Mailing report

This function is used to create, for a given language code, Crystal Report reports and report templates, that will be used in the mass mailing operations of Marketing campaigns.

A standard basic template is supplied in Sage X3. This template is called "MAILINGX.rpt". It is stored in the installation directory: ../REPORT/FRA (for French).
This template cannot be viewed nor modified. It is only used as the basis for the creation of new templates or reports.
 On the server, it is possible to duplicate it in the installation directories of other languages, for instance:.. /REPORT/ENG.
Upon creation of a new template or a new report in ENG, it is the template stored in this directory that will prevail over the template stored in the FRA directory.

In this function, the creation is carried out by a duplication process. The duplication is first performed from the "MAILINGX.rpt" template, and then from the new template, once this new template has been created.

• To create a template in a given language, the user must, in creation mode, specify the language code and save the report under the name "MAILING.rpt" after personalizing it in Crystal Report from the client workstation. This new template is stored in the installation directory: ../REPORT/LANGUAGE_CODE.
• Then, when creating a report associated with a given language code, the duplication will be carried out from a template specific to that language code.
  The system will search for a template named "MAILING.rpt" in the installation directory: ../REPORT/LANGUAGE_CODE.
  If no template is found, the system will search for a template named "MAILINGX.rpt" in the same directory.
  Finally, if such template is not found either, the template "MAILINGX.rpt", stored in the installation directory: ../REPORT/FRA, will be used.

The button [Copy to client] is used to download the report on the client workstation in order to start the personalization of the new template or report.
This personalization is carried out using the information contained in the template used. This template allows to retrieve a lot of the characteristics used in many different reports. The user can thus recover a large part of the message and simply modify such information as the dates or the amounts.

The report is ready to be issued from the usual merge fields.But these fields have been the object of previous interpretation processes. Indeed, certain fields used in X3 do not store the meaning of a value, but the code for this meaning. This is the case for example for local menus, miscellaneous tables, translatable titles, the fields associated with objects, etc.

For all these fields, an interpretation operation must be carried out to make their use possible. This is generally possible by writing complex formulas in Crystal Report.
To avoid this, all the fields proposed in this list are directly usable. The user need only be concerned by their position in the report.

The list of the fields and their meanings are given below :

Field	Contents
BPRNAM_0	BP name
BPRNUM_0	BP code
CNTTTL_0	Contact to be addressed as
CNTNAM_0	Complete contact name
CCNNUM_0	Contact code
ADD1_0	Address 1
ADD2_0	Address 2
ADD3_0	Address 3
ZIP_0	Postal code
CTY_0	City
CRY_0	Country
TEL_0	Telephone
FAX_0	Fax number
WEB_0	E-Mail address
REPNAM_0	Complete name of the sales rep concerned
REPFNC_0	Sales rep function
OPGNUM_0	Mail-shot operation code
MRENUM_0	Order number of the addressee in the operation
F501_0	Technical field required for the correct functioning of delivery by fax
F599_0	Technical field required for the correct functioning of delivery by fax

In this way, when the REPFNC_0 field is inserted in a document, the result does not display 1, 2, 3 or 4, but Sales Engineer, Sales Director etc.