Quick Report Module

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    Rob
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    Quick Report Module

    Last edited: December 15, 2003 08:15 AM

    This report module is designed to be run as a shell from Touchnet. It is touch sensitive enhancement of 40ColRep. It is HASP copy protected, program number 14. It offers the following abilities:

    I. Six real time reports

        * Hourly Sales
        * Itemized Sales
        * Group Sales
        * Hourly Labor Report
        * Job Code Labor Report
        * Open Check Report

    II. Ability to select a date

        You can run reports from any existing sales date. When Quick Reports is first launched, it will attempt to run the Hourly Sales Report for TODAY. If no sales exist for TODAY, Quick Reports will attempt to run the Hourly Sales Report for the previous available date.

    III. Ability to time mask any report

        You can mask any of the reports to a particular time period. This feature is limited to masking by the hour only. (e.g. 12:00pm – 3:00pm) If a time mask is in use, the reports will indicate the times used. To reset the mask to ALL DAY once a mask has been set, select a begin time of 12:00am and an end time of 12:00am.

    IV. Ability to select an employee for the Open Check Report

        When the open check report is selected, a report is generated for ALL open checks, by employee. At that time the Select a Time Range button changes to a Select an Employee button and you can select any employee from the Employee database to run the open check for. To reset the employee mask, select ALL EMPLOYEES after touching the Select an Employee button.

    V. Print directly from the program.

        All print output will go to the specific node’s report printer. QuickRep will read Z:Variable.TXT for node name, then read that node name’s config file, then compare to defined printers. If it is a local printer, QuickRep will print directly to the port, if it a global printer, QuickRep will print to the network device. eg. Suppose a printer is defined as:

        Name:KITCHEN
        Node:MAIN
        Type:Global
        Port:LPT1

        QuickRep will print to \MAIN@KITCHEN, it will ignore the port definition. Suppose a printer is defined as:

        Name: RECEIPT
        Node: COUNTER1
        Type: Local
        Port: COM3

        QuickRep will print to COM3 directly.

    VI. Ability to configure labor parameters used in Job Code report.

        The user will define:

          1. Week start day – the day of the week the user considers to be the starting day.
          2. Minimum wage – the state/federal minimum wage. This figure is used to calculate overtime for employees working in a “server” type job code. The “server” type employees are typically paid less than minimum wage and when working overtime must be paid the overtime multiplier applied to the greater of minimum wage or their wage.

        For each job code the user may define:

          1. Maximum hours per week – number of hours an employee can work before being considered working on overtime.
          2. Overtime multiplier – the multiplier to apply to an employee’s rate of pay once considered to be working on overtime.
          3. Server type – to specify a job code as a “server” type, and thus applying the special “server” type overtime rules to the employees working on overtime in this job code.

        This report is configureable by pressing F10 while running Quick Reports or by running Quick Reports with a /Config command line switch. This screen will appear showing current overtime parameters and job code specific parameters.

    [img:2quri5a7]http://www.possupport.net/dealer/kbase/images/payroll1.jpg[/img:2quri5a7]

        Use this screen to define the Week begin day and the minimum wage. To define specific job code parameters, select the desired job code from the list box and then select the EDIT button. This action will bring up the following screen:

    [img:2quri5a7]http://www.possupport.net/dealer/kbase/images/payroll2.jpg[/img:2quri5a7]
        Use this screen to define the maximum hours per week, overtime multiplier and job kind for each job code. Select the OK button to save your changes. (by default all job codes are set to 40 hours per week, 1.5% overtime multiplier and server type turned off)

        The Job Code report can be run for any one date. The way the overtime is calculated is if the day selected is not the defined “Week Begin Day” then Quick Reports will go back to the “Week Begin Day” for the day selected and start gathering hours from there. The hours up to the day selected are not included in the report, they are used for calculating overtime only.

    Report Descriptions and Examples

    This section will describe each report in detail and give examples of each.

    Hourly Sales Report

    It will include the following sales information by the hour:

        *      Number of Checks
        *      Number of No-Sales
        *      Net Sales
        *      % of Total Net Sales

    Example report:

              ** Hourly Report **

    Report Printed On: Feb 19, 1997 10:56am

          Report For: Feb 16, 1994 – Wed

    HOUR  CHECKS NOSALE  SALES      %



      900      1      1      0.00    0.0

    1100      8      2    94.67    4.4

    1200    27      1    341.82    16.0

    1300    17      0    338.63    15.9

    1400      6      1    47.75    2.2

    1500    10      2    99.97    4.7

    1600      5      0    72.04    3.4

    1700    12      0    187.11    8.8

    1800    32      6    425.11    19.9

    1900    15      0    271.35    12.7

    2000    12      0    161.38    7.6

    2100      8      0    91.39    4.3



      Ttl:  153    13  2131.22

    Closd:  153          2131.22

    -NoS:    13



      Avg:  140            15.22

      This report shows NET sales only.

