AR Invoice Form

Yahoo Archive
1
Thanks everyone I got it working last Friday.



On Wednesday, December 9, 2015 11:34 AM, "sergio prieto s_a_prieto@... [vantage]" <vantage@yahoogroups.com> wrote:


  
<div id="ygrps-yiv-1463415384yiv1930463093ygrp-text">
  
  
  <div></div><div style="color:rgb(0, 0, 0);font-family:HelveticaNeue-Light, Helvetica Neue Light, Helvetica Neue, Helvetica, Arial, Lucida Grande, sans-serif;font-size:13px;background-color:rgb(255, 255, 255);"><div id="ygrps-yiv-1463415384yiv1930463093yui_3_16_0_1_1449678737860_2928" dir="ltr"><span id="ygrps-yiv-1463415384yiv1930463093yui_3_16_0_1_1449678737860_2927">you ave to change them on Epicor, they may work if you change them on crystal but that would not be consistent at all.</span></div><div></div><div id="ygrps-yiv-1463415384yiv1930463093yui_3_16_0_1_1449678737860_2926">&nbsp;</div><div class="ygrps-yiv-1463415384yiv1930463093signature" id="ygrps-yiv-1463415384yiv1930463093yui_3_16_0_1_1449678737860_2876"><div id="ygrps-yiv-1463415384yiv1930463093yui_3_16_0_1_1423179674835_3076" style='margin:0.1em 0px;padding:0px;font-family:HelveticaNeue, "Helvetica Neue", Helvetica, Arial, "Lucida Grande", sans-serif;' dir="ltr"><font id="ygrps-yiv-1463415384yiv1930463093yui_3_16_0_1_1423179674835_3783" size="2">Kind Regards,</font></div><div id="ygrps-yiv-1463415384yiv1930463093yui_3_16_0_1_1423179674835_3076" style='margin:0.1em 0px;padding:0px;font-family:HelveticaNeue, "Helvetica Neue", Helvetica, Arial, "Lucida Grande", sans-serif;' dir="ltr"><font id="ygrps-yiv-1463415384yiv1930463093yui_3_16_0_1_1423179674835_3756" size="2">Sergio P.&nbsp;</font></div><div id="ygrps-yiv-1463415384yiv1930463093yui_3_16_0_1_1423179674835_3076" style='margin:0.1em 0px;padding:0px;font-family:HelveticaNeue, "Helvetica Neue", Helvetica, Arial, "Lucida Grande", sans-serif;' dir="ltr"><font size="2">CTO, Sr. Partner</font></div><div id="ygrps-yiv-1463415384yiv1930463093yui_3_16_0_1_1423179674835_3076" style='margin:0.1em 0px;padding:0px;font-family:HelveticaNeue, "Helvetica Neue", Helvetica, Arial, "Lucida Grande", sans-serif;' dir="ltr"><br clear="none"></div><div id="ygrps-yiv-1463415384yiv1930463093yui_3_16_0_1_1423179674835_3076" style='margin:0.1em 0px;padding:0px;font-family:HelveticaNeue, "Helvetica Neue", Helvetica, Arial, "Lucida Grande", sans-serif;' dir="ltr"><span class="ygrps-yiv-1463415384yiv1930463093class" id="ygrps-yiv-1463415384yiv1930463093yui_3_16_0_1_1423179674835_3776" style="font-size:small;">Mayan Technologies USA, Inc.</span><font size="2"><br clear="none"></font></div><div id="ygrps-yiv-1463415384yiv1930463093yui_3_16_0_1_1423179674835_3076" style='margin:0.1em 0px;padding:0px;font-family:HelveticaNeue, "Helvetica Neue", Helvetica, Arial, "Lucida Grande", sans-serif;' dir="ltr"><span class="ygrps-yiv-1463415384yiv1930463093class" id="ygrps-yiv-1463415384yiv1930463093yui_3_16_0_1_1423179674835_3778" style="font-size:small;">(858) 900.1555</span></div><div id="ygrps-yiv-1463415384yiv1930463093yui_3_16_0_1_1423179674835_3076" style='margin:0.1em 0px;padding:0px;font-family:HelveticaNeue, "Helvetica Neue", Helvetica, Arial, "Lucida Grande", sans-serif;' dir="ltr"><font id="ygrps-yiv-1463415384yiv1930463093yui_3_16_0_1_1423179674835_3763" size="2">sprieto@...</font></div><div id="ygrps-yiv-1463415384yiv1930463093yui_3_16_0_1_1423179674835_3076" style='margin:0.1em 0px;padding:0px;font-family:HelveticaNeue, "Helvetica Neue", Helvetica, Arial, "Lucida Grande", sans-serif;' dir="ltr"><a rel="nofollow" id="ygrps-yiv-1463415384yiv1930463093yui_3_16_0_1_1423179674835_3398" style='background:rgb(255, 255, 255);margin:0px;padding:0px;color:blue;font-family:"Arial Unicode MS", sans-serif;font-size:9pt;cursor:text;' target="_blank" href="http://www.mayantechs.com/" shape="rect">http://www.mayantechs.com/</a><br clear="none"></div><div id="ygrps-yiv-1463415384yiv1930463093yui_3_16_0_1_1449678737860_2936"><br clear="none"></div></div> <br clear="none"><div class="ygrps-yiv-1463415384yiv1930463093qtdSeparateBR"><br clear="none"><br clear="none"></div><div class="ygrps-yiv-1463415384yiv1930463093yqt6689647209" id="ygrps-yiv-1463415384yiv1930463093yqt06954"><div class="ygrps-yiv-1463415384yiv1930463093yahoo_quoted" style="display:block;"> <div style="font-family:HelveticaNeue-Light, Helvetica Neue Light, Helvetica Neue, Helvetica, Arial, Lucida Grande, sans-serif;font-size:13px;"> <div style="font-family:HelveticaNeue, Helvetica Neue, Helvetica, Arial, Lucida Grande, sans-serif;font-size:16px;"> <div dir="ltr"><font face="Arial" size="2"> On Tuesday, December 8, 2015 7:46 AM, &quot;Kimberley White faepigrl@... [vantage]&quot; &lt;vantage@yahoogroups.com&gt; wrote:<br clear="none"></font></div>  <br clear="none"><br clear="none"> <div class="ygrps-yiv-1463415384yiv1930463093y_msg_container"><div id="ygrps-yiv-1463415384yiv1930463093"><div>

