Sales Order and Qoute History Report

SOLVED

Hello... I'm attempting to duplicate the standard report Sales Order and Quote History Report but changing some of the fields that display. I want to replace Unit of Measure with Prod Line. So created a new Report Setting named PRODUCT LINE.. then remove the unit of measure field from report then added Prod line.. When I do a preview within Crystal the new field shows however when I actually run the report no data displays. So I went back and ran the STANDARD report with same report criteria and it did show data. 

I must have missed a step or two but why does no data display for new report???

Thanks much for any help.. 

Bob 

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  • 0

    The reports on the reports menu are based on Crystal works tables that do not exist until the print program is run. If you try to edit the form code and refresh while in the designer no data will appear because the works tables are not populated. You have to save and close and run from the Print panel off the reports menu.  Also how did you add the product line to the report as it is not normally part of the table. The correct way to do it is to create a UDF and add to works table. DO NOT link in tables. 

  • 0 in reply to BigLouie

    Hi BigLouie... I understand that previewing within designer will not produce any data. I had saved in designer then went out to Sales Order Reports menu reran the report but instead of selecting STANDARD I selected the new Report Setting I created named PRODUCT LINE and here no data displayed but the PROD LINE header did displayed.  Its almost seems like the new report is not pointing to the tables correctly.  I'm doing all this within a test company where I had copied the production company into.  

  • 0 in reply to Bob@TED
    verified answer

    Does your report have any tables other than the work table? (Don't do that... add a UDF to the work table instead, like BigLouie advised).

    Did you change the report's data source? (Reports run from within Sage need the report's data source to be configured correctly).

    Both of those things can easily break a report's functionality.

    Are you using SQL / Premium?  Or Standard / Advanced?

  • +1 in reply to Kevin M
    verified answer

    So that was it... I did have the CI_Item table added so I removed it then created the UDF then added it to report and now I see the data on the report.  Thanks for the help gents.. 

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