Sage 100

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  • 1.  #KnowledgeSync / #CrystalReports: I have a crystal

    Posted 06-25-2013 09:28
    #KnowledgeSync / #CrystalReports: I have a crystal report that shows information about customers (Name, address, etc). I have a query in KnowledgeSync that returns a list of customer IDs for customers who meet certain criteria. Can I pass the query results into Crystal as a parameter and have KnowledgeSync generate a single report (rather than 1 report per customer ID)? My initial research says that this may not be possible, but somewhere in the back of my mind, I think this should be possible. I know we can do this in email, but the client wants a formatted ""pretty"" report in PDF (you know the drill). Thanks in advance! Sorry I've been AWOL for a few weeks. Between #NetSuite and #vacation, I haven't had much time to chime in around here.


  • 2.  RE: #KnowledgeSync / #CrystalReports: I have a crystal

    Posted 06-25-2013 09:43
    Can you create the query directly in Crystal and then schedule the report?


  • 3.  RE: #KnowledgeSync / #CrystalReports: I have a crystal

    Posted 06-25-2013 09:48
    Normally, that's what I'd do, but the query results are based on changed values. Should have mentioned that before.


  • 4.  RE: #KnowledgeSync / #CrystalReports: I have a crystal

    Posted 06-26-2013 17:02
    You can monitor for changed values in KS using the unique field and then send the CR when the condition is met.


  • 5.  RE: #KnowledgeSync / #CrystalReports: I have a crystal

    Posted 06-26-2013 18:17
    @MoiraGoggin: you are exactly right, and that's what we are doing. I'm trying to pass a list of values (CustomerNos) from KnowledgeSync to Crystal so that instead of 10 different reports, I get one report with 10 customers. Is that possible?


  • 6.  RE: #KnowledgeSync / #CrystalReports: I have a crystal

    Posted 06-26-2013 18:38
    Theortically yes but I haven't done it myself quite the way you are describing. Connect the Crystal report with both an ODBC to KS and Sage 100 and connect these via the shared data field, like the customer number.


  • 7.  RE: #KnowledgeSync / #CrystalReports: I have a crystal

    Posted 06-26-2013 18:45
    Yep. That's what we did. When we do that, though, we get 10 reports with one customer instead of 1 report with 10 customers. I may open a ticket with VineyardSoft and get a little guidance on this.