Report Configuration

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The main configuration is what binds the report-definitions and the report-actions together and where you specify what windows should use B1 Print and Delivery.

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Field

Description

Description

Here you can describe the configuration. Example “Default A/R Invoice“ or “Sales orders for VIP customers”

Category

Here you choose the category in where the different types of windows are located. As default the following categories exist:

Category

Description

Business Partner

-         Activity window

NB: BUSINESS PARTNER MASTER DATA IS COVERED BY ‘OTHER’ > ‘ACCOUNT BALANCE’

Sales

All A/R documents

Purchase

All A/P documents

Service

-         Service Call

-         Customer Equipment Card

-         Service Contract

-         Solution Knowledge base.

Sales Opportunities

-         Sales Opportunity

Banking

-         Incoming Payment

-         Outgoing Payment

Inventory

-         Pick Lists

Custom

Allow you to run custom defined Mass Deliveries (the type will be the Mass Deliveries of type Custom)

Other

General category with windows that does not belong to a specific type

Type

Once you have chosen a category all types of windows under the selected category is shown here and you need to choose the type that suits your configuration.

Configuration lines

The configurations are where you choose the Crystal report definition to use and the actions to apply to it. Most of the time you will only have one line (one report) but you have the option to have more than one report being used (Example: if you have an A/R Invoice + a specification to the invoice)

Column

Description

Crystal Report

Here you choose the report definition (Crystal report file) to use.

 

Tip: If your Crystal Report Actions do not need a Crystal report (Example in the case of HTTP Trigger) you can leave this blank

Print button

Here you define the action you wish to happen when you press the SAP Print button.

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The default action here is a print-action, but you can choose any action you wish.

Print preview button

Here you define the action you wish to happen when you press the SAP Print preview button.

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The default action here is a show-report action, but you can choose any action you wish.

Add button

Here you define the action you wish to happen when you press the Add button (Sales and purchase documents only)

The default action here is either not to do anything or print action, but you can choose any action you wish

 

NB: IF YOU USE THIS ACTION YOU SHOULD DISABLE SAP’S DEFAULT PRINT ON ADD IN THE GENERAL PRINT-SETTINGS.

 

NB: TYPES IN THE SERVICE CATEGORY AND OTHER CATEGORY DOES NOT USE THIS CONFIGURATION

Email button

Here you define the action you wish to happen when you press the SAP Email button

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The default action here is an email action, but you can choose any action you wish.

Word button

Here you define the action you wish to happen when you press the SAP Word button

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Excel button

Here you define the action you wish to happen when you press the SAP Excel button

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PDF button

Here you define the action you wish to happen when you press the SAP PDF button

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The default action here is a Save PDF action, but you can choose any action you wish.

Fax Button

Here you define the action you wish to happen when you press the SAP Fax button

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SMS Buttons

Here you define the action you wish to happen when you press the SAP SMS button (Only available in IL and PA localizations)

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Document printing

Here you define the action you wish to happen when you press the Print button in the document printing.

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The default action here is a Print action, but you can choose any action you wish.

Active

The checkbox here indicate if the configuration is active or not. As long as a layout is inactive it will not be used at runtime.

Show on right-click

The checkbox indicate if the configuration should be shown as an option when right-click is used on windows.

Example the A/R Invoice window:

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Default / Set as default

Each combination of category/type can have a default configuration if you create multiple configurations for the same type. At runtime, the system will if having multiple configurations to choose from and the business partners is not specifically set to one configuration, choose the default layout.

Select Business partners

From this button you can make selection of multiple configuration Business partner specific (see more below).

Import

You have the option to Import exported Report configurations from XML

Export

In OK-Mode you have the option to export the current or multiple Report-definitions to XML.

In add-mode you have the option to export multiple Report-definitions from XML