using crystal reports with response - response...

Response 10x Response & Crystal Reports

CoLinear Systems, Inc. 1 of 28 update: 09/22/2011

Support email: [email protected] http://support.colinear.com/doc

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Only the runtime version of Crystal reports is included with Response.

You must purchase a license for Crystal Reports (Seagate Software) to create your own or modify our reports. The Standard, single-user

version is all you need, but you can purchase more expensive versions.

Addendum (BUILD 3054 and greater) Regarding Crystal Reports version 9x and 10x and 11x:

Response 8.x comes with a Crystal Runtime version 8.5. The Response 9x upgrade

installs the Crystal 10x runtime. Some users now use Crystal 9 or 10 or 11 to modify and create reports to run in Response. Those users need the runtime version to be equal to or greater than their licensed Crystal version.

The 9x and 10x runtimes are compatible with Crystal 8.x reports too. DISCLAIMER: while most will NOT have trouble using Crystal 9x/10x/11x, we‟ve had reports that some PC‟s will not work properly using Crystal 9 or 10 or 11 with Response. We have not yet determined why and if your PC display this problem, you must use Crystal version 8.5 and it‟s runtime.

To see what runtime version you are currently using, look at crpe32.dll (crystal report print engine) in the \r4w\bin folder. Right click and look at

properties to see what version it is.

Crystal 10x/11x is for Win2000/XP only: Crystal 10 and above only runs on Win 2000/XP. It will cause dfrun.exe errors on WIN98 machines. Find more technical info here:

http://support.businessobjects.com/communityCS/TechnicalPapers/cr10_supported_platforms.pdf

To enable Crystal 9x runtime,

download this file http://support.colinear.com/download/Crystal9.zip Step 1: do the following once on the server (this could be performed from a workstation as long as user permissions allow it) extract Crystal9.zip into \r4w\bin directory.

Step 2: from \r4w\bin\ Execute regcr9.bat at each workstation To enable Crystal 10x runtime

download this http://support.colinear.com/download/Crystal10.zip

Step 1: do the following once on the server (this could be performed from a workstation as long as user permissions allow it)

extract Crystal10.zip into \r4w\bin directory

Step 2: from \r4w\bin\ Execute regcr10.bat at each workstation To enable Crystal 11x runtime

Download the following 2 files:



http://support.colinear.com/download/Crystal9.zip





http://support.colinear.com/download/r9/CRXIRuntime.msi (71 MB) http://support.colinear.com/download/r9/Crystal11.zip (7.5 MB) Step 1: do the following once on the server (this could be performed from a workstation as long as user permissions allow it) extract Crystal11.zip into \r4w\bin when no one is in Response.

Step 2: on EACH workstation, 1. Use Windows explorer to navigate to your Server drive to find this file \colinear\r4w\bin\CRXIRuntime.msi Execute the file to install Crystal XI runtime files locally, this requires Windows Installer, built into most OS 2. Register the crqe.dll by issuing the following command: regsvr32.exe "c:\program files\business objects\common\3.5\bin\crqe.dll"

To enable Crystal 2008 (12x) runtime:

Not yet supported (9/22/2011)

To enable Crystal 2011 runtime: Not yet supported (9/22/2011)

If needed, To re-enable the Crystal 8 runtime, download http://support.colinear.com/download/Crystal8.zip and extract to \r4w\bin.

Tech memo: regcr*.bat runs regsvr32 for the appropriate .dll files in ..\colinear\r4w\bin\

This registers the Crystal 9x or 10x runtime, and should allow the reports to run properly from within Response. (you will still be able to run Crystal 8x reports with no problem, according to our tests).

http://support.colinear.com/download/r9/CRXIRuntime.msi

http://support.colinear.com/download/r9/Crystal11.zip





tech memo: The crystal10.zip fixed this error on a WinXP machine that didn‟t need mdac

Cannot Open SQL Server, status <<500>> on line # 26299 followed

by, No print window is open, status <<500>> on line # 26299 (for any report.

Or message: Error detected by database DLL. Status <<500>> on line 26299.

For Error # out of range and Error in formula selection errors users can try the following. Create schema.flg into the response \data directory and restart Response The .flg contains the value DBO on line one and nothing else. So users logging in as DBO users instead of SA users can run reports.

Now on to Crystal setup….




Setting up the Crystal workstation If you are using Crystal 8.x (9x and 10x users see below) ,You MUST use the “Microsoft SQL Server” data source driver to create new reports. (reports created with ODBC driver, will

not work from inside Response). When creating reports with Crystal 8.x, choose: More Data Sources +-Microsoft SQL Server DO NOT USE the ODBC driver in Crystal 8.x

If the Microsoft SQL Server option does not appear, make sure the latest MDAC is installed on the workstation being used to create the reports. If it still does not appear, contact support and we'll help figure it out.

