Report Naming Scheme - For multi-orgs
Refer to Product Ideas
Hi team,
My client, ExCeL, recently acquired BDC (Business Design Centre) and so are looking to streamline their report organisation names when pulling invoices from the system.
Scenario: the system to pull the organisation's name i.e. ExCeL London or BDC onto the report instead of manual input (as you will see in the screen shots below). This would help avoid confusion and eliminate time spent manually editing the ‘report name format’ field.
We had a look at the ‘report naming scheme’ for invoices and discovered that the ‘organisation’ wildcard does not show from the fields selection list. However, when you go to the service order confirmation reports, the field ‘organisation’ shows from the drop down list. Is this intended? Is there a best practice for pulling the specified company name onto invoice reports for multi-org clients?
Thanks!
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Ella, i would recommend tagging your colleagues on these posts to ensure they see the question
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Seth Halvaksz that was done already, since the team is asked to post on documentus for product to see and answer these questions, who can help Ella here?
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Tagging Martin Stephens and Anthony Costantino for their feedback
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It looks like the Organization wildcard is not available from the “Report Naming Schemes” section. Not many clients use this section - it allows you to change the report description on Crystal Reports.
Workaround - copy the invoice report(s). Now you have Invoice reports each specific to each org (and labeled appropriately so you know which is which when running it). Create the appropriate naming scheme for both - or update the actual reports with the required output format.
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Ella Fancett this looks like an enhancement request. When Prod originally setup the Invoices subject, i guess they didn't think to include Organization as an available wildcard. I think this is a simple, quick win enhancement that just needs a tweak on the Dev side and encourage Seth Halvaksz and Ryan Ungerboeck to slip this into next available sprint.
Martin's workaround certainly works, just remember to update BOTH report master entries when they need updating.
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Just so I understand this correctly - the organization is truly the Organization Master name and the desire is to have the same invoice report used for both organizations.
In which case…I understand the request, and I assume is a relatively simple request although I am not all that familiar with how reporting wildcards work. Probably easy though as it appears to work off the metadata - in which case maybe no code changes to achieve it. -
Thanks all! Appreciate your input. I'll advise ExCeL of the workaround.
Seth Halvaksz Would you like me to submit this enhancement in Pendo and copy the link here for reference?
And IF we're able to get this into the next sprint - could you advise on the timeline on when it might be available?
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Ella, yes please create an enhancement request in Pendo and post the link here for reference.
Unfortunately 25.4 is already planned but we can consider this for 26.1.
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There was no code change, and Ryan Ungerboeck has already made the metadata change to bring invoices in line with service orders. It should be available in 25.3 and above
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