Not Ready to Give Up you Crystal Reports in the Latest Version of Epicor 10? It’s ok, you don’t have to just yet. The current release of Epicor 10.700 doesn’t make it easy to use your existing Crystal ODBC reports, however there is a process for get them to work.
The steps are as follows:
1. Create an ODBC user and password that has access to the SQL DB. Create the ODBC System DSN on the server and then the clients.
2. Epicor “accidentally” disabled the “use default user and password” from the report print screen. The good news is that Epicor has a simple SQL script that can be run to re-enable this. This functionality is key for not having to enter your user name and password or embed the credentials at the client or report level.
3. Now that the credentials are working you’ll need to do a little cleanup on your existing reports. You’ll need to point the existing report tables to the new Epicor 10 database tables. The key is to point any tables where there are UDF’s, to the newly created SQL views that were created instead of the actual table. Any tables not using UDF’s can be pointed directly to the corresponding ERP table.
4. You may also find that some formula cleanup is necessary if you are using a newer version of Crystal.
5. Lastly, make sure to point your reports to the new server location in Menu Maintenance. There you have it!
Now you can buy yourself a little time to get these reports converted to SSRS. Please contact Estes if you need assistance in getting your Crystal Reports to work OR if you would like to discuss options for converting your existing Crystal Reports to SSRS.