 

<div id="ygrps-yiv-1463415384yiv1930463093ygrp-text">
  
  
  <div></div><div style="color:rgb(0, 0, 0);font-family:HelveticaNeue, Helvetica Neue, Helvetica, Arial, Lucida Grande, sans-serif;font-size:16px;background-color:rgb(255, 255, 255);"><div id="ygrps-yiv-1463415384yiv1930463093yui_3_16_0_1_1449581806856_2830"><span id="ygrps-yiv-1463415384yiv1930463093yui_3_16_0_1_1449581806856_2883">Ok I will try that.&nbsp; Can I just change the links in Crystal or should I change the joins in Epicor Report Data Definition?</span></div><div id="ygrps-yiv-1463415384yiv1930463093yui_3_16_0_1_1449581806856_2911"><span></span>&nbsp;</div><div><span>Thanks</span></div> <br clear="none"><div class="ygrps-yiv-1463415384yiv1930463093qtdSeparateBR"><br clear="none"><br clear="none"></div><div class="ygrps-yiv-1463415384yiv1930463093yqt8729557892" id="ygrps-yiv-1463415384yiv1930463093yqt24288"><div class="ygrps-yiv-1463415384yiv1930463093yahoo_quoted"> <div style="font-family:HelveticaNeue, Helvetica Neue, Helvetica, Arial, Lucida Grande, sans-serif;font-size:16px;"> <div style="font-family:HelveticaNeue, Helvetica Neue, Helvetica, Arial, Lucida Grande, sans-serif;font-size:16px;"> <div dir="ltr"><font face="Arial" size="2"> On Tuesday, December 8, 2015 3:41 AM, &quot;teaglem@... [vantage]&quot; &lt;vantage@yahoogroups.com&gt; wrote:<br clear="none"></font></div>  <br clear="none"><br clear="none"> <div class="ygrps-yiv-1463415384yiv1930463093y_msg_container"><div id="ygrps-yiv-1463415384yiv1930463093"><div>

