Adding Table To Report Definition and Crystal

Yahoo Archive
1
Dear Paul:

It sounds like you are still missing a few steps of this process.

There is an answerbook on the MyEpicWeb page on the Epicor website.
AnswerBook # 4778MPS, "CR Modifying a Crystal Report form in V8.xx"

After you modify your data definition and report style, then you need
to run that Report Style by Print-Pre-viewing a form in Vantage in
order to generate a new .xml file based upon your newly-modified Data
Definition.

Then you need to open up your Crystal Report Packing Slip form and
complete several steps in order to tell Crystal to use the new .xml
file.

It is important that the steps in the Answerbook be completely
followed in proper order. If you follow this Answerbook, you
shouldn't have any trouble adding anything you want to your Packing
Slip.

Lynn



--- In vantage@yahoogroups.com, "Paul" <chaosavy@...> wrote:
>
> I'm actually working with the packing slip form, I tried this
> (linking terms) yesterday and get no data once I try to get data
out
> of the terms.description field.
>
> I don't get how linking works in these reports, in any "regular"
> crystal report it would easily work how you describe and how I did
> it, linking shipdtl.company to terms.company and
> shipdtl.ordernum_termscode to terms.code, but once done in these
> crystal repots it returns no data. So strange, why isn't this a no
> brainer?
>
> --- In vantage@yahoogroups.com, "Jim Frice" <Jim.Frice@> wrote:
> >
> > Now link from the terms code on the QuoteHed table to the Terms
> table to
> > be able to get the terms description.
> >
> > Jim
> >
> > ________________________________
> >
> > From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On
> Behalf
> > Of Paul
> > Sent: Monday, November 24, 2008 4:19 PM
> > To: vantage@yahoogroups.com
> > Subject: [Vantage] Re: Adding Table To Report Definition and
Crystal
> >
> >
> >
> > This post helped me a bunch, had no idea about the "linked tables"
> >
> > Although it didn't quite give me what I want (I want the terms
> > description, it gave me a terms code) at least its something.
> >
> > thank you
> >
> > --- In vantage@yahoogroups.com <mailto:vantage%
> 40yahoogroups.com> , "Vic
> > Drecchio" <vic.drecchio@>
> > wrote:
> > >
> > > Chris,
> > >
> > > You're making this more difficult then it needs to be. :-)
> > >
> > > Finally the Epicorian developers thought ahead slightly to
> > proactively
> > > support things like this....it's called Linked Tables.
> > >
> > > Quickly:
> > >
> > > Start from scratch; copy the default QuotForm RDD (report data
> def)
> > to
> > > something else.
> > >
> > > Open your newly copied RDD and click on the Report Table tab.
> > >
> > > Click on the List tab.
> > >
> > > Click on the QuoteHed Table.
> > >
> > > Now click on the Linked Tables tab. (options of linked tables
> > change
> > > for each table you click on in the RDD).
> > >
> > > Look on the left side of the Linked tables tab; you should
> > see "Lookup
> > > Available" and see 'ShipToNum' as a choice. 'ShipToNum' is your
> > ShipTo
> > > table. Why they didn't call it that, I'm not sure....
> > >
> > > Bring it over to the right side. Now click on the Description
> > Fields
> > > tab.
> > >
> > > In the dropdown box, select ShipToNum.
> > >
> > > Bring over the fields you want.
> > >
> > > Save.
> > >
> > > Now when you run this RDD, in the exported XML, these fields
will
> be
> > > added to the "QuoteHed" table's list of fields prefixed by
> > > "ShipToNum_{yourfield}.
> > >
> > > 80% of the time these Linked Tables are available. It is much
> > easier
> > > than setting up a relationship and adding a table. And then
> having
> > to
> > > duplicate in Crystal.
> > >
> > >
> > > Good luck.
> > >
> > >
> > > Vic Drecchio
> > > ERP Administrator
> > >
> > > TIMCO Aviation Services
> > > Greensboro, NC
> > > Email: vic.drecchio@
> > > Office: 336.668.4410 x3091
> > > Mobile: 704.530.3092
> > >
> > >
> > >
> > > -----Original Message-----
> > > From: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
> > [mailto:vantage@yahoogroups.com <mailto:vantage%
> 40yahoogroups.com> ] On
> > Behalf
> > > Of Chris Thompson
> > > Sent: Tuesday, November 11, 2008 9:54 AM
> > > To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
> > > Subject: Re: [Vantage] Adding Table To Report Definition and
> Crystal
> > >
> > > Hi, We are on 8.03.404.
> > >
> > > Thanks
> > >
> > >
> > >
> > >
> > > ________________________________
> > > From: Charles Carden <shadowcar1449@>
> > > To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
> > > Sent: Tuesday, November 11, 2008 2:24:22 PM
> > > Subject: Re: [Vantage] Adding Table To Report Definition and
> Crystal
> > >
> > >
> > > What version of Vantage are you on? This is critical since the
> > ability
> > > to add tables and retrieve data was not there is some of the
older
> > > versions.
> > >
> > > ----- Original Message -----
> > > From: Chris Thompson
> > > To: vantage@yahoogroups .com
> > > Sent: Tuesday, November 11, 2008 8:10 AM
> > > Subject: [Vantage] Adding Table To Report Definition and Crystal
> > >
> > > Hi,
> > >
> > > I am modifying our Quote in Crystal and I need to add the 'Ship
> To'
> > > address of the customer on the Crystal form.
> > >
> > > As standard (even with all excluded fields included), Vantage
> > doesn't
> > > export this information in the .xml.
> > >
> > > I assume I need to add a Table for ShipTo in the Data
Definition
> for
> > > Quotes.
> > >
> > > I have done this, and Added a new Relationship (Parent Table:
> > Customer,
> > > Key: Blank, Child Table: ShipTo).
> > >
> > > For the Relationship Fields I have added Parent Field Name:
> > ShipToNum,
> > > Child Field Name: ShipToNum.
> > >
> > > In Relationship | List, I have said WhichItem: EACH.
> > >
> > > I have then ran the report to creat the .xml.
> > >
> > > In Crystal I have ser the Datasource Location and found the
> > latest .xml
> > > file.
> > >
> > > The ShipTo table appears in the new DataSet. I have selected
the
> > Report
> > > Dataset headers in existing/new and clicked update.
> > >
> > > It doesn't add the new table (ShipTo) to the new Report Dataset.
> > >
> > > I CAN add it manually in Database expert and then add a link
> between
> > > Customer and ShipTo where there is a link between CustNum,
> Customer
> > and
> > > ShipToID.
> > >
> > > I then add i.e. Address 1,2 and 3 from the ShipTo table to my
> > report,
> > > save, and preview my new Quote (print preview in Vantage), and
it
> > shows
> > > a blank form with no data (only borders etc).
> > >
> > > If I remove the fields from Address 1,2 and 3 and then save and
> > print
> > > preview the report, all data is there (with the exception of
the
> > ShipTo
> > > data fields (which I removed).
> > >
> > > Does anyone know where I am going wrong??
> > >
> > > Any help greatly appreciated.
> > >
> > > Cheers,
> > >
> > > CHRIS THOMPSON
> > >
> > > [Non-text portions of this message have been removed]
> > >
> > > Charles Carden
> > > IT Manager
> > > Manitex, Inc.
> > >
> > > [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/.
> > <http://groups.yahoo.com/group/vantage/files/.>
> > > (2) To search through old msg's goto:
> > > http://groups.yahoo.com/group/vantage/messages
> > <http://groups.yahoo.com/group/vantage/messages>
> > > (3) To view links to Vendors that provide Vantage services goto:
> > > http://groups.yahoo.com/group/vantage/linksYahoo
> > <http://groups.yahoo.com/group/vantage/linksYahoo> ! Groups Links
> > >
> >
> >
> >
> >
> >
> >
> > [Non-text portions of this message have been removed]
> >
>
2
Hi,

