Lollipop   

Welcome to PcCare.com

How to modify and print an Epicor 9 report using Crystal Reports 2008


1) Create a new Epicor 9 report data definition by copying an existing one. Epicor->system management->company maintenance->Report Data Definition->Code->Report to be updated->Action->Duplicate report->Report Labels->New Label->Label Name->LTest

LTest label in Report Data Definitions

2) Set the New Report data definition type to crystal. Report Data Maintenance->Detail->Report Type->Crystal. Add a new Label field under Report Labels (for demonstration purposes only), give it a Label Name->LTest and Label Value->Test.

Image of New report with report type defined as crytal

3) Find existing Report Styles for the original Report Definition. Epicor->System Management->Company Maintenance->Report Style->Report Id->Search->Original Report Definition (see image above, field Duplicate of)
4) Display original Report style and Report Data Definition

Image of existing report style

5) Add a new Report style based on the new Report Data Definitions->File->New->New Report Style->Description->"any"->Report Type->Crystal->Report Data Definition->"Report Data Definition created above"->Report Location->use same location as image directly above->Reports->RcvLabel.rpt

Image of existing report style

6) Print newly created report style using normal operations. For this report style->Epicor->Material Management->General Operations->Receipt entry->Summary->packing slip, or po->Search->Actions->Print Labels->Report Style->New style created in last step.

Image of existing report style



Image of existing report

7) A new ADO.net (xml) file should now be available on Epicor's server under directory \\epicor\EpicorData, it's subdirectory name matches users Epicor login id. In this case I signed on with userid MarkN, so our new ado.net files is in \\epicor\EpicorData\Reports\MarkN. Sort the xml files in date time order to find the most recent. "Receipt Labels01010.XML" is our new ADO.net definition. The filename itself can be somewhat confusing, the "Report Labels" prefix originated from the BASE reports Report Data Definition, not the newly created Report Data Definition. In our case, the BASE report description is "Receipt Labels" and our ADO.net files "Receipt Labels01010.XML". You might have expected the ADO.net files to be named "Receipt Labels AAC01010.xml" to match our new Report Data Definition named "RcvLabelAAC" with description "Receipt Labels AAC". It doesn't, but matches our new report's Base Report Data Definition "Description". If you're unable find ado.net xml files, search the entire Epicor server's disk drives for .xml files.

Image of existing report

8) Search the entire Epicor server for filelnames with .xml extentions if having difficulty finding ado.net file.
Start Crystal Reports->Open existing report used to view the original Report Data Definition. It's usually named the same as the original data definition.
Crystal->Open->\\epicor\Epicor905\Server\reports\RcvLabel.rpt
9) Note, the Report directory is different from the ado.net (xml) directory. Once opened, Save the existing report to different folder and give it a new filename.
Crystal->Save As->\\epicor\Epicor905\Server\reports\CustomReports\RcvLabelAAC.rpt
10) Note the additional "CustomReports" subdirectory. Custom reports should be saved in a location different from Epicor's default reports.
Open Field explorer to determine whether the Report Label (LTest) created in step 2 above. Crystal->View->Field Explorer->RptLabels

List of Report Labels

11) It is not, since we haven't associated our new report with our ADO.net file containing report label LTest.
Crystal->Database->Set Datasource location->Replace with->Create New Connection->File Path->\\epicor\EpicorData\Reports\MarkN\Receipt Labels01009.XML (see step 7 above)->Update.

12) Once Update competes, Select Report Data Source in above "Currernt Data Source" section->Open Properties-> You should see a file path with our new ado.net file Receipt Labels01009.XML.

13) Close "Set Data Source Location" dialog. Crystal->View->Field Explorer->Select Database Fields->Right Click->Refresh. LTest Report Label is now visible, drop and drag it onto the report and save.

List of Report Labels

Sample Epicor RcvLabel Crystal Report containing barcodes

DISCLAIMER: It is assumed that users are familiar with the operating system they are using and comfortable with making the suggested changes. PcCare.com will not be held responsible if changes you make cause a system failure.

Please review our Terms of Service and Privacy statement before initiating service or using this site. Microsoft® and the Office logo are trademarks or registered trademarks of Microsoft Corporation in the United States and/or other countries. PcCare Site Map. About Us

PcCare.com is owned and operated by TechnoChill Inc.