Add a User-Defined Field (UDF) to a Crystal Report

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You can add user-defined fields (UDFs) to graphical forms and custom reports using Crystal Designer. All UDFs are accessible in Crystal Designer; this allows you to incorporate UDFs in custom reports.

For some modules, you can add UDFs to all reports, journals, and registers, in addition to graphical forms and custom reports.

Note For information on creating UDFs, see Create a User-Defined Field (UDF).

 

To add an existing UDF to a Crystal report

Note This procedure assumes that the UDF has already been created.

  1. Select Custom Office Main menu > User-Defined Field and Table Maintenance.

  2. Select the module and add the UDF to the work table for the report. For example, if you are adding a UDF in the GL Account Master table to the Chart of Accounts report, the UDF must be added to the GL Chart of Accounts work table. Use the following steps to add the UDF to the report work table:

  1. Select the report work table to which you are adding the UDF, and click the Edit Fields button.

  2. In the User-Defined Fields window, click the Add button.

  3. In the Add Field window, in the Field Name field, type the name of the existing UDF. At the Description field, type the description. For more information, see Add Field - Fields.

  4. In the Data Source field, select the table that contains the UDF to add to the report work table.

  5. In the Column field, select the UDF to add to the report work table. Click OK.

  6. In the Edit Field window, enter a description and caption if necessary, and click OK. For more information, see Add Field/Edit Field - Fields.

  7. In the User-Defined Fields window, click OK. A message appears asking if you want to begin the update process. Click OK.

  1. Start Crystal Designer. Select File menu > Open, and select the report file to which you will add the UDF. All standard reports are located in the Sage 100 Reports folder.

  2. Select Database menu > Verify Database.

  3. In the Sage 100 Database Signon window, select the company and user codes for the report. Click OK. A message appears indicating that the database has changed. Click OK.

  4. Select Insert menu > Field Object.

  5. In the Field Explorer window, select Database Fields, and then select the report work table the UDF is located in. In the work table, select the UDF you are adding.

  6. Drag and drop the UDF to the appropriate location on the report.

  7. Close the Field Explorer window and save your report changes.

The UDF is added to the report. You can enter ranges of UDF data to print in the Selections grid of any applicable report window.