Access Crystal Documents
Part of System Options Documents tab, Access Crystal Documents (ACD) is an additional module that enables you to customise many documents generated by the system. This means that you can make your documents have the look and feel you require, or simply make them fit your stationery. The underlying data is not changed.
If you wish to just run reports and documents that have been designed in Crystal, then you only require the Crystal Reports Professional Print Engine. Access Accounts automatically installs the Crystal Reports Professional Print Engine along with a selection of reports and documents designed in Crystal. Because system files are involved, the ACD files must be installed onto each machine using the installer and not copied from one machine to another.
If you just wish to customise the reports and documents and write new ones, you will require Seagate Crystal Reports Professional.
Installation of the Crystal Reports Professional Print Engine enables the Crystal Documents drill-down on the Documents tab of the System Options window. Clicking this drill-down opens the ACD Options window where you can select the documents that are to be printed in ACD format.
Many of the documents that are printed by Access Accounts have an Access Crystal Design (ACD) version. Once the Crystal Reports Professional Print Engine has been installed, you will be able to select those documents that you wish to print using the ACD version.
Open this window to select the documents that are to be printed in ACD format.
Subtotalled invoices are not compatible with Access Crystal Documents. If you have document stationery set to sub-total invoices by one of the sub-total options the standard invoice will be printed and the ACD setting ignored.
Always use printer set on Crystal report - tick this option to use the printer that has been set for the Crystal Report instead of the default system printer.
Global ACD Location
Your ACD files can be stored in a central location (i.e. a shared server), for all users to access. See User Options for setting this location. You are able to set a global path to this shared ACD folder in addition to the existing path set against your User record. The path against your User record takes priority, unless it is left blank.
Your ACD file structure should be as follows:
A sub-folder, named ACD, should exist within the Accounts installation folder: ..\Accounts\[version]\ACD
All active template files are stored within an SQL sub-folder within the ACD folder (..\ACD\SQL). Inactive files can be moved to another location if you wish.
There are a number of optional themes which can be used. The theme templates are kept in sub-folders below the SQL folder (..\ACD\SQL\Type 1).
ACD Theme - You may also choose to use a layout theme when printing ACD documents and to specify the image colours to be used. The themes are optional. If no path to a specific layout is specified, then the default is used. If the ACD path points to layouts that do not use a theme, or if the specified theme does not exist, the default grey theme is used.
Below is a list of some of the current Crystal documents.
Where alternatives are offered, for example PLCheque.rpt and PLCheque1.rpt, the system will always use the document with the filename that contains no number. If you wish to use the PLCheque1.rpt document, you should first rename the existing PLCheque.rpt to retain it, e.g. PLCheque_original.rpt, and then rename PLCheque1.rpt to be PLCheque.rpt.
If you customise a document, it must be stored with the default name to ensure it will be picked up and used. For example: before you customise the delivery note, save a copy of Delivery.rpt to retain it, e.g. Delivery_copy.rpt, and then save your customised delivery note with the name Delivery.rpt.
Access Accounts will always use the document with the filename that contains no number.
Default Name | Description |
Barcode.rpt |
|
CredNote.rpt | Credit Note / Copy Credit Note |
DebtorsLetter1.rpt | Sales Ledger Debtors Letter |
DebtorsLetter2.rpt | Sales Ledger Debtors Letter |
DebtorsLetter3.rpt | Sales Ledger Debtors Letter |
Delivery.rpt | Delivery Note |
DeliverySubanal.rpt |
|
DeliverySubanalReprint.rpt |
|
DeliverySubstk.rpt |
|
DeliverySubstkReprint.rpt |
|
DelRprnt.rpt |
|
Estimate.rpt | Estimate |
GoodsInStock.rpt | Stock levels |
GRecRprt.rpt |
|
InvConsol.rpt | Consolidated Invoice |
Invoice1 for Window Envelope.rpt | Invoice / Copy Invoice |
Invoice1.rpt | Invoice / Copy Invoice |
Invoice2.rpt | Invoice / Copy Invoice |
InvRollUp.rpt | Matching Stock items merged |
OrderStatDet.rpt | Sales Orders Analysed by Status - Detailed |
OrderStatOrd.rpt | Sales Orders Analysed by Status |
PickingList.rpt | Sales Order Picking List |
PickingListDet.rpt | Sales Order Picking List - Detailed |
PLCheque.rpt | Purchase Ledger Cheque - numeric value above the value in words |
PLCheque1.rpt | Purchase Ledger Cheque - numeric value to the right of the value in words |
PLRemBAC.rpt | BACS Remittances |
PLRemit1.rpt | Remittance 1 - without cheque |
PLRemit2.rpt | Remittance 2 - with cheque |
PLStatmt.rpt | Statement |
POPGDRec.rpt | Goods Received Note |
POPOrder.rpt | Purchase Order |
POPOrderStatus.rpt |
|
POPRNote.rpt | Receipt Note |
POPRNoteReprint.rpt |
|
ProForma.rpt | Pro Forma Invoice |
ProFormaStatmt.rpt | Pro Forma Statement |
Progress.Rpt | Progress Claims |
Purchase Order Authorisations (Landscape).rpt |
|
SLReceipt.rpt | Receipts |
SLStatmt.rpt | Statements |
SOPConfm.rpt | Sales Order Confirmation |
StkAllocPickingList.rpt | Stock Allocation Picking List |
StockDocument.rpt | Stock Movement document |
WO_Certificate.rpt | Works Order Completion Certificate |
WO_Docket.rpt | Works Order Docket |
WO_Kitting_List.rpt | Works Order Kitting List |
WO_Kitting_List_2.rpt |
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