VSPrint Manual

113 Pages·2014·3.24 MB·English

by  Annika Andersson

API PRO - Crystal Reports
Manual
API Maintenance Systems A/S
Roskildevej 342 B, st.
DK-2630 Taastrup
Denmark
Tel. [phone]
Fax. [phone]

Web: www.apipro.com

Manual Revision: 12th February 2014
Product Version: API PRO 8
Language: English
Contents
1 ABOUT THE MANUAL ................................................................................................................................................... 1
2 INTRODUCTION ............................................................................................................................................................. 2
2.1 WHEN API PRO DATABASE CHANGES .............................................................................................................................. 3
2.2 WHEN CHANGING THE XML FILE ..................................................................................................................................... 3
2.2.1 When adding new tables ......................................................................................................................................... 3
2.2.2 When removing tables ............................................................................................................................................ 3
2.2.3 Changing table names ............................................................................................................................................ 3
2.2.4 Adding fields to an existing table ............................................................................................................................ 3
2.2.5 Changing field name in an existing table ................................................................................................................ 4
2.2.6 Logical fields in XML-based reports ....................................................................................................................... 5
3 INSTALLATION .............................................................................................................................................................. 6
4 GENERAL LAYOUT ....................................................................................................................................................... 9
4.1 SECTIONS ........................................................................................................................................................................ 9
4.1.1 Sections expert ....................................................................................................................................................... 9
4.2 SUB REPORTS .................................................................................................................................................................. 9
4.3 INSERTING PICTURES...................................................................................................................................................... 10
4.4 STANDARD TEMPLATE CRSTD5COL.RPT .......................................................................................................................... 10
4.4.1 Table structure .................................................................................................................................................... 10
4.4.2 Sub reports .......................................................................................................................................................... 10
5 FUNCTIONALITY ......................................................................................................................................................... 12
5.1 LABEL PRINTS ............................................................................................................................................................... 12
5.1.1 Add the barcode ................................................................................................................................................... 12
5.2 CHANGE THE LOGOTYPE IN HEADER ............................................................................................................................... 13
5.3 Z TABLES ...................................................................................................................................................................... 13
5.4 CHANGE LOG ................................................................................................................................................................. 13
5.5 LOCK POSITION AND SIZE ............................................................................................................................................... 14
5.6 REPORT‟S EXPORT ......................................................................................................................................................... 16
6 CRYSTAL REPORTS TEMPLATE PRINTOUTS ....................................................................................................... 18
6.1 BARCODE ACCOUNT ...................................................................................................................................................... 18
6.1.1 Table structure .................................................................................................................................................... 19
6.2 BARCODE MAINTENANCE OBJ........................................................................................................................................ 19
6.2.1 Table structure .................................................................................................................................................... 19
6.3 BARCODE SPARE/PURCH./DEL. ...................................................................................................................................... 19
6.3.1 Table structure .................................................................................................................................................... 20
6.3.2 Special fields ....................................................................................................................................................... 21
6.3.3 Sub reports .......................................................................................................................................................... 21
6.4 BARCODE STOCK CONTROL ........................................................................................................................................... 21
6.4.1 Table structure .................................................................................................................................................... 22
6.5 BARCODE STOCK ........................................................................................................................................................... 22
6.5.1 Table structure .................................................................................................................................................... 23
6.6 BARCODE TOOL............................................................................................................................................................. 23
6.6.1 Table structure .................................................................................................................................................... 24
6.7 BARCODE USER ............................................................................................................................................................. 24
6.7.1 Table structure .................................................................................................................................................... 25
6.8 BARCODE WORK SUPPLIER ............................................................................................................................................ 25
6.8.1 Table structure .................................................................................................................................................... 26
6.9 BUDGET REPORT FOR PROJECT....................................................................................................................................... 26
6.9.1 Table structure .................................................................................................................................................... 27
6.9.2 Special fields ....................................................................................................................................................... 27
6.9.3 Sub reports .......................................................................................................................................................... 28
6.10 CALIBRATION ........................................................................................................................................................... 29
6.10.1 Table structure ................................................................................................................................................ 29
6.10.2 Sub reports ...................................................................................................................................................... 30
6.11 GOODS RECEIPT NOTE .............................................................................................................................................. 30
6.11.1 Table structure ................................................................................................................................................ 31
6.11.2 Sub reports ...................................................................................................................................................... 31
6.11.3 Special fields ................................................................................................................................................... 31
6.12 WORK HISTORY JOBCARD ......................................................................................................................................... 31
6.12.1 Table structure ................................................................................................................................................ 32
6.12.2 Sub reports ...................................................................................................................................................... 33
6.12.3 Special fields ................................................................................................................................................... 33
6.13 INSPECTION REGISTRATION ....................................................................................................................................... 36
6.13.1 Table structure ................................................................................................................................................ 36
6.13.2 Sub reports ...................................................................................................................................................... 37
6.14 INSPECTION LIST ....................................................................................................................................................... 38
6.14.1 Table structure ................................................................................................................................................ 38
6.14.2 Sub reports ...................................................................................................................................................... 39
6.15 PURCHASE REQUEST HEADER.................................................................................................................................... 40
6.15.1 Table structure ................................................................................................................................................ 40
6.15.2 Sub reports ...................................................................................................................................................... 40
6.16 PURCHASE REQUEST LINE ......................................................................................................................................... 41
6.16.1 Table structure ................................................................................................................................................ 41
6.16.2 Sub reports ...................................................................................................................................................... 41
6.17 SERVICE INVOICE ...................................................................................................................................................... 42
6.17.1 Table structure ................................................................................................................................................ 42
6.17.2 Sub reports ...................................................................................................................................................... 42
6.18 INVOICE.................................................................................................................................................................... 43
6.18.1 Table structure ................................................................................................................................................ 43
6.18.2 Sub reports ...................................................................................................................................................... 43
6.19 LOG CHANGES DATA SHEET ...................................................................................................................................... 45
6.19.1 Table structure ................................................................................................................................................ 45
6.20 WO ACCUM. LIST ..................................................................................................................................................... 46
6.20.1 Table structure ................................................................................................................................................ 46
6.21 WO ACCUM. DETAILED LIST ..................................................................................................................................... 46
6.21.1 Table structure ................................................................................................................................................ 47
6.22 MAINT. OBJ. DATA SHEET ......................................................................................................................................... 47
6.22.1 Table structure ................................................................................................................................................ 48
6.22.2 Sub reports ...................................................................................................................................................... 48
6.23 PROJECT TREE LIST ................................................................................................................................................... 49
6.23.1 Table structure ................................................................................................................................................ 49
6.23.2 Table structure ................................................................................................................................................ 50
6.23.3 Sub reports ...................................................................................................................................................... 50
6.24 PURCHASE ENQUIRY ................................................................................................................................................. 51
6.24.1 Table structure ................................................................................................................................................ 51
6.25 PURCHASE ORDER .................................................................................................................................................... 52
6.25.1 Table structure ................................................................................................................................................ 52
6.25.2 Sub reports ...................................................................................................................................................... 53
6.25.3 Special fields ................................................................................................................................................... 53
6.26 PURCHASE ORDER REMINDER ................................................................................................................................... 54
6.26.1 Table structure ................................................................................................................................................ 55
6.26.2 Sub reports ...................................................................................................................................................... 55
6.27 SPARE PART DATA SHEET ......................................................................................................................................... 56
6.27.1 Table structure ................................................................................................................................................ 56
6.27.2 Sub reports ...................................................................................................................................................... 57
6.28 WORK ORDER JOB CARD ........................................................................................................................................... 58
6.28.1 Table structure ................................................................................................................................................ 58
6.28.2 Sub reports ...................................................................................................................................................... 59
6.28.3 Special fields ................................................................................................................................................... 60
6.29 PICKING LIST ............................................................................................................................................................ 62
6.29.1 Table structure ................................................................................................................................................ 62
6.29.2 Sub reports ...................................................................................................................................................... 63
6.30 PICKING LIST REMOVAL NOTE .................................................................................................................................. 64
6.30.1 Table structure ................................................................................................................................................ 64
6.31 FINANCIAL TRANSACTION REPORT ............................................................................................................................. 64
6.31.1 Table structure ................................................................................................................................................ 65
6.31.2 Sub reports ...................................................................................................................................................... 65
6.31.3 Special fields ................................................................................................................................................... 66
6.32 WORK HISTORY, CR DESIGN ...................................................................................................................................... 67
