Invoice Customization

OK. The biggest issue that I've discovered was a combination of lack of information and my lack of knowledge in how the whole purchasing/invoicing process works (I am only the quality manager after all). This entire time I've been trying to pull the comments from the SO line. Once I discovered this morning that those comments are also on the invoice line, the rest was easy. I just went into CR and added the invoice detail invoice comments field and it worked.

--- In vantage@yahoogroups.com, John Kreger <lilj8069@...> wrote:
>
> There's a good possibility that the field isn't included on the stock
> crystal report. You might want to take the report into crystal and verify
> there's a green check mark on the field in the field explorer.
>
>
> [Non-text portions of this message have been removed]
>
Hello.
I have been asked to add some custom items to our invoices, one of which being the comments from the line on the sales order. I've noticed that OrderDtl is a table that is included in the ARForm when I look at it in Report Data Maintenance, but it is not actually added to the Crystal Reports form. When I attempt to add it to the form in CR, the form then goes completely blank in the preview. I have attempted to modify various links but to no avail. Does anyone know how or if this can be done?
The comments on a sales order line or header can be added to the invoice at the sales order level. Once you click on the comments tab, there are additional tabs for sales order, pick list/job, pack and invoice.

Christy J. Morris
Controller
Cold Jet, LLC
455 Wards Corner Road
Loveland, Ohio 45140
USA

+1 513-716-6370
+1 513-576-8986 (fax)
www.coldjet.com<http://www.coldjet.com>

[cid:image001.jpg@01CCAF6B.C625A8A0]
Setting industry standards in dry ice technology and solutions for over 20 years.

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf Of Sean Toler
Sent: Wednesday, November 30, 2011 9:11 AM
To: vantage@yahoogroups.com
Subject: [Vantage] Invoice Customization



Hello.
I have been asked to add some custom items to our invoices, one of which being the comments from the line on the sales order. I've noticed that OrderDtl is a table that is included in the ARForm when I look at it in Report Data Maintenance, but it is not actually added to the Crystal Reports form. When I attempt to add it to the form in CR, the form then goes completely blank in the preview. I have attempted to modify various links but to no avail. Does anyone know how or if this can be done?



[Non-text portions of this message have been removed]
Well, as I've just been informed, apparently we utilize all of those tabs and the comments still are not coming through to the invoice.

--- In vantage@yahoogroups.com, Christy Morris <cmorris@...> wrote:
>
> The comments on a sales order line or header can be added to the invoice at the sales order level. Once you click on the comments tab, there are additional tabs for sales order, pick list/job, pack and invoice.
>
> Christy J. Morris
> Controller
> Cold Jet, LLC
> 455 Wards Corner Road
> Loveland, Ohio 45140
> USA
>
> +1 513-716-6370
> +1 513-576-8986 (fax)
> www.coldjet.com<http://www.coldjet.com>
>
> [cid:image001.jpg@...]
> Setting industry standards in dry ice technology and solutions for over 20 years.
>
> From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf Of Sean Toler
> Sent: Wednesday, November 30, 2011 9:11 AM
> To: vantage@yahoogroups.com
> Subject: [Vantage] Invoice Customization
>
>
>
> Hello.
> I have been asked to add some custom items to our invoices, one of which being the comments from the line on the sales order. I've noticed that OrderDtl is a table that is included in the ARForm when I look at it in Report Data Maintenance, but it is not actually added to the Crystal Reports form. When I attempt to add it to the form in CR, the form then goes completely blank in the preview. I have attempted to modify various links but to no avail. Does anyone know how or if this can be done?
>
>
>
> [Non-text portions of this message have been removed]
>
Are you sure they are placing the comments on the invoice tab as well as the sales order tab?

Christy J. Morris
Controller
Cold Jet, LLC
455 Wards Corner Road
Loveland, Ohio 45140
USA

+1 513-716-6370
+1 513-576-8986 (fax)
www.coldjet.com<http://www.coldjet.com>

[cid:image001.jpg@01CCAF7B.05025960]
Setting industry standards in dry ice technology and solutions for over 20 years.

