# Infor VISUAL report builder: build a custom work order report

> Source: https://netray.co/erp-help/infor-visual-report-builder-work-order-report
> Publisher: Netray (netray.co), AI and integration engineering for ERP and manufacturing systems.
> Section: ERP Help

## Short answer

VISUAL reports are commonly built in Crystal Reports connected to the VISUAL SQL Server database, and then added to the application so users can run them. A work order report joins WORK_ORDER, OPERATION and optionally REQUIREMENT and PART, filters by work order, and formats it for the shop floor.

## Kind

how-to

## System

infor-visual

## Erp

Infor VISUAL (VISUAL Manufacturing)

## Module

Reporting

## Query

infor visual report builder

## Alternate Queries

- infor work order report
- infor visual crystal reports
- customize infor visual reports

## Applies To

Infor VISUAL with Crystal Reports based reporting. Tooling and menus differ by version.

## Steps

### Build a work order report

**Items:**

- Install the Crystal Reports designer version that your VISUAL release supports.
- Create an ODBC or OLE DB connection to the VISUAL database with a read-only login.
- Start a new report and add WORK_ORDER, OPERATION and PART tables.
- Set the joins on base ID, lot and split, and sub IDs as they exist in your schema.
- Add a parameter for work order number so users pick the order at run time.
- Group by work order and list operations in sequence order with resource and hours.
- Add requirements and notes as sub-reports if needed, then test on real orders.
- Register the report so it appears for users, following your version's process, and set security.

## Sections

### Tables and joins

**Body:**

A work order in VISUAL is identified by a combination of fields rather than one key: a base ID, lot ID, split ID and sub ID. Joins from operation and requirement rows back to the work order must include all of them, or you will duplicate or lose rows. Check the key columns in your schema before building the join.

Reading the PART table gives you description and unit of measure, and SHOP_RESOURCE gives you the machine description for each operation.

**Code:**

SELECT w.BASE_ID, w.LOT_ID, w.SPLIT_ID, w.SUB_ID, w.PART_ID, w.DESIRED_QTY,
       o.SEQUENCE_NO, o.RESOURCE_ID, o.SETUP_HRS, o.RUN_HRS
FROM WORK_ORDER w
JOIN OPERATION o
  ON o.WORKORDER_TYPE = w.TYPE AND o.WORKORDER_BASE_ID = w.BASE_ID
 AND o.WORKORDER_LOT_ID = w.LOT_ID AND o.WORKORDER_SPLIT_ID = w.SPLIT_ID
 AND o.WORKORDER_SUB_ID = w.SUB_ID
WHERE w.BASE_ID = ?;

### Design for the shop floor

**Body:**

A work order traveler should be readable at arm's length: large order number, part and quantity at the top, operations in a clear table, and a barcode for the work order if scanning is used. Keep it to one page where possible and put notes where the operator will see them.

Use parameters and record selection in the report rather than filtering after data is fetched, so the database does the work.

### Customisation and upgrade safety

**Body:**

Keep custom reports separate from delivered ones, name them with a clear prefix, and store the .rpt files in version control. Delivered reports are overwritten on upgrades, so copy before editing. Retest after any VISUAL or SQL Server upgrade.

## Pitfalls

- Joining on only the base ID and duplicating rows across lots and splits.
- Editing a delivered report in place and losing it at upgrade.
- Connecting with a login that can write.
- Pulling all data and filtering in the report.
- Not testing with split or sub work orders.

## Ai Angle

A grounded assistant can draft the SQL and field list for a report from a plain request, such as a traveler with operations, hours and material, which a report author then reviews and formats. Netray builds this on-prem so the schema stays inside your network.

## Faq

### What reporting tool does VISUAL use?

**Answer:** Crystal Reports has been the common designer for VISUAL custom reports. Confirm the supported version and any newer reporting options for your release.

### Why does my report duplicate rows?

**Answer:** Usually a join that omits lot, split or sub IDs on the work order key. Include every key column.

### Will upgrades break my reports?

**Answer:** Custom reports usually survive, but delivered reports can be replaced. Keep copies and retest after upgrades.

## Search terms

infor visual report builder, infor work order report, visual manufacturing crystal reports, infor visual custom report, visual work order traveler, infor visual reports, crystal reports visual manufacturing, visual manufacturing work order table

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