Vantage 6.1 - how to add a user defined field in Customer master

Yahoo Archive
1
Great!

Add the fields to the form and use the Suppress Condition to hide them when the field has a null value.

HTH,

Brian

--- In vantage@yahoogroups.com, "richter_clements" <richter_clements@...> wrote:
>
> IT WORKED!!! Thank you so much to those who helped me out....
>
> I see there is a difference between just using 'customize' and actually adding a visual basic form....I added the visual basic form to the CUSTOMER table and it does flow through to the INCHEAD table upon creating invoices allowing me to add to ARFORM...Beautiful!!! Now if I could only add the VB field and the text field (label) if needed....(when VB field is populated...)
>
> This was my very first VB and/or customization. What I learned will help me with many other ideas I have for down the long road to come. Thanks again!!!
>
>
> --- In vantage@yahoogroups.com, "Brian Stenglein" <bstenglein@> wrote:
> >
> > The field would be in the INVCHEAD.DBF, not CUSTOMER.DBF. If you look at the tables used in the Invoice Form, the Customer Table isn't one of them. I know it's not intuitive, but the creation of the DBF files during printing will sometimes pull related data from other tables, like the customer table, and include it with the Invoice Header fields. If you look in the INVCHEAD.DBF, there should be a field that starts with CM plus the external name you gave it. It definately works, I'm doing it.
> >
> > By the way, this thread helped me with a problem I've run into at work, so I have to thank you for stirring up some thoughts that I hadn't used in a while!
> >
> > For my problem, I needed some info from a Packing Slip table to show up on the Invoice. I had previously tried to use a Ship Header VB Form field and it doesn't get written to the INVCHEAD.DBF, but if I put the data in the Ship Detail VB Form, that does get written to the INVCDTL.DBF.
> >
> > Brian Stenglein
> > Clow Stamping Co.
> >
> > --- In vantage@yahoogroups.com, "richter_clements" <richter_clements@> wrote:
> > >
> > > It didn't work. I cleared out temp directory and re-print an invoice...still only about 5 fields in Customer.DBF ...I believe this is a DBF created during the invoice process and nothing to do with the customer master....the customer info on the invoice must be pulled from the Sales Order Header info or somewhere else....and/or only a few fields are being 'passed through' to the temp Customer.DBF....Based on CUSTID - I would like to be able to add the new CHARACTER01 field....to the ARFORM.....I thought the hard part would be adding the field to the actual database - that was the easy part!!! Any other ideas how to easily go about adding this?
> > >
> > >
> > >
> > > --- In vantage@yahoogroups.com, Todd Caughey <caugheyt@> wrote:
> > > >
> > > > First run the bit that creates the DBF file. Print preview is sufficient. Then in Crystal verify the database (under Database on the menu bar). The field should then show up in the appropriate DBF file with a name something like ARUDCHAR2.
> > > > -Todd C.
> > > >
> > > >
> > > > ________________________________
> > > >
> > > > From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf Of richter_clements
> > > > Sent: Tuesday, May 26, 2009 3:16 PM
> > > > To: vantage@yahoogroups.com
> > > > Subject: [Vantage] Vantage 6.1 - how to add a user defined field in Customer master to ARFORM
> > > >
> > > >
> > > >
> > > >
> > > >
> > > > I have been able to make use of character02 in the cusomter master and would like this to print on the ARFORM.. When I open the report in crystal the 'CUSTOMER'.DBF does not show this field as available to add....I'm assuming this DBF file is created during the 'print invoice' process but don't know how to pass along the added field....If I try to add the database from using ODBC connection it tells me this database already is linked by another alias....Also - it is linked via INVNUM (an INDEX) that must be created during the creation of the temp DBF file....
> > > >
> > > > Any suggestions?
> > > >
> > >
> >
>
2
I have been able to make use of character02 in the cusomter master and would like this to print on the ARFORM.. When I open the report in crystal the 'CUSTOMER'.DBF does not show this field as available to add....I'm assuming this DBF file is created during the 'print invoice' process but don't know how to pass along the added field....If I try to add the database from using ODBC connection it tells me this database already is linked by another alias....Also - it is linked via INVNUM (an INDEX) that must be created during the creation of the temp DBF file....

Any suggestions?
3
First run the bit that creates the DBF file. Print preview is sufficient. Then in Crystal verify the database (under Database on the menu bar). The field should then show up in the appropriate DBF file with a name something like ARUDCHAR2.
-Todd C.