 

<div id="ygrps-yiv-1463415384yiv1930463093ygrp-text">
  
  
  <div>Hi</div><div><br clear="none"></div><div>Try linking this way from InvcHead to OrderHed</div><div><br clear="none"></div><div>InvcHead.Company - OrderHed.Company (Left Outer Join)</div><div>InvcHead.OrderNum - OrderHed.OrderNum (Left Outer Join)</div><div><br clear="none"></div><div>Then</div><div><br clear="none"></div><div>OrderHed.Company - OrderDtl.Company (inner Join)</div><div>OrderHed.OrderNum - OrderDtl.OrderNum (inner Join)</div><div><br clear="none"></div><div>At the moment you have a link from InvcHead to OrderHed via the customer number only so when you run the report it is going to try and bring back all the invoices and all the orders for the same customer at once.</div><div><br clear="none"></div><div>This way you are brining back only the order that relates to a specific invoice and where there is no related order the just the invoice details.</div><div><br clear="none"></div><div>I have the same links to OrderHed in my custom AR invoice report and it works fine.</div><div><br clear="none"></div><div>Mark</div>

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2
I have modified the AR invoice form.  Everything seems to be ok except when I print an Invoice that has not PS associated with it.
 
I have added the OrderHed and OrderDtl tables joined via InvoiceHed.  I am trying to display a custom field from OrderDtl to the Invoice.  It works fine except when not PS is associated with the Invoice.  Then my custom field returns blank.  I am not sure why because by joins are not linked to the ShipHed or ShipDtl.  Any thoughts or it is jus the cursed joins of crystal reports.
 
Thanks kim
3
What version?
What do you joins look like?
Crystal or SSRS?


Jose C Gomez
Software Engineer


T: 904.469.1524 mobile

Quis custodiet ipsos custodes?

On Mon, Dec 7, 2015 at 2:09 PM, Kimberley White faepigrl@... [vantage] <vantage@yahoogroups.com> wrote:

 
<div>
  
  
  <p></p><div style="color:#000;background-color:#fff;font-family:HelveticaNeue, Helvetica Neue, Helvetica, Arial, Lucida Grande, sans-serif;font-size:16px;"><div dir="ltr">I have modified the AR invoice form.  Everything seems to be ok except when I print an Invoice that has not PS associated with it.</div><div dir="ltr"> </div><div dir="ltr">I have added the OrderHed and OrderDtl tables joined via InvoiceHed.  I am trying to display a custom field from OrderDtl to the Invoice.  It works fine except when not PS is associated with the Invoice.  Then my custom field returns blank.  I am not sure why because by joins are not linked to the ShipHed or ShipDtl.  Any thoughts or it is jus the cursed joins of crystal reports.</div><div dir="ltr"> </div><div dir="ltr">Thanks kim<br></div></div><p></p>

</div>
 


<div style="color:#fff;min-height:0;"></div>

4
Crystal 12.5
 
InvHead has the following joins
OrderHead
  •   CustNum
  • Company  
OrderDtl 
  •   Company 
When I changed the join of OrderDtl to link to OrderHead I got an error....UGH...I hate joins.



