creating custom reports with ms-access

  • Thread starter Thread starter Christian Lahl
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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
 
Christian Lahl said:
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.
Click to expand...

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