6.32.1 Table structure ................................................................................................................................................ 67
6.32.2 Sub reports ...................................................................................................................................................... 68
6.32.3 Special fields ................................................................................................................................................... 68
6.33 NOTIFICATION CARD ................................................................................................................................................. 69
6.33.1 Table structure ................................................................................................................................................ 69
6.33.2 Sub reports ...................................................................................................................................................... 70
6.34 NOTIFICATION LIST ................................................................................................................................................... 70
6.34.1 Table structure ................................................................................................................................................ 71
6.35 SHIFT HISTORY REPORT ............................................................................................................................................. 71
6.35.1 Table structure ................................................................................................................................................ 72
6.36 STOCK VALUE LIST ................................................................................................................................................... 72
6.36.1 Table structure ................................................................................................................................................ 73
6.36.2 Sub reports ...................................................................................................................................................... 73
6.37 ABC ANALYSIS ........................................................................................................................................................ 73
6.37.1 Table structure ................................................................................................................................................ 74
6.38 STOCK CONTROL DATA ............................................................................................................................................. 74
6.38.1 Table structure ................................................................................................................................................ 74
6.39 STOCK INVENTORY TURNOVER.................................................................................................................................. 75
6.39.1 Table structure ................................................................................................................................................ 75
6.39.2 Special fields ................................................................................................................................................... 75
6.40 NON-MOVING STOCK ITEMS ...................................................................................................................................... 76
6.40.1 Table structure ................................................................................................................................................ 76
6.40.2 Special fields ................................................................................................................................................... 76
6.41 SPARE PART LIST ...................................................................................................................................................... 77
6.41.1 Table structure ................................................................................................................................................ 77
6.42 STOCK REPORT, STOCK BELOW MINIMUM ................................................................................................................. 78
6.42.1 Table structure ................................................................................................................................................ 78
6.42.2 Special fields ................................................................................................................................................... 78
6.43 PRICE LIST ................................................................................................................................................................ 79
6.43.1 Table structure ................................................................................................................................................ 79
6.43.2 Special fields ................................................................................................................................................... 80
6.44 STOCK TAKING, RESULT LIST .................................................................................................................................... 80
6.44.1 Table structure ................................................................................................................................................ 80
6.45 STOCK TAKING LIST .................................................................................................................................................. 81
6.45.1 Table structure ................................................................................................................................................ 81
6.45.2 Special fields ................................................................................................................................................... 81
6.46 RESERVATION SURVEY ............................................................................................................................................. 81
6.46.1 Table structure ................................................................................................................................................ 82
6.47 STOCK TRANSACTION REPORT .................................................................................................................................. 82
6.47.1 Table structure ................................................................................................................................................ 82
6.47.2 Special fields ................................................................................................................................................... 83
6.48 PROJECT REPORT ...................................................................................................................................................... 83
6.48.1 Table structure ................................................................................................................................................ 84
6.49 PROJECT REPORT, PURCHASES................................................................................................................................... 84
6.49.1 Table structure ................................................................................................................................................ 84
6.49.2 Sub reports ...................................................................................................................................................... 85
6.50 PROJECT REPORT, CRITICAL CONDITIONS .................................................................................................................. 85
6.50.1 Table structure ................................................................................................................................................ 85
6.51 PLANNED/USED COST REPORT, ACCOUNT .................................................................................................................. 85
6.51.1 Table structure ................................................................................................................................................ 86
6.52 PLANNED/USED COST REPORT, PROJECT .................................................................................................................... 86
6.52.1 Table structure ................................................................................................................................................ 86
6.53 PLANNED/USED COST REPORT, WORK ORDER ............................................................................................................ 87
6.53.1 Table structure ................................................................................................................................................ 87
6.54 MTBF/MTTR REPORT.............................................................................................................................................. 87
6.54.1 Table structure ................................................................................................................................................ 88
6.54.2 Sub reports ...................................................................................................................................................... 88
6.55 STATISTICS – TOP LISTS ............................................................................................................................................ 88
6.55.1 Table structure ................................................................................................................................................ 88
6.56 WORK SUPPLIER HOUR REPORT ................................................................................................................................ 88
6.56.1 Table structure ................................................................................................................................................ 89
