Dan,
The POEntry UI Form references the PO Header, Detail and Release files. All three of those tables have user checkbox fields.
Double check which tables checkbox you are using in your UI customization. Verify you are using the correct one on your modified Crystal POForm.rpt.
The checkbox fields will always be false unless you set them to be true (in a customization) and save the record.
-----Original Message-----
From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf Of Dan Shallbetter
Sent: Friday, August 10, 2007 3:56 PM
To: vantage@yahoogroups.com
Subject: RE: [Vantage] Vantage 8.0.305 user defined fields and Crystal XI
Thanks Gary,
This got me started in the right direction. It appears that when I am testing in developer mode with a form that I have saved with the WIP box checked previewing the PO and then open POForm.rpt the field checkbox01 displays a false value. Do I need to uncheck the WIP box, change a checkbox property, or add it to the menu then run the report in a run mode to see the new field being updated?
Thanks again,
Have a good weekend.
Dan
From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf Of Gary Parfrey
Sent: Friday, August 10, 2007 11:03 AM
To: vantage@yahoogroups.com
Subject: RE: [Vantage] Vantage 8.0.305 user defined fields and Crystal XI
Dan
This should the process, start to finish
1) Make a copy of the PO system Report data definition and add tables/fields required that do not exist as standard
2) Save the new version of the report data definition as a new name
3) Go to report styles for Purchase Order and add a new report style referencing the data definition above in the style. Enter your old PO form at this point.
4) Go to Purchase Order Printing and select your new report style in the print screen and print the report.
5) Go to Crystal Developer and open your original form and save it as your new form version
6) Change the data source and pint it to the XML in your mfgsysdata/reports/'username' directory. Latest time stamped version and select
7) Verify the database and you should now see the new fields appear in the tables
8) Select the fields you want and add them to your form and print preview to check they appear and save
9) Go back to your report style in Vantage from item 3 and change the form the original form patch to your new one
10) Go back to Purchase Order Printing and retest
11) It should now show your new data on the PO
You can cut out parts of this process using generate only function, which just creates the XML, but I believe this is the most understandable
Gary Parfrey
Dot Net IT Limited, Reg No 4412519
From: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
[mailto:vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com> ] On Behalf Of Dan Shallbetter
Sent: 10 August 2007 15:21
To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
Subject: RE: [Vantage] Vantage 8.0.305 user defined fields and Crystal XI
Thanks to all who reply. I am jumping from 5.0 to 8.03.305 so this is all new to me. I have watched all the 8.03 E-learning's and the customization application tutorials. I am not certain on the actual procedure required to implement a custom form (PO Entry). My basic understanding is:
1) Modify form
2) Add new form in menu maintenance
3) Add new Crystal report in report style
I have completed step 1. Do I need to complete step 2 exit PO entry, or Vantage completely to test functionality? Next I want to develop the Crystal report to use the user define checkbox. In older version I would add the field in the VB form, print preview the form, open Crystal and verify the database upon which the newly added VB form field would be available in Crystal. Not certain if this is still the procedure with the change from dbf based reports to XML based report?
Confused in Minneapolis
Dan Shallbetter
From: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com>
[mailto:vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com> ] On
Behalf
Of Mark Wonsil
Sent: Friday, August 10, 2007 8:53 AM
To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com>
Subject: RE: [Vantage] Vantage 8.0.305 user definded fields and Crystal XI
Mark W.
[Non-text portions of this message have been removed]
[Non-text portions of this message have been removed]
[Non-text portions of this message have been removed]
Useful links for the Yahoo!Groups Vantage Board are: ( Note: You must have already linked your email address to a yahoo id to enable access. )
(1) To access the Files Section of our Yahoo!Group for Report Builder and Crystal Reports and other 'goodies', please goto: http://groups.yahoo.com/group/vantage/files/.
(2) To search through old msg's goto: http://groups.yahoo.com/group/vantage/messages
(3) To view links to Vendors that provide Vantage services goto: http://groups.yahoo.com/group/vantage/links
Yahoo! Groups Links
The POEntry UI Form references the PO Header, Detail and Release files. All three of those tables have user checkbox fields.
