Custom Changes examples  and Moving Changes to New Releases

 

Important Notes:  any time you make custom changes to ERPlite, you need to do corruption cleaning(see troubleshooting) before distributing the changed frontend.

 

In addition, if you want to install a newer version of ERPlite, then you will need to port your changes to the new version of ERPlite. Thus, you need to document the changes made in order to simplify porting them. If the new version of ERPlite has not changed the object that you customized, say the Puchase Order Report, then you can simply import your version into the new version of ERPlite via: find > getexternal data > import

 

Following are a few examples of how to do custom changes.....

 

1. Customize Sales Order Report

 

Following is an example of making a custom change to the Sales Order Report…..

 

In ERPlite, go to Window à Unhide and select “dbm_fe : database.”

 

Go to the Queries tab and open the EXP/DGI-CK Query in Design View.  Double-click on   :

Table: Inventory Transaction

Field:  OrderLine

 

 

 

This will add the OrderLine field to the data fed to the Sales Order Report, so that it can be used to sort the lines in the Sales Order

 

Now, save and close the query and go to Reports tab in the main database.  Open Sales Order report in design view (highlight name, and then click the Design button.)

 

Create a new Text box in the Detail section, then right click on the Text box and choose Properties.

·        In the Data tab, in the Control Source field, choose OrderLine

·        In the Format tab, in the Visible field, choose No

 

Finally, go to View à Sorting and Grouping

Add OrderLine to the list, and move it to just above ProductID.  Now the products will be sorted in the order they are in the Sales order, and not the ProductID

 

2. Taxes in Purchase Order Report

 

It’s also possible to include custom changes such as the number of taxes in the Purchase Order Report.  

The first step is to go to the Queries tab and open Purchase Order Preview in Design view.  Make sure that all of the taxes in your purchase orders are in this query.  For example, if you have a Federal and a State tax, then make sure both of these fields are selected.  If they are not, then add them to the query.

To do this, open the Purchase Order report in Design view.  Select the text box, which displays the tax subtotal, and right-click on it.  Choose Properties and navigate to the Data tab.  In the Control Source field, this is what exists:

=nz([PST],0)*Sum([Subtotal])/100

To combine the Federal and State taxes, so that the total would be entered in this text box, all you have to do is change this to:

=nz([State],0)*nz([Federal],0)*Sum([Subtotal])/10000

Where State and Federal are the names of the State and Federal tax fields, respectively.

 

3. Number of Decimal Places

 

We would like to change the number of decimal places in the Standard Cost field in the Item Master.  Normally it will have 2 decimal places, but we want it to have 3.

All we need to do for this is to open the Item Master form in Design view.  Right click on the Standard Cost text box and select Properties.  In the format tab, set the Decimal Places field to 3.