CRYSTAL 8X users only: To make Crystal Reports 8.x list “Microsoft

SQL Server” as a valid data source under “More Data Sources” in their Data

Explorer window (Windows Control Panel > ODBC Data Sources)

Memo for Crystal 9.x AND 10.x: “Microsoft SQL Server” will NOT show up as a data source for Crystal 10. Instead, use OLEDB provider for Microsoft SQL Server (see below)

o If using Microsoft SQL Server,

1. Just install the Microsoft SQL Server Client from the SQL

Server CD.

In case that doesn’t work try this user tip on Win Server 2003

server and a 2000 workstation

Copy ntwdblib and p2ssql.dll files from our \r4w\bin folder into

the /winnt/system32 or /windows/system32 directory......

o If using MSDE,

1. Install the lastest version of MDAC. Find info here:

http://support.colinear.com/doc/Administrative%20+%20Upgrades%20+%20Utilities/mdac.doc

2. Copy ntwdblib.dll and p2ssql.dll from the \r4w\bin directory on the server to the \windows\system32 or

\winnt\system32 directory on your workstation.






End Crystal 8x only notes

CRYSTAL 9x and 10x users: When creating new reports, use “OLE DB”

provider for Microsoft SQL Server as the data source for Crystal 9.x and

10.x. (the next one down in the picture above!).

Crystal Configuration for ALL VERSIONS

It is very important that you turn off Auto-SmartLinking in the Crystal

Reports options.

1. Choose File > Options

2. Select the Database Tab

3. Uncheck the Auto-SmartLinking checkbox in the Advanced Options Group




Note: If you don’t do this, Crystal will try to link the files based on field names. Since every table in the Response system has a field called RECNUM, it will try to link every one. NEVER use recnum for Crystal Linking.

It is also important to change the following default options:

1. Choose File > Report Options

2. Change the Convert Date-Time Field to To Date

Response does not save both the date and time of

occurrences, the date is the only thing needed.

3. Check the Convert NULL Field Value to Default checkbox

4. Uncheck the Save Data With Report checkbox

By unchecking this option, it forces Crystal to refresh each time this report is opened. If you save data with

the report, when you open reports, the data will not automatically refresh and will not reflect any changes

that may have occurred.

5. Check the Use Indexes Or Server For Speed checkbox

This will make your refreshes faster!

6. Click OK to save these settings




Creating a Crystal Report from Scratch

For this example, we are going to create a report that outputs the Item ID, Description, Order #, and the sum of the Order Quantity for Orders placed in

April, 2001. In order to do this we will need to use the following tables: INVENTOR and LINEITEM. We will also need to link the tables accordingly.

Opening the correct tables and selecting the appropriate fields

1. Select File > New

The Crystal Reposts Gallery dialog box appears

2. Select the As a Blank Report option, then Click OK

3. Double Click the More Data Sources item and then Double Click

on the Microsoft SQL Server (crystal 8x) or OLEDB if you use Crystal 9 or 10x i




4. You will be prompted to enter a Server, User ID, Password, and to select a Database. Enter in the appropriate information and click OK (for MSDE, the server is the computer name and the login

is SA with a password of Response.), the example below shows username administrator with no password. Hint, This is Crystals

login to SQL, it has nothing to do with Mertech. You can try a blank user name and password here, the machine may default to the trusted connection or the Windows connection. It‟s best to know

the login info, but if all else fails try leaving those two fields blank.

Hint, if your server, user or password are incorrect you won‟t have

any databases in the list to choose from.




o The Data Explorer window will appear

5. Select the table that you need (INVENTOR) and then click the Add

button (repeat this step for the LINEITEM table)

6. Click the Close button once you are finished adding the appropriate tables

o The Visual Linking Expert window will appear




o Note, make sure you disable the Auto-Smart Linking option (see pages 2-3 for directions on how to do this)

7. Link the ITEM_ID from the INVENTOR table to the ITEM_ID in

the LINEITEM table so that the data is both tables is related to the other

o To do this, select the ITEM_ID from the INVENTOR table, while holding the left mouse button pressed down, drag it to the ITEM_ID in the LINEITEM table

o Once a little lightning bolt looking image appears (see image below), release the mouse button and you will see a line linking

the two fields has formed

(tip: Database / Verify Database in Crystal refreshes information on tables used by the .RPT file. If you don‟t see a field you know is there, choose

“verify database”. This is sometimes needed if one of our .rpt files was not changed for a major upgrade. For example picktick.rpt needs this to see new

fields added by Response 8.x)

8. Click OK and the Field Explorer window appears

o This is where you can add fields from each table to your report

9. Double Click the Database Fields item and double click the INVENTOR table




10. Select the ITEM_ID Field

11. Double Click on the ITEM_ID Field or Click the button located

in the top Left corner of the Field Explorer window

o As you move you mouse the pointer will transform into a long

rectangle

o Position your mouse somewhere in the Details Section of

report and Click your Left Mouse Button

o When you do this, the field name is automatically placed into the Page Header section of the report

12. Repeat step 12 for the ITEM_DESC

o Repeat step 12 for the ORDER_NO and the ORDER_QTY by choosing the LINEITEM table rather than the INVENTOR table

o When you are finished adding fields, click the Close button on

the Field Explorer window

13. To Preview your report, Click the Print Preview Button on

your tool bar




Creating Date Range Selection Criteria Now we want to create a date range. There are 2 ways to do this. You can use the Selection Expert Tool or you can use a formula you create.

