Crystal Quote Form

Jennifer,

I just tackled this problem a few weeks ago. I added a subreport to
the header portion of the quote where we were displaying the name and
signature, obviously you could do the same in the footer. To display
the Quoter's Name from the Sales Person field my selection criteria
is Qsalesrep.RoleCode="Quoter". Then for each of our 3 quoters I
have an OLE object with their signature which is conditionally
suppressed if {QSalesrp.Salesper}<>"Quoter's Name".

Hope that helps,

Brian Stenglein
Clow Stamping Co.

--- In vantage@yahoogroups.com, "Jennifer Schneider"
<jschneider@d...> wrote:
> We are currently running version 5.1 and want to upgrade to 6.0. I
have
> modified our quote form to put the quoters signature on the form.
I scanned
> their signatures in and inserted them in the form. I did a simple
formula
> on the suppress if <> to the quoter. With the roles in 6.0 I am
struggling
> with the correct formula. Does anyone have any ideas for this?
Any help at
> all is greatly appreciated.
>
>
> [Non-text portions of this message have been removed]
Hi everyone! ....another report question............

Has anyone tried to "grand total" their Crystal quote form? I "grand totaled" the quantity X price and suddenly our form does not show the quantity and price on any other line items but the first line item. I restored the form from backup but it's still occurring.

Has anyone had this "oddity" happen?

~Wendy

[Non-text portions of this message have been removed]
Was this the first change you had ever made to this form? One other thing to check - does it run OK for you on your development PC but not from Vantage? I think maybe once you made a change and even reverted it back it may have fallen into a DLL mismatch between your development PC and the Vantage /DLL folder on the server. You might want to try searching back in the messages for references to which files to copy from your PC to the server so that whatever you change will be what gets run from there. I've seen missing line items frequently in other forms (and this one) with this sort of file mismatch.
-Todd C.

-----Original Message-----
From: Wendy Bowen [mailto:wpursche@...]
Sent: Tuesday, January 28, 2003 12:11 PM
To: vantage@yahoogroups.com
Subject: [Vantage] Crystal Quote Form


Hi everyone! ....another report question............

Has anyone tried to "grand total" their Crystal quote form? I "grand totaled" the quantity X price and suddenly our form does not show the quantity and price on any other line items but the first line item. I restored the form from backup but it's still occurring.

Has anyone had this "oddity" happen?

~Wendy

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



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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

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[Non-text portions of this message have been removed]
Wendy, we have had the same thing happen here. It had nothing to do with
"grand Totals", however it did seem to have to do with modifying the Quote
for for any reason at all. We took the Vantage Quote form and made a
change. The workstation where the change was made (i.e. the individual who
has Crystal installed on their PC), was only getting the first line of the
quote form. If we ran the same report from another workstation, the form is
OK. I DON'T UNDERSTAND!!! Have you tried running the form from any other
workstation? I would be interested in knowing whether this is just
happening to us.

Bob Goss
Office Manager
BC-Instruments
(905)939-7323 ext. 332
www.bc-instruments.com


Hi everyone! ....another report question............

Has anyone tried to "grand total" their Crystal quote form? I "grand
totaled" the quantity X price and suddenly our form does not show the
quantity and price on any other line items but the first line item. I
restored the form from backup but it's still occurring.

Has anyone had this "oddity" happen?

~Wendy

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



Yahoo! Groups Sponsor

ADVERTISEMENT

<http://rd.yahoo.com/M=241773.2861420.4212388.2848452/D=egroupweb/S=17050071
83:HM/A=1394044/R=0/*http://www.hgtv.com/hgtv/pac_ctnt/text/0,,HGTV_3936_580
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l/S=:HM/A=1394044/rand=946506425>

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

Your use of Yahoo! Groups is subject to the Yahoo! Terms of Service
<http://docs.yahoo.com/info/terms/> .




[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

Your use of Yahoo! Groups is subject to http://docs.yahoo.com/info/terms/
Nope, us too.
Crystal 8.5 and Vantage 5.0.
I learned to ignore what I was seeing on the development PC and test it from
elsewhere.

