Where the numbers come from
Every report says whether its rows are Voltix's own data or were read live from SAP Business One, and how long SAP took.
Show the steps for
Each report carries a small tag above the table, and the same line is printed on the PDF and on the About sheet of the Excel file.
| Tag | Meaning |
|---|---|
| Voltix data | The rows come from Voltix's own records: POS sessions and cash counts, CRM, projects, helpdesk, timesheets, subscriptions, purchasing drafts, and (on companies without SAP) sales, stock and payments. |
| Live from SAP · 1.8 s | The rows were read from SAP Business One at that moment. Nothing is kept in Voltix. |
Your company keeps its books in Voltix, so every report is Voltix data.
Documents that SAP posts or balances are read from SAP every time the report runs, because users create them in SAP too: sales invoices and credit memos, incoming and outgoing payments, receivables and payables, quotations, sales orders, deliveries and returns, purchase orders, goods receipts and A/P invoices, stock per warehouse, the warehouse journal, batches and serial numbers. Rim offers the (SAP) sources for these on your company; the local Sales invoices, Products & stock and similar sources are hidden, and saved reports built on them are moved to the SAP source the next time the Reports app opens.
Summary reports and detailed reports
A summary report groups rows (by month, customer, product, warehouse ...). SAP does the adding up and returns a few hundred rows, so it runs in a second or two however large the company. Rim builds summaries unless you ask for the detail.
A detailed report lists every document or line. Before it runs, Voltix warns you that SAP may take a while. The screen stops at a limit your administrator set and tells you how many more rows there were; the Excel file goes further, up to its own limit. Your administrator may also limit the hours in which detailed reports are allowed, so a heavy pull does not slow SAP for the people posting documents; summaries always run.
Asking Rim
Rim is told where your company's numbers come from. If you ask "where does this figure come from", it answers from the source of the report on screen. Rim designs the report; Voltix turns it into a query, SAP runs it and Voltix shows the result. Rim never reads the rows unless you ask it about the numbers already on your screen.