1. Click on the Selection Expert Button on your tool bar or go to

Report > Selection Expert

2. Click the New Button and select the Order Date Field

3. Click OK

4. In the drop down menu, select the is between option

o Two new drop down menus will appear, this is where you will

enter the dates for the range

5. Select a random date from the 2 new drop down menus.

6. Change the dates to Date (2001, 04, 01) and Date (2001, 04, 30)

7. Click OK

8. To see your changes, Click the Print Preview Button and then

Click the Refresh Button (sometimes, crystal will

automatically ask you if you want to refresh you data when you

switch to the preview view)

o You must Refresh data to see changes that you have made to

your report because Crystal Reports does not automatically reread all the data from the database. So if you want to make sure your report reflects the changes you have made, it is

always best to go ahead and refresh the data.

1. Go to Report > Edit Selection Formula > Record

o Here you can enter a formula that can do the exact same thing as the Selection Expert Tool. This is a more powerful way of




creating Selection criteria because you are not limited to the menu options.

2. Enter the following formula into the bottom of the Record Selection

Formula Editor: {LINEITEM.ORDER_DATE} in Date (2001, 04, 01) to Date (2001, 04, 30)

o This essentially does the exact same thing as the Selection Expert tool did above

3. Check your formula for syntax errors by Clicking the Check

Button

4. Click the Save and Close Button

5. To see your changes, Click the Print Preview Button and then

Click the Refresh Button (sometimes, crystal will

automatically ask you if you want to refresh you data when you

switch to the preview view)

o You must Refresh data to see changes that you have made to your report because Crystal Reports does not automatically

reread all the data from the database. So if you want to make sure your report reflects the changes you have made, it is

always best to go ahead and refresh the data.




Creating a Summary Field for Order Quantity

1. Select the field ORDER_QTY in the design view of the report

2. Click the Insert Summary Button on the tool bar

3. The Insert Summary window appears

4. Select the guidelines that you want to apply to this summary field and then Click OK

Creating a ReportMap.fil File

This feature allows you to substitute your own Crystal Report file (.rpt) for any default report file that runs from the Response for Windows menus. We highly recommend that you do not modify the original report but make a

copy of the report you wish to modify and save it with a different name. For example, you like our Order Summary Listing (ordlist.rpt) but you modify it a

little using Crystal Reports so it fits your specific needs and then save it as myordlst.rpt. Following the instructions below you can get myordlst.rpt to

print when you choose the "order summary listing" from our daily order reports menu. See example after step 3.




1. Create a text file called “RptMap.fil” using Notepad or Wordpad

2. Each line of this text file denotes one report to substitute. The format

should be as follows: <R4W Default File Name>,<Custom File Name>

The R4W Default File Name appears on the bottom left corner of

each printed report

The file names must be exact, including the .rpt extension

The file names must be separated by a comma

3. Save the file in the “…\CoLinear\data” directory

Using the example given above your rptmap.fil file would have a line in it that looked like this:

“Ordlist.rpt”,”myordlst.rpt”

“Picktick.rpt”,”mypicktk.rpt”

YOU MUST start a new Response session after creating your rptmap.fil file for

the change to take effect.

List of Table Names in Response and “hard” field relationships in each table

Each table is numbered with field names and parents below them.