Aaron Hoyt
Design Standards

-----Original Message-----
From: Bob Goss [mailto:bobg@...]
Sent: Wednesday, January 29, 2003 9:57 AM
To: 'vantage@yahoogroups.com'
Subject: RE: [Vantage] Crystal Quote Form


Wendy, we have had the same thing happen here. It had nothing to do with
"grand Totals", however it did seem to have to do with modifying the Quote
for for any reason at all. We took the Vantage Quote form and made a
change. The workstation where the change was made (i.e. the individual who
has Crystal installed on their PC), was only getting the first line of the
quote form. If we ran the same report from another workstation, the form is
OK. I DON'T UNDERSTAND!!! Have you tried running the form from any other
workstation? I would be interested in knowing whether this is just
happening to us.

Bob Goss
Office Manager
BC-Instruments
(905)939-7323 ext. 332
www.bc-instruments.com


Hi everyone! ....another report question............

Has anyone tried to "grand total" their Crystal quote form? I "grand
totaled" the quantity X price and suddenly our form does not show the
quantity and price on any other line items but the first line item. I
restored the form from backup but it's still occurring.

Has anyone had this "oddity" happen?

~Wendy

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



Yahoo! Groups Sponsor

ADVERTISEMENT

<http://rd.yahoo.com/M=241773.2861420.4212388.2848452/D=egroupweb/S=17050071
83:HM/A=1394044/R=0/*http://www.hgtv.com/hgtv/pac_ctnt/text/0,,HGTV_3936_580
2,FF.html> HGTV Dream Home Giveaway

<http://us.adserver.yahoo.com/l?M=241773.2861420.4212388.2848452/D=egroupmai
l/S=:HM/A=1394044/rand=946506425>

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

Your use of Yahoo! Groups is subject to the Yahoo! Terms of Service
<http://docs.yahoo.com/info/terms/> .




[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

Your use of Yahoo! Groups is subject to http://docs.yahoo.com/info/terms/


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

Your use of Yahoo! Groups is subject to http://docs.yahoo.com/info/terms/
Bob,

I took Todd's advice and looked in our yahoogroups archive. I found an email from Troy that said to copy the p2bxbse.dll from your Vantage server to your computer that you are using to change the quote form. As soon as I did that, the form worked perfectly again!

Thanks to Todd & Troy!

~Wendy
----- Original Message -----
From: Bob Goss
To: 'vantage@yahoogroups.com'
Sent: Wednesday, January 29, 2003 9:57 AM
Subject: RE: [Vantage] Crystal Quote Form


Wendy, we have had the same thing happen here. It had nothing to do with
"grand Totals", however it did seem to have to do with modifying the Quote
for for any reason at all. We took the Vantage Quote form and made a
change. The workstation where the change was made (i.e. the individual who
has Crystal installed on their PC), was only getting the first line of the
quote form. If we ran the same report from another workstation, the form is
OK. I DON'T UNDERSTAND!!! Have you tried running the form from any other
workstation? I would be interested in knowing whether this is just
happening to us.

Bob Goss
Office Manager
BC-Instruments
(905)939-7323 ext. 332
www.bc-instruments.com


Hi everyone! ....another report question............

Has anyone tried to "grand total" their Crystal quote form? I "grand
totaled" the quantity X price and suddenly our form does not show the
quantity and price on any other line items but the first line item. I
restored the form from backup but it's still occurring.

Has anyone had this "oddity" happen?

~Wendy

[Non-text portions of this message have been removed]
Thank you :)

Aaron Hoyt
Design Standards

-----Original Message-----
From: Wendy Pursche [mailto:wpursche@...]
Sent: Wednesday, January 29, 2003 10:10 AM
To: vantage@yahoogroups.com
Subject: Re: [Vantage] Crystal Quote Form


Bob,

I took Todd's advice and looked in our yahoogroups archive. I found an email
from Troy that said to copy the p2bxbse.dll from your Vantage server to your
computer that you are using to change the quote form. As soon as I did that,
the form worked perfectly again!

Thanks to Todd & Troy!

