Hi DD,
Do you know how to do the below?
Cheers,
CHRIS THOMPSON
________________________________
From: Chris Thompson <chriselectrix@...>
To: vantage@yahoogroups.com
Sent: Wednesday, 8 July, 2009 9:55:16
Subject: Re: [Vantage] Print Report from Button
Hi,
I think that I am almost there.
I have Generated Sample Data from the DashBoard and brought that data into a new .rpt file.
I have set the CustCnt.Name as the parameter field and used it in 'Select Expert ...'.
The only things I can't do now are:
1)Â set the new report to be the default report for the dashboard
2) get the embedded dashboard on my Cutomer Maintenence page to update instantly when I add a contact (without having to view a different customer then re-visit the customer where I have added the contact). The retrieve button doesn't seem to do anything.
3) i do have a print driver for my printer - can this be embedded so it always prints to the correct printer?
Any help would be appreciated.
____________ _________ _________ __
From: DD <ddavis4569@yahoo. com>
To: vantage@yahoogroups .com
Sent: Tuesday, 7 July, 2009 21:53:30
Subject: Re: [Vantage] Print Report from Button
OK you are almost there.
The dashboard has the information of the contacts for the customer contacts.
Now create a Crystal report from the dashboard.
From the Dashboard editor select Tools / Report Tools / Design Crystal reports.
Note Where is put the data file and the name of the data file.
This report will have to be written from a blank report then link in the data file.
Create a Parameter field that can be a list of the Contacts from the dashboard.
They will select the contact that they want to print the label for.
Use this parameter in the select expert in Crystal.
Format the page size to match the label size in Crystal.
Â
Let me know if you need help setting up the Report options or in setting up the Crystal Report.
Do you have a printer driver for your label printer?
Do you know how to do the below?
Cheers,
CHRIS THOMPSON
________________________________
From: Chris Thompson <chriselectrix@...>
To: vantage@yahoogroups.com
Sent: Wednesday, 8 July, 2009 9:55:16
Subject: Re: [Vantage] Print Report from Button
Hi,
I think that I am almost there.
I have Generated Sample Data from the DashBoard and brought that data into a new .rpt file.
I have set the CustCnt.Name as the parameter field and used it in 'Select Expert ...'.
The only things I can't do now are:
1)Â set the new report to be the default report for the dashboard
2) get the embedded dashboard on my Cutomer Maintenence page to update instantly when I add a contact (without having to view a different customer then re-visit the customer where I have added the contact). The retrieve button doesn't seem to do anything.
3) i do have a print driver for my printer - can this be embedded so it always prints to the correct printer?
Any help would be appreciated.
____________ _________ _________ __
From: DD <ddavis4569@yahoo. com>
To: vantage@yahoogroups .com
Sent: Tuesday, 7 July, 2009 21:53:30
Subject: Re: [Vantage] Print Report from Button
OK you are almost there.
The dashboard has the information of the contacts for the customer contacts.
Now create a Crystal report from the dashboard.
From the Dashboard editor select Tools / Report Tools / Design Crystal reports.
Note Where is put the data file and the name of the data file.
This report will have to be written from a blank report then link in the data file.
Create a Parameter field that can be a list of the Contacts from the dashboard.
They will select the contact that they want to print the label for.
Use this parameter in the select expert in Crystal.
Format the page size to match the label size in Crystal.
Â
Let me know if you need help setting up the Report options or in setting up the Crystal Report.
Do you have a printer driver for your label printer?
--- On Tue, 7/7/09, Chris Thompson <chriselectrix@ ymail.com> wrote:
From: Chris Thompson <chriselectrix@ ymail.com>
Subject: Re: [Vantage] Print Report from Button
To: vantage@yahoogroups .com
Date: Tuesday, July 7, 2009, 4:47 AM
Hi,
I think Ive got it almost working.
I have created a BAQ with Contact Name, Customer Name, Addr 1 etc.
From that I have created a Dashboard.
On the top level (query) on the Dashboard, I have set a filter Customer.CustID = Dashboard Browse.
I have added a new sheet in the Customer Maintenance > Contact tab and added the Dashboard.
I have subscribed to UI data (includes retrieve button) and linked it on CustID.
When I view a customer's page for the first time, I can go to the tab and view a list of all contacts in the Dashboard.
However, there are a couple of things I can't quite work out ...
1) How can I shrink the results of the DB down further so it only shows the contact's information for the contact that I am viewing? This way I would get a label for EVERY contact when I click print (which I dont want). Im guessing I need at add another filter to the DB, but it can't be another Dashboard browse. What can it be?
2) If I add another contact, the dashboard doesn't automatically refresh. It doesnt refresh even if I click on the Retrieve button. The only way to view the new contact's details in the dashboard is to go to a different customer's details, then go back to the previous user's details. I dont know if this is just how it works, or if it isa bug with E9?
3) When I am ready to print, how can I change the format (in Crystal) to fit the results on to a label? I would have thought it would generate a .rpt for the DB, but it doesn't look like it does.
Any help with this would be greatly appreciated.