Field Name Parent Field Name

1 SYSFILE System Configuration

2 SYSOENT Order Header

SYSOENT .CUSTOMER_ID SYSCUST.CUSTOMER_ID

SYSOENT .MEDIA_ID MEDIACD.MASTER_CODE

3 SYSCUST Customer Master

SYSCUST .STATE SYSSTATE.STATE_ABB

SYSCUST .COUNTRY COUNTRY.COUNTRY_NAME

SYSCUST .INTEREST_CODE SYSINTR.INTEREST_ID

SYSCUST .CUST_TYPE_ID CUSTTYPE.CUST_TYPE_ID

SYSCUST .BAD_CUST BADCUST.BAD_CUST_CODE

SYSCUST .LAST_MEDIA MASMEDIA.MASTER_CODE

SYSCUST .PAYMENT_CODE PAYCD.PAYMENT_CODE

SYSCUST .SALESMAN_ID SALESMAN.SALESMAN_ID

4 SERVICE Customer Service Comments

SERVICE .CUSTOMER_ID SYSCUST.CUSTOMER_ID

5 BKORDER Back Order




BKORDER .ORDER_NO SYSOENT.ORDER_NO

BKORDER .ITEM_ID INVENTOR.ITEM_ID

BKORDER .SHIPTO_ID SHIPTO.SHIPTO_ID

6 SHIPMETH Shipping Method

7 PHYSINV Physical Inventory

8 SYSINVRA Inventory Receipts/Adjustments

SYSINVRA.ITEM_ID INVENTOR.ITEM_ID

SYSINVRA.VENDOR_ID VENDOR.VENDOR_ID

9 MASMEDIA Media Master

MASMEDIA.LIST_CODE LISTCODE.LIST_CODE

MASMEDIA.CONTENTS_CODE CONTENTS.CONTENTS_CODE

10 CATPRICE Catalog Pricing

CATPRICE.MEDIA_ID MASMEDIA.MASTER_CODE

CATPRICE.ITEM_ID INVENTOR.ITEM_ID

11 LISTCODE List Code

12 CONTENTS Promo Contents

13 SHIPTO Order ShipTos

SHIPTO .ORDER_NO SYSOENT.ORDER_NO

SHIPTO .SHIPMETH_CODE SHIPMETH.SHIPMETH_CODE

14 CATHEAD Catalog Header

15 CATPAGE Catalog Page Description

CATPAGE .CATALOG_ID CATHEAD.CATALOG_ID

CATPAGE .SECTION CATSECT.SECT_ID

CATPAGE .TYPE_1 CATTYPE.TYPE_ID

CATPAGE .TYPE_2 CATTYPE2.TYPE_ID

16 CATTYPE Catalog Type

17 CATSECT Catalog Section Statistics

CATSECT .CATALOG_ID CATHEAD.CATALOG_ID

18 HISTORY Purged Customer Item History

HISTORY .CUST_ID SYSCUST.CUSTOMER_ID

19 AREACODE @AREACODE

20 SHIPCHRG Shipping Charge

21 CUSTSHIP Customer Shipto Addresses

CUSTSHIP.CUSTOMER_ID SYSCUST.CUSTOMER_ID

22 INVENTOR Inventory Master

INVENTOR.PROD_CLASS_ID PRODCLAS.PROD_CLASS_ID

INVENTOR.VENDOR_ID VENDOR.VENDOR_ID

23 LINEITEM Line Items

LINEITEM.ORDER_NO SYSOENT.ORDER_NO

LINEITEM.SHIPTO_ID SHIPTO.SHIPTO_ID

LINEITEM.ITEM_ID INVENTOR.ITEM_ID

24 INVENQTY Inventory Quantity Breaks

INVENQTY.ITEM_ID INVENTOR.ITEM_ID

25 KIT Kit Master




KIT .MASTER_ID INVENTOR.ITEM_ID

KIT .COMPONENT_ID INV_A2.ITEM_ID

26 IVPROMPT Inventory Text Prompts

IVPROMPT.ITEM_ID INVENTOR.ITEM_ID

28 INVTHIST Inventory Monthly History

INVTHIST.ITEM_ID INVENTOR.ITEM_ID

29 GROUPQTY Inventory Group Qty Price

Breaks

30 RETURNS Customer Returns

RETURNS .ORDER_NO SYSOENT.ORDER_NO

RETURNS .ITEM_ID INVENTOR.ITEM_ID

RETURNS .REASON_CODE REASONS.REASON_CODE

31 REASONS Customer Returns Reason

32 SCRAPS Scrapped Items

SCRAPS .ITEM_ID INVENTOR.ITEM_ID

34 FNAMES First Names Lookup Table

35 BADCUST Bad Customer Type Codes

37 BADCARDS Fraudulent Credit Cards

39 LINECMNT Lineitem Comments

LINECMNT.ORDER_NO LINEITEM.ORDER_NO

LINECMNT.LINE_NO LINEITEM.LINE_NO

40 MSETUP Manifest Interface Setup

41 MEXPORT Manifest Interface Export

MEXPORT .ORDER_NO SYSOENT.ORDER_NO

MEXPORT .SHIPTO_ID SHIPTO.SHIPTO_ID

42 MIMPORT Manifest Interface Import

MIMPORT .ORDER_NO SYSOENT.ORDER_NO

MIMPORT .SHIPTO_ID SHIPTO.SHIPTO_ID

43 MNOTCNF Manifest Confirm Errors

44 MNOTEXP Manifest Orders Not Exported

45 M_CNTRY Manifest Country Crossreference

M_CNTRY .R_COUNTRY COUNTRY.COUNTRY_NAME

46 M_SHIP Manifest Shipmeth

Crossreference

49 BIN Bin Locations

BIN .TYPE BINTYPE.TYPE

50 INVBIN Bin Location Crossreference

INVBIN .ITEM_ID INVENTOR.ITEM_ID

INVBIN .BIN_ID BIN.BIN_ID

51 PRODCLAS Product Class Codes

52 BINTYPE Bin Types

53 COUNTY Counties (Sales Tax)