6.57 NOT DELIVERED ORDERS .......................................................................................................................................... 89
6.57.1 Table structure ................................................................................................................................................ 89
6.57.2 Sub reports ...................................................................................................................................................... 90
6.58 NOT INVOICED ORDERS............................................................................................................................................. 90
6.58.1 Table structure ................................................................................................................................................ 90
6.58.2 Sub reports ...................................................................................................................................................... 91
6.59 AGREEMENT REPORT ................................................................................................................................................ 91
6.59.1 Table structure ................................................................................................................................................ 91
6.60 PURCHASE ORDER LIST ............................................................................................................................................. 92
6.60.1 Table structure ................................................................................................................................................ 92
6.60.2 Sub reports ...................................................................................................................................................... 93
6.61 PURCHASE INVOICE SURVEY ..................................................................................................................................... 93
6.61.1 Table structure ................................................................................................................................................ 93
6.62 PURCHASE ORDER STATUS LIST ................................................................................................................................ 93
6.62.1 Table structure ................................................................................................................................................ 94
6.62.2 Sub reports ...................................................................................................................................................... 94
6.63 SUPPLIER PERFORMANCE .......................................................................................................................................... 94
6.63.1 Table structure ................................................................................................................................................ 95
6.64 PURCHASE & REMOVAL ANALYSIS ............................................................................................................................ 95
6.64.1 Table structure ................................................................................................................................................ 96
6.64.2 Sub reports ...................................................................................................................................................... 96
6.65 PURCHASE ACCUM, SUPPLIER REPORT ....................................................................................................................... 96
6.65.1 Table structure ................................................................................................................................................ 96
6.66 PURCHASE ACCUM, SUPPLIER LINES REPORT ............................................................................................................. 96
6.66.1 Table structure ................................................................................................................................................ 97
6.67 BALANCE REPORT..................................................................................................................................................... 97
6.67.1 Table structure ................................................................................................................................................ 97
6.68 BUDGET REPORT ....................................................................................................................................................... 97
6.68.1 Table structure ................................................................................................................................................ 98
6.69 WORK ORDER AVAILABILITY REPORT ....................................................................................................................... 98
6.69.1 Table structure ................................................................................................................................................ 99
6.70 USER PERMISSION REPORT ........................................................................................................................................ 99
6.70.1 Table structure ................................................................................................................................................ 99
6.71 JOBMONITOR LIST ................................................................................................................................................... 100
6.71.1 Table structure .............................................................................................................................................. 100
6.72 WORK SUPPLIER CALENDAR FOR WORK ORDER ...................................................................................................... 100
6.72.1 Table structure .............................................................................................................................................. 100
6.73 CALIBRATION HISTORY ........................................................................................................................................... 101
6.73.1 Table structure .............................................................................................................................................. 101
6.74 PLANT STRUCTURE ................................................................................................................................................. 101
6.74.1 Table structure .............................................................................................................................................. 102
6.75 WORK ORDER SURVEY ........................................................................................................................................... 102
6.75.1 Table structure .............................................................................................................................................. 103
6.76 PM WORK ORDER YEAR PLAN ................................................................................................................................ 103
6.76.1 Table structure .............................................................................................................................................. 103
6.77 INSPECTION BARCODE ............................................................................................................................................. 104
6.77.1 Table structure .............................................................................................................................................. 104
6.78 WORK INSTRUCTION ............................................................................................................................................... 104
6.78.1 Table structure .............................................................................................................................................. 105
7 ODBC-BASED CRYSTAL REPORTS ......................................................................................................................... 105
7.1 REPORT PROPERTIES .................................................................................................................................................... 105
7.2 PORTABILITY............................................................................................................................................................... 106
7.3 LOGICAL FIELDS IN ODBC-BASED REPORTS.................................................................................................................. 107
1 About the manual
The purpose of this manual is to give a description of the Crystal Reports template printouts available in API PRO and to provide
recommendations on the creation of ODBC-based Crystal Reports which are supposed to be viewed in API PRO. This will make it
easier for you to update or change the printouts to fit your needs.
The manual starts with a short introduction and thereafter the chapter Installation comes where information about how to make the
Crystal Reports print outs available is presented.
In Chapter 4 the general layout of an .rpt file is presented.
In Chapter 5 certain functionality is described.
In Chapter 6 all report templates are presented. They are shown in an alphabetical order, with the name of the report as a starting
point. For each report you will learn:
- The name of the report
- The name of the related .rpt file
- The name of the XML file (the data source)
- Where the report is called from
- What an example report looks like
- What tables you can use in the report in question and the table links
- Sub reports available in the report
- Special fields used in the report
1
2 Introduction
The Crystal Reports printouts described in this manual all use an XML file as data source. This XML file is created automatically
when running the report from within API PRO. The XML files can be found in your directory for temporary files.