________________________________

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf Of richter_clements
Sent: Tuesday, May 26, 2009 3:16 PM
To: vantage@yahoogroups.com
Subject: [Vantage] Vantage 6.1 - how to add a user defined field in Customer master to ARFORM





I have been able to make use of character02 in the cusomter master and would like this to print on the ARFORM.. When I open the report in crystal the 'CUSTOMER'.DBF does not show this field as available to add....I'm assuming this DBF file is created during the 'print invoice' process but don't know how to pass along the added field....If I try to add the database from using ODBC connection it tells me this database already is linked by another alias....Also - it is linked via INVNUM (an INDEX) that must be created during the creation of the temp DBF file....

Any suggestions?
4
It didn't work. I cleared out temp directory and re-print an invoice...still only about 5 fields in Customer.DBF ...I believe this is a DBF created during the invoice process and nothing to do with the customer master....the customer info on the invoice must be pulled from the Sales Order Header info or somewhere else....and/or only a few fields are being 'passed through' to the temp Customer.DBF....Based on CUSTID - I would like to be able to add the new CHARACTER01 field....to the ARFORM.....I thought the hard part would be adding the field to the actual database - that was the easy part!!! Any other ideas how to easily go about adding this?



--- In vantage@yahoogroups.com, Todd Caughey <caugheyt@...> wrote:
>
> First run the bit that creates the DBF file. Print preview is sufficient. Then in Crystal verify the database (under Database on the menu bar). The field should then show up in the appropriate DBF file with a name something like ARUDCHAR2.
> -Todd C.
>
>
> ________________________________
>
> From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf Of richter_clements
> Sent: Tuesday, May 26, 2009 3:16 PM
> To: vantage@yahoogroups.com
> Subject: [Vantage] Vantage 6.1 - how to add a user defined field in Customer master to ARFORM
>
>
>
>
>
> I have been able to make use of character02 in the cusomter master and would like this to print on the ARFORM.. When I open the report in crystal the 'CUSTOMER'.DBF does not show this field as available to add....I'm assuming this DBF file is created during the 'print invoice' process but don't know how to pass along the added field....If I try to add the database from using ODBC connection it tells me this database already is linked by another alias....Also - it is linked via INVNUM (an INDEX) that must be created during the creation of the temp DBF file....
>
> Any suggestions?
>
5
try this:
How to add VB fields to a Crystal Form

1. Create VB Form with fields. (i.e. JobHead, JobOper, InvcHead, etc. ).
2. Give each field a unique "External" name by double clicking on the field and filling in the "External Name" field.  Make a note of the two letter prefix preceding each field.
3. Go to where ever it is you added the VB Form (i.e. JobHead, JobOper, InvcHead, etc. ) and fill the VB Form field with information.
4. Print or Print Preview the Crystal Form once.
5. Open Crystal form in Crystal Pro and select Database --> Verify Database.
6. Next, select Insert --> Database field, and find VB form Fields with their external names.
7. Insert the DB fields into form.


--- On Wed, 5/27/09, richter_clements <richter_clements@...> wrote:


From: richter_clements <richter_clements@...>
Subject: [Vantage] Re: Vantage 6.1 - how to add a user defined field in Customer master to ARFORM
To: vantage@yahoogroups.com
Date: Wednesday, May 27, 2009, 9:12 AM








It didn't work. I cleared out temp directory and re-print an invoice...still only about 5 fields in Customer.DBF ...I believe this is a DBF created during the invoice process and nothing to do with the customer master....the customer info on the invoice must be pulled from the Sales Order Header info or somewhere else....and/ or only a few fields are being 'passed through' to the temp Customer.DBF. ...Based on CUSTID - I would like to be able to add the new CHARACTER01 field....to the ARFORM.....I thought the hard part would be adding the field to the actual database - that was the easy part!!! Any other ideas how to easily go about adding this?

--- In vantage@yahoogroups .com, Todd Caughey <caugheyt@.. .> wrote:
>
> First run the bit that creates the DBF file. Print preview is sufficient. Then in Crystal verify the database (under Database on the menu bar). The field should then show up in the appropriate DBF file with a name something like ARUDCHAR2.
> -Todd C.
>
>
> ____________ _________ _________ __
>
> From: vantage@yahoogroups .com [mailto:vantage@yahoogroups .com] On Behalf Of richter_clements
> Sent: Tuesday, May 26, 2009 3:16 PM
> To: vantage@yahoogroups .com
> Subject: [Vantage] Vantage 6.1 - how to add a user defined field in Customer master to ARFORM
>
>
>
>
>
> I have been able to make use of character02 in the cusomter master and would like this to print on the ARFORM.. When I open the report in crystal the 'CUSTOMER'.DBF does not show this field as available to add....I'm assuming this DBF file is created during the 'print invoice' process but don't know how to pass along the added field....If I try to add the database from using ODBC connection it tells me this database already is linked by another alias....Also - it is linked via INVNUM (an INDEX) that must be created during the creation of the temp DBF file....
>
> Any suggestions?
>



