54 SALESTAX Sales Tax Reporting

55 SYSSTATE State Check




57 ZIPCODES U.S. Zipcode Database

59 TAXZIP Zip/County Tax

TAXZIP .KEY COUNTY.KEY

60 MEDIACD Media Code Description Alias

MEDIACD .LIST_CODE LISTCODE.LIST_CODE

MEDIACD .CONTENTS_CODE CONTENTS.CONTENTS_CODE

61 PROSTYPE Prospect Type Codes

62 CURMEDCD Current Media Codes Alias

CURMEDCD.LIST_CODE LISTCODE.LIST_CODE

CURMEDCD.CONTENTS_CODE CONTENTS.CONTENTS_CODE

63 INV_A1 Inventory Alias 1

INV_A1 .PROD_CLASS_ID PRODCLAS.PROD_CLASS_ID

INV_A1 .VENDOR_ID VENDOR.VENDOR_ID

64 INV_A2 Inventory Alias 2

INV_A2 .PROD_CLASS_ID PRODCLAS.PROD_CLASS_ID

INV_A2 .VENDOR_ID VENDOR.VENDOR_ID

66 SALESMAN Salesman Master

67 MASTPROS Prospect Master

MASTPROS.STATE SYSSTATE.STATE_ABB

MASTPROS.SALESMAN_ID SALESMAN.SALESMAN_ID

MASTPROS.MEDIA_ID1 MEDIACD.MASTER_CODE

MASTPROS.MEDIA_ID2 CURMEDCD.MASTER_CODE

MASTPROS.PROSP_TYPE_ID PROSTYPE.PROSP_TYPE_ID

MASTPROS.COUNTRY COUNTRY.COUNTRY_NAME

68 CUSTTYPE Customer Type

69 SYSINTR Interest Code

70 PAYCD Payment Code

71 VENDOR Vendor Master

72 POHEAD Purchase Order Header

POHEAD .VENDOR_ID VDR_A1.VENDOR_ID

POHEAD .SHIP_METHOD SHIPMETH.SHIPMETH_CODE

73 POLINE Purchase Order Lineitem

POLINE .PO_NUMBER POHEAD.PO_NUMBER

POLINE .ITEM_ID INVENTOR.ITEM_ID

75 DROPPO Drop Shipped Purchase Orders

76 PO_XORD Purchase Order Cross Reference

77 POCOM P/O Comments

POCOM .VENDOR_ID VDR_A1.VENDOR_ID

78 SHIPMTS Shipment Tracking Detail

SHIPMTS .TRANSACTION_ID OSHIPTRN.TRANSACTION_ID

79 OPTIONS OPTIONS

80 PURGE Prospect Customer Dupe

81 TITLE Business Title / Position

82 POSETUP PO Setup




83 XPRESNS User Expressions

84 ARSETUP Accounts Receivable Setup

85 INVOICE Accounts Receivable Invoices

86 ARMASTER Accounts Receivable Master

ARMASTER.CUSTOMER_ID SYSCUST.CUSTOMER_ID

87 INVOHEAD A/R Invoice Header

88 ARPURGED A/R Purged History

92 SUBITEMS Substitute Items

SUBITEMS.MASTER_ITEM_ID INVENTOR.ITEM_ID

SUBITEMS.SUB_ITEM_ID INV_A1.ITEM_ID

93 BORATE @Backorder Rate Tempfile

94 DEMAND Item Demand Tracking

DEMAND .ITEM_ID INVENTOR.ITEM_ID

DEMAND .CODE DEMANDCD.CODE

95 DEMANDCD Item Demand Reason Codes

96 RFMSETUP RFM Setup

97 RFMRULES RFM Rules

98 RFMXREF RFM Cross Reference

102 SHIPEXP Shipping Charge Formulas

103 MAILLBL Mailing Label Master File

104 LABELDEF Label Definitions

105 DSA2 @Daily Enhanced Summary Tempfile

111 ATTACH Document Attachments

112 INVSTORE Deleted Inventory Items

113 DELCUST Deleted Customers

114 DELPROSP Deleted Prospects

115 CPDUPE @Merge/Purge Tempfile

116 CATTYPE2 Catalog Type Alias

117 DELCUST1 @Delete Inactive Cust

Tempfile 1

118 DELCUST2 @Delete Inactive Cust Tempfile 2

119 DELCUSTM @Delete Inactive Cust Tempfile 3

120 DELPRSP2 @Delete Inactive Prosp Tempfile

127 GROUPMED @Media Code Grouping Tempfile

GROUPMED.GROUP_ID MEDGROUP.GROUP_ID

GROUPMED.MEDIA_ID MASMEDIA.MASTER_CODE

128 UFS Unfilled Shipments

UFS.ORDER_NO UFO.ORDER_NO

129 LINEMSG Lineitem Messages

130 ORDERMSG Order Message (Picktick)

ORDERMSG.ORDER_NO SYSOENT.ORDER_NO




131 PRICECHK @Price Check Report Tempfile

132 BASELINE @Inventory Base Line Tempfile

133 MEDGROUP @Media Code Grouping Tempfile 2

134 IMPSERV Imported Service Comments

IMPSERV .CUSTOMER_ID IMPC.CUSTOMER_ID

135 IMPO Imported Order Headers

IMPO.CUSTOMER_ID IMPC.CUSTOMER_ID

136 IMPL Imported Lineitems

IMPL.ORDER_NO IMPO.ORDER_NO

IMPL.SHIPTO_ID IMPS.SHIPTO_ID

137 IMPC Imported Customers

138 IMPM Imported Order Messages

IMPM .ORDER_NO IMPO.ORDER_NO

