Reportassignment

Owned by Eric Heuvelmann
Last updated: Jan. 11, 2011Version comment
5 min read

Report and Report assignment



Content
Report and Report assignment
Introduction
Basic Data Setup
Single Print documents
Printer setting days
Defining of reprint criteria
List documents
Link a report to a dialogue





Introduction


A Report is a separate file, developed in Crystal Report and independent of software development and new releases. Crystal Reports exists in different versions. The older version is CR 8.5 and the newer version is CR 12. In the future CR 8.5 will no longer supported



Basic Data Setup


Before starting it is necessary to make same settings.

Under System setting->Output Management->Print->Print parameter this settings have to be done.
Line 1 Report file folder: Define the path of network environment where the Report files are stored.
Line 2 Print always per person: This entry will no longer supported, because nowadays this setting will be done on booking code level or in the report itself
Line 3 'Booking with RQ service' message: If a RQ Service is in a booking and it is allowed to print following message appears AFTER printing.

Line 4 Supplier Voucher Address: Select which address from the 5 possible booking code assignments should be printed.
Line 5 Destination Agency voucher address: Select which address from the 5 possible booking code assignments should be printed.
Line 6 Print Supplier address on confirmation: Select which address from the 5 possible booking code assignments should be printed.
Line 7 Export Path for Internet Reports: Define a path, if your environment is able to print Reports (Invoice, Confirmation etc..). These Reports will be created and send to the here given address
Line 8 Print empty lists for bookings: While working with the old scheduler functionality via XML it is necessary to let print empty lists otherwise this kind of automation run into a stack
Line 9 Default setting for dialogue pax list:

Line 10 Print of voucher or ticket if service is cancelled. No print of those documents if status xx. Important for old automation process
Line 11 Print copy in batch print: Default for Batchprint dialog

Line 12 Check CR 8.5 reports on data:
The created SQL will execute before the report will executed.
If there is no result, the execution of the report will be stopped.
Is there a result, the report will apply. Slow processing, because the SQL will execute twice. (DaVinci + Report).


Line 13 Crystal Report SQL in temporary space:
If that flag is set, the executed SQL after open a report is in the clipboard and could be executed in the Query Analyzer.

Single Print documents





Right mouseclick open dialog booking document
Entry and recommendation Bewotec:

  • Name miscellaneous
  • PrinttypInvoice and Confirmation for Differentiation
  • PrintPro Booking
  • Recipient Invoice address
  • ToolbarCreating an icon in the toolbar
  • Valid for automationConfirmation/Invoice could run via Automation
  • Valid for single print Confirmation/Invoice could run via single print executed e.g. in Genesis


On the Tab Reports user find following settings

  • Report files Connection to the report via network link
  • Version12
  • Description Will created out of the report name and it is feasible to overwrite it
  • LanguageNot longer in use, because it is better to use one language dynamic report
  • TypeSingle
  • DB connectionConnection to database while working with the report store
  • StockLink a stock template to a report, then a number will count down for each print
  • Invoicetype Select all kind of invoices
  • Printer Setup a printer otherwise system will take default printer
  • Group Predefined set of computer (DNS or IP) which should use the same printer
  • Tray first page Choose the tray from the selected printer from where the first page will be taken
  • Tray next page Choose the tray from the selected printer from where the next page will be taken
  • OrientationSelect printer format, landscape or portrait
  • Page formatChoose paper size A4, A5 etc.
  • Output type Letter, Fax, Mail, unknown (only as info in print dialog, could be overruled)
  • Email A specific template could be selected
  • FormatSelect a format for the mail attachment the current setting is pdf
  • Archive Define if a report should only archived, only output or both.
  • FormatDefine in which file type the report should be archived
  • TypeKind of archiving. As a file on a file server, as a binary string in the report store or both
  • UpdateShould the new file overwrite the older one, never overwrite or overwrite after a request (not recommended).





With the button "Archivtexte" you can enter the options for archiving. This button is moved from report assignment here.

Printer setting days





In the tab "Printer setting days" you can define for which bookings the print date will be set and on what date. This date is just a filter possibility in the automated prints. When something should be printed on another date it is always possible.

In the field "Inkassoart" user can select the print date regarding to the collection type of the booking. The possible values are "Reisebüro" or "Veranstalter".
With the Checkbox "Last Minute" user can select if the booking is a Last Minute Booking or not.
With the field "Land" user can select for which client country the rule should be valid.
With the field "Tage nach Buchung" user define how much days after booking the print date should be set.
With the field "Tage vor Abreise" user define how many days before departure the print date should be set. If both are filled the lowest print date will be taken.

Defining of reprint criteria




In general it is possible to print always a new document or print a document only once.
As a third possibility user can define the criteria if a document should be reprinted.
Example: if a flight service is added, if a passenger is changed etc.





List documents


In difference to the single print documents, lists will be assigned in a dialog called report files.

The entries in the tree view are synonyms for selection dialogs. Standard lists are especially developed for specific dialogues.

The most used dialogs:

  1. Booking-List



The different types (booking list departure, booking list booking, etc.) define the default in selection 1

  1. Roominglist





  1. Allotment Request List




  1. Booking List Participants





Link a report to a dialogue


Next important step is to link a report to a dialogue

First step is to activate the workarea Statistic – Reports – Assignement

In that tree view the user is able to setup new folder, subfolder and the complete structure like in the Explorer.

Right mouse click open a context menu and it is possible to create a new entry.

Name of the list
Description of the list (not mandatory)
Dialog: Select the dialog, where the report is link to.

XML Script: In selection dialogs where user is able to generate a XML of the selection criteria, like in booking list, this XML could link to the properties and the dialog will always open with that preselection (not mandatory)

Report: In that dropdown user find a list of the description of the attached Reports




With a double click or with the right mouse click of one item user can open the selection dialog


After fill in the selection criteria the list could be print out, send by mail or open as preview