On Monday, December 7, 2015 2:11 PM, "Jose Gomez jose@... [vantage]" <vantage@yahoogroups.com> wrote:


  
<div id="ygrps-yiv-2053568766yiv4022317436ygrp-text">
  
  
  <div></div><div dir="ltr"><div class="ygrps-yiv-2053568766yiv4022317436gmail_default" style="font-family:verdana, sans-serif;font-size:small;">What version?</div><div class="ygrps-yiv-2053568766yiv4022317436gmail_default" style="font-family:verdana, sans-serif;font-size:small;">What do you joins look like?</div><div class="ygrps-yiv-2053568766yiv4022317436gmail_default" style="font-family:verdana, sans-serif;font-size:small;">Crystal or SSRS?</div></div><div class="ygrps-yiv-2053568766yiv4022317436gmail_extra"><br clear="all"><div><div class="ygrps-yiv-2053568766yiv4022317436gmail_signature"><div dir="ltr"><div><font face="verdana, sans-serif"><br clear="none"><font color="#333333"><b>Jose C Gomez</b></font></font></div><div><font color="#666666" face="verdana, sans-serif" size="1"><b>Software Engineer<br clear="none"><br clear="none"></b></font></div><div><font face="verdana, sans-serif"><font><font color="#666666"><b><br clear="none"></b></font><font color="#ff6600" size="1">T: </font></font><font size="1"><span title="Call with Google Voice"><span title="Call with Google Voice">904.469.1524</span></span> mobile</font></font></div><div><font face="verdana, sans-serif" size="1"><font color="#ff6600">E:</font> <a rel="nofollow" target="_blank" href="mailto:jose@..." shape="rect">jose@...</a></font><font face="verdana, sans-serif" size="1"><br clear="none"><a rel="nofollow" target="_blank" href="http://www.josecgomez.com/" shape="rect"><font color="#ff6600">http://www.josecgomez.com</font></a><br clear="none"><a rel="nofollow" style="font-size:small;" target="_blank" href="http://www.linkedin.com/in/josecgomez" shape="rect"><img></a>&nbsp;<a rel="nofollow" style="font-size:small;" target="_blank" href="http://www.facebook.com/josegomez" shape="rect"><img></a>&nbsp;</font><a rel="nofollow" target="_blank" href="http://www.google.com/profiles/jose.gomez" shape="rect"><img></a>&nbsp;<a rel="nofollow" target="_blank" href="http://www.twitter.com/joc85" shape="rect"><img></a>&nbsp;<a rel="nofollow" target="_blank" href="http://www.josecgomez.com/professional-resume/" shape="rect"><img></a>&nbsp;<span style="font-family:verdana, sans-serif;"><a rel="nofollow" target="_blank" href="http://www.josecgomez.com/feed/" shape="rect"><img></a>&nbsp;</span></div><div><span lang="LA" style="color:black;"><br clear="none"><font face="Verdana, sans-serif" size="1" style="font-weight:bold;"><i>Quis custodiet

ipsos custodes?


On Mon, Dec 7, 2015 at 2:09 PM, Kimberley White faepigrl@... [vantage] <vantage@yahoogroups.com> wrote:

  
<div>
  
  
  <div></div><div style="color:rgb(0, 0, 0);font-family:HelveticaNeue, Helvetica Neue, Helvetica, Arial, Lucida Grande, sans-serif;font-size:16px;background-color:rgb(255, 255, 255);"><div dir="ltr">I have modified the AR invoice form.&nbsp; Everything seems to be ok except when I print an Invoice that has not PS associated with it.</div><div dir="ltr">&nbsp;</div><div dir="ltr">I have added the OrderHed and OrderDtl tables joined via InvoiceHed.&nbsp; I am trying to display a custom field from OrderDtl to the Invoice.&nbsp; It works fine except when not PS is associated with the Invoice.&nbsp; Then my custom field returns blank.&nbsp; I am not sure why because by joins are not linked to the ShipHed or ShipDtl.&nbsp; Any thoughts or it is jus the cursed joins of crystal reports.</div><div dir="ltr">&nbsp;</div><div dir="ltr">Thanks kim<br clear="none"></div></div><div></div>

