Use this function to capitalize on all the Crystal Reports that can be used from the Sage X3 application. In this report dictionary the following is entered:
A charter dedicated to the Crystal Reports development has been created: you can view the Crystal Reports charter documentation.
Refer to documentation Implementation
Presentation
The header is used to identify the report and provide its general characteristics.
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Fields
The following fields are present on this tab :
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Code identifying the current record. |
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Presentation
Use this tab to specify the information linked to the global management of the report.
To modify a Crystal report, you must duplicate the report on your local sandbox. You first need to install the CR Connector plugin on your workstation.
Please visit the online help center page “Local Crystal Report development” for more details about how to install, configure and work with the CR Connector.
In order to duplicate a Crystal report from your sandbox, modify it locally on your desktop and share it again with other users, follow these steps:
1. In the Crystal Reports table, click Transfer from the Actions icon at the report line start. The Transfer request status is displayed in the Status field.
2. Save the record. The Sandbox status is displayed in the Status field: the report has been duplicated in your sandbox. The CR connector launches Crystal Report Designer, after what you can modify the report locally. As long as a report is in your sandbox, no other user can modify the report.
3. In order to share the report with the other users:
4. Save the record. The Shared status is displayed in the Status field. The report has been uploaded to the application server and is shared again with the other users.
If the report has the Sandbox status and if for any reason Crystal Report Designer has been closed, you can edit again the report located on our sandbox by clicking CR Designer Loading from the Actions icon. Save the record to take the request into account.
As long as a report is in your sandbox, you can test and preview your modifications by launching a print request, using the window button named “Printing”. The print server will then execute the report located on your local sandbox, instead of the standard shared report located on the application server.
In order to create a new Crystal Report file, follow the steps detailed below:
1. Create a report from scratch using Crystal Report Designer, or by duplication with a report located on your sandbox or any other location.
2. Open the Storage Area menu entry (Usage module). Upload the related file on the right subfolder of the “REPORT” volume.
3. Register the report in the corresponding record of the GESARP function.
4. Modify/tune the report as described in the previous paragraph: Particular consideration regarding Crystal report modification
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Fields
The following fields are present on this tab :
General
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Select this check box to activate the current record. The data and setup of disabled records is kept, but they cannot be used on other records (documents, settings, etc.) or for mass processing by recalling the record code. Authorizations granted for a given function can prohibit the creation of an active record. In this case, this check box is deactivated by default. It can only be modified by an authorized user or using a signature Workflow.
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An activity code is used to:
In this way, if the activity code is disabled, the marked element will not be useable, and the associated code (if any) will neither be generated nor can be activated. |
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This title, which provides a description of the record, is used in some screens or records when there is not enough space to visualize the long title. |
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Module using the report. |
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Printing Group you want to associate the report to. Thanks to this information, you can launch the report from the print menu with the sub-menu RPTxx (where xx is the number of the element in local menu 97 for the field Group). The update of this information does not require the protection of an activity code. Access rights to this group must be defined in the users management. |
Language
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When this box is checked, the report is generated in all the languages managed by the folder. When this box is not checked, the report is only generated in the creation language. |
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Use this field to bind the report to one language (the creation language of the report). |
Output characteristics
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Upon launching the printing, the destination is defined:
The type is used to determine a destination when the 'add info formula' and destination are not specified. Upon launching the printing, the supervisor determines the destination using the parameter linked to the given type. To each type corresponds a parameter, in which you must enter a destination. Normal
Fax
Thermal
Color
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When this box is checked, the report can be printed with a ZPL printer. |
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This code is used to identify the setup of a ZPL print. This is necessary so that this report can be printed on this type of print. |
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Indicate a destination record. This record contains the print characteristics. |
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When this box is checked, you cannot modify the destination upon launching the printing of the report. |
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The print server is a multi-processing server.It can thus process 'N' requests in parallel.However, a printer can only print one report at a time. This means that if two reports are submitted to the same printer, at the same time and on the same print server, the whole Crystal Reports processing phase (SQL requests, formatting, etc...) will be blocked. Only the "paper" production phase is serialized. This option is used to respect the definition order of reports in the dictionary record and/or when using a segmentation setup. |
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Even when it is not entered, this field makes it possible to search for a destination by user and by status. When found, this destination will have priority over that specified in the Destination. Upon printing, this field will be compared with the addition defined in the printer allocation function by user, in the allocation algorithm of the printer. Example:
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Scripts
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Processings in which it will be possible to write the additional sub-programs for the printing of this report. These processings are run by the print procedure just before running the Crystal Reports. They are used to:
These initialization processings are run for each report. One process is dedicated to the standard development and another to specifics. The update of a specific/custom process does not require protection with an activity code. You can view this documentation here: Development Help. |
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Accessibility
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If this box is checked, the status is not executed directly from the Print menu. This is the case when reports are directly linked to a function, with the value of print parameters taken from the function. |
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The update of this information does not require the protection by an activity code. |
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Grid Crystal reports
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One to five reports are printed consecutively at the time of launching the print. The entry of the parameters for all the reports is grouped at the launch. A file is generated by report. They are named : file.ext, file_1.ext, file_2.ext, … file_n.ext. For each report the orientation (portrait/landscape) should be indicated. The initialization process is executed for each report. |
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Portrait or landscape format. This information must be consistent with that entered in the Crystal Report. The update of this field does not require protection by activity code. |
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The various status of the report are the following: Shared
Transfer request
Sandbox
Revert request
Commit request
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When the report status is 'Sandbox', the User and Date fields are loaded automatically with your user name and the current date. |
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Authorizations
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Use the Site authorization checkbox to specify if the access to the report is controlled by site. When the box is checked, you must enter the function concerned (Function field). You can indicate a generic RPTxx function where xx represent the print group. |
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This access code makes it possible to authorize or prohibit the execution of a report by a user. |
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Action icon
Presentation
In this grid, define the parameters required for the execution of a Crystal Report.
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Fields
The following fields are present on this tab :
Grid Parameters
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This code will be used under Crystal Reports. A selection window displays the whole set of parameters that already exist in the reports. When the concept is the same, it is thus advised to use the same parameter name. Automating and norm for the parameters expressing a start and end range: Enter only the start range. Its code must begin with the suffix "deb" or "str". The parameter for the end range is generated with the same root as the start range and the suffix "fin" or "end". It is not displayed in the grid but has passed to Crystal. |
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The field type is defined here. The principal types are :
Other predefined types exist. They are often linked to an appendix table (currency, dimension, etc.). Use the keyboard shortcut ESC + F12 or the Selection icon in order to open the types list. |
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Used to define the length of a field when this field uses a generic data type where the length is not fixed. This is notably the case for the types A and DCB. |
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Defines the local menu number associated with the field defined on the line. When a field is of the type local menu (from 1 to 255) corresponding to the rank of a title in a table named local menu, stored in the messages table APLSTD. On entry or on display, the following are displayed according to the choices made in the user interface :
The interest of this type of entry is that the list of choices is displayed in the user connection language. Each local menu number characterises the list of available titles. For example, the local menu 1 corresponds to the choice No / Yes in this order. In this particular case, the user interface can also be a check box. |
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Indicates if it is necessary to enter a value interval. Automating and norm for the parameters expressing a start and end range: Enter only the start range. Its code must begin with the suffix "deb" or "str". The parameter for the end range is generated with the same root as the start range and the suffix "fin" or "end". It is not displayed in the grid but has passed to Crystal. |
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Indicate here if the parameter is enterable or not at the launch of the report. |
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It is possible to enter an expression that will be evaluated during the entry to initialize the parameter. |
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it is possible to enter a formula to control the entry of the parameter. The variable VALUE represents the entered parameter value. |
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It is possible to indicate here the code for a control table to verify the entry of a parameter. |
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Used to enter the first element of an object key, when this object includes a key with two components (i.e. table number for a miscellaneous table). Specificity of a dependent miscellaneous table: this field is used to enter the master element of the "Master" miscellaneous table. In this case, the number of the miscellaneous table is to be entered in the Menu column. |
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This field can be entered if the data type is linked to an object. This field is used to define one or several filtering options defined in the object. The supervisor controls the value entered in the parameter, according to the positioned filters. The selection window also takes filters into account. |
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This access codes is used to prevent the entry and display of the parameter. In fact, if the field is entered, only the users having this access code with the modification right can modify the parameter. |
Segmentation
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Used to split the print-out into multiple ones in order to improve the performances of a large report. The purpose here is to determine the parameter for which the value brackets taken into account for the report splitting will be entered. On releasing the report, these various value brackets must be entered from the Actions icon of the segmentation parameter. |
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Presentation
If the report is based on at least a table of another folder, you must enter the data source linked to each additional folder, with the syntax "solution;folder". The folder must be a folder linked in the folder management. There can be up to 5 data sources. The entered folder is only a default value: the source can be modified on launching the printing. If the solution is not specified, the supervisor uses the current solution; the same goes for the folder. To reach the parent folder tables, you can use the GDOSX3 variable.