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf Of Sean Toler
Sent: Wednesday, November 30, 2011 3:32 PM
To: vantage@yahoogroups.com
Subject: [Vantage] Re: Invoice Customization



Well, as I've just been informed, apparently we utilize all of those tabs and the comments still are not coming through to the invoice.

--- In vantage@yahoogroups.com<mailto:vantage%40yahoogroups.com>, Christy Morris <cmorris@...<mailto:cmorris@...>> wrote:
>
> The comments on a sales order line or header can be added to the invoice at the sales order level. Once you click on the comments tab, there are additional tabs for sales order, pick list/job, pack and invoice.
>
> Christy J. Morris
> Controller
> Cold Jet, LLC
> 455 Wards Corner Road
> Loveland, Ohio 45140
> USA
>
> +1 513-716-6370
> +1 513-576-8986 (fax)
> www.coldjet.com<http://www.coldjet.com>
>
> [cid:image001.jpg@...]
> Setting industry standards in dry ice technology and solutions for over 20 years.
>
> From: vantage@yahoogroups.com<mailto:vantage%40yahoogroups.com> [mailto:vantage@yahoogroups.com<mailto:vantage%40yahoogroups.com>] On Behalf Of Sean Toler
> Sent: Wednesday, November 30, 2011 9:11 AM
> To: vantage@yahoogroups.com<mailto:vantage%40yahoogroups.com>
> Subject: [Vantage] Invoice Customization
>
>
>
> Hello.
> I have been asked to add some custom items to our invoices, one of which being the comments from the line on the sales order. I've noticed that OrderDtl is a table that is included in the ARForm when I look at it in Report Data Maintenance, but it is not actually added to the Crystal Reports form. When I attempt to add it to the form in CR, the form then goes completely blank in the preview. I have attempted to modify various links but to no avail. Does anyone know how or if this can be done?
>
>
>
> [Non-text portions of this message have been removed]
>



[Non-text portions of this message have been removed]
Yes. They are clicking the "duplicate" button which then transfers the comments onto all of the tabs. I have verified this by going into Invoice Tracker and looking at an invoice. The line comments tab has the information but when we print the invoice the comments do not show up. Is there a setting somewhere that I'm not aware of that would turn this function on?

--- In vantage@yahoogroups.com, Christy Morris <cmorris@...> wrote:
>
> Are you sure they are placing the comments on the invoice tab as well as the sales order tab?
>
> Christy J. Morris
> Controller
> Cold Jet, LLC
> 455 Wards Corner Road
> Loveland, Ohio 45140
> USA
>
> +1 513-716-6370
> +1 513-576-8986 (fax)
> www.coldjet.com<http://www.coldjet.com>
>
> [cid:image001.jpg@...]
> Setting industry standards in dry ice technology and solutions for over 20 years.
>
> From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf Of Sean Toler
> Sent: Wednesday, November 30, 2011 3:32 PM
> To: vantage@yahoogroups.com
> Subject: [Vantage] Re: Invoice Customization
>
>
>
> Well, as I've just been informed, apparently we utilize all of those tabs and the comments still are not coming through to the invoice.
>
> --- In vantage@yahoogroups.com<mailto:vantage%40yahoogroups.com>, Christy Morris <cmorris@<mailto:cmorris@>> wrote:
> >
> > The comments on a sales order line or header can be added to the invoice at the sales order level. Once you click on the comments tab, there are additional tabs for sales order, pick list/job, pack and invoice.
> >
> > Christy J. Morris
> > Controller
> > Cold Jet, LLC
> > 455 Wards Corner Road
> > Loveland, Ohio 45140
> > USA
> >
> > +1 513-716-6370
> > +1 513-576-8986 (fax)
> > www.coldjet.com<http://www.coldjet.com>
> >
> > [cid:image001.jpg@]
> > Setting industry standards in dry ice technology and solutions for over 20 years.
> >
> > From: vantage@yahoogroups.com<mailto:vantage%40yahoogroups.com> [mailto:vantage@yahoogroups.com<mailto:vantage%40yahoogroups.com>] On Behalf Of Sean Toler
> > Sent: Wednesday, November 30, 2011 9:11 AM
> > To: vantage@yahoogroups.com<mailto:vantage%40yahoogroups.com>
> > Subject: [Vantage] Invoice Customization
> >
> >
> >
> > Hello.
> > I have been asked to add some custom items to our invoices, one of which being the comments from the line on the sales order. I've noticed that OrderDtl is a table that is included in the ARForm when I look at it in Report Data Maintenance, but it is not actually added to the Crystal Reports form. When I attempt to add it to the form in CR, the form then goes completely blank in the preview. I have attempted to modify various links but to no avail. Does anyone know how or if this can be done?
> >
> >
> >
> > [Non-text portions of this message have been removed]
> >
>
>
>
> [Non-text portions of this message have been removed]
>
The comments for the invoice header show up under the general invoice
information. The line comments show up under the invoice line
information. The standard Crystal form confirms it.

