Print Layout Designer \Custom Reports

Hello All,
Is there a way to set a custom report as default in the Print Layout Designer for A/R Invoice in SAP B1 ?
Thank you and Best wishes and Happiness in the New Year 2009.
Ben

Hello All,
Thank you for your answer but I would like to be more exact in my question because I already know how to set a Print Layout as default in a screen of SAP B1 like A/R Invoice by the way that Parlati has mentioned :
1. Open a blank AR Invoice (e.g. service or item type)
2. Click on Menu >> Tools >> Print Layout Designer... or pen icon on toolbar
3. With The Document Type selected - choose template and click on Set as Default
But I usually use the Query Manager Tool of SAP B1 to create new queries and reports and I use the Print Layout Designer to setup the layout of these reports. These reports are printed normally via the print preview Icon of the toolbar. But now I would like to know how can I set one of these Reports as default in A/R Invoice screen of SAP. Because it's a one of my customized Invoices.
Is there a way to do this?
Thank you.
Ben.

Similar Messages

Help with print layout designer - backorder report

Hello,
There is a canned report in the reports section of Sales - A/R called "Backorder". I need to modify the layout on this report so that it shows customer name instead of customer code. Currently it is setup to show "customer code". The field is a variable and 'link to' field shows "F_160".
How can I determine link to fields the corresponding #?
Thanks!

Hi Ali Shah,
You can do your customization in the back order report like bring the purchase order vendor name and sales order customer and so.on if you want ....
Put the Database field in the layout and PRESS Shift + Alt on same time and select the field and selected the purchase order / customer name and map it.
Now you will get the customer/vendor name in the repetative area... I Did the same and replying to your question here. so no doubt you can bring the information Mr.Ali.
Best of Luck
Regards
PL.Chidambaram

Print layout designer for develop report based on query

Dear Experts/Gurus,
I am amazing about the manage previous reconciliation report. When I opened it using print layout designer, it looks like the report is not built using query, but I am not sure yet. This is very confusing. I created query similar with manage previous reconciliation (MPR), but when I link the query to print layout and try to make similar format/appearance with MPR report (reconciliation management (system)), it is not success.
Isn't the MPR report built not based on query ? I appreciate your answer. TIA
Rgds,

Hi,
I am not sure I understand what's the problem:
Is it the layout that is different or the data?
Regarding the data you can use SQL Profiler (maybe you did?) to find out what queries are fired, but please note that there are some stored procedures in the DB that are used for some specific functions - not sure whether the "MPR" uses any of these.
Then you must include some non-default filter in SQL Profiler...
...but you can also use the logging functionality in B1 for that purpose:
Just activate the logging (see the "log" folder in the B1 subdirectory) in the corresponding config file: choose the option to have the SQLs logged in conjunction with the logging being triggered in all cases (not just error).
Thus you will get all the SQLs - just plain - from the B1 application, but note that it will obviously slow it down!
HTH,
Frank

Print layout designer using Crystal report

Hi Dear;
how can i create a print layout in crystal report instead of print layout designer
is any conversion of should i created from scratch?
from where can i download the crystal report templates?
regards;

Hi,
There is no conversion tool between these two reports. You have to create them from scratch.
Check these threads to find out more:
Sample Crystal Reports
Re: SAP Business One and Crystal Reports
Thanks,
Gordon

Transaction Journal Report - Print Layout Design

Hi all
Is it possible to add Journal Entry Project Codes to this Transaction Journal Report (Print Layout Design)?
I tried to add Journal Entry Project Codes to this system PLD but the result still not showing any Project Code.
Kedalene

