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Recent Activity



[Non-text portions of this message have been removed]
2
I'm a newbie at Crystal so bear with me.

I'm trying to add the BinNum field to the Stock Status Report in
Vantage 803.405a but I can't get the field to populate so I'm sure
I'm missing something.

Here's what I've done so far. I created a new Report Data Definition
from a duplicate of the Stock Status report and added the PartWhse
and PartBin tables. I left all fields included for the time being.
In Crystal I added the two new tables in Database Expert and linked
the PartWhse table to the Part table using the Company and Partnum
fields. Then I linked the ParBin table to the PartWhse table using
the same two fields. All links to between the three tables are set to
left outer join. I then added the BinNum field to the report. When I
preview the report the BinNum field is empty but there are no errors.
If I go back to Database Expert and do a Browse Field on the PartNum
field for both new tables it doesn't return any data. The same
happens for the Company field. What am I doing wrong?

Thanks in advance for your help.

Dave
3
It sounds like you are missing a couple of steps in Crystal that are
required for Vantage reports.

These steps need to be done before adding tables & links in the
Crystal database expert.

Here are the steps in the correct order:

1. Modify your Report Data Definition to add new tables, fields, &
relationships (which you have already done).
2. Create a new report style using your new Report Data Definition
(which you probably have done already).
3. Pre-view the report in Vantage using your new Report Style and
Report Data Definition. This step needs to be done even though you
have not yet added any new tables or fields in the Crystal Report.
4. Now open the Crystal Report.
5. Go to Set Datasource Location.
6. Find the .xml file that was just created when you pre-viewed the
report. It should be located in this directory:
YourVantage8ServerName\epicor\oe101b\Reports\YourUserName
7. Click on Finish.
8. Highlight the Report Data Set in both the upper and lower windows
and click on Update. If there is a subreport in the upper window,
highlight it and click Update again.
9. Close this window.
10. Go to Verify Datasource. You should get a "Datasource Verified"
message. Click OK.
11. Now go to Database Expert, re-add the Report Data Set & fix any
links.
12. Now you should be able to browse data in your new tables.

By the way, these steps are outlined in AnswerBook # 4778MPS,
Modifying a Crystal Report in V8.xx, which can be printed from
MyEpicWeb if you have a current maintenance contract.

Also see AnswerBook # 7567MPS, How new tables are added to a Report
Data Definition in V8.03.

Lynn


--- In vantage@yahoogroups.com, "Dave Eaton" <deaton@...> wrote:
>
> I'm a newbie at Crystal so bear with me.
>
> I'm trying to add the BinNum field to the Stock Status Report in
> Vantage 803.405a but I can't get the field to populate so I'm sure
> I'm missing something.
>
> Here's what I've done so far. I created a new Report Data
Definition
> from a duplicate of the Stock Status report and added the PartWhse
> and PartBin tables. I left all fields included for the time being.
> In Crystal I added the two new tables in Database Expert and linked
> the PartWhse table to the Part table using the Company and Partnum
> fields. Then I linked the ParBin table to the PartWhse table using
> the same two fields. All links to between the three tables are set
to
> left outer join. I then added the BinNum field to the report. When
I
> preview the report the BinNum field is empty but there are no
errors.
> If I go back to Database Expert and do a Browse Field on the
PartNum
> field for both new tables it doesn't return any data. The same
> happens for the Company field. What am I doing wrong?
>
> Thanks in advance for your help.
>
> Dave
>
4
It sounds to me like the critical step you missed was creating the
relationship in the Data Definition. After you add the PartBin &
PartWhse tables, you have to tell the Data Definition how to relate
them to the other tables already there. You do this under
the "Relationships" tab in the Report Data Definition maintenance
screen. You need to create new relationships with the parent table
as "Part" and the child table as "PartWhse", and then with the parent
table as "PartWhse" and the child table as "PartBin", so you will
need to create two relationships. Hope this helps!

