Check Template Update

[RemingtonSteel]

I am modifiying a check template using a Test Data. Is there a way I can get the template that I'm working with and update it on the live data?

Cheers!
Eugene

 

[dgillz]

When you say check temple, I assume you mean form maintenance under system manager, maintain, form maintenance, and you are working on an AP check form?

If so, then yes, just export the form under SM->maintain->form maintenance->export/import forms.

This will create the form in .txt format in your data_xx directory. Copy this .txt file to the live data directory, and then use the same menu option to import it into the live company.

Software Sales, Training, Implementation and Support for Macola, eSynergy, and Crystal Reports

http://www.gainfocus.biz

"If the phone doesn't ring, it's me".....Jimmy Buffet

 

[crystalreporting]

If you're on Macola ES (and I suspect you are) then the process is slightly different but can still be done. Go to Company Settings, Documents. Click the 'select' button next to the Payment under Cash Flow and open the check you have modified in your test company by highlighting it and clicking the edit button. From within the layout maintenance screen select File and Export and make a note of where the PDL file is saved to. Now go to your live company and use the same steps to import the PDL file.

Peter Shirley

http://www.srhconsulting.com

 

[RemingtonSteel]

Thanks so much! It sounds that will eventually work for me. I will try it once I finalized my layout. However, I have another question. I am dealing with a very tricky situation on my check layout. I have to print the word "CDN Funds" if we are dealing with Canadian Dollars and "U.S. Funds" accordingly. How can I mimic the IIF statement in the expression box. What I did is I added a calculation field, and selected the "Total Block" and I assume I will be playing with the "Currency Code" field under the Database field. However, I am struggling to make an expression to get the right statement using what is availabe in the operators button.

Any input is much appreciated!
Gene

 

[AKPolarBear]

Just off the top of my head, I think you can run your checks by the currency type.

If so, then create two check formats, one for each currency type and modify the check format as needed. One for "US Funds" and the other for "eh? Funds".

Might also be useful when reconciling the checks if the two different types are in sequence.

 

[RemingtonSteel]

Thanks for your input AKPolarBear! I think I'll just separate both currencies then...

Cheers!