How to include standard boilerplate on multiple Sales Order Forms and Invoice Forms in MAS 90
How would I include standard boilerplate on each of my multiple Sales Order Forms and Invoice Forms in MAS 90?This question came up in the Sage Resellers group I’m in yesterday.One obvious answer is to hard code it onto each of the forms in Crystal Reports. But what if you need to update the boilerplate regularly and don’t want to update each form individually every time?What if there's a way to store a text file on the server and have that used as the basis for the boilerplate text -- which means if the text changes you does not have to open up 10 different forms and make changes?Crystal Reports provides the solution. You can embed a Word document or a RTF (a format used by both Word and Wordpad) in your form so when you need to change the boilerplate, you can just update the document and it will update all of your forms. I like using the RTF because it doesn’t require you to have MS Word on all workstations to edit the text.First create your document in either Word or Wordpad and save it to the network. When I do this, I usually save the document to the \MAS90\Home\Textout directory.Next go into MAS 90 and go to Sales Order Printing (Modules -> Sales Orders -> Main -> Sales Order Printing) and click the Designer button. If you don’t have a Designer button on your screen, you either don’t have Crystal Reports loaded or you don’t have rights to access the Designer in MAS 90 security.In Crystal Reports, create a space for your verbage. I usually add a section to the Footer B area for it. Right click the Page Footer B area on the left and select Insert Section Below.From the menu, select Insert -> OLE Object. Click the Create from File radio button and Browse for the file you created. Once you select the file, click OK and insert the object in the space you created.Close and save your Crystal Form and repeat for other form codes or invoice forms as needed.You’re boilerplate is now ready to use and you can update it by opening the document and editing the text when needed.