~Wendy
----- Original Message -----
From: Bob Goss
To: 'vantage@yahoogroups.com'
Sent: Wednesday, January 29, 2003 9:57 AM
Subject: RE: [Vantage] Crystal Quote Form


Wendy, we have had the same thing happen here. It had nothing to do with
"grand Totals", however it did seem to have to do with modifying the Quote
for for any reason at all. We took the Vantage Quote form and made a
change. The workstation where the change was made (i.e. the individual
who
has Crystal installed on their PC), was only getting the first line of the
quote form. If we ran the same report from another workstation, the form
is
OK. I DON'T UNDERSTAND!!! Have you tried running the form from any other
workstation? I would be interested in knowing whether this is just
happening to us.

Bob Goss
Office Manager
BC-Instruments
(905)939-7323 ext. 332
www.bc-instruments.com


Hi everyone! ....another report question............

Has anyone tried to "grand total" their Crystal quote form? I "grand
totaled" the quantity X price and suddenly our form does not show the
quantity and price on any other line items but the first line item. I
restored the form from backup but it's still occurring.

Has anyone had this "oddity" happen?

~Wendy

[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

Your use of Yahoo! Groups is subject to http://docs.yahoo.com/info/terms/
We have a custom quote form in crystal designed to meet customer
requirements. Works great. However, now the customer wants us to change it
so that they see a columnated list of each line item (rather than rows). I
have tried to play with this in crystal, but I don't think I can do it -
does anyone know how to do this? Thanks!

For example:

The Current Form layout is as follows

Customer Name
Customer Address

Line 1 Part#
Line 1 Description
Line 1 Price

Line 2 Part#
Line 2 Description
Line 2 Price

Quote Footer comments


They want it to look as follows

Customer Name
Customer Address

Line 1 Part# Line 2 Part#
Line 1 Description Line 2 Description
Line 1 Price Line 2 Price

Quote Footer comments
Sarah,
I have only used this feature on one report, and it took some
finaggling... but look into the "Cross Tab" feature in Crystal. It is
supposed to do what you are trying to do.

Troy Funte
Liberty Electronics

-----Original Message-----
From: sarah.vareschi@... [mailto:sarah.vareschi@...]
Sent: Friday, May 16, 2003 11:56 AM
To: vantage@yahoogroups.com
Subject: [Vantage] Crystal Quote Form


We have a custom quote form in crystal designed to meet customer
requirements. Works great. However, now the customer wants us to change
it
so that they see a columnated list of each line item (rather than rows).
I
have tried to play with this in crystal, but I don't think I can do it -
does anyone know how to do this? Thanks!

For example:

The Current Form layout is as follows

Customer Name
Customer Address

Line 1 Part#
Line 1 Description
Line 1 Price

Line 2 Part#
Line 2 Description
Line 2 Price

Quote Footer comments


They want it to look as follows

Customer Name
Customer Address

Line 1 Part# Line 2 Part#
Line 1 Description Line 2 Description
Line 1 Price Line 2 Price

Quote Footer comments

Yahoo! Groups Sponsor



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

Your use of Yahoo! Groups is subject to the Yahoo! Terms of Service.


[Non-text portions of this message have been removed]
Sorry - I figured it out! I've used crystal so much and never noticed that
you could turn a section into columns so easily - too cool. So, I'm all
set! (In case anyone is interested - to accomplish this all you have to do
is go into the section formatting and click 'Format with multiple columns'
and then a new 'layout' tab gets added and you specify width and spacing
there.)



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

Cool, thanks for sharing. I used Crystal a ton too and never knew it
could do columns, I've always resorted to Access when I need multi-
column formatting.

Brian

--- In vantage@yahoogroups.com, sarah.vareschi@n... wrote:
> Sorry - I figured it out! I've used crystal so much and never
noticed that
> you could turn a section into columns so easily - too cool. So,
I'm all
> set! (In case anyone is interested - to accomplish this all you
have to do
> is go into the section formatting and click 'Format with multiple
columns'
> and then a new 'layout' tab gets added and you specify width and
spacing
> there.)
>
>
>
> [Non-text portions of this message have been removed]
We are currently running version 5.1 and want to upgrade to 6.0. I have
modified our quote form to put the quoters signature on the form. I scanned
their signatures in and inserted them in the form. I did a simple formula
on the suppress if <> to the quoter. With the roles in 6.0 I am struggling
with the correct formula. Does anyone have any ideas for this? Any help at
all is greatly appreciated.


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