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Report Design from PDI Spirit
We are creating reports against the Sage Pastel Partner Accounting range on a daily basis and have been doing so since 1994. Over the years we have also created reports against Sage Line 50, ACCPAC and other bespoke products all using Crystal Reports from Business Objects.
Custom reports can give you the data in the format and layout that you require and we even make it easy for you to
launch them using the PDI Reports Desktop application. Create stock sheets, sales reports, specific Invoice layouts, statements, mailing labels, customer product information. If the data is within the application we can create a report to present it in the format you require.
If you wish to create your own reports against Pastel Partner data and are using Crystal reports we can even help you with that. PDI Spirit's eBook - "The Unofficial Guide to
Creating Crystal Reports against your Pastel data" has over 200 pages of worked examples and tips. The eBook was used as the basis of a training course offered by Pastel at their offices in Cape Town, Johannesburg and Durban in 2003 and given by PDI Spirit founder Simon Blackwell. Click here to order
Use the Contact US form to send your details or email us at reports@pdispirit.com. If you are based in South Africa then contact our local office visit www.pdispirit.co.za for more details
Report Examples
Below are a few examples of reports created for the Pastel Partner Accounting Range. The examples are in Acrobat PDF format and the quality of the graphs may not appear in as a higher quality than they would, when actually run from Crystal.
These reports can be purchased as is, for £25.00 (sterling). If you require any changes or have a specific report in mind then please contact us to arrange a quotation.
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Report
Title
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Report
Details
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Remittance
Advice for Pastel
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This report allows you to list
payments based on a payment date. Download the PDF file to see the
output. You can adjust the format using Seagate Crystal Reports
Version 7 or higher. |
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Customer
Product Information Sheet
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This report is designed to give to
your sales staff. It lists the balances as at the last statement run,
top 5 products, contact and address details. You can adjust the
format using Crystal Reports Version 7 or higher.
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Re-Order Report
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This report
gives you a reorder based on the actual documents rather than batch
quantities (which may be incorrect). It gives you the current
unposted invoices, sales orders, purchase orders and physical stock.
It also includes the Maximum and minimum stock levels and the amount
to order to bring the stock level to the minimum level.
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Customer Directory
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This report
gives you a label style list of your customer broken down alphabetically. |
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Supplier Directory
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This report
gives you a label style list of your Suppliers broken down alphabetically |
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Foreign currency Trial Balance
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This report
lists your trial balance for any selected period showing the home
currency balance and then a maximum of 6 currencies, in the remaining
columns. Report uses the month end rate for each currency to produce
the required result. |
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Customer
Pricing
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This report
gives you the customer default price list and also and individual
volumed discount pricing. |
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