This document explains how to edit the contents of a report or form in ICXE.
Any user login can customize the form.
Accessing the Form Designer:
Adding a Logo
Adding / Changing Text Values
Important:
Design change that is required in ALL EXISTING and NEW forms.
Historically we have used the PARAM_ fields to indicate form type modifiers when passing basic information from WMS to Crystal Reports.
Going forward we are looking to REMOVE or at least reduce these... so where possible DO NOT use or rely on PARAM fields.
For REPORTS this is not so much of an ISSUE - for FORMS (SALES, PICK, PACK etc) we will be REMOVING THE PARAM fields completely over the next 12 months.
Example: Typical Use of the {@PARAM_IsQuote}
if {@PARAM_IsQuote} = 1 then "QUOTATION" else
if {@BalanceDue}>0 and {SAL_Sales.SAL_TermsMessage}="Prepaid" then "PROFORMA INVOICE" else
if {PKL_PickList_Sale.PKL_Status}=-99 then "BACKORDER ADVICE" else
if {PKL_PickList_Sale.PKL_Status}=0 then "ORDER CONFIRMATION" else
"TAX INVOICE"
NEW FORMULA Suggestion:
if IIF,1,0) = 1 then "QUOTATION" else
if {@BalanceDue}>0 and {SAL_Sales.SAL_TermsMessage}="Prepaid" then "PROFORMA INVOICE" else
if {PKL_PickList_Sale.PKL_Status}=-99 then "BACKORDER ADVICE" else
if {PKL_PickList_Sale.PKL_Status}=0 then "ORDER CONFIRMATION" else
"TAX INVOICE"
Summary:
The main fields to be removed are: {@PARAM_IsReturn} {@PARAM_IsQuote} {@PARAM_ABN} {@PARAM_BarcodeField} {@PARAM_PKL_ID} (only used in manifest report)
Exceptions:
Multi Pick/Pack format will remain valid - however will be split to two separate RPT files in the future.
Use the following to replace: {@PARAM_IsReturn} with IIF,0,{SAL_Sales.SAL_IsReturn}) {@PARAM_IsQuote} with IIF,1,0) {@PARAM_ABN} no replacement - suggest hardcoding this on FORM as it does not change {@PARAM_BarcodeField} no replacement - as above - usually set during implementation - always use UDF1 {@PARAM_PKL_ID} (only used in manifest report) - use {PKL_PickLIst.PKL_ID}
This will only effect those customers that take up Cloud Services - which in time should be all customers - so in the meantime we can deal with updating forms on a case by case basis.
*If you are unable to update a form its likely a windows permission, Open the forms folder via windows explorer, remove all read only settings and add yourself in with full permissions to that folder.
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