I am modifying our Quote in Crystal and I need to add the 'Ship To' address of the customer on the Crystal form.

As standard (even with all excluded fields included), Vantage doesn't export this information in the .xml.

I assume I need to add a Table for ShipTo in the Data Definition for Quotes.

I have done this, and Added a new Relationship (Parent Table: Customer, Key: Blank, Child Table: ShipTo).

For the Relationship Fields I have added Parent Field Name: ShipToNum, Child Field Name: ShipToNum.

In Relationship | List, I have said WhichItem: EACH.

I have then ran the report to creat the .xml.

In Crystal I have ser the Datasource Location and found the latest .xml file.

The ShipTo table appears in the new DataSet. I have selected the Report Dataset headers in existing/new and clicked update.

It doesn't add the new table (ShipTo) to the new Report Dataset.

I CAN add it manually in Database expert and then add a link between Customer and ShipTo where there is a link between CustNum, Customer and ShipToID.

I then add i.e. Address 1,2 and 3 from the ShipTo table to my report, save, and preview my new Quote (print preview in Vantage), and it shows a blank form with no data (only borders etc).

If I remove the fields from Address 1,2 and 3 and then save and print preview the report, all data is there (with the exception of the ShipTo data fields (which I removed).

Does anyone know where I am going wrong??

Any help greatly appreciated.

