dw5610

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In this tutorial, we want to show how to use the Template for a 'Number from the Accounts'. It is a powerful Tag Template that does not require the Data Source to be listed for the Report, because it is listed on the Template itself, and it will operate on any IES Business Accounts, including Ledger, Assets, Stock, Suppliers, etc. In this example Report, we see the Purchase Order totals, but the 'On Order' Amount has not been done yet.

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In the Report Layout, it is Tag 1 that we still need to do.

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Note that we do not need any Data Sources listed here, unless of course we may need it for other parts of the Report.

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We have to select a Data Source on the Template itself. For this, we may use the metadata lookup if we do not already know the Data Source Name.

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The Data Name can also be looked up.

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And then we may optionally use another Data Name, or a Direct Number, and perform an operation on the 2 Values.

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No default display mask is provided. We need to select the mask to use.

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At the Data Selection, we need a minimum of 1 Rule Line, but we can use many Lines if we need to. On the 1st Rule Line, the 'and / or' operator choice does not apply, therefore the system inserts a star.

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We can use any suitable Data Names from the Source, to state our selection rules, and we work with from / to value ranges. The Data Names can be looked up also.

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All Supplier Accounts in the source called 'LENTS' are flagged with type 'C'.

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By selecting all Supplier Accounts, we need no further rules in this case, because we want the Purchase Order Totals for all Suppliers.

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When we test, we see that the Number comes up as a Negative. This is correct, because the Supplier Accounts are credited with Order Amounts. However, we'd like to see a positive here, so we will apply a Sign Convert function on the answer.

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