    Itemized Sales Report

    The itemized report will show the following information for each PLU sold:

        *

          Quantity sold
        *

          Net Sales

            ** Itemized Report **

    Report Printed On: Feb 19, 1997 11:05am

          Report For: Feb 16, 1994 – Wed

    PLU DESCRIPTION        QTY    SALES



      1 Cheese Marinara      1      3.99

      3 Lg BB Mushrooms      2    12.58

      6 Sm Pizza Skins      2      6.58

      7 Lg Pizza Skins      1      4.99

      11 Minestrone          5    11.45

      13 Garlic Bread        5      8.95

    965 Coors Light          3      8.25



                Closed Sales:      56.79



                        Total:      56.79

      This report shows NET sales only.

    Group Sales Report

    The Group Sales report shows the following information for each group:

      1.

          Quantity sold
      2.

          Quantity of voids
      3.

          Net sales

              ** Group Report **

    Report Printed On: Feb 19, 1997 11:10am

          Report For: Feb 16, 1994 – Wed

        * Report is time masked to: *

              12:00pm –  3:00pm

    GROUP              QTY  VOID  SALES



    0-Misc                1    0    3.00

    1-Salads            36    0  183.14

    2-Salad Modifiers    21    0    0.00

    3-Salad Descrpts.    1    0    0.00

    4-Dressings          41    0    0.00

    5-Noodles            16    0    0.00

    6-Pasta Dishes        7    0    37.73

    7-Specialties        15    0  102.95

    8-Altobello Spec.    1    0    9.99

    9-Daily Specials      1    0    8.29

    10-Pasta Modifiers    3    0    0.00

    12-Pizzas              4    0    44.45

    13-Pizza Toppings    10    0    0.00

    14-Pizza Modifiers    6    0    6.00

    16-Sandwiches        20    0  120.89

    17-Subs              11    0    66.95

    18-Sand/Sub Mods.    39    0    0.00

    19-Sand/Sub Descr.    2    0    0.00

    20-Breads            12    0    0.00

    21-Beverages          59    0    62.91

    22-Bar Beverages      2    0    8.50

    25-Beers              1    0    3.25

    26-Wines              3    0    11.25

    27-Coffee Drinks      2    0    4.58

    28-Juices              2    0    3.58

    30-Bev.Descripters    4    0    0.00

    31-Appitizers        12    0    22.76

    34-Off Menu Items      9    0    40.71

    35-Misc.Disc.          3    0  -12.73

    36-Misc.Mods/Desc.    11    0    0.00

    37-Delivery Charge    8    8    0.00



                  Closed Sales:    728.20



                        Total:    728.20

      This report shows NET sales only.

    Hourly Labor Report

    The Hourly Labor report shows the following labor information by the hour:

      1.

          Labor hours
      2.

          Sales per labor hour
      3.

          Labor Percentage (Sales/Labor Dollars)
      4.

          Labor Dollars

    This report does not utilize the overtime capability of Quick Reports. This report will not calculate figures for hours that are not complete at the time of running the report. (You will see a N/A in the colums and a notification at the end of the report if this situation is encountered)

            ** Hourly Labor Report **

    Report Printed on: Feb 19, 1997  11:16am

        Report For: Feb 16, 1994 – Wed

        * Report is time masked to: *

              11:00am –  3:00pm

    HOUR      L/H    $PLH    L%      L$



    1100    4.42    21.43  21.41    20.27

    1200    5.80    58.93  7.65    26.15

    1300    5.73    59.06  7.64    25.87

    1400    3.28    14.54  29.80    14.23



    Totals: 19.23          10.51    86.52

      This report does NOT compute overtime!

    Job Code Report

    Will show labor percentages by department using net sales and each employee clocked in for each department.

    This report will compute overtime and indicate an employee on overtime with a ! next to their name.

        The user will define:

          1. Week start day – the day of the week the user considers to be the starting day.
          2. Minimum wage – the state/federal minimum wage. This figure is used to calculate overtime for employees working in a “server” type job code. The “server” type employees are typically paid less than minimum wage and when working overtime must be paid the overtime multiplier applied to the greater of minimum wage or their wage.

        For each job code the user may define:

          1. Maximum hours per week – number of hours an employee can work before being considered working on overtime.
          2. Overtime multiplier – the multiplier to apply to an employee’s rate of pay once considered to be working on overtime.
          3. Server type – to specify a job code as a “server” type, and thus applying the special “server” type overtime rules to the employees working on overtime in this job code.