Cheers,


CHRIS THOMPSONÂ




[Non-text portions of this message have been removed]
3
I have encountered the 'blank' report condition when adding tables.
If I Linked to the new table from existing report data it would
happen. If I linked from the new table to the exisiting data it works.

try reversing the direction of the links to the new table.

bw

--- In vantage@yahoogroups.com, Chris Thompson <chriselectrix@...>
wrote:
>
> Hi,
>
> I am modifying our Quote in Crystal and I need to add the 'Ship To'
address of the customer on the Crystal form.
>
> As standard (even with all excluded fields included), Vantage
doesn't export this information in the .xml.
>
> I assume I need to add a Table for ShipTo in the Data Definition
for Quotes.
>
> I have done this, and Added a new Relationship (Parent Table:
Customer, Key: Blank, Child Table: ShipTo).
>
> For the Relationship Fields I have added Parent Field Name:
ShipToNum, Child Field Name: ShipToNum.
>
> In Relationship | List, I have said WhichItem: EACH.
>
> I have then ran the report to creat the .xml.
>
> In Crystal I have ser the Datasource Location and found the
latest .xml file.
>
> The ShipTo table appears in the new DataSet. I have selected the
Report Dataset headers in existing/new and clicked update.
>
> It doesn't add the new table (ShipTo) to the new Report Dataset.
>
> I CAN add it manually in Database expert and then add a link
between Customer and ShipTo where there is a link between CustNum,
Customer and ShipToID.
>
> I then add i.e. Address 1,2 and 3 from the ShipTo table to my
report, save, and preview my new Quote (print preview in Vantage),
and it shows a blank form with no data (only borders etc).
>
> If I remove the fields from Address 1,2 and 3 and then save and
print preview the report, all data is there (with the exception of
the ShipTo data fields (which I removed).
>
> Does anyone know where I am going wrong??
>
> Any help greatly appreciated.
>
> Cheers,
>
>
> CHRIS THOMPSONÂ
>
>
>
>
> [Non-text portions of this message have been removed]
>
4
What version of Vantage are you on? This is critical since the ability to add tables and retrieve data was not there is some of the older versions.

----- Original Message -----
From: Chris Thompson
To: vantage@yahoogroups.com
Sent: Tuesday, November 11, 2008 8:10 AM
Subject: [Vantage] Adding Table To Report Definition and Crystal


Hi,

I am modifying our Quote in Crystal and I need to add the 'Ship To' address of the customer on the Crystal form.

As standard (even with all excluded fields included), Vantage doesn't export this information in the .xml.

I assume I need to add a Table for ShipTo in the Data Definition for Quotes.

I have done this, and Added a new Relationship (Parent Table: Customer, Key: Blank, Child Table: ShipTo).

For the Relationship Fields I have added Parent Field Name: ShipToNum, Child Field Name: ShipToNum.

In Relationship | List, I have said WhichItem: EACH.

I have then ran the report to creat the .xml.

In Crystal I have ser the Datasource Location and found the latest .xml file.

The ShipTo table appears in the new DataSet. I have selected the Report Dataset headers in existing/new and clicked update.

It doesn't add the new table (ShipTo) to the new Report Dataset.

I CAN add it manually in Database expert and then add a link between Customer and ShipTo where there is a link between CustNum, Customer and ShipToID.

I then add i.e. Address 1,2 and 3 from the ShipTo table to my report, save, and preview my new Quote (print preview in Vantage), and it shows a blank form with no data (only borders etc).

If I remove the fields from Address 1,2 and 3 and then save and print preview the report, all data is there (with the exception of the ShipTo data fields (which I removed).

Does anyone know where I am going wrong??

Any help greatly appreciated.

Cheers,

CHRIS THOMPSON

[Non-text portions of this message have been removed]




Charles Carden
IT Manager
Manitex, Inc.


[Non-text portions of this message have been removed]
5
Hi, We are on 8.03.404.

Thanks




________________________________
From: Charles Carden <shadowcar1449@...>
To: vantage@yahoogroups.com
Sent: Tuesday, November 11, 2008 2:24:22 PM
Subject: Re: [Vantage] Adding Table To Report Definition and Crystal


What version of Vantage are you on? This is critical since the ability to add tables and retrieve data was not there is some of the older versions.

----- Original Message -----
From: Chris Thompson
To: vantage@yahoogroups .com
Sent: Tuesday, November 11, 2008 8:10 AM
Subject: [Vantage] Adding Table To Report Definition and Crystal

Hi,

I am modifying our Quote in Crystal and I need to add the 'Ship To' address of the customer on the Crystal form.

As standard (even with all excluded fields included), Vantage doesn't export this information in the .xml.

I assume I need to add a Table for ShipTo in the Data Definition for Quotes.

I have done this, and Added a new Relationship (Parent Table: Customer, Key: Blank, Child Table: ShipTo).

For the Relationship Fields I have added Parent Field Name: ShipToNum, Child Field Name: ShipToNum.

In Relationship | List, I have said WhichItem: EACH.

I have then ran the report to creat the .xml.

In Crystal I have ser the Datasource Location and found the latest .xml file.

The ShipTo table appears in the new DataSet. I have selected the Report Dataset headers in existing/new and clicked update.

It doesn't add the new table (ShipTo) to the new Report Dataset.

I CAN add it manually in Database expert and then add a link between Customer and ShipTo where there is a link between CustNum, Customer and ShipToID.

I then add i.e. Address 1,2 and 3 from the ShipTo table to my report, save, and preview my new Quote (print preview in Vantage), and it shows a blank form with no data (only borders etc).

