Crystal Reports - Sales Order Picking Sheet - Adding User Name Generates Blank Pick Sheet

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Hello, 

I'm trying to modify my picking sheet so it shows which Sage user created the sales order. I'm using Sage 100 ERP 2013 and Crystal Reports 2011.

I have "SO_SalesOrderDefaults" added in Crystal Reports under Database Fields, but when I add "UserKey" to the template and print a picking sheet (just using Preview, not actually printing), the sheet turns up without any of the order information and only shows the template itself. I've tried using SY_User table and the SO_SalesOrderWrk tables as well. I've tried linking the fields - linking the sales order number in the picking sheet table to the userkey and I've tried reversing the link. I saw there are lots of options for configuring the links, but it's all unfamiliar to me.

I'm hoping to be able to show which user created the sales order using their Sage "User Logon" or the "First Name" and "Last Name" fields.

Does anyone have any ideas about doing this? 

Thank you

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  • 0 in reply to Kevin M

    Thank you both - the picking sheet was already modified by my reseller in the past. I'm a bit hesitant to unlink the tables - I'll take a closer look to see what's linked exactly and what it could be doing. I'll have to see if I'm able to figure out how to use UDFs to accomplish anything that was done with links - maybe there was a good reason?

    About the user field that I'd like to add to the picking sheet, in my case it's the user who created the order, as they're often the one who needs to answer specific questions about the order the warehouse might have - unfortunately, this comes up much more than I'd like. The user who created the order isn't always the one who printed it, since the warehouse personnel print a lot of documents themselves, as well as customer service representatives.

    I'll keep this suggestion in mind, as there are likely cases where I could benefit from adding the Created By user to the document.

  • 0 in reply to neuropathy

    I would make a copy of the form and try to remove all of the tables except for the work table.  Use UDFs, as someone else mentioned, to pass data from various tables to the work table.

  • 0 in reply to BShockley

    Thanks - I'll try my best to reduce the amounts of links in the sheets. It's mostly the Sales Order, Invoice and Picking Sheet that I've worked with (and previously that our resellers might have adjusted for us in the past). 

    When copying the forms, I'll simply copy them manually in Windows Explorer, right? Or, is there a more correct way to do this in Sage itself? 

    What performance issues might arise from having too many links in the Picking Sheet? Would it slow down performance throughout Sage for all of the users when the picking sheet is accessed? Or, could it affect performance even when the picking sheet isn't in use?

    It looks like there are two other links to other tables that were created to bring in our warehouse codes from another table, and, something else to bring in an item code. 

    The best practice is using a UDF to pull the information from one table to another, then using the UDF whenever possible? Is there a limit on UDFs? In the past, maybe in the days we used MAS90, I believe I'd heard that there was some kind of character limit, which apparently lead to stinginess over UDFs...

    Thanks again

  • 0 in reply to neuropathy

    I use Windows Explorer to copy forms (from a test form code / test company folder into a Live form code).

    Bad report design affects printing only.

    UDF limits are clearly stated on screen for each table.  I would not worry about work tables becoming overloaded, since they don't hold any data outside the printing process.

  • 0 in reply to Kevin M

    Perfect - I'd always just blown through that information without taking a closer look at it. Duh! So I'll just try to remove the links in the worksheets and replace them with UDFs that pull the information from other tables. Thanks again!