[Non-text portions of this message have been removed]
6
The field would be in the INVCHEAD.DBF, not CUSTOMER.DBF. If you look at the tables used in the Invoice Form, the Customer Table isn't one of them. I know it's not intuitive, but the creation of the DBF files during printing will sometimes pull related data from other tables, like the customer table, and include it with the Invoice Header fields. If you look in the INVCHEAD.DBF, there should be a field that starts with CM plus the external name you gave it. It definately works, I'm doing it.

By the way, this thread helped me with a problem I've run into at work, so I have to thank you for stirring up some thoughts that I hadn't used in a while!

For my problem, I needed some info from a Packing Slip table to show up on the Invoice. I had previously tried to use a Ship Header VB Form field and it doesn't get written to the INVCHEAD.DBF, but if I put the data in the Ship Detail VB Form, that does get written to the INVCDTL.DBF.

Brian Stenglein
Clow Stamping Co.

--- In vantage@yahoogroups.com, "richter_clements" <richter_clements@...> wrote:
>
> It didn't work. I cleared out temp directory and re-print an invoice...still only about 5 fields in Customer.DBF ...I believe this is a DBF created during the invoice process and nothing to do with the customer master....the customer info on the invoice must be pulled from the Sales Order Header info or somewhere else....and/or only a few fields are being 'passed through' to the temp Customer.DBF....Based on CUSTID - I would like to be able to add the new CHARACTER01 field....to the ARFORM.....I thought the hard part would be adding the field to the actual database - that was the easy part!!! Any other ideas how to easily go about adding this?
>
>
>
> --- In vantage@yahoogroups.com, Todd Caughey <caugheyt@> wrote:
> >
> > First run the bit that creates the DBF file. Print preview is sufficient. Then in Crystal verify the database (under Database on the menu bar). The field should then show up in the appropriate DBF file with a name something like ARUDCHAR2.
> > -Todd C.
> >
> >
> > ________________________________
> >
> > From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf Of richter_clements
> > Sent: Tuesday, May 26, 2009 3:16 PM
> > To: vantage@yahoogroups.com
> > Subject: [Vantage] Vantage 6.1 - how to add a user defined field in Customer master to ARFORM
> >
> >
> >
> >
> >
> > I have been able to make use of character02 in the cusomter master and would like this to print on the ARFORM.. When I open the report in crystal the 'CUSTOMER'.DBF does not show this field as available to add....I'm assuming this DBF file is created during the 'print invoice' process but don't know how to pass along the added field....If I try to add the database from using ODBC connection it tells me this database already is linked by another alias....Also - it is linked via INVNUM (an INDEX) that must be created during the creation of the temp DBF file....
> >
> > Any suggestions?
> >
>
7
Right - I found the INVHEAD table and see that that is 'created' during the invoicing process but ---- how do I add a field to be written to it...I have made the customization to the Customer Master - it is called Supplier ID which is using the character02 field from the Customer Master table. How do I now pass this field through to the INVHEAD table (if I can't customize that table...it is created automatically....)? Is this possibly the difference of just using the 'customize' menu option vs. creating a VB form? I thought they were basically one of the same....

