Report Definitions

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Report definitions are where you tell the system where each of your crystal report files is located on the network and what parameters are needed to show the report. These are used in the main configuration.

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Field

Description

Code

The unique code of the report-definition (Can be up to 8 chars)

Name

The name of the report-definition

Report

Here you choose your crystal report layout you wish to launch. You can type in the path to the file or press the "…" button to choose the file. Once you choose the file it will be scanned for parameters and shown below.

NB: PLEASE BE AWARE THAT IF MULTIPLE USERS NEED TO RUN THE REPORT, THE PATH TO THE FILE SHOULD BE A SHARED PATH (EXAMPLE: \\SAP-SERVER\CRYSTAL\DOCUMENT MASTER.RPT)

 

Tip:

It is possible to use the following keywords in the Report Path to make it dynamic:

 

$[B1P&D_SHARED_FOLDER]

$[COMPANYNAME]

$[SERVERNAME]

$[DATABASENAME]

$[ATTACHMENT_FOLDER]

$[WORD_FOLDER]

$[BITMAP_FOLDER]

$[EXCEL_FOLDER]

$[EXTENSION_FOLDER]

$[USER]

$[USERNAME]

Edit-button

If you are on a machine with the Crystal Report designer installed you can press the Edit-button to edit the selected report.

Refresh parameter-button

If you have already chosen a Crystal Report file, but after selection, you update the layout to include more parameters, you can click this button to update the list of parameters below.

 

TIP: IF YOU ALREADYENTERED VALUES FOR THE PARAMETERS AND PRESS UPDATE THE SYSTEM WILL TRY TO PRESERVE EXISTING VALUE AS LONG AS THE PARAMETER NAME IS THE SAME.

Parameters

In Crystal Reports, you have the option pass along parameters to the report (example: a specific customer code or a specific document number).

Colum

Description

Parameter

Here the names of the parameters in the report is automatically drawn and shown

Value

Here you enter the value that you wish to send along to the report. You have several options on how to pass along parameters

-         No value

o   If you leave the value empty the report at launch ask you for a value before showing the report
(NB: This is only possible if action is Show Report)

-         Fixed value

o   You can enter any fixed value (123, abcetc. all depending on your report parameters value)

-         DocKey@ keyword

o   This special keyword defined by SBO8.8 will give you the DocEntry-field of all sales and purchase documents

-         ObjectId@ keyword

o   This special keyword defined by SBO8.8 will give you the object-type of the document.

§ 23 = A/R Quotation

§ 17 = A/R Order

§ 15 = A/R Delivery Note

§ 16 = A/R Return

§ 203 = A/R Down Payment

§ 13 = A/R Invoice

§ 14 = A/R Credit Note

§ 22 = A/P Order

§ 20 = A/P Goods Receipt PO

§ 21 = A/P Goods Return

§ 204 = A/P Down Payment

§ 18 = A/P Invoice

§ 19 = A/P Credit Note

§ 33 = Activity

§ 24 = Incoming Payment

§ 46 = Outgoing Payment

§ 97 = Sales Opportunity

§ 156 = Pick List

§   [Other can be found in the “SDK Help Center” under BoLinkedObject Enum]

-         Null value

o   Enter the special keyword $[NULL] to pass along a NULL value (this only works if the parameter can be null represented by a "set to null" checkbox when prompting for parameters in the crystal report designer )

-         Dynamic Syntax Value (Header level data only)

o   Use the common dynamic syntax ($[$<item>.<col>.<type>] or $[<table>.<field>.<type>]) to pass along data from the active window in SAP Business One. For more information on the dynamic syntax, see the dynamic syntax guide

§ Sample: $[$8.0.NUMBER] to pass the document number on a Sales Order.

-         SQL value

o   Use the SQL:<your sql> syntax to execute your SQL where the result of the SQL will be passed along as the value. In <your sql> you can use the dynamic syntax

§ Sample: SQL:SELECT DocEntry FROM OINV WHERE DocNum = $[$8.0.0]

Report options

Here you can define what data source the crystal report is using when launching. A Crystal Report as default have a data source attached to it within the report-files, and choosing the option "As in report" will let the report know that it should use the source as it was designed. In scenarios where you use the report in multiple database or if it is not designed on location you can choose the "This database". Doing this will cause B1 Print and Delivery, to on the fly, tell the report that it should use the currently logged in database instead of the data source embedded into the report.

If you have problem with “This database” you can try the “This database Compatible Connection”. This will force the Crystal Report to use predefined value that should work on every system.

 

Customer connection: If you select 'Custom connection' as the connection type you can specify an alternative connection method using the '- Define new - ' option. This allows you to connect to a different database system.

Import-button

You have the option to import exported Report-definitions from XML

Export-button

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

 

Note on Recommenced Crystal Report Datasources:

Datasource on MSSQL

Datasource on SAP HANA

We recommend using OLE DB (ADO) datasource with provider Microsoft OLE DB Provider for SQL Server

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We recommend using ODBC (RDO) datasource with following HANA connection string:

DRIVER={B1CRHPROXY};DATABASE=<SOME_DATABASE>;PWD=<SOME_PASSWORD>;SERVERNODE=<SOME_IP_ADDRESS>

 

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