Opportunity and Opportunity UDF's and Crystal Reports

bwilliamsNew Member

I am using Maximizer Enterprise 8 SQL and trying to create Crystal Reports which combine both Opportunity Table data and Opportunity UDF's. I am struggling with displaying both in the same report and assuming that I have incorrectly set up the links between the Tables and / or Views.

Can anyway suggest a way forward, ie use Table AMGR_Opportunity with the respective View Opportunity (UDF) and create links, using specific link types between the following Table fields and View fields, x, y and z, etc.

Any suggestions very much appreciated ??

9/20/052:47 AM

❤️ 0

Original Post

Replies sorted oldest to newest

gordNew Member

The views for opportunity UDFs have columns called [Client_Id] and [Contact_Number] but they actually contain the [Opp_Id] and [Opp_Number]. Since the AMGR_Opportunity table also has columns called [Client_Id] and [Contact_Number], Crystal is creating joins on those columns by default. However, this is not what you want.

Instead of joining...

[O_UDF_NAME]        [AMGR_Opportunity]
[Client_Id]---------[Client_Id]
[Contact_Number]----[Contact_Number]

...you want...

[O_UDF_NAME]        [AMGR_Opportunity]
[Client_Id]---------[Opp_Id]
[Contact_Number]----[Opp_Number]

9/20/0512:23 PM

❤️ 0

bwilliamsNew Member

Gord,

Perfect, now works fine.

Many thanks

Bruce Williams

9/20/0511:55 PM

❤️ 0

Skip to main content

Add Reply

Membership Required

Remove From Your Block List

Manage Follow Preferences

Block

Please wait...