Hi Kedalene Chong
ou don't need a list of variables to use them. Simply go to View -> System Information so whenever you hover around a field with the cursor, in the left bottom corner of the screen you will see the details of that screen along with the variable number if it is a variable.
So you will see something like:
[Form=139 Item=29 Pane=0 Variable=91]
-> in this case the variable number is 91 - use it in Print Layout Designer.
So you can just use the variable specified in these details. When creating the print layout, just go back to your form, stand on a field with your mouse and you will see what variable to use.
Also Check with the PLD Variables Note No 867048...
Symptom
Using system variables when designing a print template for the General Ledger report.
Please note that variable numbers might change when upgrading to a higher version.
Cause
FAQ
Solution
Field Name
Variable Number
Posting Date
62
Due Date
63
Document Date
112
Series
140
Document Number
141
Transaction Number
65
Journal Voucher
66
Reference 1
67
Reference 2
68
Reference 3
69
Details
70
Transaction Code
71
Project Code
72
Costing Code
73
Offsetting Account
74
Indicator
137
Total (LC)
75
Debit (LC)
96
Credit (LC)
95
Balance (LC)
76
Total (SC)
77
Debit (SC)
98
Credit (SC)
97
Balance (SC)
78
Total (FC)
79
Debit (FC)
100
Credit (FC)
99
Balance (FC)
80
Creator
138
Internal Reconciliation
131
External Reconciliation
132
System variables from the Business Partner Master Data window available for use in the General Ledger report:
Phone
117
Fax
118
Contact Name
119
Address
120
Sales Employee
133
Remarks
134
Full Address
135
Hope Hepful
Regards
Kennedy

Add a new table to an existing Print Layout Designer report

Is it possible to add a new table to an existing Print Layout Designer report? For example, in the Production Order there is a Sales Order field (which is displayed on the report), I would like to display some information from UDFs found on the Sales Order, but when I add a Database Field to the report the Sales Order tables does not appear in the list (OWOR).

Hi
It is possible provided there is a relationship which exists between two tables.
You can add a Database field. Goto the Properties and selct Content Tab.
Now in the Table dropdown, hold the Alt Key and click. This displays all the tables in B1. After selecting the Table, you can select the related Column.
Remember there should be a relationship which exists between this column and existing columns.
Because PLD works completely on Joins to my understanding

Ask Print Layout Designer for customize report

Dear all
I am newbie in SAP, and i must create report with PLD like :
PAYMENT TYPE          AMOUNT
By CASH
Cash               1000
Cash               2000
Cash               3000
Cash               4000
Total Cash          10000
By CREDIT
Credit               10000
Credit               15000
Credit               17500
Total Credit          42500
By TRANSFER
Transfer          20000
Transfer          25000
Total Transfer          45000
Total Payment          97500
From database example:
PAYMENT TYPE          AMOUNT
Cash               1000
Cash               2000
Credit               10000
Cash               3000
Cash               4000
Credit               15000
Transfer          20000
Credit               17500
Transfer          25000
Right Now,I just can create report like this :
PAYMENT TYPE          AMOUNT
Cash               1000
Cash               2000
Cash               3000
Cash               4000
Credit               10000
Credit               15000
Credit               17500
Transfer          20000
Transfer          25000
Total Payment          97500
Please help me.. because i very need it.
Thankyou so much for your help
Regards,
Dony
Edited by: dony donse on Dec 18, 2007 4:29 AM
Edited by: dony donse on Dec 18, 2007 4:38 AM

Finnaly...
someone send me PLD manual
And my problem solved
==============
Procedure
After defining the sort, perform the following steps
1. From the menu bar choose Print Layout Designer → Group.
2. Select a group number.
3. Select 1 for a sub-sort or sub-total for the primary sort, select 2 for the secondary sort and so on.
Each group is linked to its relevant row number in the Sort window described above. Thus, every field created in a certain group relates only to its group's corresponding row in the Sort window.
The Repetitive Area Header titles are now hidden as well as any field created in the Repetitive Area Footer. The reason is that these two areas are linked to groups. Each one of the groups has two areas of its own.
4. To define the sub-sort, do the following:
a. In the Repetitive Area Header assign a title for the required sort.
b. Create a new Formula field
c. Choose the Formula Editor button and select the operand SortValue() in the Operation field.
This action will print the Items table divided into separate titles each time the Item number changes.
5. To define sub-totals do the following:
a. In the Repetitive Area Footer create a Formula field.
b. Choose the Formula Editor pushbutton and select the operand ColSum(UniqueID as String) in the Operation field (for the Quantity field from the rows in the Sales Quotation).
The field within the brackets defines the column for which a total will be calculated. You can also calculate totals for the Price and Total columns.