</div>
 


<div style="color:rgb(255, 255, 255);min-height:0px;"></div>


</div>
 


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5
Hi

Try linking this way from InvcHead to OrderHed

InvcHead.Company - OrderHed.Company (Left Outer Join)
InvcHead.OrderNum - OrderHed.OrderNum (Left Outer Join)

Then

OrderHed.Company - OrderDtl.Company (inner Join)
OrderHed.OrderNum - OrderDtl.OrderNum (inner Join)

At the moment you have a link from InvcHead to OrderHed via the customer number only so when you run the report it is going to try and bring back all the invoices and all the orders for the same customer at once.

This way you are brining back only the order that relates to a specific invoice and where there is no related order the just the invoice details.

I have the same links to OrderHed in my custom AR invoice report and it works fine.

Mark
6
#ygrps-yiv-1213034929 P.ygrps-yiv-1213034929b1e7fd89-0279-4ffe-a16a-1f1bcba0d537 { MARGIN:0cm 0cm 0pt;} #ygrps-yiv-1213034929 LI.ygrps-yiv-1213034929b1e7fd89-0279-4ffe-a16a-1f1bcba0d537 { MARGIN:0cm 0cm 0pt;} #ygrps-yiv-1213034929 DIV.ygrps-yiv-1213034929b1e7fd89-0279-4ffe-a16a-1f1bcba0d537 { MARGIN:0cm 0cm 0pt;} #ygrps-yiv-1213034929 TABLE.ygrps-yiv-1213034929b1e7fd89-0279-4ffe-a16a-1f1bcba0d537Table { MARGIN:0cm 0cm 0pt;} #ygrps-yiv-1213034929 DIV.ygrps-yiv-1213034929Section1 { }

Mark

 

You would use the following tables

 

Customer

InvcHead

InvcDtl

OrderRel

OrderDtl

OrderHed

 

Gary

 

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com]
Sent: 08 December 2015 08:41
To: vantage@yahoogroups.com
Subject: Re: [Vantage] AR Invoice Form

 

 

Hi

 

Try linking this way from InvcHead to OrderHed

 

InvcHead.Company - OrderHed.Company (Left Outer Join)

InvcHead.OrderNum - OrderHed.OrderNum (Left Outer Join)

 

Then

 

OrderHed.Company - OrderDtl.Company (inner Join)

OrderHed.OrderNum - OrderDtl.OrderNum (inner Join)

 

At the moment you have a link from InvcHead to OrderHed via the customer number only so when you run the report it is going to try and bring back all the invoices and all the orders for the same customer at once.

 

This way you are brining back only the order that relates to a specific invoice and where there is no related order the just the invoice details.

 

I have the same links to OrderHed in my custom AR invoice report and it works fine.

 

Mark



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7
Ok I will try that.  Can I just change the links in Crystal or should I change the joins in Epicor Report Data Definition?
 
Thanks



On Tuesday, December 8, 2015 3:41 AM, "teaglem@... [vantage]" <vantage@yahoogroups.com> wrote:


  
<div id="ygrps-yiv-1273781111yiv4717140155ygrp-text">
  
  
  <div>Hi</div><div><br clear="none"></div><div>Try linking this way from InvcHead to OrderHed</div><div><br clear="none"></div><div>InvcHead.Company - OrderHed.Company (Left Outer Join)</div><div>InvcHead.OrderNum - OrderHed.OrderNum (Left Outer Join)</div><div><br clear="none"></div><div>Then</div><div><br clear="none"></div><div>OrderHed.Company - OrderDtl.Company (inner Join)</div><div>OrderHed.OrderNum - OrderDtl.OrderNum (inner Join)</div><div><br clear="none"></div><div>At the moment you have a link from InvcHead to OrderHed via the customer number only so when you run the report it is going to try and bring back all the invoices and all the orders for the same customer at once.</div><div><br clear="none"></div><div>This way you are brining back only the order that relates to a specific invoice and where there is no related order the just the invoice details.</div><div><br clear="none"></div><div>I have the same links to OrderHed in my custom AR invoice report and it works fine.</div><div><br clear="none"></div><div>Mark</div>

</div>
 


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8
you ave to change them on Epicor, they may work if you change them on crystal but that would not be consistent at all.
 