If I remove the fields from Address 1,2 and 3 and then save and print preview the report, all data is there (with the exception of the ShipTo data fields (which I removed).

Does anyone know where I am going wrong??

Any help greatly appreciated.

Cheers,

CHRIS THOMPSON

[Non-text portions of this message have been removed]

Charles Carden
IT Manager
Manitex, Inc.

[Non-text portions of this message have been removed]






[Non-text portions of this message have been removed]
6
Chris,

You're making this more difficult then it needs to be. :-)

Finally the Epicorian developers thought ahead slightly to proactively
support things like this....it's called Linked Tables.

Quickly:

Start from scratch; copy the default QuotForm RDD (report data def) to
something else.

Open your newly copied RDD and click on the Report Table tab.

Click on the List tab.

Click on the QuoteHed Table.

Now click on the Linked Tables tab. (options of linked tables change
for each table you click on in the RDD).

Look on the left side of the Linked tables tab; you should see "Lookup
Available" and see 'ShipToNum' as a choice. 'ShipToNum' is your ShipTo
table. Why they didn't call it that, I'm not sure....

Bring it over to the right side. Now click on the Description Fields
tab.

In the dropdown box, select ShipToNum.

Bring over the fields you want.

Save.

Now when you run this RDD, in the exported XML, these fields will be
added to the "QuoteHed" table's list of fields prefixed by
"ShipToNum_{yourfield}.

80% of the time these Linked Tables are available. It is much easier
than setting up a relationship and adding a table. And then having to
duplicate in Crystal.


Good luck.


Vic Drecchio
ERP Administrator

TIMCO Aviation Services
Greensboro, NC
Email: vic.drecchio@...
Office: 336.668.4410 x3091
Mobile: 704.530.3092



-----Original Message-----
From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf
Of Chris Thompson
Sent: Tuesday, November 11, 2008 9:54 AM
To: vantage@yahoogroups.com
Subject: Re: [Vantage] Adding Table To Report Definition and Crystal

Hi, We are on 8.03.404.

Thanks




________________________________
From: Charles Carden <shadowcar1449@...>
To: vantage@yahoogroups.com
Sent: Tuesday, November 11, 2008 2:24:22 PM
Subject: Re: [Vantage] Adding Table To Report Definition and Crystal


What version of Vantage are you on? This is critical since the ability
to add tables and retrieve data was not there is some of the older
versions.

----- Original Message -----
From: Chris Thompson
To: vantage@yahoogroups .com
Sent: Tuesday, November 11, 2008 8:10 AM
Subject: [Vantage] Adding Table To Report Definition and Crystal

Hi,

I am modifying our Quote in Crystal and I need to add the 'Ship To'
address of the customer on the Crystal form.

As standard (even with all excluded fields included), Vantage doesn't
export this information in the .xml.

I assume I need to add a Table for ShipTo in the Data Definition for
Quotes.

I have done this, and Added a new Relationship (Parent Table: Customer,
Key: Blank, Child Table: ShipTo).

For the Relationship Fields I have added Parent Field Name: ShipToNum,
Child Field Name: ShipToNum.

In Relationship | List, I have said WhichItem: EACH.

I have then ran the report to creat the .xml.

In Crystal I have ser the Datasource Location and found the latest .xml
file.

The ShipTo table appears in the new DataSet. I have selected the Report
Dataset headers in existing/new and clicked update.

It doesn't add the new table (ShipTo) to the new Report Dataset.

I CAN add it manually in Database expert and then add a link between
Customer and ShipTo where there is a link between CustNum, Customer and
ShipToID.

I then add i.e. Address 1,2 and 3 from the ShipTo table to my report,
save, and preview my new Quote (print preview in Vantage), and it shows
a blank form with no data (only borders etc).

If I remove the fields from Address 1,2 and 3 and then save and print
preview the report, all data is there (with the exception of the ShipTo
data fields (which I removed).

Does anyone know where I am going wrong??

Any help greatly appreciated.

Cheers,

CHRIS THOMPSON

[Non-text portions of this message have been removed]

Charles Carden
IT Manager
Manitex, Inc.

[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/linksYahoo! Groups Links
7
Chris:

Vic's suggestion of using the Epicor-provdided linked tables is the
best way to go.

However, for future reference, I don't see below where you remembered
to establish the relationship between customer.company =
shipto.company.

The fieldname Company exists in every Vantage table; and for every
relationship you add, ParentTable.Company = ChildTable.Company needs
to exist.

