Printing Sales Orders

Hi, Does anyone know how to change to print form when you are in a sales
order and choose print? I can't seem to find it as a Crystal report form,
and we need to modify it to contain our custom fields and somehow break it
down to show each item on the sale order, not just the totals. This is
critical for our sales people.

Thanks!
Shauna

John
Fri Aug 26 23:45:06 CDT 2005

recommended approach seems to be to create your own using either crystal or
the sdk. then add a button to launch to the report directly from the order

--
John O'Donnell
Microsoft CRM MVP
http://www.mscrmfaq.us


"Shauna Koppang" <ShaunaKoppang@discussions.microsoft.com> wrote in message
news:F2AA8DF9-F386-4B55-866C-6F61CBECE4A5@microsoft.com...
> Hi, Does anyone know how to change to print form when you are in a sales
> order and choose print? I can't seem to find it as a Crystal report form,
> and we need to modify it to contain our custom fields and somehow break it
> down to show each item on the sale order, not just the totals. This is
> critical for our sales people.
>
> Thanks!
> Shauna

Support
Sat Aug 27 14:16:51 CDT 2005

Another possibility is to use our Add-On WordMailMerge for MS CRM !
With this Add-On you will have a button on the Order Form of MS CRM which
opens Word and merges the data of the actual open sales order with a
Word-Template.
The result is a very customizable sales order Word-Document with all your
custom fields!

If you are interested you could download a trial version at
www.mscrm-addons.com


--
___________________________________
support@mscrm-addons.com
www.mscrm-addons.com
Your company for MS-CRM ADD-ONS!
GroupCalendar for MSCRM
Related Documents for MSCRM
WordMailMerge for MSCRM


"John O'Donnell" <csharpconsulting@nospam-hotmail.com-nospam> schrieb im
Newsbeitrag news:%235HS38sqFHA.3424@TK2MSFTNGP14.phx.gbl...
> recommended approach seems to be to create your own using either crystal
> or
> the sdk. then add a button to launch to the report directly from the order
>
> --
> John O'Donnell
> Microsoft CRM MVP
> http://www.mscrmfaq.us
>
>
> "Shauna Koppang" <ShaunaKoppang@discussions.microsoft.com> wrote in
> message
> news:F2AA8DF9-F386-4B55-866C-6F61CBECE4A5@microsoft.com...
>> Hi, Does anyone know how to change to print form when you are in a sales
>> order and choose print? I can't seem to find it as a Crystal report
>> form,
>> and we need to modify it to contain our custom fields and somehow break
>> it
>> down to show each item on the sale order, not just the totals. This is
>> critical for our sales people.
>>
>> Thanks!
>> Shauna
>
>

ShaunaKoppang
Mon Aug 29 16:37:37 CDT 2005

Hi John,

Thanks for this. We are new to Crystal as well as to CRM. Any suggestions
on how to proceed to create a button that from a Sales Order the users would
then click a button on the toolbar to print a sales order (report)? We have
Crystal Reports version 9.0.

I understand we would need to create a report that would have to layout and
the fields in our custom Sales order form, but how do you create a button to
then print from the active sales order and populate the report with at
specific records information?

Any help or guidance as to where to look up this information would be
greatly appreciated!!!!

Thanks!

Shauna

"John O'Donnell" wrote:

> recommended approach seems to be to create your own using either crystal or
> the sdk. then add a button to launch to the report directly from the order
>
> --
> John O'Donnell
> Microsoft CRM MVP
> http://www.mscrmfaq.us
>
>
> "Shauna Koppang" <ShaunaKoppang@discussions.microsoft.com> wrote in message
> news:F2AA8DF9-F386-4B55-866C-6F61CBECE4A5@microsoft.com...
> > Hi, Does anyone know how to change to print form when you are in a sales
> > order and choose print? I can't seem to find it as a Crystal report form,
> > and we need to modify it to contain our custom fields and somehow break it
> > down to show each item on the sale order, not just the totals. This is
> > critical for our sales people.
> >
> > Thanks!
> > Shauna
>
>
>