Transcript CRYSTAL REPORTS - Jonas Construction

CRYSTAL REPORTS
REPORTS AND FORMS
Using Report Wizard
Select the OLE DB Provider
Connection Information
Advance Information
DESIGN VIEW
Crystal Forms
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Check Formats
Invoice Formats
Purchase Order Formats
Estimating Quote Formats
Label Formats
Start from an existing form or start from scatch
EXISTING FILE LOCATION
Current formats are located under
C:\Program Files (86)\VMS\VMS.Net\Crystal Reports
xxx = vms for standard formats
aainxxx1.rpt – AIA Invoice
arinxxx1.rpt – AR Invoice
arstxxx1.rpt – AR Statement
oeinxxx1.rpt – Sales Order Invoice
sbcnxxx1. – Contract Billing Invoice
sbinxxx1.rpt – Service Invoice
sbtkxxx1.rpt – Service Work Order
tminxxx1.rpt – Time & Billing Invoice
apckxxx1..rpt – AP Check
prckxxx1.rpt – Payroll Check
esxxx1.rpt – Estimating Quote
inlbxxx1.rpt – Inventory Labels
popoxxx1.rpt – Purchase Order
BLANK FORMATS
Located in the same directory
Blank60line.rpt is used for AR Statement, Labels, Sales
Order Invoice, Purchase Order, and T & M Billing Invoice.
Blank66line.rpt is used for Checks, AIA Invoice, AR
Invoice, Sales Estimating Quote, Order Invoice, Contract
Billing Invoice, Service Invoice, and Service Work Order.
Getting Started
• Rename the file you want use. Replace the XXX
to something different using My Computer or
Windows Explorer.
• Open the file that was renamed in Crystal
Reports.
ADDING ITEMS TO YOUR FORMAT
Text Objects will provide the user to
draw a box for writing text.
Line will draw a straight line.
Box will draw a box
Picture will import a logo or picture
Box
Line
Picture
Text Box
To edit the items shown on the form, in Report
Explorer find the item, right click, and select
Format. The color can be change and resized.
The Color is the outside, and File is the inside
color. Colors can be customized by selecting the
Color dropdown.
The color of the Line can be change along
with the width of the line.
Select Picture, and then browse for the logo or picture.
Regardless if the item is a Line,
Picture, or Box the item can be
made bigger or smaller by dragging
the blue squares or the corner
marks in or out.
When all changes are complete save your work. The file
has to exist in the VMS.Net Crystal Report directory to be
used in Ventus.
The Format in Ventus
• The information that prints on the crystal form
is setup in Ventus under Maintain.
• If a blank form was used, then a new format
will need to be created in Ventus.
• If a existing form was change, the format will
need to be edited.
The sample we have been using is the service invoice. The service
invoice format can be found under Maintain/Service
Management/Invoice Format Code.
Select the Fing button on the
bottom menu, and select the format
or select New to create a new
format. If creating a new format,
take screen shots of an existing
format to use as a guide.
The General tab contains the description, number of lines on the
invoice, an option for printing nonbillable items added to an invoice,
the number of columns on the invoice, the first detail line and the
number of detail lines.
Section of a format
Header Section
Detail Section
Bottom Section
The first column is the field name.
Row requires a number that does not exceed the number the total number of
lines on the invoice which horizontal across the page.
Column requires a number that does not exceed the number for the number of
columns.
The size requiers a number that does not exceed the space allow for the field.
In Crystal Reports, it provides line numbers down the left side of the page to be
used as a guideline for row numbers.
Across the top of the page is grid to use as a guideline for column numbers.
The Formu tab works with the Subtotal
1$, Subtotal 2$, and Subtotal 3$. All
the boxes under Subtotal 1 column on
the Formu screen is set to Yes will total
on the invoice in the row and column
assigned on the Bot tab.
Save Changes for the format
• Save the changes made to the format.
• Print an invoice to test the format.
• Adjustments to the format may have to be
made.
• The format screen and the screen to used to
test the print of the format can be open at the
same time.
QUESTIONS