Then, for each data source, you must specify the tables used in the report. If a table is not referenced, it will be automatically linked to the data source of the current folder. Therefore, the tables of the current folder must not be referenced here.
The table name must be the one used in Crystal (i.e. the pseudonym name, if it exists).
The number of tables is limited to 10 (this limit is due to the print server).
A table name is limited to 200 characters.
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Fields
The following fields are present on this tab :
Grid Data sources
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If the report uses at least one table from another folder, there is an obligation to indicate the source of the data linked to each additional folder in the form "solution;folder". It is necessary that the folder is a folder linked in the folder management. The number of data sources is limited to 5. The folder entered is in fact, only a default value, because the source is modifiable at the launch of the print. If the solution is not indicated, the supervisor takes the current solution ; it is the same as for the folder. For the parent folder tables, the variable GDOSX3, available for all the product, can be used. For the X3 live folder tables, reached from another product (Warehousing GX, Abel X3, Paie), the variables GSOLCPT and GDOSCPT contain respectively the solution and the X3 folder. |
Grid Tables
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Tables associated with one of the sources given above to access to another folder. A limit of 10 tables is to be respected. The name of a table is limited to 200 characters. |
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Number identifying one of the data sources of the above grid. |
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Enter the description of the relevant record. This long description is used as a title in screens and reports. |
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By default, the following reports are associated with this function :
AREPORT : Report dictionary
This can be changed using a different setup.
This button is used to launch the print of the current report directly from this function. |
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The following fields are included on the window opened through this button : Block number 1
Block number 2
Close This button is used to copy the dictionary for the report to another folder. |
This function is used to access the documentation management on the first paragraph of the documentation (if there is one) associated to the current record.
This function is used to access the link management. It is used to define the links between the current record and other records (for instance the links between functions and parameters). These links are specific to the documentation and are used to load the generation of documentation structures.
This menu is used to launch a documentation generation. The generation can also be launched from the [Generation] button at the bottom of the window.
Three types of generation can be launched one by one or simultaneously:
The range suggested by default takes into account the current record but it can be modified upon launch.
In addition to the generic error messages, the following messages can appear during the entry :
You are attempting to delete a dictionary record for a report that is used in this function.
You are attempting to delete a dictionary record for a report that is used in this object.
Once you have specified a destination, and this destination is a printer, the type entered on the screen must be consistent with that in the destination record.
You are attempting to copy a Crystal Report report from the server to the client, but the report was not found on the server. This same control exists for the copy from the client to the server.
You are attempting to copy a Crystal Report report from the server to the client, but the report is already present in the client. This same control exists for the copy from the client to the server.
A setup code must be unique for a report.
The length of a variable is controlled as a function of its type.
Type | Maximum length |
Title | 30 |
Short integer | 4 |
Long integer | 8 |
Characters | 250 |
Date | 4, 6 or 8 (authorized length) |
Decimal | 32 (for the integer and decimal section) |
A local menu associated with a parameter must not be contained in range 100 to 200 (included).
The local menu associated with a setup has not been defined as such.
The setup code entered for the segmentation must exist in the parameters table.
The folder/solution defined in the data source is not declared in the current folder record, in the Link.