Double check which tables checkbox you are using in your UI customization. Verify you are using the correct one on your modified Crystal POForm.rpt.
The checkbox fields will always be false unless you set them to be true (in a customization) and save the record.
-----Original Message-----
From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf Of Dan Shallbetter
Sent: Friday, August 10, 2007 3:56 PM
To: vantage@yahoogroups.com
Subject: RE: [Vantage] Vantage 8.0.305 user defined fields and Crystal XI
Thanks Gary,
This got me started in the right direction. It appears that when I am testing in developer mode with a form that I have saved with the WIP box checked previewing the PO and then open POForm.rpt the field checkbox01 displays a false value. Do I need to uncheck the WIP box, change a checkbox property, or add it to the menu then run the report in a run mode to see the new field being updated?
Thanks again,
Have a good weekend.
Dan
From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf Of Gary Parfrey
Sent: Friday, August 10, 2007 11:03 AM
To: vantage@yahoogroups.com
Subject: RE: [Vantage] Vantage 8.0.305 user defined fields and Crystal XI
Dan
This should the process, start to finish
1) Make a copy of the PO system Report data definition and add tables/fields required that do not exist as standard
2) Save the new version of the report data definition as a new name
3) Go to report styles for Purchase Order and add a new report style referencing the data definition above in the style. Enter your old PO form at this point.
4) Go to Purchase Order Printing and select your new report style in the print screen and print the report.
5) Go to Crystal Developer and open your original form and save it as your new form version
6) Change the data source and pint it to the XML in your mfgsysdata/reports/'username' directory. Latest time stamped version and select
7) Verify the database and you should now see the new fields appear in the tables
8) Select the fields you want and add them to your form and print preview to check they appear and save
9) Go back to your report style in Vantage from item 3 and change the form the original form patch to your new one
10) Go back to Purchase Order Printing and retest
11) It should now show your new data on the PO
You can cut out parts of this process using generate only function, which just creates the XML, but I believe this is the most understandable
Gary Parfrey
Dot Net IT Limited, Reg No 4412519
From: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
[mailto:vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com> ] On Behalf Of Dan Shallbetter
Sent: 10 August 2007 15:21
To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
Subject: RE: [Vantage] Vantage 8.0.305 user defined fields and Crystal XI
Thanks to all who reply. I am jumping from 5.0 to 8.03.305 so this is all new to me. I have watched all the 8.03 E-learning's and the customization application tutorials. I am not certain on the actual procedure required to implement a custom form (PO Entry). My basic understanding is:
1) Modify form
2) Add new form in menu maintenance
3) Add new Crystal report in report style
I have completed step 1. Do I need to complete step 2 exit PO entry, or Vantage completely to test functionality? Next I want to develop the Crystal report to use the user define checkbox. In older version I would add the field in the VB form, print preview the form, open Crystal and verify the database upon which the newly added VB form field would be available in Crystal. Not certain if this is still the procedure with the change from dbf based reports to XML based report?
Confused in Minneapolis
Dan Shallbetter
From: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com>
[mailto:vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com> ] On
Behalf
Of Mark Wonsil
Sent: Friday, August 10, 2007 8:53 AM
To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com>
Subject: RE: [Vantage] Vantage 8.0.305 user definded fields and Crystal XI
> You do have to attach the updated report data definition through MenuWe don't change the Menu entry, we create a new Report Style and make it the default. This way, if we need to run the vanilla Epicor Report (to check for errors and to appease Epicor Support) we still have that opportunity.
> Maintenance. You also have to log out of and back into Vantage in
> order to see the changes you have made.
Mark W.
[Non-text portions of this message have been removed]
[Non-text portions of this message have been removed]
[Non-text portions of this message have been removed]
Useful links for the Yahoo!Groups Vantage Board are: ( Note: You must have already linked your email address to a yahoo id to enable access. )
(1) To access the Files Section of our Yahoo!Group for Report Builder and Crystal Reports and other 'goodies', please goto: http://groups.yahoo.com/group/vantage/files/.
(2) To search through old msg's goto: http://groups.yahoo.com/group/vantage/messages
(3) To view links to Vendors that provide Vantage services goto: http://groups.yahoo.com/group/vantage/links
Yahoo! Groups Links