Testing by QueryPlus users has found several critical filtering components for the Production Report which are necessary to create a dataset that matches the AMS report. These items are:

1.                  The ‘Return Distinct Records’ check-box on the Fields screen (upper-right corner) must be un-checked. Please note that this must be done each time the report is opened, until the next release of QueryPlus.

2.                  The query must be filtered to remove all ‘On-Account’ invoices. This is done by selecting Invoice Type and filtering it for ‘1 or 2 or 3 or 4’.

3.                  The proper Line of Business field is Invoice Transaction Line of Business.

4.                  The date range must use a new QueryPlus field called Invoice Production Reporting Date. This date is arrived at by comparing Invoice Date and Invoice Effective Date and taking the more recent of the two.

These changes will be incorporated into Revision ‘A’ of the Production Report Template, which will be posted in the Knowledge Base.

The fourth change will require a database upgrade for all QueryPlus users.