Adam

--- In vantage@yahoogroups.com, "Dave Eaton" <deaton@...> wrote:
>
> I'm a newbie at Crystal so bear with me.
>
> I'm trying to add the BinNum field to the Stock Status Report in
> Vantage 803.405a but I can't get the field to populate so I'm sure
> I'm missing something.
>
> Here's what I've done so far. I created a new Report Data
Definition
> from a duplicate of the Stock Status report and added the PartWhse
> and PartBin tables. I left all fields included for the time being.
> In Crystal I added the two new tables in Database Expert and linked
> the PartWhse table to the Part table using the Company and Partnum
> fields. Then I linked the ParBin table to the PartWhse table using
> the same two fields. All links to between the three tables are set
to
> left outer join. I then added the BinNum field to the report. When
I
> preview the report the BinNum field is empty but there are no
errors.
> If I go back to Database Expert and do a Browse Field on the
PartNum
> field for both new tables it doesn't return any data. The same
> happens for the Company field. What am I doing wrong?
>
> Thanks in advance for your help.
>
> Dave
>
5
--- In vantage@yahoogroups.com, "adam.whipp" <adam.whipp@...> wrote:
>
> It sounds to me like the critical step you missed was creating the
> relationship in the Data Definition. After you add the PartBin &
> PartWhse tables, you have to tell the Data Definition how to relate
> them to the other tables already there. You do this under
> the "Relationships" tab in the Report Data Definition maintenance
> screen. You need to create new relationships with the parent table
> as "Part" and the child table as "PartWhse", and then with the
parent
> table as "PartWhse" and the child table as "PartBin", so you will
> need to create two relationships. Hope this helps!
>
> Adam
>
> --- In vantage@yahoogroups.com, "Dave Eaton" <deaton@> wrote:
> >
> > I'm a newbie at Crystal so bear with me.
> >
> > I'm trying to add the BinNum field to the Stock Status Report in
> > Vantage 803.405a but I can't get the field to populate so I'm
sure
> > I'm missing something.
> >
> > Here's what I've done so far. I created a new Report Data
> Definition
> > from a duplicate of the Stock Status report and added the
PartWhse
> > and PartBin tables. I left all fields included for the time
being.
> > In Crystal I added the two new tables in Database Expert and
linked
> > the PartWhse table to the Part table using the Company and
Partnum
> > fields. Then I linked the ParBin table to the PartWhse table
using
> > the same two fields. All links to between the three tables are
set
> to
> > left outer join. I then added the BinNum field to the report.
When
> I
> > preview the report the BinNum field is empty but there are no
> errors.
> > If I go back to Database Expert and do a Browse Field on the
> PartNum
> > field for both new tables it doesn't return any data. The same
> > happens for the Company field. What am I doing wrong?
> >
> > Thanks in advance for your help.
> >
> > Dave
> >

Thanks Lynn and Adam for your help. You're right. I was missing the
relationships. Now I have one more question. I'm trying to add the
Last Transaction Date for a part on the same report (stock status
report) and can't seem to find the field that displays this. Does
anyone know which field this is in?

Thanks again.
6
I think that the only 2 tables that pertain to inventory that have
dates in them are the PartLot and the PartTran.

If you are lot number tracked, then you should be able to use the
PartLot.LastRefDate field. If not, then you will have to use the
PartTran.TranDate field.

It might work if: when you add your Relationships for the PartTran
table, you go to the Relationships--List tab (as opposed to the
Relationships--Detail tab) and find the column titled "Which Item"
and type Last.

Refer to the following information pasted here from the Vantage Help
on the "Which Item" column:

Which Item
The individual table records from which you will pull data. There are
three options you can enter in this field:

Each - All the table records will be pulled through this relationship.

First - Only the first table record will be pulled through this
relationship.

Last - Only the last table record will be pulled through this
relationship.


I hope this helps.

Lynn


--- In vantage@yahoogroups.com, "Dave Eaton" <deaton@...> wrote:
>
> --- In vantage@yahoogroups.com, "adam.whipp" <adam.whipp@> wrote:
> >
> > It sounds to me like the critical step you missed was creating
the
> > relationship in the Data Definition. After you add the PartBin &
> > PartWhse tables, you have to tell the Data Definition how to
relate
> > them to the other tables already there. You do this under
> > the "Relationships" tab in the Report Data Definition maintenance
> > screen. You need to create new relationships with the parent
table
> > as "Part" and the child table as "PartWhse", and then with the
> parent
> > table as "PartWhse" and the child table as "PartBin", so you will
> > need to create two relationships. Hope this helps!
> >
> > Adam
> >
> > --- In vantage@yahoogroups.com, "Dave Eaton" <deaton@> wrote:
> > >
> > > I'm a newbie at Crystal so bear with me.
> > >
> > > I'm trying to add the BinNum field to the Stock Status Report
in
> > > Vantage 803.405a but I can't get the field to populate so I'm
> sure
> > > I'm missing something.
> > >
> > > Here's what I've done so far. I created a new Report Data
> > Definition
> > > from a duplicate of the Stock Status report and added the
> PartWhse
> > > and PartBin tables. I left all fields included for the time
> being.
> > > In Crystal I added the two new tables in Database Expert and
> linked
> > > the PartWhse table to the Part table using the Company and
> Partnum
> > > fields. Then I linked the ParBin table to the PartWhse table
> using
> > > the same two fields. All links to between the three tables are
> set
> > to
> > > left outer join. I then added the BinNum field to the report.
> When
> > I
> > > preview the report the BinNum field is empty but there are no
> > errors.
> > > If I go back to Database Expert and do a Browse Field on the
> > PartNum
> > > field for both new tables it doesn't return any data. The same
> > > happens for the Company field. What am I doing wrong?
> > >
> > > Thanks in advance for your help.
> > >
> > > Dave
> > >
>
> Thanks Lynn and Adam for your help. You're right. I was missing
the
> relationships. Now I have one more question. I'm trying to add
the
> Last Transaction Date for a part on the same report (stock status
> report) and can't seem to find the field that displays this. Does
> anyone know which field this is in?
>
> Thanks again.
>
7
Thanks so much Lynn. I will give it a try. I actually posted this
question again in a new message because I thought it may not get
noticed under this topic. Luckily for me, you're on the ball!

