1. How do you force a document such as an Invoice or GRV to print certain report fields also on the very first page of a multiple page document?

Transcription

1 Evolution Technical Information Sharing 1. How do you force a document such as an Invoice or GRV to print certain report fields also on the very first page of a multiple page document? For example, the client wants the wording C/Fwd.. and the banking details also to appear on the first page of the Sales Order Invoice SOLUTION: Open the Report s layout Design screen Identify the report section where you ve placed the report fields to be printed on the first page of the document. In this case the Footer section. The C/Fwd.. Wording is generated by a variable called Variable2 in this case Right click on the grey report Footer band and select PrintOnFirstPage. Save the changes The results will now be seen as per below

2 2. When inserting the plinvnum \ dtimestamp variable on a document layout s design screen, you may find that a totally incorrect date / time value is actually printing on the printed invoice as was actually used when the invoice was processed. So how do you correct it? SOLUTION: Go to Administration System Wizard Database Settings and select the Maintain Modified Triggers option Insert the plinvnum / InvNum_dModifiedDate variable to be used for the transaction date/time stamp On the newly inserted variable you can also customise the variable further by right clicking on it and changing the Display Format options on it Please notice that this new variable will only work on new transactions processed after the Maintain Modified Triggers option has been activated.

3 3. The following type of error message may be received after viewing saved or archived documents and closing it The above error is therefore not critical, more a nuisance value than anything else. REASON AND SOLUTION: The above error started since upgrading to version 6.60 (from version 6.0) This client had several customised triggers on the, previously called, table _rtblsystem table. However, after version 6.00 this table was officially changed to _etblsystem, but somehow the company upgrade (without any errors according to the client) to version 6.60 did not automatically changed the old _rtblsystem table to _etblsystem Therefore simply renaming the _rtblsystem table to _etblsystem resolved the problem. 4. The following Bank Manager import error message may be received, especially for using the Standard Bank (CSV) option, and using the Evolution version 6.80 Bank Manager

4 SOLUTION: In the Standard Bank Online banking website, export the bank statement as a TEXT file. But you would need to manually save the file in the site as a *.txt by manually typing in the *.txt portion of the file name In Evolution, import the new file then using the Standard Bank Cats option 5. The following, well known error message could be received when trying to locate a company on a workstation

5 REASON AND SOLUTION: There are many possible reasons why the above error message may be received. Typical troubleshooting steps and solutions would for instance be to: Set the User Account Control settings to Never notify (on Windows 7 and beyond) General network connectivity issues to be resolved first (the workstation can t generally connect to the server at all) Windows Firewall ports of 1433 (TCP) and 1434 (UDP) that needs to be setup The Windows logged in account needs to have sufficient rights on the PC to work with Evolution Configuration Manager settings on the TCP and UDP network protocols must still be setup and many more.. However, below is a detailed procedure as received from one of our clients who cracked the above problem, after ensuring at least the above troubleshooting steps have been implemented: Go to the Control Panel, Select Administrative Tools Select Data Sources (ODBC) Under the User DSN tab, select add

6 Select SQL Server Enter the Name, Description, and SQL Server

7 Select SQL Server and enter the sa user names and passwords at the bottom of the tab, and select the client configuration button Select the named pipes in the configuration Button, and select ok

8 Select next as it returns you back to the previous screen Select next as nothing needs to change on the tab below Select next again with the following screen

9 Select finish then the following screen will appear, select Test Data source, If it works, the following screen will appear and then you should be able to connect

10 6. In Pastel Evolution version 6.80 a new feature has been included to reverse posted GL Journal batches in a very efficient manner. Just think of the amount of work and frustration prevented by being able to reverse a 500 line Journal batch without having to recapture any line!! So how do you do it? SOLUTION: METHOD 1: 1. On the GL Maintenance Defaults Journal Batches Automatic Reversals specify a specific GL Journal batch which will be used as the default reversal batch

11 2. Let s say account 1000 has been used in a posted GL Journal batch among a lot of other GL accounts on 7 June Open the GL enquiries for account 1000 and find the specific transaction line on the Enquiries grid 4. Right click on the line and select Reverse Batch 5. Select the required option: Use Default Reversal Journal batch the one specified on the GL Defaults, or Use Existing Journal Batch - a list of all Standard batch types will be available to select from Add New Reversal Journal Batch where you can create a new Journal batch to process the reversal in

12 6. The batch that then opens has all the original account debits and credits automatically in a reversed state. For example, originally a R1000 Debit has been posted on account 1000 and now it will show as a R1000 Credit, ready to be further confirmed and posted METHOD 2: 1. Open any Journal batch 2. Select the specific batch number form the dropdown that you want to be reversed

13 3. The batch will then be opened with the transaction lines already in a reversed debit/credit state, ready to be confirmed and posted 7. The following error message could be received on a Cashbook batch processing SOLUTION: 1. Set the UAC to Never Notify under Start Control Panel User Accounts Change User Account Control Settings..

14 2. Also, on the Regional Options, set the main options to English(United States) and on Additional settings change the short date format and the currency symbol (to a R or the local currency symbol)

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16 8. The following error message may be received when running a Purge First Year REASON AND SOLUTION: On a recent incident it was found that the client had a custom trigger on the POSTGL table. Therefore, always check for foreign triggers on at least the following tables when trying to resolve this Also note that the exact error message might always be determined by the foreign trigger applied 9. The following critical error message may be received on the Sync Monitor

17 [E] Ftp connect failed: User cannot log in. Win32 error: Logon failure: unknown user name or bad password. Error details: An error occured during the authentication process. End REASON AND SOLUTION: The above might be as a result of the Windows account password changed of the PC where the Sync Monitor is running from, Therefore, you will need to change it in two different locations 1. On the Sync Monitor Communication tab password field 2. On the FTP connection screens.

18 Go to: Start Control Panel Administrative Tools Internet Information Services (IIS) Manager Open the Server name on the top left Sites and select the FTP name (see below) and on the right of the screen select Basic Settings En the Edit Site screen, select the Connect as button On the Connect As screen, select the Set button

19 Enter the required credentials and OK. Ensure to start the User Name field with a domain\ portion if so required The Sync Monitor should work fine now

20 10. The below error may be experienced when running the synch monitor. REASON AND SOLUTION: It might be that there is no FTP site setup and you need to ensure an FTP site is setup.