Attaching Terms and Conditions, Supplemental Documents or Crysta

Thanks everyone for the quick responses.

I like the attachment idea. Doing some testing, I did find an interesting quirk with that. If the document will ultimately be printed to a physical printer versus emailed, the only attachment type that printing will support is a .TIF. There is nothing to preclude one from attaching a .PDF, but it just won't print!

--- In vantage@yahoogroups.com, Ned <TechnoBabbly@...> wrote:
>
> You don't need to include it on the Crystal, assuming it's a longer than a
> sentence or two that seems a bit excessive.
>
> If you check out a Routing List's properties in APM, and then go to the tab
> for Routing List Groups, you can automatically select a file to be included
> with the document when it's sent.
>
> This gives you flexibility to use a different T&C based on the type of
> document that is being output.
>
> -----Original Message-----
> From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf Of
> Tim Vonderhaar
> Sent: Monday, August 27, 2012 11:48 AM
> To: vantage@yahoogroups.com
> Subject: [Vantage] Attaching Terms and Conditions, Supplemental Documents or
> Crystal
>
> I am working on how to handle terms and conditions on various forms (sales
> order, purchase order, etc.) via APM and wanted to ask the group what the
> best way is to handle this. I have read some threads here where some have
> simply added it to the last page of the Crystal report and fought to get
> that working. I haven't seen much on using Supplemental Documents or other
> attachments, but I'm struggling a bit getting that to work myself.
> Thoughts?
>
> Tim
>
>
>
> ------------------------------------
>
> 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
>
I am working on how to handle terms and conditions on various forms (sales order, purchase order, etc.) via APM and wanted to ask the group what the best way is to handle this. I have read some threads here where some have simply added it to the last page of the Crystal report and fought to get that working. I haven't seen much on using Supplemental Documents or other attachments, but I'm struggling a bit getting that to work myself. Thoughts?

Tim
Yes, we use it on our last page...I think it is the report footer. I have not really tried to use the supplemental documents yet in APM.

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf Of Tim Vonderhaar
Sent: Monday, August 27, 2012 10:48 AM
To: vantage@yahoogroups.com
Subject: [Vantage] Attaching Terms and Conditions, Supplemental Documents or Crystal



I am working on how to handle terms and conditions on various forms (sales order, purchase order, etc.) via APM and wanted to ask the group what the best way is to handle this. I have read some threads here where some have simply added it to the last page of the Crystal report and fought to get that working. I haven't seen much on using Supplemental Documents or other attachments, but I'm struggling a bit getting that to work myself. Thoughts?

Tim



[Non-text portions of this message have been removed]
We do the same...report footer in Crystal so it prints on the last page.



M. Manasa Reddy
manasa@...<mailto:manasa@...>
630.806.2000 x1515

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf Of Karen Schoenung
Sent: Monday, August 27, 2012 10:51 AM
To: vantage@yahoogroups.com
Subject: RE: [Vantage] Attaching Terms and Conditions, Supplemental Documents or Crystal



Yes, we use it on our last page...I think it is the report footer. I have not really tried to use the supplemental documents yet in APM.

From: vantage@yahoogroups.com<mailto:vantage%40yahoogroups.com> [mailto:vantage@yahoogroups.com<mailto:vantage%40yahoogroups.com>] On Behalf Of Tim Vonderhaar
Sent: Monday, August 27, 2012 10:48 AM
To: vantage@yahoogroups.com<mailto:vantage%40yahoogroups.com>
Subject: [Vantage] Attaching Terms and Conditions, Supplemental Documents or Crystal

I am working on how to handle terms and conditions on various forms (sales order, purchase order, etc.) via APM and wanted to ask the group what the best way is to handle this. I have read some threads here where some have simply added it to the last page of the Crystal report and fought to get that working. I haven't seen much on using Supplemental Documents or other attachments, but I'm struggling a bit getting that to work myself. Thoughts?

Tim

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



[Non-text portions of this message have been removed]
Another user using the report footer.

In one situation we have two sets of conditions and we have the user just select the appropriate crystal report when they go to print.

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf Of Manasa Reddy
Sent: Monday, August 27, 2012 8:53 AM
To: vantage@yahoogroups.com
Subject: RE: [Vantage] Attaching Terms and Conditions, Supplemental Documents or Crystal



We do the same...report footer in Crystal so it prints on the last page.

M. Manasa Reddy
manasa@...<mailto:manasa%40weldcoa.com><mailto:manasa@...<mailto:manasa%40weldcoa.com>>
630.806.2000 x1515

From: vantage@yahoogroups.com<mailto:vantage%40yahoogroups.com> [mailto:vantage@yahoogroups.com<mailto:vantage%40yahoogroups.com>] On Behalf Of Karen Schoenung
Sent: Monday, August 27, 2012 10:51 AM
To: vantage@yahoogroups.com<mailto:vantage%40yahoogroups.com>
Subject: RE: [Vantage] Attaching Terms and Conditions, Supplemental Documents or Crystal

Yes, we use it on our last page...I think it is the report footer. I have not really tried to use the supplemental documents yet in APM.

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 Tim Vonderhaar
Sent: Monday, August 27, 2012 10:48 AM
To: vantage@yahoogroups.com<mailto:vantage%40yahoogroups.com><mailto:vantage%40yahoogroups.com>
Subject: [Vantage] Attaching Terms and Conditions, Supplemental Documents or Crystal

I am working on how to handle terms and conditions on various forms (sales order, purchase order, etc.) via APM and wanted to ask the group what the best way is to handle this. I have read some threads here where some have simply added it to the last page of the Crystal report and fought to get that working. I haven't seen much on using Supplemental Documents or other attachments, but I'm struggling a bit getting that to work myself. Thoughts?

Tim

[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]
You don't need to include it on the Crystal, assuming it's a longer than a
sentence or two that seems a bit excessive.

If you check out a Routing List's properties in APM, and then go to the tab
for Routing List Groups, you can automatically select a file to be included
with the document when it's sent.

This gives you flexibility to use a different T&C based on the type of
document that is being output.

-----Original Message-----
From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf Of
Tim Vonderhaar
Sent: Monday, August 27, 2012 11:48 AM
To: vantage@yahoogroups.com
Subject: [Vantage] Attaching Terms and Conditions, Supplemental Documents or
Crystal

I am working on how to handle terms and conditions on various forms (sales
order, purchase order, etc.) via APM and wanted to ask the group what the
best way is to handle this. I have read some threads here where some have
simply added it to the last page of the Crystal report and fought to get
that working. I haven't seen much on using Supplemental Documents or other
attachments, but I'm struggling a bit getting that to work myself.
Thoughts?

Tim



------------------------------------

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