Note: You will need a working knowledge of Crystal Reports to apply this criteria. If you do not have Crystal Reports or do not have a working knowledge of how to use it, contact your Sage 300 CRE Consultant or Sage Expert Services for assistance.

Criteria needed to be able to use a report design to print lien waiver forms within the Subcontract Compliance Management task window:

• The report design must be a Crystal Reports design
• The design must have a Parameter Field named Lien Waiver ID with the following specifications:
  • Name: Lien Waiver ID
  • Type: Number
  • List of Values: Static
  • Value field: (None)
  • Description field: (None)
  • Value Options:
    • Show on (Viewer) Panel: Do not show
    • Prompt Text: Enter Lien Waiver ID
    • Prompt with Description Only: False
    • Optional Prompt: False
    • Default Value:
    • Allow custom values: True
    • Allow multiple values: False
    • Allow discrete values: True
    • Allow range values: False
    • Min Value:
    • Max Value:
    • Show Value or Description: Show Value
• The design must have these Formula Fields:
  • Name: SageCREReportVersion Syntax: 14.0100010001
  • Name: tsDataFolder Syntax: “c:\tsData”
  • Name: tsDesignMode Syntax: “SDesc”
• Grouped by JCM_MASTER__LIEN_WAIVER.Lien_Waiver_ID
• Have Select Expert, Record as: {JCM_MASTER__LIEN_WAIVER.Lien_Waiver_Id} = {?Lien Waiver ID}

 

TIPS:

• In the name of your report design, include (T) (CR) to indicate that this is designed to be used as a "Task" report and is a "Crystal Report" design.
• It may be easier to make a copy of one of the default designs then make changes to the design to fit your needs. The default designs are:
  • Compliance - Lien Waiver Conditional Final (T) (CR).rpt
  • Compliance - Lien Waiver Conditional Partial (T) (CR).rpt
  • Compliance - Lien Waiver Unconditional Final (T) (CR).rpt
  • Compliance - Lien Waiver Unconditional Partial (T) (CR).rpt
• Each of the default designs has a condition (Select Expert, Record formula) for the specific lien waiver type: Conditional Final, Conditional Partial, Unconditional Final, Unconditional Partial. If you are copying a default design, be sure to select the one for the appropriate lien waiver type or change the formula to use the correct type(s).

 

To assign your custom design as the default design for the task, see Can I use my custom lien waiver form in the Subcontractor Compliance Management task?

To print lien waiver forms, see How to print lien waiver forms in Accounts Payable (versions 12.1 and newer).