Kind Regards,
Sergio P. 
CTO, Sr. Partner

Mayan Technologies USA, Inc.
(858) 900.1555
sprieto@...




On Tuesday, December 8, 2015 7:46 AM, "Kimberley White faepigrl@... [vantage]" <vantage@yahoogroups.com> wrote:


  
<div id="ygrps-yiv-2136197881yiv7096196488ygrp-text">
  
  
  <div></div><div style="color:#000;background-color:#fff;font-family:HelveticaNeue, Helvetica Neue, Helvetica, Arial, Lucida Grande, sans-serif;font-size:16px;"><div id="ygrps-yiv-2136197881yiv7096196488yui_3_16_0_1_1449581806856_2830"><span id="ygrps-yiv-2136197881yiv7096196488yui_3_16_0_1_1449581806856_2883">Ok I will try that.&nbsp; Can I just change the links in Crystal or should I change the joins in Epicor Report Data Definition?</span></div><div id="ygrps-yiv-2136197881yiv7096196488yui_3_16_0_1_1449581806856_2911"><span></span>&nbsp;</div><div><span>Thanks</span></div> <br clear="none"><div class="ygrps-yiv-2136197881yiv7096196488qtdSeparateBR"><br clear="none"><br clear="none"></div><div class="ygrps-yiv-2136197881yiv7096196488yqt8729557892" id="ygrps-yiv-2136197881yiv7096196488yqt24288"><div class="ygrps-yiv-2136197881yiv7096196488yahoo_quoted" style="display:block;"> <div style="font-family:HelveticaNeue, Helvetica Neue, Helvetica, Arial, Lucida Grande, sans-serif;font-size:16px;"> <div style="font-family:HelveticaNeue, Helvetica Neue, Helvetica, Arial, Lucida Grande, sans-serif;font-size:16px;"> <div dir="ltr"><font face="Arial" size="2"> On Tuesday, December 8, 2015 3:41 AM, &quot;teaglem@... [vantage]&quot; &lt;vantage@yahoogroups.com&gt; wrote:<br clear="none"></font></div>  <br clear="none"><br clear="none"> <div class="ygrps-yiv-2136197881yiv7096196488y_msg_container"><div id="ygrps-yiv-2136197881yiv7096196488"><div>

 

<div id="ygrps-yiv-2136197881yiv7096196488ygrp-text">
  
  
  <div>Hi</div><div><br clear="none"></div><div>Try linking this way from InvcHead to OrderHed</div><div><br clear="none"></div><div>InvcHead.Company - OrderHed.Company (Left Outer Join)</div><div>InvcHead.OrderNum - OrderHed.OrderNum (Left Outer Join)</div><div><br clear="none"></div><div>Then</div><div><br clear="none"></div><div>OrderHed.Company - OrderDtl.Company (inner Join)</div><div>OrderHed.OrderNum - OrderDtl.OrderNum (inner Join)</div><div><br clear="none"></div><div>At the moment you have a link from InvcHead to OrderHed via the customer number only so when you run the report it is going to try and bring back all the invoices and all the orders for the same customer at once.</div><div><br clear="none"></div><div>This way you are brining back only the order that relates to a specific invoice and where there is no related order the just the invoice details.</div><div><br clear="none"></div><div>I have the same links to OrderHed in my custom AR invoice report and it works fine.</div><div><br clear="none"></div><div>Mark</div>

</div>
 


<div style="height:0px;color:rgb(255, 255, 255);"></div></div>



</div>
 


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