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While the Installation and Conversion Guide
covers converting reports from Report Writer version 6 to Report Writer
version 9, there have been some specific questions concerning customized OE
Invoice formats raised by our customers that the guide doesn't address. With
this e-mail, I hope to address these issues.
The Installation and Conversion guide will be updated to reflect this
information as well. In the meantime, this should give you the information
you need to address these customers' issues if they call in with this
problem.
Description: Customer complained that after converting to CMS 7.0 (and RRW 9.0) and attempting to use a previously successful custom OE Invoice format, they received an error indicating that the invoice format was unknown. Issue: Even after conversion, the invoice may not be properly named in the new Other directory. Also, the user needs to go to the Invoices/Devices tab in the OE/Setup Sales Entry Screen window, and select the newly-named custom invoice format. 1. After exploding and placing any custom OE Invoices into the CMSWIN\Other directory (as described on pp 23 - 26 of the Installation and Conversion Guide, the user must rename the invoice formats as follows:
a.
for current (non-posted) invoice formats, the file names must be in the
range OE00020C.RRW
to OE00059C.RRW.
b.
for History (Posted) invoice formats, the file names must be in the range OE00060C.RRW to OE00099C.RRW.
2. In Order Entry, select Options/Setup Sales Entry Screen, and select the Invoices/Devices tab. 3. In the Invoice Format box, use the lookup to select the correct customized invoice format that has now been renamed and placed in the Other folder. Notes: Step 2 and 3 ammendment. Custom Invoices for posted reports (OE00060C.RRW to OE00099C.RRW) will appear in the Invoice Format list in the OE Reprint Invoices From History window. From the Reports menu, select Reprint Invoices From History to open the window. This information is being added to the Cougar Mountan Installation and Conversion Guide and will be available in PDF format for 7.1. (the printed version has not been updated yet.) It is highly recommended that the user save their (unposted) custom invoice formats as OE00020C.RRW through OE00059C.RRW instead of overwriting the existing Reporting to the MAX including Point of Sale and Non-profit Versions distributed invoice formats. Likewise, we highly recomment that the user save their posted custom invoice formats as OE00060C.RRW through OE00099C.RRw. This way, if we find an error in one of the Reporting to the MAX including Point of Sale and Non-profit Versions distributed invoice formats and correct it in 7.0A or greater and the user installs that correction, the installation will not automatically overwrite the user's custom invoice format(s). This will make upgrades easier for the user in the future. This is one of the many features in 7.0 that makes it a much better product than 6.5A LML-2 and previous.
If you have questions, please let us know.
Michael Brown
Director of Sales &
Marketing
Reporting to the MAX including Point of Sale and Non-profit Versions
800.388.3038
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