139 IMPHOLDS Imported Orders Reasons On Hold

IMPHOLDS.ORDER_NO IMPO.ORDER_NO

140 OSHIPTRN Order Shipment Transactions

OSHIPTRN.ORDER_NO SYSOENT.ORDER_NO

OSHIPTRN.SALESMAN SALESMAN.SALESMAN_ID

OSHIPTRN.MEDIA_ID MASMEDIA.MASTER_CODE

OSHIPTRN.SHIPTO_ID SHIPTO.SHIPTO_ID

141 LSHIPTRN Lineitem Shipment Transactions

LSHIPTRN.TRANSACTION_ID OSHIPTRN.TRANSACTION_ID

LSHIPTRN.SHIPTO_ID SHIPTO.SHIPTO_ID

142 UFO Unfilled Order Numbers

UFO .ORDER_NO SYSOENT.ORDER_NO

143 UFI Unfilled Line Items

UFI .ITEM_ID INVENTOR.ITEM_ID

UFI .ORDER_NO UFO.ORDER_NO

144 ALLO Inventory Items To Allocate

ALLO .ITEM_ID INVENTOR.ITEM_ID

145 DEALLO De-Allocated Line Items

146 CONFIRM Std Order Confirmation Entries

147 OSHIPMSG Order Shipment Transctn

Messages

148 IMPLCMNT Imported Lineitem Comments

IMPLCMNT.ORDER_NO IMPL.ORDER_NO

IMPLCMNT.LINE_NO IMPL.LINE_NO

149 IMPS Imported Order ShipTos

IMPS .ORDER_NO IMPO.ORDER_NO

150 IMPCS Imported Customer Shipto Address

IMPCS .SHIPTO_ID IMPS.SHIPTO_ID

IMPCS .CUSTOMER_ID IMPC.CUSTOMER_ID




155 CATPRIC2 Adjusted Catalog Pricing

CATPRIC2.CATALOG_ID CONTENTS.CONTENTS_CODE

CATPRIC2.ITEM_ID INVENTOR.ITEM_ID

156 CONBYBO @Confirm By Backorder

Tempfile

CONBYBO .SHIPTO_ID SHIPTO.SHIPTO_ID

157 CONBYORD @Confirm by Order No. Tempfile

CONBYORD.SHIPTO_ID SHIPTO.SHIPTO_ID

160 DEPOSIT Daily Deposits

DEPOSIT .ORDER_NO SYSOENT.ORDER_NO

162 PRODSELL Product Class Sales Accumulator

163 BATCHES Picking Ticket Batch Header

164 PICBATCH Picking Ticket Batches

PICBATCH.BATCH BATCHES.BATCH

165 LPICKTRN Picking Ticket Lineitems

169 RPAVORD @Order Breakdown Tempfile

170 COUNTRY Country X Reference

175 CSZBASE Configurator Base Prefix

176 CSZHEAD Configurator Level Headers

CSZHEAD .BASE CSZBASE.BASE

177 CSZ Configurator Level Properties

CSZ .OVERLAP CSZHEAD.OVERLAP

178 CSZWORK Configurator Worksheet

CSZWORK .CSZ_BASE CSZBASE.BASE

179 CSZXREF Configurator Xref Table

180 ROPTIONS Report Options

187 PACKLIST Picking Ticket Output

Formulas

188 PICKCART Stock Retrieval Devices

189 PICKSORT @Picklist Sorting Tempfile

196 RPRET1 @Returns Report Tempfile

199 CRTNSHIP Credit Card Shipments XReference

200 CRTRANS @credit Card Transactions

CRTRANS .ORDER_NO SYSOENT.ORDER_NO

201 CRCARD @cps Credit Card Defaults

202 GAUGES Gauges

203 MAINNOTE Knowledge Base Articles

MAINNOTE.SUBJECT SUBJECT.TYPE

204 KBLINKS Knowledge Base Related

Documents

KBLINKS .ARTICLE MAINNOTE.ARTICLE_ID

205 SUBJECT Knowledge Base Types

206 CANCELCD Cancelled Orders Reasons




207 INVTKEY Inventory Keywords

INVTKEY .ITEM_ID INVENTOR.ITEM_ID

208 VDR_A1 Vendor Alias 1

209 SHIPXREF Shipping Method Cross

Reference

211 CCCHK Credit Card Duplicate Check

File

215 SHIPBYWT Shipping Charge By Weight

Table

SHIPBYWT.SHIPMETH_CODE SHIPMETH.SHIPMETH_CODE

216 CNCLORDS Cancelled Orders Tracking

CNCLORDS.ORDER_NO SYSOENT.ORDER_NO

CNCLORDS.CODE CANCELCD.CODE

217 HOLDRSNS Orders On Hold Reasons

218 HOLDORDS Orders On Hold And The

Reason

HOLDORDS.ORDER_NO SYSOENT.ORDER_NO

HOLDORDS.HOLD_REASON HOLDRSNS.REASON

219 USERS Distribution Lists

228 USRMSG User Messaging

USRMSG .TO_ID SECUSER.NAME

229 USRDIST User Distribution Lists

USRDIST .LIST_NAME USERS.ID

USRDIST .MEMBER SECUSER.NAME

230 FINDER Lookup File (Prospects Mailed)

231 IDSHIPTO ShipTo ID Counter Table

232 IDORDER Order Number Counter Table

233 IDCUST Customer ID Counter Table

234 IDPROS Prospect Number Counter Table

235 IDOSHIP Transaction ID Counter Table

236 IDCRTRAN Crtrans ID Counter Table

238 KEYWORD KEYWORD

