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Notes on Invoice

Microsoft Dynamics SL Forum

griff asked a question on 24 Apr 2019 1:38 PM

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How do I add note fields to an Invoice

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Carolyn Froton responded on 25 Apr 2019 10:33 AM
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Suggested Answer

Griff,

The process to add SNotes to a Crystal Report is covered in KB 847735 "How to add the SNOTES table to a report in Crystal Reports for use with Microsoft Dynamics SL". This KB does not appear to be available for download from Partner Source nor from Customer Source. This is not due to its applicability but rather is a consequence of efforts made to streamline the KB archives and this may have been an unintended casualty of that process.

There is a concern to be realized if this KB is being followed to add the SNotes to a report while using SL 2018. Since SL 2018 does not come with a separate Crystal Reports installation like prior versions of SL offerred, the ability to Customize a report in Crystal Reports to add the SNotes table will require some version of Crystal Reports to made such an edit. We have no guidance form Microsoft which versions of Crystal Reports will be compatible with the Runtime versions of Crystal Reports files that are installed with SL 2018 and are installed to allow the printing of all your Standard-Issue SL reports. The support we in the Microsoft Dynamics SL Support team can offer for customizing reports while using SL 2018 is therefore limited.

I paste here the text of that KB:

How to add the SNOTES table to a report in Crystal Reports for use with Microsoft Dynamics SL

View products that this article applies to.

Article ID : 847735

First Published: : 1/3/2002

Last Revised: : 12/28/2014

Revision : 5.0

Modification Type : Major

Language Locale : en-us

Article Status : Published Externally

Confidentiality : Public

INTRODUCTION

This article describes how to add the SNOTES table to a report in Crystal Reports for use with Microsoft Dynamics SL, Microsoft Business Solutions - Solomon, and Microsoft Great Plains Solomon IV.

MORE INFORMATION

How to add notes to a report in Crystal Reports for Microsoft Dynamics SL 6.5 and later versions

1. Open the Microsoft Dynamics SL report that SNOTES is to be added to in Crystal Reports.

2. Right-click the Details section, and then click Insert Section Below .

Note The Details b section was added.

3. Right-click the Details b section, and then click Section Expert .

4. With the Details b section highlighted, click the icon to the right of Suppress (no drill down) .

5. In the Format Formula Editor window, type the following formula.

if RIParam("NotesOn")="1" then False else TRUE

6. Verify the accuracy of the formula, click Save , and then click OK .

7. Click OK to close the Selection Expert dialog box.

8. On the Database menu, click Database Expert .

9. Expand Create New Connection , and then expand ODBC (RDO) .

10. Locate and then select the correct Microsoft Dynamics SL application database, and then click Next .

11. Type your credentials to log in to SQL Server, and then click Finish .

12. In the Data Expert dialog box, right-click the Microsoft Dynamics SL application database, and then click Options .

13. Click to clear the Stored Procedures check box, and then click OK to close the Options dialog box.

14. Expand database connection , expand database , expand dbo , and then expand Tables .

15. Locate and then select the SNOTES table, and then add it to the Selected Tables list.

16. Click the Links tab, locate the SNOTES table, and then delete the current link that links the SNOTES table on the TStamp field.

17. Create a new link from the NoteID field in the appropriate table (for example, ARDOC or APDOC) to the nID field in the SNOTES table.

Note It is important to go from the existing table to the SNOTES table to prevent errors when you try to print the report.

18. Right-click the link, and then click Link Options .

19. Specify the following settings:

• Join Type : Left Outer Join

• Enforce Join : Not enforced

• Link Type : =

20. Click OK to close the Link Options dialog box.

21. Click OK to close the Database Expert dialog box.

22. In the Field Explorer dialog box, expand Database fields , and then expand sNote .

23. Drag the sNoteText field, and drop it in the Details b section.

Note You can add a label to describe the text box.

24. On the Database menu, click Select Distinct Records to turn off the option.

25. On the Database menu, click Set DataSource Location .

26. Save the new report in the Usr_Rpts folder.

When you try to print the report in Microsoft Dynamics SL, you notice the Print Notes check box is now enabled.

How to add notes to a report by using Crystal Reports for Microsoft Business Solutions - Solomon 6.0 and earlier versions

1. Open the Solomon report that SNOTES is to be added to in Crystal Reports.

2. Right-click the Details section, and then click Insert Section Below .

Note The Details b section was added.

