To import a report or form from NewWayService 2 to NewWayService 3, run the reports generator for NewWayService 2. Open the report you want to export. From the
File menu select
Save to file. Select the folder where you want to save the report, type a name and click the
Save button.
Quit the reports generator for NewWayService 2 then now run the reports generator for NewWayService 3. Create a new report. After it, from the
File menu, select
Load from file, select the file you just saved and click the
Open button. Your report in now into NewWayService 3. You just have to save it.
Important:
Note that henceforth, into NewWayService 3, codes in the modules
Customers,
Products,
Serial numbers,
Spare parts,
Technicians and
Articles can now be edited any time. So, these fields had to be renamed.
For example, if in a report, you were using the field
CUSCOD to print the customer code, then now, you will have to use the field
CUSCODDES.
Indeed, the field
CUSCODDES contains the customer code that you can now edit and that is displayed in the NewWayService 3 software. On the other side, the field
CUSCOD contains a unique identifier that never change and that is used to link database tables together. This field is never displayed in the software.
If you were using the field
PROCOD to print the product code, then now, you will have to use the field
PROCODDES.
If you were using the field
SERCOD to print the serial number code, then now, you will have to use the field
SERCODDES.
If you were using the field
PARCOD to print the spare part code, then now, you will have to use the field
PARCODDES.
If you were using the field
TECCOD to print the technician code, then now, you will have to use the field
TECCODDES.
If you were using the field
ARTCOD to print the article code, then now, you will have to use the field
ARTCODDES.
In most of the cases, you will have to edit the query of the report to add these fields that did not exist in NewWayService 2.
If you started from a report of NewWayService 2 and you only performed some changes (such as adding a company logo), in such case, it could be easier to start from a report of NewWayService 3 and customize it again instead of transferring your report from NewWayService 2 to NewWayService 3.
However, if you made several changes, in such case, transfer your report then edit it according to instructions indicated previously. If you get problems when editing your report, contact the
OroLogic support team.
In such case, please, send us your report or form (.RTM file) in attachment of your e-mail. It will be easier for us to answer your support request.
Please note that we also provide services to edit or customize your reports and forms. Contact the
OroLogic support team
for more information about this service.