General Settings Parameters for Reports

The Miscellaneous Billing Invoice report is available in Crystal Reports. For information on customizing this report, see Customizing a Report on page 4. Otherwise, the following setup is required.
To define the General Settings:

1. Launch GNA.
2. Select Parameters > General Settings Editor.
3. Select Report from the Registry Filter.
4. Select the Use Crystal Report option.
5. Enter the path to the Reports folder for your deployment in the Standard Reports Path parameter.
6. Enter the path to the Custom Reports folder if you have created one. For details, see Customizing a Report on this page.
7. Enter the path to the log file in the Standard Log Path folder.
8. Click Save.

For further details, refer to the GNA documentation.

Configuring the Report

The following report must be available in your deployment, before you can print invoices from the Miscellaneous Billing form:
101-rpt-003.rpt Miscellaneous Billing Invoice
This report is included with the FormReference.xml file and imported by the GNA > Import/Export Tool. The changes that you apply to the report in GNA, such as adding an alternative connection key and adding prompts, are not overwritten during the import process. If you want to create a new custom report in Crystal Report or SSRS, follow the procedure under Customizing a Report on page 4.
You can perform the following configuration to add a second datasoure connection key, prompts and criteria to the report. However, this is not a required step.
To configure the report:

1. Launch GNA.
2. Select Parameters > Report Parameters Editor.
3. Select 101_rpt_003.rpt – Miscellaneous Billing Invoice in the tree view.
   This Report Editor reads the report and lists all the datasources referenced.
4. Click Report Criteria to add a prompt or other criteria to the report. This is an optional step.
5. Click Save.

Refer to the documentation on the Report Parameters Editor for further details.

Customizing a Report

You can create a custom report to use in place of the standard Miscellaneous Billing Invoice report. The custom report can be created in either Crystal Reports or SSRS. You can save this report to any network directory. You need to enter the path on the OpenForms General Settings > Report form Whenever you launch the report, it is executed from the Custom folder.
Use the following procedure:

1. Create a new network directory for all your custom reports.
2. Create the custom report in Crystal Reports or SSRS.
3. Save your custom cash collection receipt report to this folder.
4. Ensure that the custom report has the same name as the standard report:101-rpt-003.rpt Miscellaneous Billing Invoice.
5. Launch GNA.
6. Select Parameters > General Settings Editor.
7. Select Report from the Registry Filter.
8. Select one of the following:
9. Use Crystal Report
10. Use SSRS
11. Enter the path to the custom reports folder that you created in the Custom Report Path parameter.
12. Enter the path to the Reports folder for the standard reports.
13. Enter the path to the log file in the Standard Log Path folder.
14. Click Save.

Refer to the documentation on the Report Parameters Editor for further details.

Printing the Receipt

The receipt can be printed on any printer, either automatically or manually.
The information added to the receipt includes the following:

Account Details

• Invoice Date
• Due Date
• Invoice No.
• Account No.
• Reference

Invoice Details

• Description
• Quantity
• Amount / Qty
• Sales Tax
• Total per itm
• Invoice Total

Configuring the Miscellaneous Billing Action Button

The following procedure describes how to add the Report Printing action button to the Miscellaneous Billing form. However, by default, this button is included on the form.
To add this action button:

1. Launch the Govern OpenForms Designer (OFD).
2. Open the Miscellaneous Billing (MB001) form.
3. Select the Invoice Posted entity.
4. Select the Action Button in the Controls explorer.
5. Drag it to the top of the form.
6. Click the ellipsis button beside Action text box.
   This opens the Extension Selector.
7. Select Only show classes that implement the custom control interface.
   MsGovernOpenForms.CustomControls.dll is displayed under Assembly.
8. Select ExportCrystalReports_Action on the right.
9. Click OK.
   This information MSGovernOpenForms.CustomControl.dllExportCrystalReports_Action is displayed in the Properties tab for the Action button on the Miscellaneous Billing form.
10. Expand the Misc. property and configure the following:
11. Enter the printer name in the PrinterName property.
12. Select 101-rpt-003.rpt – Miscellaneous Billing Invoice from the ReportCode property.
13. Select the export type that you want to generate, such as PDF or Crystal Reports from the ReportExportFormat property.
14. Expand the Tooltip property.
15. Enter a tooltip to appear when the user hovers the mouse over the Miscellaneous Billing Invoice Print action button on the Cash Collection form.
16. Click Save.
17. Launch Govern and open the Miscellaneous Billing > Invoice Posted form to view the button.

The Miscellaneous Billing Invoice Print button is located on the tab at the top of the form.

Launching the Report from Govern

You can print the report directly from the Miscellaneous Billing form in Govern.
To print the report:

1. Launch Govern.
2. Open a Profile that includes the Miscellaneous Billing form.
3. Open the Miscellaneous Billing form.
4. Perform a search and load the required Miscellaneous Billing record.
5. Open the Invoice Posted entity.
6. Click the Miscellaneous Billing Invoice Print action button.

The report is printed on the printer configured in the Cash Collection Parameters form.