Lynn



--- In vantage@yahoogroups.com, Chris Thompson <chriselectrix@...>
wrote:
>
> Hi,
>
> I am modifying our Quote in Crystal and I need to add the 'Ship To'
address of the customer on the Crystal form.
>
> As standard (even with all excluded fields included), Vantage
doesn't export this information in the .xml.
>
> I assume I need to add a Table for ShipTo in the Data Definition
for Quotes.
>
> I have done this, and Added a new Relationship (Parent Table:
Customer, Key: Blank, Child Table: ShipTo).
>
> For the Relationship Fields I have added Parent Field Name:
ShipToNum, Child Field Name: ShipToNum.
>
> In Relationship | List, I have said WhichItem: EACH.
>
> I have then ran the report to creat the .xml.
>
> In Crystal I have ser the Datasource Location and found the
latest .xml file.
>
> The ShipTo table appears in the new DataSet. I have selected the
Report Dataset headers in existing/new and clicked update.
>
> It doesn't add the new table (ShipTo) to the new Report Dataset.
>
> I CAN add it manually in Database expert and then add a link
between Customer and ShipTo where there is a link between CustNum,
Customer and ShipToID.
>
> I then add i.e. Address 1,2 and 3 from the ShipTo table to my
report, save, and preview my new Quote (print preview in Vantage),
and it shows a blank form with no data (only borders etc).
>
> If I remove the fields from Address 1,2 and 3 and then save and
print preview the report, all data is there (with the exception of
the ShipTo data fields (which I removed).
>
> Does anyone know where I am going wrong??
>
> Any help greatly appreciated.
>
> Cheers,
>
>
> CHRIS THOMPSONÂ
>
>
>
>
> [Non-text portions of this message have been removed]
>
8
And one further note - even though you won't be using the 'key'
fields on the report, include them in the data being sent to the
report so you can link the tables in the dabase expert in Crystal.

--- In vantage@yahoogroups.com, "Lynn" <lynn.khalife@...> wrote:
>
> Chris:
>
> Vic's suggestion of using the Epicor-provdided linked tables is the
> best way to go.
>
> However, for future reference, I don't see below where you
remembered
> to establish the relationship between customer.company =
> shipto.company.
>
> The fieldname Company exists in every Vantage table; and for every
> relationship you add, ParentTable.Company = ChildTable.Company
needs
> to exist.
>
> Lynn
>
>
>
> --- In vantage@yahoogroups.com, Chris Thompson <chriselectrix@>
> wrote:
> >
> > Hi,
> >
> > I am modifying our Quote in Crystal and I need to add the 'Ship
To'
> address of the customer on the Crystal form.
> >
> > As standard (even with all excluded fields included), Vantage
> doesn't export this information in the .xml.
> >
> > I assume I need to add a Table for ShipTo in the Data Definition
> for Quotes.
> >
> > I have done this, and Added a new Relationship (Parent Table:
> Customer, Key: Blank, Child Table: ShipTo).
> >
> > For the Relationship Fields I have added Parent Field Name:
> ShipToNum, Child Field Name: ShipToNum.
> >
> > In Relationship | List, I have said WhichItem: EACH.
> >
> > I have then ran the report to creat the .xml.
> >
> > In Crystal I have ser the Datasource Location and found the
> latest .xml file.
> >
> > The ShipTo table appears in the new DataSet. I have selected the
> Report Dataset headers in existing/new and clicked update.
> >
> > It doesn't add the new table (ShipTo) to the new Report Dataset.
> >
> > I CAN add it manually in Database expert and then add a link
> between Customer and ShipTo where there is a link between CustNum,
> Customer and ShipToID.
> >
> > I then add i.e. Address 1,2 and 3 from the ShipTo table to my
> report, save, and preview my new Quote (print preview in Vantage),
> and it shows a blank form with no data (only borders etc).
> >
> > If I remove the fields from Address 1,2 and 3 and then save and
> print preview the report, all data is there (with the exception of
> the ShipTo data fields (which I removed).
> >
> > Does anyone know where I am going wrong??
> >
> > Any help greatly appreciated.
> >
> > Cheers,
> >
> >
> > CHRIS THOMPSONÂ
> >
> >
> >
> >
> > [Non-text portions of this message have been removed]
> >
>
9
This post helped me a bunch, had no idea about the "linked tables"

Although it didn't quite give me what I want (I want the terms
description, it gave me a terms code) at least its something.

thank you

--- In vantage@yahoogroups.com, "Vic Drecchio" <vic.drecchio@...>
wrote:
>
> Chris,
>
> You're making this more difficult then it needs to be. :-)
>
> Finally the Epicorian developers thought ahead slightly to
proactively
> support things like this....it's called Linked Tables.
>
> Quickly:
>
> Start from scratch; copy the default QuotForm RDD (report data def)
to
> something else.
>
> Open your newly copied RDD and click on the Report Table tab.
>
> Click on the List tab.
>
> Click on the QuoteHed Table.
>
> Now click on the Linked Tables tab. (options of linked tables
change
> for each table you click on in the RDD).
>
> Look on the left side of the Linked tables tab; you should
see "Lookup
> Available" and see 'ShipToNum' as a choice. 'ShipToNum' is your
ShipTo
> table. Why they didn't call it that, I'm not sure....
>
> Bring it over to the right side. Now click on the Description
Fields
> tab.
>
> In the dropdown box, select ShipToNum.
>
> Bring over the fields you want.
>
> Save.
>
> Now when you run this RDD, in the exported XML, these fields will be
> added to the "QuoteHed" table's list of fields prefixed by
> "ShipToNum_{yourfield}.
>
> 80% of the time these Linked Tables are available. It is much
easier
> than setting up a relationship and adding a table. And then having
to
> duplicate in Crystal.
>
>
> Good luck.
>
>
> Vic Drecchio
> ERP Administrator
>
> TIMCO Aviation Services
> Greensboro, NC
> Email: vic.drecchio@...
> Office: 336.668.4410 x3091
> Mobile: 704.530.3092
>
>
>
> -----Original Message-----
> From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On
Behalf
> Of Chris Thompson
> Sent: Tuesday, November 11, 2008 9:54 AM
> To: vantage@yahoogroups.com
> Subject: Re: [Vantage] Adding Table To Report Definition and Crystal
>
> Hi, We are on 8.03.404.
>
> Thanks
>
>
>
>
> ________________________________
> From: Charles Carden <shadowcar1449@...>
> To: vantage@yahoogroups.com
> Sent: Tuesday, November 11, 2008 2:24:22 PM
> Subject: Re: [Vantage] Adding Table To Report Definition and Crystal
>
>
> What version of Vantage are you on? This is critical since the
ability
> to add tables and retrieve data was not there is some of the older
> versions.
>
> ----- Original Message -----
> From: Chris Thompson
> To: vantage@yahoogroups .com
> Sent: Tuesday, November 11, 2008 8:10 AM
> Subject: [Vantage] Adding Table To Report Definition and Crystal
>
> Hi,
>
> I am modifying our Quote in Crystal and I need to add the 'Ship To'
> address of the customer on the Crystal form.
>
> As standard (even with all excluded fields included), Vantage
doesn't
> export this information in the .xml.
>
> I assume I need to add a Table for ShipTo in the Data Definition for
> Quotes.
>
> I have done this, and Added a new Relationship (Parent Table:
Customer,
> Key: Blank, Child Table: ShipTo).
>
> For the Relationship Fields I have added Parent Field Name:
ShipToNum,
> Child Field Name: ShipToNum.
>
> In Relationship | List, I have said WhichItem: EACH.
>
> I have then ran the report to creat the .xml.
>
> In Crystal I have ser the Datasource Location and found the
latest .xml
> file.
>
> The ShipTo table appears in the new DataSet. I have selected the
Report
> Dataset headers in existing/new and clicked update.
>
> It doesn't add the new table (ShipTo) to the new Report Dataset.
>
> I CAN add it manually in Database expert and then add a link between
> Customer and ShipTo where there is a link between CustNum, Customer
and
> ShipToID.
>
> I then add i.e. Address 1,2 and 3 from the ShipTo table to my
report,
> save, and preview my new Quote (print preview in Vantage), and it
shows
> a blank form with no data (only borders etc).
>
> If I remove the fields from Address 1,2 and 3 and then save and
print
> preview the report, all data is there (with the exception of the
ShipTo
> data fields (which I removed).
>
> Does anyone know where I am going wrong??
>
> Any help greatly appreciated.
>
> Cheers,
>
> CHRIS THOMPSON
>
> [Non-text portions of this message have been removed]
>
> Charles Carden
> IT Manager
> Manitex, Inc.
>
> [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/linksYahoo! Groups Links
>
10
Now link from the terms code on the QuoteHed table to the Terms table to
be able to get the terms description.

Jim

________________________________

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf
Of Paul
Sent: Monday, November 24, 2008 4:19 PM
To: vantage@yahoogroups.com
Subject: [Vantage] Re: Adding Table To Report Definition and Crystal



This post helped me a bunch, had no idea about the "linked tables"

Although it didn't quite give me what I want (I want the terms
description, it gave me a terms code) at least its something.