3. Right-click the Details b section, and then click Format Section .

4. With the Details b section highlighted, click the icon to the right of Suppress (no drill down) .

5. In Format Formula Editor window, type the following formula.

if RIParam("NotesOn")="1" then False else TRUE

6. Verify the accuracy of the formula, click Save , and then click OK .

7. On the Database menu, click Add Database to Report .

8. Double-click ODBC , locate and then double-click the correct Application database.

9. On the Data Explore dialog box, locate the SNOTES table.

10. Highlight the SNOTES table, click ADD , and then close the dialog box.

Note The Visual Linking Expert window appears.

11. Locate the SNOTES table, and then delete the current link that links the SNOTES table on the TStamp field.

12. Create a new link from the NoteID field in the appropriate table (for example, ARDOC or APDOC) to the nID field in the SNOTES table.

Note Make sure that you move from the existing table to the SNOTES table to prevent errors when you try to print the report.

13. On the Insert menu, click Field Object .

14. In the Field Explorer dialog box, double-click Database Fields , and then double-click SNOTE .

15. Double-click sNoteText , and then put the new field in the Details b section.

Note You can add a label to describe the text box.

16. On the Database menu, click Set Location .

17. Select the first field in the list, and then click Set Location .

18. Expand the ODBC folder, and then select the Application database that you used in step 8.

19. Double-click the Application database name, and then double-click the table that has the same name as the field. For example, if the field in the list shows 'snote', select the dbo.snote table from the list.

20. Click Set .

21. In the message box, click Yes .

22. Repeat steps 18 through 22 for each field in the Set Location list.

Note Make sure that you assign the same database name to each field.

23. Click Done when it is completed.

Note You receive the following message:

The database file 'snote' has changed. Proceeding to fix up the report!

24. Click OK .

25. On the Database menu, click Visual Linking Expert .

26. Locate the link that you created in step 12.

27. Right-click the link, and then click Options .

28. In the SQL Join Type section, select Left Outer [=(+), *=] , and then click OK .

29. Click OK to close the Visual Linking Expert dialog box.

30. Save the new report in the Usr_Rpts folder.

When you try to print the report in Microsoft Business Solutions - Solomon, you notice the Print Notes check box is now enabled.

________________________________________

APPLIES TO

• Accounts Payable

• Accounts Receivable

Best Regards,

Kevin MacDonald

Microsoft Dynamics SL Support

Financial Support Team

Reply
Carolyn Froton responded on 25 Apr 2019 10:33 AM
My Badges
Suggested Answer

Griff,

The process to add SNotes to a Crystal Report is covered in KB 847735 "How to add the SNOTES table to a report in Crystal Reports for use with Microsoft Dynamics SL". This KB does not appear to be available for download from Partner Source nor from Customer Source. This is not due to its applicability but rather is a consequence of efforts made to streamline the KB archives and this may have been an unintended casualty of that process.

There is a concern to be realized if this KB is being followed to add the SNotes to a report while using SL 2018. Since SL 2018 does not come with a separate Crystal Reports installation like prior versions of SL offerred, the ability to Customize a report in Crystal Reports to add the SNotes table will require some version of Crystal Reports to made such an edit. We have no guidance form Microsoft which versions of Crystal Reports will be compatible with the Runtime versions of Crystal Reports files that are installed with SL 2018 and are installed to allow the printing of all your Standard-Issue SL reports. The support we in the Microsoft Dynamics SL Support team can offer for customizing reports while using SL 2018 is therefore limited.

I paste here the text of that KB:

How to add the SNOTES table to a report in Crystal Reports for use with Microsoft Dynamics SL

View products that this article applies to.

Article ID : 847735

First Published: : 1/3/2002

Last Revised: : 12/28/2014

Revision : 5.0

Modification Type : Major

Language Locale : en-us

Article Status : Published Externally

Confidentiality : Public

INTRODUCTION

This article describes how to add the SNOTES table to a report in Crystal Reports for use with Microsoft Dynamics SL, Microsoft Business Solutions - Solomon, and Microsoft Great Plains Solomon IV.

MORE INFORMATION

How to add notes to a report in Crystal Reports for Microsoft Dynamics SL 6.5 and later versions

1. Open the Microsoft Dynamics SL report that SNOTES is to be added to in Crystal Reports.

2. Right-click the Details section, and then click Insert Section Below .

Note The Details b section was added.