All Crystal Reports template printouts can be found at /WORK/CRPRINT/TEMPLATE. The reports used when running API PRO
are the ones that are saved directly in the CRPRINT directory.

The reports are available as .rpt files. By editing these files you can design your own customized reports.

View the image below to see how the report – in the example below the Job Card - is created when the print option is selected
somewhere in API PRO.

Work order API000528 is displayed in the „Planned work order‟ program. The <Job card> button is pressed and the „Select
interface‟ window is shown. The Crystal Reports interface is chosen.
A “temporary” XML file with information about the API000528 work order is created. The XML file is saved in your directory for
temporary files and the reason why it is called “temporary” is that the next time a job card is printed this XML file will be over
API PRO 2 Crystal Reports manual
written by the new XML file.
The Crystal Reports runtime starts up. The report – in our example the Job Card – gets its design from the Crystal Reports .rpt file
– crjobcar.rpt which can be found in the CRPRINT directory in the WORK directory - and its data from the newly created XML
file.
The report is displayed in the Crystal Report runtime Viewer.
ODBC-based Crystal Reports created by users, can be accessed in API PRO via Crystal Reports program (please, see the
Users' guide for further details about Crystal Reports API PRO window).
2.1 When API PRO database changes

When a new version or a service pack of API PRO is released and it includes a change of the database structure, the
standard Crystal Reports templates are delivered updated. In order to update customized templates, follow the
instructions below.

1) Switch off the parameter 'Auto-delete temp data file' in the Basic configuration.
2) Delete all XML files created for the report in the temporary directory.
3) Run the report (ignore all error messages given by Crystal Reports), which will create an XML file with the proper
structure.
4) Open the report template in the Crystal Reports developer and choose Database - Verify Database. You will be
asked, which file to use for the verification - point the XML file just created in the temporary directory.
5) Confirm the update of all changed tables when asked and map the fields when asked; save the report template.
2.2 When changing the XML file
2.2.1 When adding new tables
When a new table is added to the XML file the table has to be added to the report, from the Database Expert. Note that Crystal
Reports sometimes suggests its own table linking. When this happens the links have to be updated after the new table is added.
2.2.2 When removing tables
When a table is removed from an XML file an error message will show when running the report, saying “Table can not be found”.
The report can not be displayed. When opening the report in Crystal Reports the following message is displayed:

Click „Yes‟ to remove it from the report. If the report contains fields from the table then these will be removed from the report.
2.2.3 Changing table names
It gives a problem when the existing XML contains tables which are not available in the new XML. You have to remove the old
table and then add the new. The problem with this is that there is no mapping so all fields that are used from the old table will
disappear from the report and you have to add them all again.
2.2.4 Adding fields to an existing table
When running the report from within Crystal Reports you will get a message for each updated field. For each added field you get:

3
2.2.5 Changing field name in an existing table
If a field name has changed you have to map the new named field with the old field.

The Unmapped fields list (upper left) shows the unmapped report fields for which the program detects a change in the active
database. The Unmapped fields list (upper right) shows the unmapped database fields for which the program detects a change.
When the Match Type check box is selected, the Unmapped fields list (upper right) shows only the names of unmapped database
fields that are of the same type as the field selected in the Unmapped fields list (upper left). When the Match Type check box is not
selected, the Unmapped fields list (upper right) shows all unmapped database fields, regardless of the field type.
Click <Map> to map the report field selected in the Unmapped fields list (upper left) to the database field selected in the
Unmapped fields list (upper right).The Mapped fields list (lower left) displays the names of mapped report fields. When you map
report fields, those fields appear in this list. The Mapped fields list (lower right) shows the mapped database fields. When you map
API PRO 4 Crystal Reports manual