Modify Financial Report (Profit & Loss) through Print Layout Designer

Hi all,
We try to modify the P&L Financial Report in SAP BO 2005B through the Print Layout Designer tool. We saved a new P&L Report with font size and font type modified and set this new report as default, but we noted that our modifications are only displayed in Report print preview instead printing this Report it seems like our modification are not performed.
Have you got any experience in this matter.
Thanks in advance.
Regards.
Albert

Hi Alberto,
We had also faced this problem. we are also using SAP 2005B.
For P&L Report, Hope u did changes in Profit and Loss Statement (System).
But, it is true that the system is not using the baove template for its print. Instead of that the system is using the template called "Profit and Loss statement Comparison".
When u give print preview u can understand this.i.e. the name of the template used will display in the title bar.
Hence, u do the changes in second said template. Hope u understood

Print Layout Designer or Crystal.....! What to do?

Dear All,
We need to link our User forms to Print layouts in order to make our reports work exactly the way SAP reports work. Is there a way to enable the print and print preview toolbar buttons and make them show our Report Layout? So far the response from SDK Forum is not encouraging and many questions regarding the same issue remain unanswered there.
After looking for the solution in the SDK Forums we came across these two replies from Mr. Nick He and Mr.Frank Moebius. Both are of the opinion that currently SAP does not offer a support for this feature and better use a third party tool. We are not in a position right now to opt for any third party tool but if we get a clear response from your side regarding this matter, we can go for it. Kindly have a look at the following links:
Re: Print Layout Design for user form in SapBusinessOne2005A(6.80.317) sp:01.?
Re: Add PLD Layouts in 2005 through sdk
The recommended solution within SAP B1 to develop Add-on reports is through User Queries and creating a Print Layout and run them via Query Manager Window. This approach in our view has the following drawbacks that make it less friendly with the end user:
1. Add-on forms appear in the left pane/menu, whereas reports would have to run through Query Manager only, which is in fact a small toolbar button on the top right side. We can add the Query Manager link to user menu but it doesnt solve the problem.
2. A user with full authorization over the Print Layout can accidentally overwrite it by clicking the Create Report Button, whereas in case of SAP Reports the Layouts remain unchanged and only saved as a new Layout and set as Default Layout for a report. Add-on Reports cannot do this.
3. Different behavior of Layouts in Query Manager on Single Click and Double Click. In the Query Manager, if a user just selects a query by a Single Click and views a Print Preview (Layout) then the custom user Layout appears. But if a user Double clicks a query then the Query Window appears, exposing the query and making it editable. Also the Preview(Layout) is different in this case. The user can either view the Window or Table Layout in this case. Hence this exercise would make the user confused and prone to errors.
4. The Parameter/Criteria window that is SAP generated is not enough to fulfill user friendly interface requirements. Is there a way to add List boxes or Combos to that form. The parameter selection Checkboxes also behave in a strange way that even the experts find difficult to manipulate. If they are of no use, whats the point in having them on the form in the first place.
All these points are leading us to confusion over the decision as to whether go for Query Based Reports or use Third Party tools. Kindly help us out in this regard. Your response would help us save some valuable time for our Add-on Development.

<<< If there is a solution then it has to be from SDK. We can only opt for third party components and frameworks only if any of the SAP representatives ensure us that the current version of SDK does not offer such support.>>>
The answer to that is to lodge your query as an Issue to SAP directly as a support question or go through your local SAP representative. If the functionality is not offered by SAP you can do a Development Request ( DRQ) and SAP will develop it if they think it will become userful.
<<<If this Forum is not meant to be answered by SAP representatives then kindly tell me any other Technical Support Portal from where i can get the answer directly. >>>
This forum is accessed mostly by SAP Business One Developers on SDK. However we are fortunate that some SAP employees who are very knowledgeble take some time off to answer queries.
Since it is a Forum, no one is obliged to answer. As indicated above , Try SAP directly if you need a definite answer.
<<<>>>
Since you mentioned Crystal: We as SAP Business One SDK developers, have come across similar issues and opted for a Inhouse developed Crystal Solution. It has been so popular we are selling it as a Generic add-on to B1.
Regards,
Indika.

Print Layout Designer

Hi, I want to create one report for sales invoice using 'Print Layout Designer'.
1. Some fields like Price, Tax Amount are not picking up from Table, rather 'variable' is being used for them. So how to use these variables and on what basis variable number is defined????????
2. If I have defined one new taxcode(for example Insurance with rate 0.75), then how can I display the tax amount on report??????/

exactly,
then you can use query assistant to create a customized query
ciao

Limited Logistic cannot change open Print Layout Designer?