239 STOPWORD stopword

240 SECADFLD secadfld

241 SECSYS secsys

242 SECUSER secuser

243 SECUSGRP secusgrp

SECUSGRP.ID SECUSER.ID

SECUSGRP.GROUP_ID SECGRP.ID

244 SECOBJ secobj

245 SECGRP secgrp

246 SECACC secacc

SECACC .GROUP_ID SECGRP.ID

SECACC .OBJECT_ID SECOBJ.ID

247 SECLOG seclog




SECLOG .OBJECT_ID SECOBJ.ID

248 SECFIELD secfield

SECFIELD.GROUP_ID SECGRP.ID

249 SECAUDIT secaudit

Frequently Asked Questions

Because Crystal Reports is a third-party reporting tool rather than a Response program, many of the questions and issues that arise concerning

the use of Crystal Reports fall outside the scope of routine support. Although we are happy to answer questions and help you to create, trouble-shoot or

customize your reports, such assistance is billable as “technical consulting.” As of May 15, 2002, our standard rate for such services is $250/hour for the first hour and $175/hour thereafter [billed in 15-minute increments].

Q. I don’t know how to use Crystal Reports. Can you suggest any

learning tools? A. We recommend Crystal Reports For Dummies, by Douglas J. Wolf.

Computer-based training from Crystal Decisions costs about $130. http://www.crystaldecisions.com/services/elearning/solutions/cbt/scr8.asp In

addition, and because it‟s the most popular reporting tool on the market, Crystal training classes are available from numerous companies nationwide.

Q. Is there a way to export a table routinely from the DB Explorer utility? I would like to set this up to automatically run daily.

A. [Lloyd Merriam] DB Explorer cannot be used to create an executable

script. You can, however, do this using Crystal Reports (you'll need a full license if you don't already one; we only provide the runtime license with R4W).

A2. [Scott Weaver] Create a Crystal Report to export the data you want,

add it to our menu "Reports / Customer User Reports / Add/Delete Custom Reports". Run the report that you added and instead of "Print", choose "Schedule". Setup the scheduling parameters and click "OK". At

this point, the report is scheduled to run only once. Open up the Windows scheduler and make the schedule periodic (daily, weekly, whatever), then

(very important) find the report script file in c:\schedule and make it read only. These files are typically called 1.rs, 2.rs, etc.. If you don't mark this file read-only, then it will be deleted the first time the report is run. Some

things to note: you cannot set parameters (date ranges, customer ID ranges, etc.) using this method, so the selection formula in the Crystal

report must be saved with the report (this is common).

http://www.crystaldecisions.com/services/elearning/solutions/cbt/scr8.asp




Q. How do I send my Crystal Report for you to look and fix?

A. When you print any report, you first get the "preview" screen. To

export a report choose that envelope icon with the red down arrow on it, choose format Crystal Reports (RPT) save it to a disk file. Send us that file.

Q. When we run a report from Response, certain reports have an interactive dialog box to make selections with. For example, Salesman Activity Report allows you to choose date and salesman,

both ranges. However, when I copy your report and rerun it, I do not get the selection dialog box, leading me to believe that it is built into

Response. The question is, how can I create one of these dialog boxes so that

custom reports can interactively select criteria? Or a related question, can I make use of Response's dialog box for alternative

reports?

