV files to other outside consultants for further manipulation or…

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Adding Sales Goals

June 11, 2013

Viewing sales goals(budgets, targets) compared to actual sales or gm in WebQuery and Execukeys is a great way to utilize both of these applications. The Gas gauges in Execukeys are terrific for comparing actual $ to goal $. Informediate will need to do a little work in SQL to make this information available for viewing…

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Rolling Sales Value Fields

April 30, 2013

By default most of you have the R12 fields in Inventory. These fields represent a rolling 12 months value from sales for that field, so R12 Sales would be last 12 months sales. What you may not know is that we can define these for any time period. We could provide you with R3 fields…

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Price Book

February 11, 2013

We have had some success making price book information available for viewing in WebQuery for some of our P21 customers. This can be a very, very large dataset so there might be some limitations depending on the amount of data you have and server resources. Let us know if this is something you would like…

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Lists to find what is missing

January 27, 2013

Sometimes you want a simple report that is just a comparison between two fields to see where you might be missing data such as all Suppliers and their assigned Buyers. Very often these are difficult to identify without knowing where to look in your ERP system. We can usually help you generate these reports within…

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