Dear Experts,
My customer has multiple Purchase Order layouts, they are using Limited Logistic user license and have full authorization to Change Default Report.
However, when they click on the Print Layout Designer, the pencil icon from toolbar, an error message prompt, You cannot open Window [60213] Type List Form with your current license.
Online License Authorization document that i have read does not provide details information about Limited Logistic vs Print Layout Designer.
Can someone please advice me is it SAP limited logistic license design or is it a bug or is it some setting has been done wrongly?
Thanks.
Regards,
Lay Chin

Hi Gordon,
The SAP Note No: 1223477 is indicating what happend last time. But for the new customers who start using SAP B1 8.8, when they purchases limited logistic, they get limited logistic license with the correct access right defined in https://websmp203.sap-ag.de/~sapidb/011000358700000953982007E, no more professional license is given.
Below statement is quoted from SAP Support Portal:-
New user types are now enforced
The new user types that have been introduced in the SAP Business One pricing and licensing model are now enforced in the SAP Business One 8.8 application: The limited users and indirect users are implemented; the use of the add-on access user is re-defined (this user will now be a normal user).
Please correct me if I understand the statement wrongly.
Thanks.
Regards,
Lay Chin

Help with Print Layout Designer

Hi all,
I'm not sure if I should post this here or not, I already posted it in the Business One Forum. Moderator(s) if this is not the proper place please delete it and let me know that it is not the appropriate venue.
I need some help with Print Layout Designer. I am running 2005A SP01, and my customer wants a modification to the Sales Backorder Report. They want to add the column "In Stock" to both the report as displayed on the screen and the printed document. The report rendered to the screen has the In Stock, but it is not checked as visible. I check it and In Stock shows up as designed. The part I am having problems with is the printed document. I opened the PLD from the Backorder Report, and saved it under a different name. I resized some of the columns in the repetitive area (header and data) to make room for the In Stock column. I CAN add the text field Instock as free text and enter "In Stock" as the content. I looked at the "backorder" column in the PLD, and it is a text field with the source System Variable and the variable is 109. I would assume that all I need to do in my added column is to set the source to System Variable and enter the variable number. That is the problem; I can't find the variable number for that column. I looked on the report rendered to the screen with system information on and the variable is "3 #000027825,OnHand". I looked at the Back Order column of the report rendered to the screen and the variable is "3 #000028725,OpenCreQty". I found a spreadsheet that is supposed to contain a list of system variables for 2007A, but the document type for this report is BRDR and that document type does not appear in the list of document types in that spreadsheet. I looked for a similar spreadsheet for 2005A SP01 but didn't find one. I DID find a document "How To Customize Printing Templates with the Print Layout Designer". According to that document, I should be able to get the system variable from the report rendered to the screen with System Information turned on. Can anyone help?
TIA,
Steve

I haven't dealt with this before so I can't be certain, but here are my thoughts.
The Backordered Qty is probably a calculated field, so that's why it's a system variable. The In Stock is a defined field, so you probably can use the file and field number, OITM, OnHand. I would look at maybe the stock number or description to see how those are setup on the form instead of the backordered qty field.

Help me . Query in " Query Print layout Design "