--- In vantage@yahoogroups.com, "Brian Stenglein" <bstenglein@...> wrote:
>
> The field would be in the INVCHEAD.DBF, not CUSTOMER.DBF. If you look at the tables used in the Invoice Form, the Customer Table isn't one of them. I know it's not intuitive, but the creation of the DBF files during printing will sometimes pull related data from other tables, like the customer table, and include it with the Invoice Header fields. If you look in the INVCHEAD.DBF, there should be a field that starts with CM plus the external name you gave it. It definately works, I'm doing it.
>
> By the way, this thread helped me with a problem I've run into at work, so I have to thank you for stirring up some thoughts that I hadn't used in a while!
>
> For my problem, I needed some info from a Packing Slip table to show up on the Invoice. I had previously tried to use a Ship Header VB Form field and it doesn't get written to the INVCHEAD.DBF, but if I put the data in the Ship Detail VB Form, that does get written to the INVCDTL.DBF.
>
> Brian Stenglein
> Clow Stamping Co.
>
> --- In vantage@yahoogroups.com, "richter_clements" <richter_clements@> wrote:
> >
> > It didn't work. I cleared out temp directory and re-print an invoice...still only about 5 fields in Customer.DBF ...I believe this is a DBF created during the invoice process and nothing to do with the customer master....the customer info on the invoice must be pulled from the Sales Order Header info or somewhere else....and/or only a few fields are being 'passed through' to the temp Customer.DBF....Based on CUSTID - I would like to be able to add the new CHARACTER01 field....to the ARFORM.....I thought the hard part would be adding the field to the actual database - that was the easy part!!! Any other ideas how to easily go about adding this?
> >
> >
> >
> > --- In vantage@yahoogroups.com, Todd Caughey <caugheyt@> wrote:
> > >
> > > First run the bit that creates the DBF file. Print preview is sufficient. Then in Crystal verify the database (under Database on the menu bar). The field should then show up in the appropriate DBF file with a name something like ARUDCHAR2.
> > > -Todd C.
> > >
> > >
> > > ________________________________
> > >
> > > From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf Of richter_clements
> > > Sent: Tuesday, May 26, 2009 3:16 PM
> > > To: vantage@yahoogroups.com
> > > Subject: [Vantage] Vantage 6.1 - how to add a user defined field in Customer master to ARFORM
> > >
> > >
> > >
> > >
> > >
> > > I have been able to make use of character02 in the cusomter master and would like this to print on the ARFORM.. When I open the report in crystal the 'CUSTOMER'.DBF does not show this field as available to add....I'm assuming this DBF file is created during the 'print invoice' process but don't know how to pass along the added field....If I try to add the database from using ODBC connection it tells me this database already is linked by another alias....Also - it is linked via INVNUM (an INDEX) that must be created during the creation of the temp DBF file....
> > >
> > > Any suggestions?
> > >
> >
>
8
IT WORKED!!! Thank you so much to those who helped me out....

I see there is a difference between just using 'customize' and actually adding a visual basic form....I added the visual basic form to the CUSTOMER table and it does flow through to the INCHEAD table upon creating invoices allowing me to add to ARFORM...Beautiful!!! Now if I could only add the VB field and the text field (label) if needed....(when VB field is populated...)

This was my very first VB and/or customization. What I learned will help me with many other ideas I have for down the long road to come. Thanks again!!!


--- In vantage@yahoogroups.com, "Brian Stenglein" <bstenglein@...> wrote:
>
> The field would be in the INVCHEAD.DBF, not CUSTOMER.DBF. If you look at the tables used in the Invoice Form, the Customer Table isn't one of them. I know it's not intuitive, but the creation of the DBF files during printing will sometimes pull related data from other tables, like the customer table, and include it with the Invoice Header fields. If you look in the INVCHEAD.DBF, there should be a field that starts with CM plus the external name you gave it. It definately works, I'm doing it.
>
> By the way, this thread helped me with a problem I've run into at work, so I have to thank you for stirring up some thoughts that I hadn't used in a while!
>
> For my problem, I needed some info from a Packing Slip table to show up on the Invoice. I had previously tried to use a Ship Header VB Form field and it doesn't get written to the INVCHEAD.DBF, but if I put the data in the Ship Detail VB Form, that does get written to the INVCDTL.DBF.
>
> Brian Stenglein
> Clow Stamping Co.
>
> --- In vantage@yahoogroups.com, "richter_clements" <richter_clements@> wrote:
> >
> > It didn't work. I cleared out temp directory and re-print an invoice...still only about 5 fields in Customer.DBF ...I believe this is a DBF created during the invoice process and nothing to do with the customer master....the customer info on the invoice must be pulled from the Sales Order Header info or somewhere else....and/or only a few fields are being 'passed through' to the temp Customer.DBF....Based on CUSTID - I would like to be able to add the new CHARACTER01 field....to the ARFORM.....I thought the hard part would be adding the field to the actual database - that was the easy part!!! Any other ideas how to easily go about adding this?
> >
> >
> >
> > --- In vantage@yahoogroups.com, Todd Caughey <caugheyt@> wrote:
> > >
> > > First run the bit that creates the DBF file. Print preview is sufficient. Then in Crystal verify the database (under Database on the menu bar). The field should then show up in the appropriate DBF file with a name something like ARUDCHAR2.
> > > -Todd C.
> > >
> > >
> > > ________________________________
> > >
> > > From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf Of richter_clements
> > > Sent: Tuesday, May 26, 2009 3:16 PM
> > > To: vantage@yahoogroups.com
> > > Subject: [Vantage] Vantage 6.1 - how to add a user defined field in Customer master to ARFORM
> > >
> > >
> > >
> > >
> > >
> > > I have been able to make use of character02 in the cusomter master and would like this to print on the ARFORM.. When I open the report in crystal the 'CUSTOMER'.DBF does not show this field as available to add....I'm assuming this DBF file is created during the 'print invoice' process but don't know how to pass along the added field....If I try to add the database from using ODBC connection it tells me this database already is linked by another alias....Also - it is linked via INVNUM (an INDEX) that must be created during the creation of the temp DBF file....
> > >
> > > Any suggestions?
> > >
> >
>
9
If you create the VB Form Field and give it an External Name it should automatically be created in the INVCHEAD.DBF when you print or print preview an invoice. If you haven't given it an External Name in the VB Form Designer it won't get created. The field name will start with CM because you are adding a Customer Master field and the rest of the name will be what you gave it for an External Name. To see the new field inside of Crystal, you need to do the Verify Database command.

