Adding a new Project Invoice Format

Solomon Dynamics 6.5

Below you will see some posts that I made under a different question.  I was 
wondering if anyone knows how to add a new project Invoice Format to Solomon.
Below I have a proposed way but I'm not sure if it is safe.

> 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,
> > > > 

Go to Invoice Format Maintenance Screen (Flex Billing Module) hit F1.

Rohtash Kapoor
http://www.MicrosoftDynamicsForums.com



"Justin Jones" <JustinJones@discussions.microsoft.com> wrote in
message 
news:84E51DA1-2B73-4D22-A7BC-0A85E706DA8D@microsoft.com...
> Solomon Dynamics 6.5
>
> Below you will see some posts that I made under a different question.  I 
> was
> wondering if anyone knows how to add a new project Invoice Format to 
> Solomon.
> Below I have a proposed way but I'm not sure if it is safe.
>
>> 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,
>> > > >
>> > > > Jusitn Jones 

So, to create a new Invoice Format for a project you need to go to Flexible 
Billings then Invoice Format Maintenance.  From here you type the name of the 
new Invoice format you want to use link up the crystal report for it then 
click save.  This creates the new format.

"Rohtash Kapoor" wrote:

> Go to Invoice Format Maintenance Screen (Flex Billing Module) hit F1.
> 
> Rohtash Kapoor
> http://www.MicrosoftDynamicsForums.com
> 
> 
> 
> "Justin Jones" <JustinJones@discussions.microsoft.com>
wrote in message 
> news:84E51DA1-2B73-4D22-A7BC-0A85E706DA8D@microsoft.com...
> > Solomon Dynamics 6.5
> >
> > Below you will see some posts that I made under a different question. 
I 
> > was
> > wondering if anyone knows how to add a new project Invoice Format to 
> > Solomon.
> > Below I have a proposed way but I'm not sure if it is safe.
> >
> >> 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,
> >> > > >
> >> > > > Jusitn Jones 
> 
>