Hi Everybody .
I Design Report by Query Print layout Design , So when I run Report , I see Message : " Table not found Administrator (OA DM)" .
This is My Query .
( Note :this Query is run ok in Microsoft SQL . )
Select Cast(left([dbo].[Get_rate](T0.BatchNum,left(T0.Account,4),T1.U_VNS_JType),5) as nvarchar(50))+ Cast(T0.BatchNum as nvarchar(50))As No_Number , T0.TaxDate As Date , case left(T0.Account,4)when '1112'then '0.00' when '1122'then'0.00' else [dbo].[Get_11](T0.BatchNum,left(T0.Account,4),T1.U_VNS_JType)end as Amount1 , case left(T0.Account,4) when '1111'then '0.00' when '1121' then '0.00' else [dbo].[Get_111](T0.BatchNum,left(T0.Account,4),T1.U_VNS_JType) end As Amount2 , T1.U_VNS_MEMO As U_VNS_MEMO, T1.U_VNS_VNUMBER as PV_No , T1.U_VNS_JType as 'Voucher Type' , T0.Account As AC_Code , T3.AcctName as Description , T0.Debit As Debit ,T0.Credit As Credit , T1.U_VNS_NAME, T0.U_VNS_REMARKS From BTF1 T0 Inner Join OBTF T1 On T0.BatchNum = T1.BatchNum Inner Join OBTD T2 On T0.TransID = T2.BatchNum Inner Join OACT T3 On T0.Account = T3.AcctCode Where T0.BatchNum = '[%0]' Group by Cast(left([dbo].[Get_rate](T0.BatchNum,left(T0.Account,4),T1.U_VNS_JType),5) as nvarchar(50))+ Cast(T0.BatchNum as nvarchar(50)) , T0.TaxDate , case left(Account,4)when '1112' then '0.00' when '1122'then'0.00' else [dbo].[Get_11](T0.BatchNum,left(Account,4),T1.U_VNS_JType)end , case left(Account,4) when '1111'then '0.00' when '1121' then '0.00' else [dbo].[Get_111](T0.BatchNum,left(Account,4),T1.U_VNS_JType) end , U_VNS_MEMO , T1.U_VNS_VNUMBER , T1.U_VNS_JType , Account , AcctName , T1.U_VNS_NAME, T0.U_VNS_REMARKS order by Amount1 desc
Please help me .
Thank you very much .
Message was edited by:
Tran Ba Hai

Note: This Quey if I change = [%0] by = 1 , and I run Report in SAP is ok .

How to use query print layout design

i have a sql query and i want to see its result on report with the help of print layout design.

In addition to Tuvia's answer, here is the printing procedure of query PLD:
Printing User-Defined Queries
Use
After you have linked a user-defined query to a user report template, you can print it according to its linked print layout.
Procedure
To print a user-defined query, use one of the following two procedures:
Using the Query Print Layout window:
1. Choose Tools u2192 Queries u2192 Query Print Layout.
2. Choose the Reports tab page and select the query you would like to print.
3. Choose File u2192 Print.
The user-defined query is printed according to its linked print layout.
Using the Queries Manager window:
1. From the toolbar, choose with the quick info text Queries Manager.
2. Select the query you would like to print.
3. Choose File u2192 Print.
The user-defined query is printed according to its linked print layout.
You can also display a print preview for user-defined queries. To do so, choose File u2192 Print Preview.
Printing User-Defined Queries with Variables
Use
When a user-defined query contains variables, its linked print layout will also display the variables data and print them.
In the print layout linked to that query, you can see that an additional area containing the condition's parameters was added
There is pdf file relate to Query PLD in the SAP service marketplace website.
Rgds,

Print Layout Designer - inconsistent output

Hi,
We have received consistent compaint from our client that the output of Print Layout Designer are inconsistent.
Eg: The same PLD template is used for An invoice print out from 2 different workstation. However, workstation A display the format properly, workstation B will have missing lines between boxes or the alignment is not displayed properly.
We have also recently encountered the problem that our client export the invoice to Acrobat and then print it. However, it displays properly for workstation with Acrobat version 8, 9, but missing lines for version 7.
Another scenario could be the form is displayed properly on the screen, but the physical print out to a printer is not consistent.
We really appreciate some share of thoughts here. Is switching to other report writer, eg: Crystal Report, the only option?
Edited by: Shwu Hua Gan on Aug 10, 2008 2:57 AM

Gordon,
Thanks for replying.
This is what happen to our client.
The font size of the customised PLD SAP Invoice is size 5. In order to preview the layout, they have to preview in PDF, once they are happy with the details and then print.
In some workstations, there are Adobe Reader version 8 or 9. In a couple of workstations, there are Adobe Acrobat version 9.
Let's say, there are 2 fields with the following properties:
Field A, Left = 0, Width = 10.
Field B, Left = 10, Width = 10.
Adobe Acrobat version 9 display the border of the field properly. However, those with Adobe Reader 8 / 9 will see gaps between fields.
If we change them as follows the field the gap;
Field A, Left = 0, Width = 10.
Field B, Left = 9, Width = 11,
Then those with Adobe Acrobat version 9 is missing the border for because Field A overlaps with Field B. But Adobe Reader 8/9 will print fine. It also works fine if user click 'Print Preview' as normal and then click 'Print'
Does anyone knows whether this inconsistencies is caused by
- printer drivers; or
- Adobe; or
- SAP Business One.

Print Layout Designer \Custom Reports

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