Create one report that has the ability to run for multiple companies without any additional setup

By | January 18, 2017

To create a report which works with any Sage 300 Company database, Crystal Reports needs a method to determine the path of the data needed in the report. Fortunately, Sage 300 automatically passes this information to the report if 3 parameters are added to the report. These parameters are CMPNAME, PATH and EXT. The parameters must be in uppercase and spelled exactly the same. To add parameters:

New Stuff: XAPI Session from Web Service in Sage 300 ERP

1. Click the View pull down menu and select “field Explorer.”
Crystal report - Field explorer2. Expand the section titled “Parameters.” Click on “New” Icon.
Parameter field add3. Type in the parameter name “CMPNAME”. Make sure the type is a string, and a discrete value is checked. Click “OK”
Create new parameter4. Repeat for the remaining parameters “PATH” and “EXT”.
Create new parameter with name pathCreate parameter with FXT Name5. Save the report.
6. Open Sage 300 and select a folder (either existing or new custom folder), right click and select “new report”.
New Report7. Enter a name for the report and then browse the path of the report. Click “OK.”
report setup runSet Path to save crystal report setup8. Double click the newly created icon to open the report.
Generated report with some text9. Print the same report from another company.
Report with text
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