Before you begin:

1. Select Resources in Sage 100 Launcher and open File Layouts and Program Information
2. Select File Layouts and then select the desired file to be linked
3. All Key Fields of Linking Table Name must exist in Primary Table Name to create a proper link

1. Open Crystal Designer, click Database and select Database Expert
2. Select existing connection under My Connections
   Or Select Create New Connection, ODBC RDO and choose SOTAMAS Data Source Name
3. Click Finish and enter Login Credentials for Company desired
4. Select Table by either double-clicking or clicking on arrow key
5. Click Links Tab
   • Note: it is possible you may get prompted again to Log in
6. If tables are already linked, right click and choose Remove All Links
7. Verify all Key fields from Linking Table exist in Primary table and Link fields by clicking on the field in the Primary Table and drag to the corresponding field in the linking Table
8. Repeat this step until all Key Fields in Linking Table are linked to the Primary table

Note: Links automatically default to Equal Join which means data must exists in both tables to display data on report. If it is possible that data may only exist in the Primary table and not in the Linking Table, Right click Link and choose Left Outer Join.

Example, A Crystal Report consists of 2 tables, Sales Order Header table and a Sales Person Table. With an Equal Join Link, only Orders with existing Sales Persons will display on report. If it is desired to display all Sales Orders, whether or not the Sales Persons still exist in the Sales Person file, then a Left Outer Join Link should be used instead.