Highlight new sales orders in and existing Custom Crystal report-Sage 100c version 2022- SQL server 2017

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PFC, The Plastic Forming Company is a manufacturer of blow molded plastic cases. We use Sage 100c version 2022 supported by a 2017 SQL server.  

Back story

We have an existing custom Crystal report which tracks from the Sales Order module new and existing sales for all product lines and their respective part numbers. We have relied on this custom crystal report for 10-15 years now. A new request came to my desk to add a new feature to the report. The VP of sales wants to have all new Sales orders highlighted in the crystal report. Our Sage consultant whose team originally wrote this report stated that they cannot change the code of the report to highlight only new sales orders even though Sales order number and sales Order Date are included in the report. 

Customer Support at Sage does not have an inhouse solution. They suggested that I contact a Sage Master Developer company such as DSD Systems.  

What I am looking for.

*Master Crystal Report writers with advanced programming skills who could adjust my existing report to highlight new sales orders

*Other reporting options to pull new and existing sales orders from my Sage 100  

  database.

 *Feed back from another manufacturer explaining how they track new sales orders.

  • 0

    Ok I'll bite.  How do you define "New" and how often do you run  the report.  And would it be possible to get a screen shot of what the report looks like

  • 0

    Hi,

    I am happy to try. My Crystal skills are a bit rusty but I used to be pretty good at it.

    We can do a quickassist session and take a look at your report.

    IF you are looking for alternatives, consider Mercury.  https://mercurybi.com  It is a new BI and Analytics reporting tool (I work for Mercury)

    we are giving away a single-user license at no cost to promote adoption in the market.  Happy to help you try that as well.

    Regards

    Habib

  • 0
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    Since you are using SQL this makes it a lot easier.  I would create a table in SQL where you store all previous printed Sales Orders.  When the Crystal Report runs, you can have it update that SQL Table for any new Sales Orders.  Any orders not in that table can be highlighted.  This is not an easily solution, but it would be the only way to determine the Sales Order was not on the previous run of the report.   Hope this helps!

  • 0

    What fields are on the report?

  • 0 in reply to BigLouie

    This is the key, what you call "new".  Custom reports cannot change anything in the data to show what has been printed.  Highlighting something in a report based on field data is easy, but you need that value.

    • If "new" = DateCreated of today... easy. 
    • If it's based on the last time the report was printed, this is not easily accomplished.  The only idea I have for that would be to prompt the user for the last print date/time, and use the DateCreated / TimeCreated fields for the logic.  Print these values on the report, so users would know what to input the next time.
  • 0 in reply to Kevin M

    Kevin,

    Crystal Reports can change SQL Data.  Since they are using SQL, you can create a stored procedure that Cyrstal Report calls.  I had to create a report for a client where they wanted a table of contents where the job showed on the 1000 pages of reports.  By creating a stored procedure, I was able to create a table for the Table of Contents and populate that at the end as subreport. 

  • 0 in reply to Sage100Reports

    Good to know! I might have to look into that someday.

    (As long as the SQL data being edited was outside the Sage database... giving users permission to edit raw Sage SQL data is a big risk).