3. Right-click the Details b section, and then click Section Expert .

4. With the Details b section highlighted, click the icon to the right of Suppress (no drill down) .

5. In the Format Formula Editor window, type the following formula.

if RIParam("NotesOn")="1" then False else TRUE

6. Verify the accuracy of the formula, click Save , and then click OK .

7. Click OK to close the Selection Expert dialog box.

8. On the Database menu, click Database Expert .

9. Expand Create New Connection , and then expand ODBC (RDO) .

10. Locate and then select the correct Microsoft Dynamics SL application database, and then click Next .

11. Type your credentials to log in to SQL Server, and then click Finish .

12. In the Data Expert dialog box, right-click the Microsoft Dynamics SL application database, and then click Options .

13. Click to clear the Stored Procedures check box, and then click OK to close the Options dialog box.

14. Expand database connection , expand database , expand dbo , and then expand Tables .

15. Locate and then select the SNOTES table, and then add it to the Selected Tables list.

16. Click the Links tab, locate the SNOTES table, and then delete the current link that links the SNOTES table on the TStamp field.

17. Create a new link from the NoteID field in the appropriate table (for example, ARDOC or APDOC) to the nID field in the SNOTES table.

Note It is important to go from the existing table to the SNOTES table to prevent errors when you try to print the report.

18. Right-click the link, and then click Link Options .

19. Specify the following settings:

• Join Type : Left Outer Join

• Enforce Join : Not enforced

• Link Type : =

20. Click OK to close the Link Options dialog box.

21. Click OK to close the Database Expert dialog box.

22. In the Field Explorer dialog box, expand Database fields , and then expand sNote .

23. Drag the sNoteText field, and drop it in the Details b section.

Note You can add a label to describe the text box.

24. On the Database menu, click Select Distinct Records to turn off the option.

25. On the Database menu, click Set DataSource Location .

26. Save the new report in the Usr_Rpts folder.

When you try to print the report in Microsoft Dynamics SL, you notice the Print Notes check box is now enabled.

How to add notes to a report by using Crystal Reports for Microsoft Business Solutions - Solomon 6.0 and earlier versions

1. Open the Solomon report that SNOTES is to be added to in Crystal Reports.

2. Right-click the Details section, and then click Insert Section Below .

Note The Details b section was added.

3. Right-click the Details b section, and then click Format Section .

4. With the Details b section highlighted, click the icon to the right of Suppress (no drill down) .

5. In Format Formula Editor window, type the following formula.

if RIParam("NotesOn")="1" then False else TRUE

6. Verify the accuracy of the formula, click Save , and then click OK .

7. On the Database menu, click Add Database to Report .

8. Double-click ODBC , locate and then double-click the correct Application database.

9. On the Data Explore dialog box, locate the SNOTES table.

10. Highlight the SNOTES table, click ADD , and then close the dialog box.

Note The Visual Linking Expert window appears.

11. Locate the SNOTES table, and then delete the current link that links the SNOTES table on the TStamp field.

12. Create a new link from the NoteID field in the appropriate table (for example, ARDOC or APDOC) to the nID field in the SNOTES table.

Note Make sure that you move from the existing table to the SNOTES table to prevent errors when you try to print the report.

13. On the Insert menu, click Field Object .

14. In the Field Explorer dialog box, double-click Database Fields , and then double-click SNOTE .

15. Double-click sNoteText , and then put the new field in the Details b section.

Note You can add a label to describe the text box.

16. On the Database menu, click Set Location .

17. Select the first field in the list, and then click Set Location .

18. Expand the ODBC folder, and then select the Application database that you used in step 8.

19. Double-click the Application database name, and then double-click the table that has the same name as the field. For example, if the field in the list shows 'snote', select the dbo.snote table from the list.

20. Click Set .

21. In the message box, click Yes .

22. Repeat steps 18 through 22 for each field in the Set Location list.

Note Make sure that you assign the same database name to each field.

23. Click Done when it is completed.

Note You receive the following message:

The database file 'snote' has changed. Proceeding to fix up the report!

24. Click OK .

25. On the Database menu, click Visual Linking Expert .

26. Locate the link that you created in step 12.

27. Right-click the link, and then click Options .

28. In the SQL Join Type section, select Left Outer [=(+), *=] , and then click OK .

29. Click OK to close the Visual Linking Expert dialog box.

30. Save the new report in the Usr_Rpts folder.

When you try to print the report in Microsoft Business Solutions - Solomon, you notice the Print Notes check box is now enabled.

________________________________________

APPLIES TO

• Accounts Payable

• Accounts Receivable

Best Regards,

Kevin MacDonald

Microsoft Dynamics SL Support

Financial Support Team

Reply

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