Customize an OE Invoice Form

[offey]

I'm new to Macola so this may be a real easy question, but it has been driving me crazy trying to find the form I need. My client has copied an OE Invoice from one company to another thru "System/General/Form maintenance/Copy form" within the Program. The copied form was given a unique name such as "38-company". What I need to do is access this "form" with Crystal XI and make some modifications - add logo, make it pretty, etc.

My client is using Macola ES 9.5.3 if that is any help.

I can't find this "copied" report anywhere. I think that OEINVFRM is the form that was modified, but when I open it within Crystal, it doesn't look anything like the current invoice when it is printed out. Can anyone tell me where I can find this copied form so that it can be modified? Any guidance would certainly be appreciated.

 

[dgillz]

Macola "forms" as found in form designer, and the menu you described, are not crystal reports. Macola offers both it's legacy, non-crystal forms as well as crystal report forms for most cases.

There is no Macola menu option to copy a crystal report from one company to another, all crystal reports are in the rpt folder OF EACH WORKSTATION.

When you print an invoice, what steps are you taking? If you can tell me this I will tell you if the form you are printing is a crystal form or a legacy form.

Software Sales, Training, Implementation and Support for Macola, Synergy, and Crystal Reports. Check out our Macola tools:

http://www.gainfocus.biz/exceladdin.html

 

[offey]

Thank you for responding - I didn't realize that there were different types of reports within Macola. This is the response that I got from my client when I asked how they printed the OE Invoice -

"On the OE & RMA menu screen – Invoices & Process Orders – Invoices – Print invoices. There are 2 options for printing invoices and we select the first one. The screen looks like this. If we need to print differently to be able to do what we want to do, I don’t have a problem with that."

 

[dgillz]

The first one is the cobol report and is maintained in form maintenance. The 2nd one is a crystal report.

Software Sales, Training, Implementation and Support for Macola, Synergy, and Crystal Reports. Check out our Macola tools:

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[offey]

Thank you very much dgillz. I'll have them change to the 2nd option so that I can modify that report if it becomes necessary in the future.

 

[dgillz]

Please be advised that if you modify a crystal report it will get updated when you run an ES update. So keep a copy of the updated report somewhere secure.

Also all custom reports must be copied to the c:\program files\exact software\rpt folder of each workstation.

Software Sales, Training, Implementation and Support for Macola, Synergy, and Crystal Reports. Check out our Macola tools:

http://www.gainfocus.biz/exceladdin.html