HTH,

Brian Stenglein
Clow Stamping Company

--- In vantage@yahoogroups.com, "richter_clements" <richter_clements@...> wrote:
>
> Right - I found the INVHEAD table and see that that is 'created' during the invoicing process but ---- how do I add a field to be written to it...I have made the customization to the Customer Master - it is called Supplier ID which is using the character02 field from the Customer Master table. How do I now pass this field through to the INVHEAD table (if I can't customize that table...it is created automatically....)? Is this possibly the difference of just using the 'customize' menu option vs. creating a VB form? I thought they were basically one of the same....
>
> --- In vantage@yahoogroups.com, "Brian Stenglein" <bstenglein@> wrote:
> >
> > The field would be in the INVCHEAD.DBF, not CUSTOMER.DBF. If you look at the tables used in the Invoice Form, the Customer Table isn't one of them. I know it's not intuitive, but the creation of the DBF files during printing will sometimes pull related data from other tables, like the customer table, and include it with the Invoice Header fields. If you look in the INVCHEAD.DBF, there should be a field that starts with CM plus the external name you gave it. It definately works, I'm doing it.
> >
> > By the way, this thread helped me with a problem I've run into at work, so I have to thank you for stirring up some thoughts that I hadn't used in a while!
> >
> > For my problem, I needed some info from a Packing Slip table to show up on the Invoice. I had previously tried to use a Ship Header VB Form field and it doesn't get written to the INVCHEAD.DBF, but if I put the data in the Ship Detail VB Form, that does get written to the INVCDTL.DBF.
> >
> > Brian Stenglein
> > Clow Stamping Co.
> >
> > --- In vantage@yahoogroups.com, "richter_clements" <richter_clements@> wrote:
> > >
> > > It didn't work. I cleared out temp directory and re-print an invoice...still only about 5 fields in Customer.DBF ...I believe this is a DBF created during the invoice process and nothing to do with the customer master....the customer info on the invoice must be pulled from the Sales Order Header info or somewhere else....and/or only a few fields are being 'passed through' to the temp Customer.DBF....Based on CUSTID - I would like to be able to add the new CHARACTER01 field....to the ARFORM.....I thought the hard part would be adding the field to the actual database - that was the easy part!!! Any other ideas how to easily go about adding this?
> > >
> > >
> > >
> > > --- In vantage@yahoogroups.com, Todd Caughey <caugheyt@> wrote:
> > > >
> > > > First run the bit that creates the DBF file. Print preview is sufficient. Then in Crystal verify the database (under Database on the menu bar). The field should then show up in the appropriate DBF file with a name something like ARUDCHAR2.
> > > > -Todd C.
> > > >
> > > >
> > > > ________________________________
> > > >
> > > > From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf Of richter_clements
> > > > Sent: Tuesday, May 26, 2009 3:16 PM
> > > > To: vantage@yahoogroups.com
> > > > Subject: [Vantage] Vantage 6.1 - how to add a user defined field in Customer master to ARFORM
> > > >
> > > >
> > > >
> > > >
> > > >
> > > > I have been able to make use of character02 in the cusomter master and would like this to print on the ARFORM.. When I open the report in crystal the 'CUSTOMER'.DBF does not show this field as available to add....I'm assuming this DBF file is created during the 'print invoice' process but don't know how to pass along the added field....If I try to add the database from using ODBC connection it tells me this database already is linked by another alias....Also - it is linked via INVNUM (an INDEX) that must be created during the creation of the temp DBF file....
> > > >
> > > > Any suggestions?
> > > >
> > >
> >
>