A. You‟re right! The "interactive dialog box" is part of Response and not

part of Crystal. We use the input from that box to create a Crystal selection formula behind the scenes. Unfortunately that box cannot be

exported to use with a custom report. The good news is that Crystal allows you to set up something very similar. Look for “parameters” in the Crystal Help for more information on this feature.

Q. I've carefully followed the directions for setting up the Crystal environment to use our new R4W SQL2000 server. I changed the

driver used by the report and I can successfully make a db connection from Crystal. The problem is that there seems to be

something goofy going on with the fields used in the report; I get error messages that says something like "invalid object name:

sysinvra.dat" or "invalid object name: inventor.dat" (for a simple inventory report).

A. He is only halfway converted the reports to SQL. He needs to go to "set location" in crystal and adjust it accordingly.

Q. I am sending a date to my report, but in some of the selected

records the date is blank. On my Crystal Report it prints as 1/1/1753. Why does it do that?




A. Date fields that have the possibility of being blank in Response should be replaced in Crystal Reports with a formula that looks like:

If {file_name.field_name} = Date (1753,01,01 ) then " " else ToText

({file_name.field_name}) This keeps the 1/1/1753 (or 1/1/53) date from printing on the Crystal

Report.

Q. I would like to modify a report (ex: origmedia.rpt) to only report on records created since a certain date. However, there is no "create

date" field in masmedia. Is there a way to use Crystal to extract the date in the "created by" field and use it to compare to an acceptable

date range?

A. There is definitely a way, but involves a LOT of string manipulation. First problem is that not all of the created_by data is

consistent from one table to the next. Some looks like: 57844|09/01/98| 8:09|MASMEDIA and some looks like: SUPER,07/01/04,16:39,IMPORT_ME

So first we have to create a formula called @CreateDate to parse the

data based on one or the other formats. Find the position of the first "," in the string.

If not found, find the position of the first "|" in the string.

Depending on which we found, find the second instance of “,” or “|” Parse out the data in the middle. Parse out the mm dd and yy fields to separate fields.

Use crystal's Date function to say: Date (yy,mm,dd)

Then you could use field or report selection criteria to select based on the @CreateDate formula.

We could probably do this and test it for you in 30-45 minutes (billable).

Q. When anyone tries to print a Crystal Report, Response returns a

message that says "Print Engine Not Open. Status <<500>> online #26299"

We have tried reconnecting the drives (both the crystal and to response) we have tried the regsvr32 r:\bin\crqe.dll (module not




found even though it exists in the path). I have also rebooted the clients in question as well as the Response

Server. We cannot print until this is resolved.

A. Install the Crystal runtime again, info here (page 1, this doc) http://support.colinear.com/doc/Reporting/CrystalReportswithResponse.doc

If you don't know which crystal version I recommend Crystal 10x.

Simply extracting the files to the \BIN directory should fix you up. You should not have to register the crqe.dll again at each workstation

Others have reported this error, and the step above fixed the problem. Please let me know if it works for you now.

Q. I have a report that I created in crystal reports version 10 and then I added it into response. I can open the report in response fine

but when other people try to open the report in response they receive the error error in file g:\data\jmcreports\weekly PO review.rpt (their custom report path\name) Unable to connect: incorrect log on parameters Status <<500>> on line # 26299

A. //stw - be sure to use the SQL Server report driver or the OLEDB for SQL Server, and save the login parameters within the Report.

Response will attempt to reset the report server login parameters with whatever username/password was used to login to Response.

also be sure that the user is not logging into Response with "trusted connections" (ie. a blank username/password).

Q. Similar to above but I see this error instead: <500> Invalid file name. on line 26299 in Processing Report on object OSYSCRYSTALPREVIEW. <500> Invalid job number. on line 26299 in Processing Report on object OSYSCRYSTALPREVIEW.

A. These are just some guesses that may or may not help…..

invalid file name would mean it can't find the .RPT. try removing all the spaces from the filename (a stab) and put in \r4w\data or

\r4w\data\002, next look at permissions on the .rpt file (if only 1 person can run the report). a stab again, e.g. someone who is taking the RPT you sent and

copying to \r4w\data might be an administrator or something and no one else can "see" the file. It could cause the invalid file name error

http://support.colinear.com/doc/Reporting/CrystalReportswithResponse.doc






Q. Get a „failed to export‟ report in MS Excel. A. Check to see if you have any null or „divide by zero‟ errors in your report results.

END




TECH: Document modification history

9/6/06: page 2, added info on Crystall 11x runtime. Also modified header and footer

03/29/07: page 2, removed tech note about 11x runtime being “beta”

02/06/07: page 2 memo on schema.flg

11/24/09: page 1&2 cleaned up the crystal runtime installation steps (cosmetic)

05/18/2010: footer update and page breaks

05/26/2011: add info on Crystal 2008 runtime

9/22/2011: restored document, recreated 5/26/2011 changes