Thanks!

--- In vantage@yahoogroups.com, "Lynn" <lynn.khalife@...> wrote:
>
> I think that the only 2 tables that pertain to inventory that have
> dates in them are the PartLot and the PartTran.
>
> If you are lot number tracked, then you should be able to use the
> PartLot.LastRefDate field. If not, then you will have to use the
> PartTran.TranDate field.
>
> It might work if: when you add your Relationships for the PartTran
> table, you go to the Relationships--List tab (as opposed to the
> Relationships--Detail tab) and find the column titled "Which Item"
> and type Last.
>
> Refer to the following information pasted here from the Vantage
Help
> on the "Which Item" column:
>
> Which Item
> The individual table records from which you will pull data. There
are
> three options you can enter in this field:
>
> Each - All the table records will be pulled through this
relationship.
>
> First - Only the first table record will be pulled through this
> relationship.
>
> Last - Only the last table record will be pulled through this
> relationship.
>
>
> I hope this helps.
>
> Lynn
>
>
> --- In vantage@yahoogroups.com, "Dave Eaton" <deaton@> wrote:
> >
> > --- In vantage@yahoogroups.com, "adam.whipp" <adam.whipp@> wrote:
> > >
> > > It sounds to me like the critical step you missed was creating
> the
> > > relationship in the Data Definition. After you add the PartBin
&
> > > PartWhse tables, you have to tell the Data Definition how to
> relate
> > > them to the other tables already there. You do this under
> > > the "Relationships" tab in the Report Data Definition
maintenance
> > > screen. You need to create new relationships with the parent
> table
> > > as "Part" and the child table as "PartWhse", and then with the
> > parent
> > > table as "PartWhse" and the child table as "PartBin", so you
will
> > > need to create two relationships. Hope this helps!
> > >
> > > Adam
> > >
> > > --- In vantage@yahoogroups.com, "Dave Eaton" <deaton@> wrote:
> > > >
> > > > I'm a newbie at Crystal so bear with me.
> > > >
> > > > I'm trying to add the BinNum field to the Stock Status Report
> in
> > > > Vantage 803.405a but I can't get the field to populate so I'm
> > sure
> > > > I'm missing something.
> > > >
> > > > Here's what I've done so far. I created a new Report Data
> > > Definition
> > > > from a duplicate of the Stock Status report and added the
> > PartWhse
> > > > and PartBin tables. I left all fields included for the time
> > being.
> > > > In Crystal I added the two new tables in Database Expert and
> > linked
> > > > the PartWhse table to the Part table using the Company and
> > Partnum
> > > > fields. Then I linked the ParBin table to the PartWhse table
> > using
> > > > the same two fields. All links to between the three tables
are
> > set
> > > to
> > > > left outer join. I then added the BinNum field to the
report.
> > When
> > > I
> > > > preview the report the BinNum field is empty but there are no
> > > errors.
> > > > If I go back to Database Expert and do a Browse Field on the
> > > PartNum
> > > > field for both new tables it doesn't return any data. The
same
> > > > happens for the Company field. What am I doing wrong?
> > > >
> > > > Thanks in advance for your help.
> > > >
> > > > Dave
> > > >
> >
> > Thanks Lynn and Adam for your help. You're right. I was missing
> the
> > relationships. Now I have one more question. I'm trying to add
> the
> > Last Transaction Date for a part on the same report (stock status
> > report) and can't seem to find the field that displays this. Does
> > anyone know which field this is in?
> >
> > Thanks again.
> >
>