Is it possible you have previously customized the form or changed the
RDD to exclude the comments? What does your report style tell you?



Charlie Smith

2W Technologies LLC, Sr. Business Consultant



Phone: (312) 533-4033 x8046

(860) 620-9553

Fax: (847) 374-3620

2W Tech on Facebook
<http://www.facebook.com/pages/Chicago-IL/2W-Technologies-LLC/1391945694
32409> www.2WTech.com <http://www.2wtech.com/>



From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf
Of Sean Toler
Sent: Thursday, December 01, 2011 7:23 AM
To: vantage@yahoogroups.com
Subject: [Vantage] Re: Invoice Customization





Yes. They are clicking the "duplicate" button which then transfers the
comments onto all of the tabs. I have verified this by going into
Invoice Tracker and looking at an invoice. The line comments tab has the
information but when we print the invoice the comments do not show up.
Is there a setting somewhere that I'm not aware of that would turn this
function on?

--- In vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com> ,
Christy Morris <cmorris@...> wrote:
>
> Are you sure they are placing the comments on the invoice tab as well
as the sales order tab?
>
> Christy J. Morris
> Controller
> Cold Jet, LLC
> 455 Wards Corner Road
> Loveland, Ohio 45140
> USA
>
> +1 513-716-6370
> +1 513-576-8986 (fax)
> www.coldjet.com<http://www.coldjet.com>
>
> [cid:image001.jpg@...]
> Setting industry standards in dry ice technology and solutions for
over 20 years.
>
> From: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
[mailto:vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com> ] On
Behalf Of Sean Toler
> Sent: Wednesday, November 30, 2011 3:32 PM
> To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
> Subject: [Vantage] Re: Invoice Customization
>
>
>
> Well, as I've just been informed, apparently we utilize all of those
tabs and the comments still are not coming through to the invoice.
>
> --- In vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com>, Christy Morris
<cmorris@<mailto:cmorris@>> wrote:
> >
> > The comments on a sales order line or header can be added to the
invoice at the sales order level. Once you click on the comments tab,
there are additional tabs for sales order, pick list/job, pack and
invoice.
> >
> > Christy J. Morris
> > Controller
> > Cold Jet, LLC
> > 455 Wards Corner Road
> > Loveland, Ohio 45140
> > USA
> >
> > +1 513-716-6370
> > +1 513-576-8986 (fax)
> > www.coldjet.com<http://www.coldjet.com>
> >
> > [cid:image001.jpg@]
> > Setting industry standards in dry ice technology and solutions for
over 20 years.
> >
> > 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 Sean Toler
> > Sent: Wednesday, November 30, 2011 9:11 AM
> > To: vantage@yahoogroups.com <mailto:vantage%40yahoogroups.com>
<mailto:vantage%40yahoogroups.com>
> > Subject: [Vantage] Invoice Customization
> >
> >
> >
> > Hello.
> > I have been asked to add some custom items to our invoices, one of
which being the comments from the line on the sales order. I've noticed
that OrderDtl is a table that is included in the ARForm when I look at
it in Report Data Maintenance, but it is not actually added to the
Crystal Reports form. When I attempt to add it to the form in CR, the
form then goes completely blank in the preview. I have attempted to
modify various links but to no avail. Does anyone know how or if this
can be done?
> >
> >
> >
> > [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]
There's a good possibility that the field isn't included on the stock
crystal report. You might want to take the report into crystal and verify
there's a green check mark on the field in the field explorer.


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