creating custom reports with ms-access

[Christian Lahl]

hi group,

i've been installing and playing with BCM all day and after some trouble got
it up and running in a multi-user environment nicely.

one of the "missing features" for me is to create and print offers /
invoices automatically from the data entered into the "opportunities" form
under the section "Products and services". is there a simple way to do this?

as i'm among other things an Access developper with ASP.NET & database
experience including sql server, i thought i just attach an ms-access
database to the instance of MSDE and read out the tables to create a report
in access to compensate for any missing reports in the standard version of
BCM 2.0 for Outlook 2003.

i managed to link lots of tables, many also containing the word
"opportunities", unfortunately the one(s) i was looking for, was/where not
to be found anywhere. i would need line by line all the products and
services listed in any gives sales opportunity. the table closest to what
i'm looking for is "dbo_opportunityProductsFullView".

does anyone know which table or combination of tables would result in the
following:

company name - company adress - opportunity title - product or service
name - quantity - product or service price - ...

so that i can create a report in ms-access out of it which also includes our
logo and other stuff i'd like to customize?

after looking through all tables i was able to connect to, i'm running out
of "easy" options here and any help is very much appreciated.

thx

chris

 

[Leonid S. Knyshov]

hi group,

i've been installing and playing with BCM all day and after some trouble
got it up and running in a multi-user environment nicely.

one of the "missing features" for me is to create and print offers /
invoices automatically from the data entered into the "opportunities" form
under the section "Products and services". is there a simple way to do
this?

as i'm among other things an Access developper with ASP.NET & database
experience including sql server, i thought i just attach an ms-access
database to the instance of MSDE and read out the tables to create a
report in access to compensate for any missing reports in the standard
version of BCM 2.0 for Outlook 2003.

That missing feature is called Microsoft Small Business Accounting
2006/2007.

I doubt you want to rewrite it in Access.

That program integrates with BCM and makes creating invoices quite easy.
--
Leonid S. Knyshov, CEO
Crashproof Solutions, LLC - http://www.crashproofsolutions.com
MCP Exchange 2003/Small Business Server 2003
Microsoft Small Business Specialist Partner
See the tips and tricks section on my website for video tutorials on BCM
Send a smile to Microsoft (Office 2007 Beta feedback tool)!
http://tinyurl.com/m4omy

 

[Christian Lahl]

hi leonid,

thx for your reply, sadly i'm situated in "old europe", in austria to be
precise. we speak german here and if i read the material on Microsoft Small
Business Accounting correctly, there won't be a specialized version for
Germany in the forseeable future, not to mention one for Austria, which has
only about 8 million inhabitants and a different tax code from Germany.

So does anyone see a way to print offers and invoices out of BMC for Outlook
2003?

sorry for answering late - i was distracted all week long.

chris

 

[Luther]

Can't you get the Opporrtunity fields from OpportunityFullView and the
Products from OpportunityProductsFullView, joining the two based on
ContactServiceID?