Get branch name with PLD

[michael_zocly972]

I want to print branch name with PLD, wether active branch for the user or the selected branches from criteria.

or the selected branches from criteria.

Could you help me and tell me how to do please ?

[DavidAndrusko]

Hello,

One of the points for this system behavior is that you can have multiple Branches selected which makes it impossible to have the right Header Information. As a workaround, you may create copy of the PLD Template for each Branch with the correct header information, which can be selected before printing the report.

In Crystal, the branch filter is on Selection Criteria and 'Branch' field is not displayed on the Balance Sheet report itself. Therefore, you might not be able to add this field directly from the report.

When you set a filter in the selection, the system will generate the report by collecting the transactions from JDT1 where BPLId (Branch code) equals to the value that you filter. You can try adding a command by adding fields from both JDT1 and OBPL to get the information you need.

For changes on a system template, first you should create a new connection from Designer > Database > Database Expert. Double-click on Add Command to create a new query. Click on OK. Drag the fields you want and save the report onto your local desktop.

Then import this layout to BAL1 structure in SAP Business One which is the template of Balance Sheet.

To make it visible in Crystal Report layout for Balance Sheet, you may try and test the below steps.

1. Modify the layout based on system template Balance Sheet (CR) (System) which is established by XML connection. We use this layout because it includes the column that we want to link.

2. In the original system layout, check the Database Fields. You will find a form (version 9.3) called 'B1_CR_GenericForm_FormGrid_uId12_line'. Here 'column_uId3' field is the account code which can be used to link to journal entry table.

3. Branch selection is on Selection Criteria window only and as mentioned, the system filters the report directly by running the query at the back end. Also, as we know in US localization, the account displayed on the screen are the connected strings of 4 segmentation accounts. Therefore, we add a command instead of dragging the table.

Command:

select t0.BPLName, CONCAT(t2.segment_0,t2.segment_1,t2.segment_2,t2.segment_3) from OBPL t0 inner join jdt1 t1 on t0.bplid=t1.bplid
inner join oact t2 on t1.account=t2.acctcode

4. After create the above command, link the 'column_uId3' field from 'B1_CR_GenericForm_FormGrid_uId12_line' form in Links tab to the account field in the above Command.

** If the preview does not work in SAP Business One with log on windows connection, you can update the XML connection by using the method introduced in SAP Note 1704366.

Regards,

David Andrusko
SAP Business One Support