thank you

--- In vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com> , "Vic
Drecchio" <vic.drecchio@...>
wrote:
>
> Chris,
>
> You're making this more difficult then it needs to be. :-)
>
> Finally the Epicorian developers thought ahead slightly to
proactively
> support things like this....it's called Linked Tables.
>
> Quickly:
>
> Start from scratch; copy the default QuotForm RDD (report data def)
to
> something else.
>
> Open your newly copied RDD and click on the Report Table tab.
>
> Click on the List tab.
>
> Click on the QuoteHed Table.
>
> Now click on the Linked Tables tab. (options of linked tables
change
> for each table you click on in the RDD).
>
> Look on the left side of the Linked tables tab; you should
see "Lookup
> Available" and see 'ShipToNum' as a choice. 'ShipToNum' is your
ShipTo
> table. Why they didn't call it that, I'm not sure....
>
> Bring it over to the right side. Now click on the Description
Fields
> tab.
>
> In the dropdown box, select ShipToNum.
>
> Bring over the fields you want.
>
> Save.
>
> Now when you run this RDD, in the exported XML, these fields will be
> added to the "QuoteHed" table's list of fields prefixed by
> "ShipToNum_{yourfield}.
>
> 80% of the time these Linked Tables are available. It is much
easier
> than setting up a relationship and adding a table. And then having
to
> duplicate in Crystal.
>
>
> Good luck.
>
>
> Vic Drecchio
> ERP Administrator
>
> TIMCO Aviation Services
> Greensboro, NC
> Email: vic.drecchio@...
> Office: 336.668.4410 x3091
> Mobile: 704.530.3092
>
>
>
> -----Original Message-----
> From: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
[mailto:vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com> ] On
Behalf
> Of Chris Thompson
> Sent: Tuesday, November 11, 2008 9:54 AM
> To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
> Subject: Re: [Vantage] Adding Table To Report Definition and Crystal
>
> Hi, We are on 8.03.404.
>
> Thanks
>
>
>
>
> ________________________________
> From: Charles Carden <shadowcar1449@...>
> To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
> Sent: Tuesday, November 11, 2008 2:24:22 PM
> Subject: Re: [Vantage] Adding Table To Report Definition and Crystal
>
>
> What version of Vantage are you on? This is critical since the
ability
> to add tables and retrieve data was not there is some of the older
> versions.
>
> ----- Original Message -----
> From: Chris Thompson
> To: vantage@yahoogroups .com
> Sent: Tuesday, November 11, 2008 8:10 AM
> Subject: [Vantage] Adding Table To Report Definition and Crystal
>
> Hi,
>
> I am modifying our Quote in Crystal and I need to add the 'Ship To'
> address of the customer on the Crystal form.
>
> As standard (even with all excluded fields included), Vantage
doesn't
> export this information in the .xml.
>
> I assume I need to add a Table for ShipTo in the Data Definition for
> Quotes.
>
> I have done this, and Added a new Relationship (Parent Table:
Customer,
> Key: Blank, Child Table: ShipTo).
>
> For the Relationship Fields I have added Parent Field Name:
ShipToNum,
> Child Field Name: ShipToNum.
>
> In Relationship | List, I have said WhichItem: EACH.
>
> I have then ran the report to creat the .xml.
>
> In Crystal I have ser the Datasource Location and found the
latest .xml
> file.
>
> The ShipTo table appears in the new DataSet. I have selected the
Report
> Dataset headers in existing/new and clicked update.
>
> It doesn't add the new table (ShipTo) to the new Report Dataset.
>
> I CAN add it manually in Database expert and then add a link between
> Customer and ShipTo where there is a link between CustNum, Customer
and
> ShipToID.
>
> I then add i.e. Address 1,2 and 3 from the ShipTo table to my
report,
> save, and preview my new Quote (print preview in Vantage), and it
shows
> a blank form with no data (only borders etc).
>
> If I remove the fields from Address 1,2 and 3 and then save and
print
> preview the report, all data is there (with the exception of the
ShipTo
> data fields (which I removed).
>
> Does anyone know where I am going wrong??
>
> Any help greatly appreciated.
>
> Cheers,
>
> CHRIS THOMPSON
>
> [Non-text portions of this message have been removed]
>
> Charles Carden
> IT Manager
> Manitex, Inc.
>
> [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/.
<http://groups.yahoo.com/group/vantage/files/.>
> (2) To search through old msg's goto:
> http://groups.yahoo.com/group/vantage/messages
<http://groups.yahoo.com/group/vantage/messages>
> (3) To view links to Vendors that provide Vantage services goto:
> http://groups.yahoo.com/group/vantage/linksYahoo
<http://groups.yahoo.com/group/vantage/linksYahoo> ! Groups Links
>






[Non-text portions of this message have been removed]
11
I'm actually working with the packing slip form, I tried this
(linking terms) yesterday and get no data once I try to get data out
of the terms.description field.

I don't get how linking works in these reports, in any "regular"
crystal report it would easily work how you describe and how I did
it, linking shipdtl.company to terms.company and
shipdtl.ordernum_termscode to terms.code, but once done in these
crystal repots it returns no data. So strange, why isn't this a no
brainer?

