New Invoice Format

Solomon 6.5

We are trying to add a new Invoice format to our accounts receivable module. 
 Does anyone know how to do that.  I've done updates to some crystal reports 
and I'm familiar with where the reports need to be.  But, every screen we go 
into that looks like we can add a new format is all greyed out.  I'm always 
logged in as SYSADMIN too.  

Thanks,

Hello Justin,
The only way to add a new report format to any report is in Utility, Report 
Control Maintenance.  Is that where you are going?
-- 
Laura Barber


"Justin Jones" wrote:

> Solomon 6.5
> 
> We are trying to add a new Invoice format to our accounts receivable
module. 
>  Does anyone know how to do that.  I've done updates to some crystal
reports 
> and I'm familiar with where the reports need to be.  But, every screen we
go 
> into that looks like we can add a new format is all greyed out.  I'm always

> logged in as SYSADMIN too.  
> 
> Thanks,
> 

It seems like that would only add a different option to the report.  Where 
you can have up to 7 different Formats.  But, we want to add a whole Report 
so that when we go to the Invoice Format Maintenace we can select that format 
for the invoice.  

Is this something that can be done in the Utility/Report Control Maintenance 
screen?

"Laura Barber" wrote:

> Hello Justin,
> The only way to add a new report format to any report is in Utility, Report

> Control Maintenance.  Is that where you are going?
> -- 
> Laura Barber
> 
> 
> "Justin Jones" wrote:
> 
> > Solomon 6.5
> > 
> > We are trying to add a new Invoice format to our accounts receivable
module. 
> >  Does anyone know how to do that.  I've done updates to some crystal
reports 
> > and I'm familiar with where the reports need to be.  But, every screen
we go 
> > into that looks like we can add a new format is all greyed out.  I'm
always 
> > logged in as SYSADMIN too.  
> > 
> > Thanks,
> > 

If I go to Code Type Maintenance and type to code value in I find that this 
invoice format is in the Category as "System Maintained".  So, when I
go to 
the Code File Maintenance screen and pull up the invoice format code 
everything is greyed out.  

I was wondering if I temporarily switch this Category to User Maintained in 
the Code Type Maintenance.  Then go to Code File Maintenance and add a new 
format with a new crystal report then go back and switch the Category back to 
System Maintained.  

Can this cause any problems?  Or does anyone know if there is a better way 
to do this?

Thanks,

Justin Jones

"Justin Jones" wrote:

> It seems like that would only add a different option to the report.  Where

> you can have up to 7 different Formats.  But, we want to add a whole Report

> so that when we go to the Invoice Format Maintenace we can select that
format 
> for the invoice.  
> 
> Is this something that can be done in the Utility/Report Control
Maintenance 
> screen?
> 
> "Laura Barber" wrote:
> 
> > Hello Justin,
> > The only way to add a new report format to any report is in Utility,
Report 
> > Control Maintenance.  Is that where you are going?
> > -- 
> > Laura Barber
> > 
> > 
> > "Justin Jones" wrote:
> > 
> > > Solomon 6.5
> > > 
> > > We are trying to add a new Invoice format to our accounts
receivable module. 
> > >  Does anyone know how to do that.  I've done updates to some
crystal reports 
> > > and I'm familiar with where the reports need to be.  But, every
screen we go 
> > > into that looks like we can add a new format is all greyed out. 
I'm always 
> > > logged in as SYSADMIN too.  
> > > 
> > > Thanks,
> > > 

Hi,
I thought you were just adding a new format to an existing report.  I also 
know how to add new reports to the menu.  However you are talking about 
projects invoices, and I am not up-to-date with that screen/process so 
another person will need to chime in here.  Sorry I could not help!  You may 
want to post a new question and include the details from your last post.
-- 
Laura Barber


"Justin Jones" wrote:

> If I go to Code Type Maintenance and type to code value in I find that this

> invoice format is in the Category as "System Maintained".  So,
when I go to 
> the Code File Maintenance screen and pull up the invoice format code 
> everything is greyed out.  
> 
> I was wondering if I temporarily switch this Category to User Maintained in

> the Code Type Maintenance.  Then go to Code File Maintenance and add a new

> format with a new crystal report then go back and switch the Category back
to 
> System Maintained.  
> 
> Can this cause any problems?  Or does anyone know if there is a better way

> to do this?
> 
> Thanks,
> 
> Justin Jones
> 
> "Justin Jones" wrote:
> 
> > It seems like that would only add a different option to the report. 
Where 
> > you can have up to 7 different Formats.  But, we want to add a whole
Report 
> > so that when we go to the Invoice Format Maintenace we can select that
format 
> > for the invoice.  
> > 
> > Is this something that can be done in the Utility/Report Control
Maintenance 
> > screen?
> > 
> > "Laura Barber" wrote:
> > 
> > > Hello Justin,
> > > The only way to add a new report format to any report is in
Utility, Report 
> > > Control Maintenance.  Is that where you are going?
> > > -- 
> > > Laura Barber
> > > 
> > > 
> > > "Justin Jones" wrote:
> > > 
> > > > Solomon 6.5
> > > > 
> > > > We are trying to add a new Invoice format to our accounts
receivable module. 
> > > >  Does anyone know how to do that.  I've done updates to some
crystal reports 
> > > > and I'm familiar with where the reports need to be.  But,
every screen we go 
> > > > into that looks like we can add a new format is all greyed
out.  I'm always 
> > > > logged in as SYSADMIN too.  
> > > > 
> > > > Thanks,
> > > >