#FAQ: 10104-EN, Date: 06/05/2007

How to import reports (or forms) from NewWayService 2 to NewWayService 3


The information in this article applies to :
NewWayService 3.x (English)
NewWayService 3.x (French)


Description
If you designed customized reports into NewWayService 2, if you want, you can import them into NewWayService 3. Indeed, even if you transfer your data from NewWayService 2 to NewWayService 3 using the data transfer utility, customized reports and forms and never transferred.


Solution
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.


Status
Information



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