--- In vantage@yahoogroups.com, "Jim Frice" <Jim.Frice@...> wrote:
>
> Now link from the terms code on the QuoteHed table to the Terms
table to
> be able to get the terms description.
>
> Jim
>
> ________________________________
>
> From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On
Behalf
> Of Paul
> Sent: Monday, November 24, 2008 4:19 PM
> To: vantage@yahoogroups.com
> Subject: [Vantage] Re: Adding Table To Report Definition and Crystal
>
>
>
> This post helped me a bunch, had no idea about the "linked tables"
>
> Although it didn't quite give me what I want (I want the terms
> description, it gave me a terms code) at least its something.
>
> thank you
>
> --- In vantage@yahoogroups.com <mailto:vantage%
40yahoogroups.com> , "Vic
> Drecchio" <vic.drecchio@>
> wrote:
> >
> > Chris,
> >
> > You're making this more difficult then it needs to be. :-)
> >
> > Finally the Epicorian developers thought ahead slightly to
> proactively
> > support things like this....it's called Linked Tables.
> >
> > Quickly:
> >
> > Start from scratch; copy the default QuotForm RDD (report data
def)
> to
> > something else.
> >
> > Open your newly copied RDD and click on the Report Table tab.
> >
> > Click on the List tab.
> >
> > Click on the QuoteHed Table.
> >
> > Now click on the Linked Tables tab. (options of linked tables
> change
> > for each table you click on in the RDD).
> >
> > Look on the left side of the Linked tables tab; you should
> see "Lookup
> > Available" and see 'ShipToNum' as a choice. 'ShipToNum' is your
> ShipTo
> > table. Why they didn't call it that, I'm not sure....
> >
> > Bring it over to the right side. Now click on the Description
> Fields
> > tab.
> >
> > In the dropdown box, select ShipToNum.
> >
> > Bring over the fields you want.
> >
> > Save.
> >
> > Now when you run this RDD, in the exported XML, these fields will
be
> > added to the "QuoteHed" table's list of fields prefixed by
> > "ShipToNum_{yourfield}.
> >
> > 80% of the time these Linked Tables are available. It is much
> easier
> > than setting up a relationship and adding a table. And then
having
> to
> > duplicate in Crystal.
> >
> >
> > Good luck.
> >
> >
> > Vic Drecchio
> > ERP Administrator
> >
> > TIMCO Aviation Services
> > Greensboro, NC
> > Email: vic.drecchio@
> > Office: 336.668.4410 x3091
> > Mobile: 704.530.3092
> >
> >
> >
> > -----Original Message-----
> > From: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
> [mailto:vantage@yahoogroups.com <mailto:vantage%
40yahoogroups.com> ] On
> Behalf
> > Of Chris Thompson
> > Sent: Tuesday, November 11, 2008 9:54 AM
> > To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
> > Subject: Re: [Vantage] Adding Table To Report Definition and
Crystal
> >
> > Hi, We are on 8.03.404.
> >
> > Thanks
> >
> >
> >
> >
> > ________________________________
> > From: Charles Carden <shadowcar1449@>
> > To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
> > Sent: Tuesday, November 11, 2008 2:24:22 PM
> > Subject: Re: [Vantage] Adding Table To Report Definition and
Crystal
> >
> >
> > What version of Vantage are you on? This is critical since the
> ability
> > to add tables and retrieve data was not there is some of the older
> > versions.
> >
> > ----- Original Message -----
> > From: Chris Thompson
> > To: vantage@yahoogroups .com
> > Sent: Tuesday, November 11, 2008 8:10 AM
> > Subject: [Vantage] Adding Table To Report Definition and Crystal
> >
> > Hi,
> >
> > I am modifying our Quote in Crystal and I need to add the 'Ship
To'
> > address of the customer on the Crystal form.
> >
> > As standard (even with all excluded fields included), Vantage
> doesn't
> > export this information in the .xml.
> >
> > I assume I need to add a Table for ShipTo in the Data Definition
for
> > Quotes.
> >
> > I have done this, and Added a new Relationship (Parent Table:
> Customer,
> > Key: Blank, Child Table: ShipTo).
> >
> > For the Relationship Fields I have added Parent Field Name:
> ShipToNum,
> > Child Field Name: ShipToNum.
> >
> > In Relationship | List, I have said WhichItem: EACH.
> >
> > I have then ran the report to creat the .xml.
> >
> > In Crystal I have ser the Datasource Location and found the
> latest .xml
> > file.
> >
> > The ShipTo table appears in the new DataSet. I have selected the
> Report
> > Dataset headers in existing/new and clicked update.
> >
> > It doesn't add the new table (ShipTo) to the new Report Dataset.
> >
> > I CAN add it manually in Database expert and then add a link
between
> > Customer and ShipTo where there is a link between CustNum,
Customer
> and
> > ShipToID.
> >
> > I then add i.e. Address 1,2 and 3 from the ShipTo table to my
> report,
> > save, and preview my new Quote (print preview in Vantage), and it
> shows
> > a blank form with no data (only borders etc).
> >
> > If I remove the fields from Address 1,2 and 3 and then save and
> print
> > preview the report, all data is there (with the exception of the
> ShipTo
> > data fields (which I removed).
> >
> > Does anyone know where I am going wrong??
> >
> > Any help greatly appreciated.
> >
> > Cheers,
> >
> > CHRIS THOMPSON
> >
> > [Non-text portions of this message have been removed]
> >
> > Charles Carden
> > IT Manager
> > Manitex, Inc.
> >
> > [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/.
> <http://groups.yahoo.com/group/vantage/files/.>
> > (2) To search through old msg's goto:
> > http://groups.yahoo.com/group/vantage/messages
> <http://groups.yahoo.com/group/vantage/messages>
> > (3) To view links to Vendors that provide Vantage services goto:
> > http://groups.yahoo.com/group/vantage/linksYahoo
> <http://groups.yahoo.com/group/vantage/linksYahoo> ! Groups Links
> >
>
>
>
>
>
>
> [Non-text portions of this message have been removed]
>