Display a different logo for a sector of the company

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Hi,

This is my first post. It's a bit long but I hope that everything is allright!

Here's our situation. We are actually using GP 2013 R2 (with MS Office professional plus 2013) and attempting to start emailing our documents from GP. To do so, we switched from the Report Writer forms to the Word templates. Since in GP 2013 only the blank forms can be used to email, we now have our "SOP Blank Invoice Form" and "SOP Blank History Invoice Form" printing and emailing. We are not using the GP company “Logo” insertion. We just pasted our logo on the template. Our problem is that a part of the company want to use another logo than the rest of the company. That being pointed out, our situation doesn’t allow us to apply a single company logo or associate a template to a specific client. We have many sectors charging in the same company (with the same clients) but some needs to display a specific logo.

To resolve our situation, we thought about:

starting a separate GP company for the sector using a different logo … witch was rejected since we want all the information from all the sectors to be included in the same DB;
creating a separated set of client for the sector using a different logo … witch was rejected since we want all client to be unique;

Then, since all the sectors have specific SOP number series, we thought about adding a formula to the logo cell to display the logo conditionally to the SOP Number (by example, if the SOP number starts with “P5” use this logo). We did some research on our own without success:

We tried using a formula with a bookmark: { IF { REF SOP_NUMBER } = "D0001" "LogoA" "LogoB" }The formula work when used manually but not when GP uses it. To our understanding, the bookmark solution's not working since GP, when filling the template, seems to replace the entire cell where is the bookmark. The bookmark disappear when printing or emailing the invoice.
The referencing to a cell using the Excel type or referencing (example: C2) doesn’t work either. We’re not able to refer to a cell using its situation on the table. I don’t know why but … it’s not working! Maybe because our table is in the report header section.
We looked into the page number (provided from the GP native template) and it seem to use Word functions (numpages, page) that are reconfirmed when printing.

We have reached the point where we no longer seem to find new avenues to solve our problem.

We’d really appreciate the help.

Thx for reading/replying to this post

Have a nice day,

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Lyn Barr 1 on at

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It sounds like a single customer may buy from different sectors, and you only want a single customer to be set up. Therefore, using the Customer Class is not feasible. Is that correct?

If so, you could probably set up different DOCIDs for each sector, and then make a conditional field based on the DOCID value.

You would need to make sure your "standard" (Report Writer) version of the form works first, before applying it to your template.

David Musgrave has an excellent article on how to conditionally print logos: blogs.msdn.com/.../rw-conditional-logos-example.aspx

This should get you started. Good luck!

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Almas Mahfooz 11,009 User Group Leader on at

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>>> Since in GP 2013 only the blank forms can be used to email, we now have our "SOP Blank Invoice Form" and "SOP Blank History Invoice Form" printing and emailing.<<<

I don't think we can't email reports other than 'Blank Forms' through a report writer forms.

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Almas Mahfooz 11,009 User Group Leader on at

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I don't know why but this conditional logo thing didn't work for me.

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Victoria Yudin 22,769 on at

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Hi Olivier,

One option, if you're not opposed to 3rd party products, is to use our GP Reports Viewer (www.gpreportsviewer.com/GP-Reports-Viewer) to replace the GP reports with a Crystal or SSRS report. In Crystal or SSRS you can add all the logos you need into the same report and show/hide them using formulas. All the emailing would sill work as it does now, your customers would get PDF's of the invoices emailed to them.

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Community Member on at

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First, I'd like to thank everyone who took time to answer my post. Very appreciated!

We found solution to our problem without using companion software. The original problems were that we could refer to GP xml field because GP replace the entire cell when filling the Word template and the referring itself. To troubleshoot this, we had to create a field that Word would be able to refer after GP replaced the cell by the actual information. Also important, we finally understood that Word formulas can only refer to numbers (letters aren't supported ... to our experience).

To do so, we created two calculated fields in the RW :

We used "RW_left" to capture the firsts digits of the document number (letters and/or numbers) to get the information about the sequential numbers associated to the sector who needs a specific logo;

We created a conditional field witch translate the first digits from the precedent calculated field into 1 (true = if its in the sector sequential) or 0 (false = all the others sectors).

I included the second calculated field in the top left cell of my report header (in white font so it's not apparent) and wrote this formula in the cell where I want my logo to be display :

{ IF { = A1 } = 1 "pasted the specific sector logo" "pasted the other sectors logo" }

The formula work just fine. The formula consider the conditional field and display the logo accordingly. There is a down part to this though : the “Print to screen” now only shows the first page of the document. We have to select the next pages to see what's on it. Although, the pdf emails and actual print work just fine.

We found our way around it.

Many thanks to Lyn who pointed me in the right way! :¬)

Hope this might help someone in the futur.

Have a nice day,

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Community Member on at

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Thanks you for your suggestion! It's been evaluated but we finally found a way around it without 3rd party products.

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