How to modify transfer receiving report.
Question asked by Art Crowley - 8/1/2017 at 2:48 PM
Answered
The report I need to modify is TRAN1001.  I have found the report and have done the modifications.  But, when I save the report and 'Load from Disk', Atrex will not use the changes I've made to the report.  I haven't found a way to link the transfer to the new report.

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Mark Culos Replied
Employee Post Marked As Answer
Art,
 
My guess is that you have renamed the report.  When you load the report, it must be named TRAN1001 so that it will supersede the standard report. Once loaded, you should see the report name TRAN1001 in the Custom Reports tab.
 
If my guess is wrong, we will need to dig further.
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Art Crowley Replied
I did not rename the report. It is still TRAN1001. It does show in the 'Customer Reports' with the report date 8/1/2017. It also still shows up in the 'Standard Reports' with a date of 2/23/2016, which Atrex appears to be using. I don't know what the 'Report Type' should be. There isn't anything linking it back to transfers. The 'Report Access' is set to all users. I've tried running a batch, but that didn't help.
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Mark Culos Replied
Employee Post
I have confirmed that the custom report functionality works correctly with that report. Try saving the report to disk and editing it again.

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