Show TOC

Procedure documentationAssign Custom Reporting Rules

 

Flexible Real Estate Management (RE-FX) supports custom reporting rule assignments. This means that in addition to assigning a default reporting rule for each counter, you can also assign a custom reporting rules on a granular level for each counter. This offers more flexibility in allocating rules.

There are two areas to which you can apply custom reporting rules. They include the following:

  • Sales Reports — You can assign different reporting rules for different types of sales reports

  • Product Category Hierarchy — You can create category hierarchies for different products, and allocate different reporting rules for each hierarchy levels

Prerequisites

You have created a store contract as described in Creating a Store Contract.

Procedure

On the Stores tab page, select one of the following tabs below and add a new entry to assign a custom reporting rule. You can assign as many custom reporting rules as necessary.

  • Reporting Rule — Use this tab to do the following:

    • Assign a custom reporting rule to common sales, promotional sales, or VIP sales

    • Assign a custom reporting rule to a different product categories or hierarchies

  • VIP Card — Use this tab to define the percentage allowance for VIP Cards

  • Coupon — Use this tab to assign a custom reporting rule to coupons

More Information

Transactions related to setting up the counter include the following:

  • Create a Material (transaction MM01)

  • View the Material Items (transaction MM03)

  • Create a Material Group (transaction WG21)

  • View the Material Group Items (transaction WG22)

  • Create a Material Group (transaction CLWM)

  • Assign Material Group Levels (transaction CLW1)

  • View the Material Group Levels (transaction CLWN)