Installing reports on forms for printing

Purpose:

This document describes the process of installing a customised report file on a form.

For example, installing a new Sales Invoice report printed from the Sales Order form.

Install the report SQL Script

 (note: usually with a name in the format “usp_JIWA_xxxxxxx.sql”)

i)                    Open SQL Management Studio and Login to the server 

Open

ii)                   Select File > Open and select the script file

iii)                 Select the appropriate database from the drop down list (note: defaults to master so change to the client database) 

Open

iv)                 Press 

v)                   Check for error messages and troubleshoot as required 

 Install the  crystal report file in Jiwa 7 application

(note: usually in the format “ABCDEnn – report name.rpt”)

 i)                    In Jiwa 7 go to System Settings > Report Configuration > Reports 

ii)                   Click on Refresh from files on the Main tab and select the report file

iii)                 Locate the imported file listed on the Reports grid and select the appropriate section and Report type

iv)                 Press Save 

Link the report to the form 

If the report relates to a form (eg, Sales invoice, Quote, Purchase Order, etc), configure the report on the form. 

i)                    Open the Form and  press 

ii)                   Add a new report to the list on the Report Definitions screen by selecting the imported report

iii)                 Change the name of the report for the user to select

iv)                 Make the report the default (if appropriate) and press OK 

v)                   When the user goes to print, they will have the new report as an option

vi)                 Optional – delete the original report standard from the list in the Report Definitions screen (Printer Setup) so the user can only select the customised report.