Copy Form Codes and Report Settings

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Overview

Use this procedure to copy the Crystal .RPT file from one form code or report setting to another form code or report setting.

Note This procedure applies only to some modules.

Use one of the following methods:

To copy a form code

To copy a report setting

To copy a form code

Select Library Master Setup menu > Report Manager.

Select a form and click the Maintain button. For more information, see Report Manager - Fields.

Note If form codes or report settings have not been added to the Maintain window, the Add New Format window appears when you click the Maintain button in the Report Manager window. For more information, see Add New Format.

Select the form code from which to copy and click the Copy button. For more information, see Maintain - Fields.

Perform one of the following:

In the Form Code (Copy To) field, enter the form code to which to copy the .RPT files.

Select the All Codes check box to copy the .RPT files to all form codes available for the selected form task.

For more information, see Copy - Fields.

If a form code is selected, the Description (Copy To) field displays the form code description, and can only be viewed. If the All Codes check box is selected, enter a description for the set of codes.

The Company Code (Copy To) field displays the company code in which the selected Copy To form code was created. Perform one of the following:

Keep the company code selected in the Company Code field.

In the Company Code field, enter a different company code to copy to.

Select the All Companies check box to copy the .RPT files to the form code for all company codes.

Note To use the form code in company codes other than the one it was created in, the form code must first be created in that company.

Click Proceed. If the Copy To form code already exists, click Yes to overwrite existing .RPT files.

The .RPT files are copied to the selected form code(s) or report setting(s).

To copy a report setting

Select Library Master Setup menu > Report Manager.

Select a report task and click the Maintain button. For more information, see Report Manager - Fields.

Note If form codes or report settings have not been added to the Maintain window, the Add New Format window appears when you click the Maintain button in the Report Manager window. For more information, see Add New Format.

Select a report setting from which to copy and click the Copy button. For more information, see Maintain – Fields.

Perform one of the following:

In the Report Setting (Copy To) field, enter the report setting to which to copy the .RPT files.

Select the All Settings check box to copy the .RPT files to all report settings available for the selected report task.

For more information, see Copy – Fields.

If a report setting is selected, the Description (Copy To) field displays the report setting description, and can only be viewed. If the All Settings check box is selected, enter a description for the set of settings.

The Company Code (Copy To) field displays the company code in which the selected Copy To report setting was created. Perform one of the following:

Keep the company code selected in the Company Code field.

In the Company Code field, enter a different company code to copy to.

Select the All Companies check box to copy the .RPT files to the report setting for all company codes.

Note To use the report setting in company codes other than the one it was created in, the report setting must first be created in that company.

Click Proceed. If the Copy To report setting already exists, click Yes to overwrite existing .RPT files.

The .RPT files are copied to the selected form code(s) or report setting(s).