Example using OE Order Details

Using the Order Entry Detail Line optional fields against the OEORDD table :

View Type

Create the following View Type

 

 

View Type : OEORDD

Description : Order Detail

Label: ODet

View ID OE0500

Sort Order : Uniq./Line Number

Display Field : LINENUM

Composed With View : OE0501

Master Opt Field Detail View : OE0470

Location : Select Order Details

 

Infoset Code

Create the following InfosetCode :

Infoset Details tab

 

 

Infoset : OEORDD

Description : Order Detail Optional Fields

Enter (or find) OEORDD under VIEWTYPE

Click Refresh and the grid to the right hand side should populate

 

Connection tab

Go to the Connection tab and establish your MS-SQLdatabase connection details :

 

Note : this is the database user id and password – not the Sage 300 userid and password you are entering

 

 

Database View tab

Go to the Database View tab and click the new query button.  Then type in a name (for example EBOEORDD) and click the Go button (>>).  You should get the following query for MS SQL (or the fields surrounded by quotes for Pervasive). 

 

 

Click “save view” and “save” for the Infoset.

 

Now click “create view”.  After creating the view – go to MS SQL Management Studio and you should have the following view :

 

 

Etc …

 

Where the current setup of OE Optional Fields is :

 

 

 

Which, when you are in Crystal, the optional fields should appear as if they were on the OE Order Detail table as follows  :

 

Select the view EBOEORDD

 

 

And then select the required fields, for example, line number, item, location and backorder optional field :