Joe Piper, Inc.

Overview

Joe Piper modernized a legacy OpenEdge reporting workflow so sales teams could access critical inventory details without manual cross-referencing or print-only outputs. The update replaced static reports with Excel-ready exports and standardized material data across key views.

The Challenge

Two reports in the Sales Management module created daily friction:

• Material grade and size were missing from both reports.
• The Committed Inv Detail report only printed to a spooler, blocking filtering and sorting.

The team needed consistent data visibility and a usable output format without disrupting OpenEdge workflows.

The Solution

We extended the legacy ABL codebase to standardize data access and modernize output streams.

Schema and Query Extension

We updated ABL queries to fetch Grade and Size from the material tables using job number relationships. Both reports now surface the same fields.

Output Stream Modernization

We mirrored the Claims Processing export logic so Committed Inv Detail generates CSV/Excel output, delivered via the AugEmail distribution system.

Outcomes

• Both reports now include Grade and Size automatically.
• Committed Inv Detail exports directly to Excel.
• Sales teams can filter and analyze inventory commitments immediately.

Artifact: Report Flow

BEFORE:
[Query] -> [Format for Print] -> [Spool/PDF] -> (Manual Review)

AFTER:
[Query + Grade/Size] -> [Format for CSV] -> [Email/Excel] -> (Immediate Analysis)