       

              ** Job Code Report **

    Report Printed on: Feb 19, 1997  11:21am

        Report For: Feb 16, 1994 – Wed

        * Report is time masked to: *

              10:00am –  3:00pm

    Job 1: SERVER      % of Sales:  3.435%


      Employee Name    TimeIn TimeOut      %

    Rueben,          10:56am  2:47pm  1.988

    Diane,          12:12pm  3:00pm  1.446

    Job 4: BUSBOYS    % of Sales:  2.582%


      Employee Name    TimeIn TimeOut      %

    Hazael,          10:00am  3:00pm  2.582

    Job 5: KITCHEN    % of Sales:  2.921%


      Employee Name    TimeIn TimeOut      %

    Eufemio,        10:00am  2:11pm  2.921

    Job 6: DELIVERY    % of Sales:  2.825%


      Employee Name    TimeIn TimeOut      %

    Jorge,          11:28am  1:44pm  1.173

    Rick,            11:07am  2:19pm  1.653

                Total Reg. Pay:    96.80

                  Total OT Pay:      0.00

                    Net Sales:    822.87

        Total Labor Percentage:    11.763%

    ! – indicates employee on overtime

    This report respects the following

    labor parameters:

      Starting Day of Week – Mon

    Allowed Hours per Week – 40

        Pay Rate Multiplier – 1.5

        Open Check Report

    The Open Check report shows the open checks by employee and can be run for either ALL EMPLOYEES or a selected employee.

            ** Open Check Report **

    Report Printed on: May 23, 1997  11:21am

    EMPLOYEE #  0  QTY:  5 AMT:$  747.05



    Check# 0005 10:53am DELVRY  $  149.41

        Customer Info:

              name: Quick Reports 

            phone: (206) 123-4567

          account:        1

        dispatched: 12:00am

          street 1: 40 Column Reports 

          street 2: Report Avenue     

    Check# 0006 10:53am DELVRY  $  149.41

        Customer Info:

              name: Quick Reports 

            phone: (206) 123-4567

          account:        1

        dispatched: 12:00am

          street 1: 40 Column Reports 

          street 2: Report Avenue     

    Check# 0007 10:55am DELVRY  $  149.41

    Check# 0008 10:55am DELVRY  $  149.41

    Check# 0009 10:55am DELVRY  $  149.41

    PERRY, BRAD      QTY:  4 AMT:$  597.64



    Check# 0001 11:06am          $  149.41

        Customer Info:

              name: Quick Reports 

            phone: (206) 123-4567

          account:        1

        dispatched: 12:00am

          street 1: 40 Column Reports 

          street 2: Report Avenue     

    Check# 0002 11:07am          $  149.41

        Customer Info:

              name: Quick Reports 

            phone: (206) 123-4567

          account:        1

        dispatched: 12:00am

          street 1: 40 Column Reports 

          street 2: Report Avenue     

    Check# 0003 11:07am          $  149.41

        Customer Info:

              name: Quick Reports 

            phone: (206) 123-4567

          account:        1

        dispatched: 12:00am

          street 1: 40 Column Reports 

          street 2: Report Avenue     

    Check# 0004 11:07am          $  149.41

        Customer Info:

              name: Quick Reports 

            phone: (206) 123-4567

          account:        1

        dispatched: 12:00am

          street 1: 40 Column Reports 

          street 2: Report Avenue     

    Totals ->        Qty:  9 Amt:$ 1344.69

    Revisions

    07/??/96 Version 1.00

      1. Added touch GUI

    08/02/96 Version 2.00

      1. Version 5.xx TouchPRO compatible

    08/06/96 Version 2.01

      1. Fixed bug related to itemized report. Was only allowing ### for the PLU number, needed #### to accomodate 1000-1999.

    9/20/96 Version 2.02

      1. Fixed bug related to hourly labor report. Was incorrectly scanning the employee ID array starting at element 0 instead of element 1.
      2. Fixed bug related to respecting ShowMouse environment variable.

    10/16/96 Version 2.03

      1. Added Job Code Report. This report was requested by Randy at HDS. This report will respect three labor parameters for computing overtime. The parameters are: Start Day of Week, Allowed Hours per week, and Overtime pay rate multiplier. See notes above for more.
      2. Fixed bug related to loading Employee.DAT. Was loading secret number field into a short integer and overloading. Changed to a string.

    11/11/96 Version 2.04

      1. Fixed bug related to Real Time Job Code Report. Was incrementing an array that was not Dimmed. This array was unnecessary anyway!
      2. Changed the default highlight position when selecting a date. Will now select the item at the bottom of the list by default.
      3. Changed the startup, previously would default to current date and if no sales existed, would show ** No Date Selected ** . Now will still default to current date, but if no sales exist, will find next last day and start.

