TABLE OF CONTENTS

• End Result
• Method
• Considerations

Summary

Debtor Statement reports that are to be emailed or stored as PDF, require a special field to be set up within the crystal report design

End Result

Reports will be able to be stored as PDF or emailed. 

Method

Locating the report

If you don't know the report code of the statement report being used, open Synergetic, go to System - Finance Config, Debtors tab - Page 3 and then refer to the Statement Report Suffix field at the top. The Crystal Report file will be DebSt + whatever is in this field. For example, if the field contains ABC the report name will be DebStABC.rpt. The report will probably be found within the Reports\Site folder of Synergetic on the server.

If you are using a standard Synergetic version of the report (ie the report is not a custom version in the Site folder), you can contact Synergetic Support to obtain an updated version of the standard report.

Modify the report

1. Open the report in Crystal Reports, and look in the Field Explorer for a field called HiddenDelimiter. If you cannot see this field, you need to use the Crystal menu option Database - Verify Database to force Crystal to refresh its list of available fields. When the report prompts for a parameter value for @TestFlag, set this to True.

2. Once you have located the field in the list of available options, add the field in to the top most visible (non-suppressed) Group Header section for the RecipientSeq group (usually Group 5).
*NOTE* Make sure the section being used is not conditionally suppressed either, as this could cause the delimiter to not show on occasion. It should be in a section which always shows (you may need to make a new section to accommodate this).
You should also ensure that the Group is not set to Repeat on each page (check this via right click on the Group name, choose Change Group, and on the options tab make sure the 'Repeat Group Header on Each Page' checkbox is unticked. If this needs to be ticked other arrangements must be made and you should contact Synergetic Support for assistance.

3. Make the field height as small as possible so it does not change the height of your section (this is important for preserving report layout formatting).

4. Make the field width as large as possible (at least a third of the entire page width is recommended).

5. Right click the field, choose Format Field, then ensure that the field adheres strictly to the following rules:
- Suppress - unticked
- Can Grow - ticked
- Font size - smallest value possible (ie set to value of 1)
- Font colour - White

Also ensure there are no conditional formulas on any of these format options (ie the 'X+2' button next to each option should have blue text rather than red, with no contents in the formula editor when you click the button).

6. Save the updated report into your Site folder (if not already located there).

The report should now be ready to use within Synergetic.

Considerations

Ensure you are using a login with SQL authentication rather than windows authentication as this can cause problems for reports executed via Synergetic. If you encounter messages that the stored procedure is not able to be found, check that the login you are using is a member of the zSynergeticCrystalReports group or has permissions to see the stored procedure mentioned in the report. Alternatively you can use the zCrystal login (if it exists and you know the password) as this is the SQL login used by Synergetic to run reports and will have required permissions.