The methods used to attach report files to the various buttons within Eralis Job have not changed. The only difference in this version is that the system will now look at the extension of the report file which will determine which report viewer the system will use. Where a report file ends with the extension .RTM, the system will use the Enprise Report Viewer while a report file ending with the extension .RPT will trigger the system to use the Crystal Report viewer.
Eralis Job Forms
Report files relating to forms such as the invoice layouts, etc., which are configured under the Administration > System Initialization > Job Costing > Form tab, need to be saved in the directory indicated in the Eralis Job setup, and the name of the file added to the relevant category.
When creating the forms below, a parameter called Current needs to be created within the Crystal Report which is then linked to the source identity field for the specific document type. When the report file is then launched from the relevant button, Eralis Job will automatically populate the current parameter with the identity reference of the specific document so that the user does not have to select this option from the selection parameter screen.
User Defined Buttons
An option exists in the setup of user fields associated with Eralis Job to create a button which can then launch a report, website or application. When the option is selected to launch a report, the user is required to identify where the required report file is located. Again, based on the extension of the report file, the system will determine whether to use the Enprise Report Viewer or the Crystal Report Viewer.
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