    11/12/96 Version 2.05

      1. Fixed bug related to real time Job Code report. Was scanning for ID% instead of EmpID%. Just typed wrong variable!

    12/24/96 Version 2.06

      1. Included new share.bas and errors.bas to match Darrin’s.
      2. Added 7 lines form feed to Check.TXT and Print job.
      3. Changed Hourly Sales report to only report NET sales.
      4. Changed Hourly Labor report to compute Labor % on NET sales.
      5. Fixed major bug! Was not closing journal files!

    02/19/97 Version 5.07

      1. Added Open Check Report.
      2. Fixed bug in FUNCTION fTomorrow.
      3. Added Time Mask capability to all reports.
      4. Made all sales real time reports. (will read open checks now)
      5. Added % of sales column for each employee on the Job Code report
      6. Added feature of reporting N/A in Hourly Labor Report when the hour is not yet complete.
          e.g. If current time is 12:30pm then the hour for 12:00pm will show only N/A because the 12:00pm hour is incomplete.

    03/10/97 Version 6.00

      1. Changed loading of Employee.DAT and JobCode.DAT

    05/23/97 Version 6.01

      1. Added the ability to append the local node’s defined report cut code to the printed check.
      2. Added more information to open check report. Now will show order type and if a customer record is found on the check, will show name, telephone, account, dispatch time (number 1), and if used, street 1 and 2.

    06/06/97 Version 6.02

      1. Added the ability to select an employee for the open check report.
      2. Changed the colors of the GUI to more closely match the styling spec in the templates.

    06/11/97 Version 6.03

      1. Added ability to check both local and global printer status. This will function just like TouchPRO does, with the same error windows,etc.
      2. Added ability to respect a node’s local print buffer delay as defined in Local Options.

    6/17/97 Version 6.04

      1. Fixed bug in open check report that would cause error 9 when max number of report lines was reached. Increased maximum to 2000 from 200. Was way too low for the increased amount of information now contained on this report (the customer information).

    6/27/97 Version 6.05

      1. Updated the overtime parameters to respect the same parameters as the payroll plugin report for Manager.
      2. Added ability to configure labor parameters by using either a /CONFIG command line switch or pressing F10 while running Quick Reports. (Will need a keyboard to set parameters!)

              The overtime information will be computed using the following parameters:

              The user will define:
                1. Day of the week the week starts on.
                2. Minimum wage.

              For each job code, the user will define:
                1. Maximum hours per week (before going on overtime)
                2. Overtime multiplier (to apply to employee’s rate of pay once on overtime)
                3. Server type of job code (this will indicate that special rules apply to employees working in this job code when on overtime. A “server” typically gets paid less than minimum wage and once on overtime should be paid the overtime multiplier applied to the greater of minimum wage or their wage)

      3. Fixed bug in Job Code report that would generate an error 9 if any employees were clocked in to any job codes above 9. (old max)
      4. Changed variable usage in Job Code report to use BCD instead of LONG when computing labor figures.

    07/07/97 Version 6.06

      1. Will always initialize mouse now instead of only when /INIT was specified in the command line switch. This was done to fully support Elo-Graphics touch monitors.

    09/18/97 Version 6.07

      1. Added command line switch “/GROSS” to use gross sales instead of net sales in all reports that utilize sales information.

    10/31/97 Version 6.08

      1. Fixed a bug related to double digit job codes. This affected both the Hourly Labor and Job Code reports.

    12/18/97 Version 6.09

      1. Removed /DATE command line switch.
      2. Fixed bug where Quick Reports was not supporting the New Day Hour. This would show itself when running reports between 12:00am and New Day Hour.
      3. Fixed Real Time Labor calculations. It had the same problem described in #2 in addition to not parsing each “unposted” time record individually. When clocking out, the time information is “posted” to the date of
          clock in, not the date of clock out. Now Quick Reports looks at each “unposted” time record individually to determine if it should be included in the report.
      4. Itemized Report would produce XMS error when run multiple times consecutively. Cleaned up XMS usage so this would not happen anymore.

    02/25/98 Version 6.10

      1. Enhanced the hourly labor report by adding the ability to display the report by Job Code.

    04/21/98 Version 6.11

      1. Fixed a bug where the Job Code report only reported on job codes 0 through 9.

    07/29/98 Version 6.12

      1. Added support for virtual HASP (standalone)

    12/08/98 Version 6.13

      1. Y2K compliant

    5/14/99 Version 6.14

      1. Added support for the Secret Global option: “Show Report dates as tommorow
      2. The List of dates now shows the most recent 730 days instead of the oldest 730 days.

    10/22/99 Version 6.15

      1. Real time Labor reports did not consider employees who had clocked in on previous dates. This has been corrected.
      2. If a .JOU file for today did not exist, it would pick the last .JOU file in the REPORTS directory. This has been corrected to pick the most recent .JOU file.

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