For accounting systems: custom reports written in Crystal Reports versions 8.-0, 8.5, 9.0 10.0 and XI, from applications and databases in Peachtree,, Accpac, Epicor Vantage, MAS 90, MAS 200, ACT, Sales Logix and Timeslips. Extensive experience with Peachtree and Epicor Vantage ERP system. Reports include:
Peachtree – Workers compensation report pulling historical salary data from check stubs. Custom inventory report. Custom sales order modified to use different fonts and indentations. Calculation of sales commission reports, percent profit and profitability reports were created in Peachtree as well.
A customer needed a custom quotation form because they wanted special formatting unavailable in the built-in Peachtree Accounting quote. In this case the use of bold font, indentation and Italics was all determined by the quote itself.
Sales commission reports are unavailable in Peachtree Complete Accounting software unless a custom report is written. We have done a number of sales commission reports for Peachtree.
One customer needed a break-down detail report for Accounts Payable in Peachtree that showed all of the General Ledger accounts for each check. The standard reporting in Peachtree shows each check and who it was paid to – this custom report shows the General Ledger breakdown for each line in the payment record!
Epicor Vantage – Vendor on-time delivery report. Also report showing on-time delivery of manufactured goods in-house. Job costing and profitability; very complex report pulling data from most of the Vantage tables for purchases, orders, labor and projects.
dBase – Reporting on bad debt claims processing system. This custom developed collection system needed extensive reporting on debt collection status.
Hospitality – A series of reports created against a Newmarket Delphi reservation system gave aggregate monthly data on bookings, food and lodging reservations and expected revenue. This SQL server database had no built-in report that was comparable.
ACT! – Sales force automation reports showing sales opportunity by region, product, salesman and territory.
Customer Service Report – This Epicor Vantage report pulled notes from a the orders file and created a formatted report of the log of customer concerns. The data was pulled from a Vantage Basic form that the customer used to track customer service calls.
Project Management Reports: Using Planview;s database running on SQL Server or Oracle, produced project management reports including; percent complete, resource allocation, project delay days, project ahead of schedule days and customized work schedules.
Accounts Payable Charge Detail Report – The standard report for Epicor Vantage did not provide sufficient detail for accounts payable so a custom report was written to add current month, previous month and prior year to the report.
A series of freight charge reports were created for Epicor Vantage tracking inbound and outbound freight charges.
Backlog Report – This report shows projects that are incomplete and not yet started was also written for an Epicor Vantage application.