Regards,
CHRIS THOMPSON
____________ _________ _________ __
From: DD <ddavis4569@ yahoo. com>
To: vantage@yahoogroups .com
Sent: Monday, 6 July, 2009 20:48:51
Subject: Re: [Vantage] Print Report from Button
I have created a button on a form to write the data to an excel file.
Then the crystal report could use the excel file for the data file.
Â
Another Idea is to create a dashboard and add it to a new page on the form.
The form could publish the data and the dashboard can subscribe to the data published from the form. Then there would be a crystal report from the dashboard. Dashboard reports are a little different from BAQ designer reports. It does allow you to pass the data to the Dashboard.
Â
--- On Mon, 7/6/09, Chris Thompson <chriselectrix@ ymail.com> wrote:
From: Chris Thompson <chriselectrix@ ymail.com>
Subject: Re: [Vantage] Print Report from Button
To: vantage@yahoogroups .com
Date: Monday, July 6, 2009, 10:56 AM
Hi Ross,
I would be interested to give it a go if you dont mind.
Not sure about all this UD table stuff but I will give it a go in our test environment.
Cheers,
CHRIS
____________ _________ _________ __
From: Ross Hughes <ross.hughes@ comcast.net>
To: "vantage@yahoogroup s .com" <vantage@yahoogroup s .com>
Sent: Monday, 6 July, 2009 16:49:24
Subject: Re: [Vantage] Print Report from Button
If the baq report is always drawn from the same module you could write
the variables to a UD table and then have the baq report onload event
pick them up on start up. I have had success with this but am unable
to autopreview the report. I have to press preview again in the
report dialog box. Not a real inconvenience.
I can post the code if you are interested.
Ross
On Jul 6, 2009, at 7:34 AM, "Vic Drecchio" <vic.drecchio@ timco.aero>
wrote:
> Chris,
>
> This has been a topic of discussion in the past. It sure would be a
> great feature to be able to pass context parameters to any BAQ
> report but I don't know of any.
>
> If you are on the Customer Maintenance screen and have Customer
> ABC123 in context and press a button to launch a BAQ report, there
> is no way I know of to pass "ABC123" to the BAQ Crystal Report. We
> all know Crystal Reports has the capability but the Vantage UI lacks
> the capability to extract and send that value to the report.
>
> If there is a solution, I'm all ears. :-)
>
>
>
> Vic Drecchio
> ERP Administrator
> TIMCO Aviation Services
> Greensboro, NC
> Email: vic.drecchio@ timco.aero
> Mobile: 704.530.3092
>
> -----Original Message-----
> From: vantage@yahoogroups .com [mailto:vantage@ yahoogroups .com] On
> Behalf Of Chris Thompson
> Sent: Friday, July 03, 2009 10:33 AM
> To: vantage@yahoogroups .com
> Subject: Re: [Vantage] Print Report from Button
>
> Hi All,
>
> Does is there a way where I can use the below to launch a report to
> print a label with the data that is on the screen?
>
> I want to add a button to the Contact tab in Customer Maintenance so
> if we need to send that contact a letter after adding them, we can
> press the button and it will print a label (or default letter) with
> their name and company address on the label.
>
> Im surprised Epicor/Vantage dont have this as standard (well not
> that suprised considering! :-) ).
>
> Cheers,
>
>
>
> CHRIS THOMPSON
>
>
>
>
> ____________ _________ _________ __
> From: Linda Lowney <llowney@pridesigns . com>
> To: vantage@yahoogroups .com
> Sent: Friday, 24 April, 2009 14:03:43
> Subject: [Vantage] Print Report from Button
>
>
>
>
>
> Thank you Rob and Stephen for pointing me in the right direction. I
> was
> able to add the report to the button, but now I would like to pass the
> job number parameter to the Crystal Report. Is that possible?
>
> Regards,
>
> Linda
>
> Rob is correct,
>
> It can be done
>
> The syntax is
> ProcessCaller. LaunchForm( oTrans,"YourMenu ID")
>
> Create a menu id in menu maintenance this is what you
> use.
>
> The menu would be either a crystal
> report or BAQ report.
>
> Regards,
>
> Stephen
>
> ------------ --------- --------
>
> Might be possible by sticking a LaunchProcessCaller () statement
> (...hope
> that's the right VB keyword... Replying on a Palm w/out access to
> Vantage to verify syntax) within a Sub triggered by clicking on your
> custom button control.
>
> Never tried it personally so don't know if Crystal complicates it.
> Pretty sure our primary programmer did something like this in one the
> Receiving apps though (although it may not have been a BAQ report).
>
> Hope that heads you in some useful direction. Be glad to dig deeper
> tomorrow if you need.
> Rob
>
> ------------ --------- ---------
>
> Hi Group,
>
> I would like to print a BAQ report from a button. Would someone please
> tell me if this is possible and what I need to do to make it happen.
>
> Regards,
> Linda
>
> [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
>
>
>
>
>
> ------------ --------- --------- ------
>
> 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
>
>
>
[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]
[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]