Help with Purchasing & Crystal Reports

I'm trying to print the Location of the Delivery on the PO.  (Not necessarily the job site). 

For example: Order materials for Job X, but have the PO inform the Supplier to deliver the materials to our Shop.

How it is set up now, it looks like the material would be shipped to the job site.

  • 0

    Are you asking how to show this on your Purchase Order document?

  • 0 in reply to Denise Paulus

    Most of the report designs that are provided with the software to produce the PO documents pull the Ship To address from the PO header job address fields.  You can easily change the address on the PO to the appropriate delivery address when the material should not be delivered to the Job site addresss.  In PO, Tasks, Enter Orders, when entering the PO click the Defaults tab and change the address that prefilled from the Job to the correct delivery address if the reports you are using are pulling the ship to address from these fields:

  • 0 in reply to Denise Paulus

    This is good info.  Now I'd also like the Job Description on the PO.  What Field in Crystal would I insert on the report to also show the Job Name/Description?  (I'm only able to insert the Job #).

    Thank you for your help!

  • 0 in reply to JudyJudyJudy

    The reports that are provided with Purchasing to produce the PO documents include a formula to retrieve the job description from the JC Job record. The formula is named Job Description. The job would need to be populated on the Job field in the PO Header. If your POs are distributed to multiple Jobs on the line items that formula will not work

  • 0 in reply to Denise Paulus

    So then my problem still exists from above?  Please confirm my understanding...If the delivery address/job is populted to Job called "Main Office" in the PO Header, then I won't be able to add/insert the Job Description which you are also stating is populateed in the PO Header.

    I'm not seeing a formula named "Job Description". 

  • 0 in reply to JudyJudyJudy

    There are several different reports that are provided with the software that can be used to generate the PO documents. Additionally you may already be using a custom report.  The Job Description is stored on the Master_JCM_Job record. You would need to include this table in the report design and link the JOB field to the job description stored on the Master_JCM_Job to create this formula.  If you are not familiar with Crystal I recommend that you work with a consultant to build the report to ensure that the information is retrieved correctly.