Activant Prophet 21. Intro to Prophet 21 Form Package (Crystal)

Transcription

1 Activant Prophet 21 Intro to Prophet 21 Form Package (Crystal)

2 This class is designed for Prophet 21 users responsible for the maintenance and design of their business forms User s with a basic knowledge of Crystal Reports 2008 who want to customize their forms

3 Objectives Understanding of the Prophet 21/Crystal forms integration Forms Package Requirements How to set up a test environment for forms modifications Basic components of a Crystal form Basic form modifications How to test and deploy a user modified form

4 This course will NOT cover How Crystal Reports 2008 works Using the custom DataStream tool Bar-coding functionality

5 Overview of Forms Printing Process Understand the basics of how the forms package works

6 Overview of Forms Printing Process Print form from Prophet 21 system Data stream is dropped in script path directory P21 Parsing tool processes the data stream.xml &.vbs are created via parsing tool

7 Overview of Forms Printing Process Prophet 21 Crystal Viewer uses.xml,.vbs and embedded OR customized report (form) to generate form Any issues? No Yes Form prints Form DOES NOT print

8 Forms Invoices (a) Checks Customer Statements Acknowledgements (b) Packing Lists(c) Pick Tickets(c) Service Order forms Manufacturer Rep Order Merchandise Credit Labels Production & Production Pick Ticket Traveler Purchase Order Return Pick Ticket RMA Acknowledgement Transfers Vouchers Inventory Returns (a) Includes regular Invoice and Consolidated Invoices (Detail & Summary) (b) Includes Order Acknowledgement, Quotation and RMA Acknowledgement (c) Includes Priced & Unpriced versions of form

9 Definitions.cfd file File sent out of Prophet 21 to be processed by P21 parsing tool.xml file File created in an XML format once it s passed through the P21 parsing tool

10 Definitions.vbs file.rpt file.xsd file _USER.rpt _USER.xsd Script file to process.xml file and generate form Crystal Reports 2008 file (Actual form design) Schema User modified Crystal Report (form) User modified Crystal Report (schema)

11 Definitions Script Path Reports Path Folder where *.cfd files (data streams) are created. Folder where Crystal Reports exists as well as _USER forms

12 Forms Package Requirements Prophet 21 version or higher Crystal Reports 2008 on the PC where you will be performing the forms modifications Purchase the Forms Design Package from Activant which includes: Licensing script (SQL Script) Report template files (.rpt) The data stream XML schema files (.xsd)

13 Setting Up a Test Environment All testing should be done on user s play (non production database)! Several steps: 1. Create new folder on local/shared drive (i.e. Crystal Forms Development) no specific naming requirement 2. Set the Reports Path to folder created in step #1 3. Place a copy of the form (.rpt &.xsd file) in the folder created in step #1 4. Rename the.rpt &.xsd to (_USER). For example, the ACKNOWLEDGEMENT.rpt and ACKNOWLEDGEMENT.xsd would now be ACKNOWLEDGEMENT_USER.rpt and ACKNOWLEDGEMENT_USER.xsd 5. Modify your form, save, and test changes via the P21 application

14 System Settings Files and Folders

15 System Setting Customization Enabled

16 Basic Components of a Crystal Form Each form (report) consists of multiple sections Each section has a specific purpose and specific fields associated with it Logic can be placed on each section for conditional suppression

17 Basic Sections of a Crystal Form Page Header (PH) Group Header 1 (GH1) Detail (D) Group Footer 1 (GF1) Page Footer (PF)

18 Modifying a form Basic guidelines All modifications should be done in your test environment using your play (non production database Use reprint option to test form modification via the Prophet 21 application You will need to unlock your form before it can be modified (Report Options Deselect Read Only ) All fields on the form are Text data type

19 Modifying a form Basic guidelines Do not change sort order/grouping of the form Do not add groups to the form; you can add sections within an existing group Data fields in the HDRXXXDEF group can be added anywhere on the form You can create formula to convert data field from text to other data types for additional formatting capabilities

20 Basic Forms Modifications Adding text objects header & footers Moving logos/adding graphics (See Solution #6755 for graphics requirements) Changing fonts/sizes Adding data fields to the header section of form Adding data fields to the detail section of a form Formulas to convert text to other data types Conditional text objects

21 Converting Text to Date Formula

22 Converting Text to Number Formula

23 Conditional Text Object

24 Conditional Text Object

25 Conditional Text Object

26 Deploying Your Form Test, test, test your changes before deployment! Copy _USER.rpt and _USER.xsd files to the Crystal Reports Path specified in your Production database If there are any issues with the new form, you can remove the _USER.rpt &.xsd from the Crystal Reports Path in order for the baseline forms to be used

27 Summary Overview of forms printing process Setting up your test environment Basic components of a Crystal Forms Modifying your forms Deploying your modified forms

28 For More Information Prophet 21 Help Files Visit Activant on the web: View Educational Services course offerings Browse Documentation Search the Solutions database Submit a Support case Consulting Services consult-sales@activant.com Professional Services Sales pss@activant.com