Wednesday 7 August 2013

In Microsoft Dynamics SL 6.5, enable the "Company Selection" tab in Report ROI

Dynamics SL 7 & 2011 have a feature about Company selection tab in Report ROI. But in Dynamics SL 6.5 do some steps for enabling the "Company Selection" tab in Report ROI

Step 1: Enable multi-company selection for the custom report. 

  • On the Utility menu, click Report Control Maintenance.
  • In the Report Number Field, type the Custom report number, and then click Control Options.
  • Click to select the Multi-Company Selection Allowed check box, and then click OK.
  • Click Save, and then close the Report Control Maintenance (98.300.00) screen.

Step 2: Create links in your custom report to enable the access to company-specific data.

  • Open the Crystal Report, click Open an Existing Custom Report, and then click OK.
  • On the Database menu, click Database Expert.
  • In the Database Expert dialog box, locate the Available Data Sources section, and then expand Current Connections.
  • Expand the appropriate Microsoft Solomon application database, expand the second instance of this application database, and then expand Tables.
  • Click RptCompany, and then click the Add arrow to add the RptCompany table to the Selected Tables section.
  • Click the Links tab.
  • Smart Linking automatically creates links between the RptCompany table and the existing tables in the CpnyID field. 
  • If the links are incorrect, click Clear Links. Then, manually create the links. 
  • Click OK.

Step 3: Add the RI_ID formula to the report.

  • On the Report menu, click Select Expert.
  • In the Choose Field dialog box, click RI_ID, and then click OK.
  • In the Select Expert dialog box, click the RptCompany. RI_ID tab, and then click formula in the list that appears.
  • In the formula box, type the following:                                                                           {RptCompany.RI_ID} = tonumber (RIPARAM ("RI_ID"))
  • Click OK.
  • Click Save, and then close Crystal Reports. And then run the report through Solomon.


No comments: