Crystal Reports - Sales Order Picking Sheet - Adding User Name Generates Blank Pick Sheet

SOLVED

Hello, 

I'm trying to modify my picking sheet so it shows which Sage user created the sales order. I'm using Sage 100 ERP 2013 and Crystal Reports 2011.

I have "SO_SalesOrderDefaults" added in Crystal Reports under Database Fields, but when I add "UserKey" to the template and print a picking sheet (just using Preview, not actually printing), the sheet turns up without any of the order information and only shows the template itself. I've tried using SY_User table and the SO_SalesOrderWrk tables as well. I've tried linking the fields - linking the sales order number in the picking sheet table to the userkey and I've tried reversing the link. I saw there are lots of options for configuring the links, but it's all unfamiliar to me.

I'm hoping to be able to show which user created the sales order using their Sage "User Logon" or the "First Name" and "Last Name" fields.

Does anyone have any ideas about doing this? 

Thank you

  • 0 in reply to David Speck

    I ended up using this solution as it seemed the easiest for me to implement. It worked very well! Thank you for you help.

  • 0 in reply to BigLouie

    I would have liked to try this - I'll refer to it again later if the other implementation I've done (creating a UDF that carries the First Name data) doesn't hold up for us - I always hope that we never have two people with the same name working for the company at any given time ;) 

  • 0 in reply to BShockley

    Thanks - I'll try my best to reduce the amounts of links in the sheets. It's mostly the Sales Order, Invoice and Picking Sheet that I've worked with (and previously that our resellers might have adjusted for us in the past). 

    When copying the forms, I'll simply copy them manually in Windows Explorer, right? Or, is there a more correct way to do this in Sage itself? 

    What performance issues might arise from having too many links in the Picking Sheet? Would it slow down performance throughout Sage for all of the users when the picking sheet is accessed? Or, could it affect performance even when the picking sheet isn't in use?

    It looks like there are two other links to other tables that were created to bring in our warehouse codes from another table, and, something else to bring in an item code. 

    The best practice is using a UDF to pull the information from one table to another, then using the UDF whenever possible? Is there a limit on UDFs? In the past, maybe in the days we used MAS90, I believe I'd heard that there was some kind of character limit, which apparently lead to stinginess over UDFs...

    Thanks again

  • 0 in reply to neuropathy

    I use Windows Explorer to copy forms (from a test form code / test company folder into a Live form code).

    Bad report design affects printing only.

    UDF limits are clearly stated on screen for each table.  I would not worry about work tables becoming overloaded, since they don't hold any data outside the printing process.

  • 0 in reply to Kevin M

    Perfect - I'd always just blown through that information without taking a closer look at it. Duh! So I'll just try to remove the links in the worksheets and replace them with UDFs that pull the information from other tables. Thanks again!

  • 0 in reply to neuropathy

    Hi @neuropathy happy to see that the community helped you figure out a solution!Tada

    If you have a minute, tell us about your great experience on Sage City, take this short 3 question survey

  • 0 in reply to Erzsi_I

    Sure thing - done.