Report - Customisation

Description

This document explains how to edit the contents of a report or form in ICXE. 

Any user login can customize the form.

Detail Steps

Accessing the Form Designer:

1. In ICXE, open the Report you wish to modify as if you were viewing prior to printing.
2. Move down to the bottom of the screen and click on the "Design Form" button. This opens the "Form Designer" screen.
3. Move to the "Design" tab.
4. Edit the form as desired (see below for more information).
5. Click on the "Preview" tab to view any changes made.
6. Click on the "Save Form" button to save these changes.  

Adding a Logo

1. Click on the "Insert Picture" icon (top right of form designer)
2. Locate and select the logo, then click "Open"
3. Move the logo to the position on the report where you wish to place it.
4. Click on the "Preview" tab to view any changes made.
5. Click on the "Save Form" button to save these changes.

Adding / Changing Text Values

1. Right click on a clear area of the form and select insert text object or to change the text in a text box, double click the box and edit the value.
2. Exit the text box by clicking anywhere else in the form
3. Click on the "Preview" tab to view any changes made.

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.

Related Information

*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.