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  • 1.  Adding CI_Item Catagory fields as selections in Physical Count Worksheet

    Posted 11-09-2021 12:10
    Sage v2016.  Client would like to add the 4 Category fields as selections when printing the Physical Count worksheet.  Although they can't be added as selections in the PC Worksheet task, I'm experimenting with adding the fields as UDFs in the PC Worksheet Work file and adding parameters selected using Record Selection to select values at runtime.  I've not previously worked with dynamic parameters before, but I think they may work if I can choose a "blank" value, in addition to (or instead of) non-blank values.  Is this possible?  Am I on the right track?

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    Barbara Goldstein
    Sr. Consultant
    DSD Business Systems
    San Jose CA
    800.627.9032 x221
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  • 2.  RE: Adding CI_Item Catagory fields as selections in Physical Count Worksheet

    Posted 11-09-2021 12:26
    Stop using the Category fields.  Add UDF's to CI_Item instead, and they should show up in the PCW's Selection grid.

    (Mirror UDF's with scripts could work too... but I have a distaste for those fields because they are not customizable for size / data type... a leftover feature from before UDF's were easy to work with).

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    Kevin Moyes
    Technical Systems Analyst
    Munjal White Consulting Co.
    Toronto ON
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  • 3.  RE: Adding CI_Item Catagory fields as selections in Physical Count Worksheet

    Posted 11-10-2021 15:49
    Edited by Dan Burleson 11-14-2021 18:36
    "using Record Selection to select values at runtime" is the challenge. Even if you add UDF's to CI_Item and maintain them with a script as Kevin suggests, you will not be able to select from current values in a drop-down list on the PCW report panel. However as Kevin points out below, adding CI_Item criteria to  the Crystal report as a dynamic parameter will NOT restrict items from a freeze if that option where selected, but values sourced from CI_Item could be selected from a drop-down list.

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    Dan Burleson
    Software Consultant
    Connex Software
    Corvallis OR
    541-224-6642
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    Original Message


  • 4.  RE: Adding CI_Item Catagory fields as selections in Physical Count Worksheet

    Posted 11-10-2021 16:04
    I wouldn't do parameters / filters in the report for the PC Worksheet, where selection has more impact that a simple report. 
    Runtime report filters may give users the impression they can freeze and print based on the parameters, where the Sage programming won't care what the report produces, it will freeze based on the screen selections... which is why I suggested using the Selection grid for the filters instead.

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    Kevin Moyes
    Technical Systems Analyst
    Munjal White Consulting Co.
    Toronto ON
    ------------------------------

    Original Message


  • 5.  RE: Adding CI_Item Catagory fields as selections in Physical Count Worksheet

    Posted 11-10-2021 17:30
    Good point, Kevin.  Thanks guys!

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    Barbara Goldstein
    Sr. Consultant
    DSD Business Systems
    San Jose CA
    800.627.9032 x221
    ------------------------------

    Original Message


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