Sage 100

 View Only
Expand all | Collapse all

Crystal Parameter Fields.

  • 1.  Crystal Parameter Fields.

    Posted 03-27-2025 15:15

    Client wants to make customer selection more user friendly by creating a dropdown of the customer list.  Client has over 6500 customers.  I believe you can create a STATIC list (copy/pasting information into form) but I was wondering if you could link the form to the AR_Customer table for the same information.  By making it dynamic, there is no need to worry about updating the form after adding new customers in Sage.

    Customer is currently using Crystal 2016.

    Thanks in advance.



    ------------------------------
    Jeff Schwenk
    Owner
    Bottomline Software, Inc.
    Waynesboro VA
    (540) 221-4444

    Improving bottom lines for over 25 years!
    ------------------------------


  • 2.  RE: Crystal Parameter Fields.

    Posted 03-27-2025 15:52

    @Jeff Schwenk, Set List of values to Dynamic.  Choose Data source select New.  Click on the folder icon just below that and choose the field to select.



    ------------------------------
    Phil McIntosh
    Friendly Systems
    ------------------------------



  • 3.  RE: Crystal Parameter Fields.

    Posted 03-27-2025 15:57

    Or you can optionally 'import' the values into the static parameter periodically.  I have a few clients doing that for their huge customer list.  Basically do an ALE export of customer # and name from Customer Maint, save as .txt, then import.  



    ------------------------------
    Brett Zimmerman
    Net at Work
    Greater Boston Area
    ------------------------------



  • 4.  RE: Crystal Parameter Fields.

    Posted 03-27-2025 20:27

    Thanks.

    @Phil McIntosh - It appears there is a limit of 1,000 records with the dynamic linking.  @Brett Zimmerman - Is there a limit for importing records.  Client has over 6500.



    ------------------------------
    Jeff Schwenk
    Owner
    Bottomline Software, Inc.
    Waynesboro VA
    (540) 221-4444

    Improving bottom lines for over 25 years!
    ------------------------------



  • 5.  RE: Crystal Parameter Fields.

    Posted 03-27-2025 20:58

    That limit might be fixed by a registry hack:

    http://crystalreportsbook.com/forum/forum_posts.asp?TID=8029



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



  • 6.  RE: Crystal Parameter Fields.

    Posted 03-28-2025 08:04

    I don't know if there's a limit for importing records; I haven't run into it if there is.  I'm thinking 6,500 should be fine though.  I've never tried the reg hack to increase the 1,000 record limit, but I've certainly informed people that it exists.  Anyone know if it's truly reliable and no biggie? 

    Re: a dynamic parameter, remember that it could possibly lengthen the report-generation time (to compile the parameter), plus I believe an issue/nuisance (logon prompt) may sporadically appear if running the report from within Sage 100; not sure if that still happens.



    ------------------------------
    Brett Zimmerman
    Net at Work
    Greater Boston Area
    ------------------------------



  • 7.  RE: Crystal Parameter Fields.

    Posted 03-28-2025 19:20
    Edited by Dan Burleson 03-29-2025 04:01
      |   view attached

    For Standard or Advanced (likely similar for Premium), if their report could be converted to use "AR_CustomerListingWrk", or if that worktable could be linked to their existing report by division and customer, then their report could replace the report of a designated Report Setting of the A/R Customer Listing report. This would allow them to use all the customer criteria available to that report to restrict the worktable and thus their report. To enforce the restriction, when linking the worktable, you must set the "Enforce Join" setting to "Enforce From" if the worktable links in the direction of "AR_Customer" or "Enforced To" if the worktable is linked from "AR_Customer". No hack, no limit.

    There's no requirement to include fields from the worktable if it can't be completely replaced (Database menu, Set Data Location command) by AR_Customer.

    Again for Standard and Advanced, if you want to test and preview data in the full version of Crystal, use the "Set Data Location" command to point to SOTAMAS90 for the tables, put the report in preview and leave it, check for the session work file in the ARxxx folder and grab the session id (that part of the name after "AR_CustomerListingWrk" and before the ".M4T") and store that in the SOTAMAS90 DSN "Login" panel in the "Session ID:" field.

    How to set the SOTAMAS90 Session ID



    ------------------------------
    Dan Burleson
    Software Consultant
    Connex Software
    Corvallis OR
    541-829-1054
    ------------------------------



  • 8.  RE: Crystal Parameter Fields.

    Posted 03-30-2025 12:11
    @Dan Burleson - Wow I never knew about the Session ID in the DSN trick! All this time I was needlessly doing the copying of session ID wrk file to base wrk file trick. Thanks for sharing that. 
     
    Also an xlnt reminder about leveraging worktable reports and creating a new report setting for that purpose, then joining additional tables to the worktable as needed. I've thought about using enforced joins before as a way to restrict data but have never played with it enough to properly see the restrictive effect. Now I will. I'm still a fan of sourcing UDFs from related tables to the worktable if that ends up making it so no other tables end up needing to be joined to the worktable at all.

    (Separate Note: I also very much love what you shared in the past on how to send SQL commands to history tables in a subreport! )


    ------------------------------
    Alnoor Cassim
    Accounting Systems, Inc. (ASI)
    ------------------------------



  • 9.  RE: Crystal Parameter Fields.

    Posted 04-17-2025 13:04
      |   view attached

    When @Alnoor Cassim says WOW to something that he didn't know about it really grabbed my attention. I've had this tagged for a few weeks to dig into it and understand the usefulness of this.  Thanks @Dan Burleson for the tip.so much safer and easier than renaming the WRK table to do testing. 

    I created an internal document for our DWD team and have it attached here in case it is helpful to anyone else on 90Minds  



    ------------------------------
    David Overholt
    Programmer/Project Manager
    DWD Technology Group
    Fort Wayne IN
    (260) 399-8655
    ------------------------------



  • 10.  RE: Crystal Parameter Fields.

    Posted 04-17-2025 15:03

    This is such a wonderful post; and exactly why I'm a member of 90Minds!  Thanks all for the great ideas. I've used the registry hack before to expand the listing with great success (for a Dynamic Data Source Listing). I never knew about the Work File "hack", you can teach an old dog a New Trick! 



    ------------------------------
    Madeline Stefanou
    RKL eSolutions, LLC
    ------------------------------



  • 11.  RE: Crystal Parameter Fields.

    Posted 09-11-2025 12:48

    Client frequently uses a PR Crystal deduction custom report.  Over the years, they have set up and later discontinued deduction codes.  At this point, they have more discontinued codes than active ones.  PR codes are almost impossible to delete.  So the idea lightbulb went off and we created a UDT for active codes.  The thought is they can maintain the UDT for future adds/subtracts.  We added the table to the Crystal, but we aren't able to add the UDT codes to the selection parameter.

    Are we incorrect in our thought process or just in execution?



    ------------------------------
    Jeff Schwenk
    Owner
    Bottomline Software, Inc.
    Waynesboro VA
    (540) 221-4444

    Improving bottom lines for over 25 years!
    ------------------------------