Common data > Customer relation > Marketing > Mailing report 

This function is used to create, for a given language code, Crystal Report reports and report templates, that will be used in the mass mailing operations of Marketing campaigns.

A standard basic template is supplied in Sage X3. This template is called "MAILINGX.rpt". It is stored in the installation directory: ../REPORT/FRA (for French).
This template cannot be viewed nor modified. It is only used as the basis for the creation of new templates or reports.
SEEINFO On the server, it is possible to duplicate it in the installation directories of other languages, for instance:.. /REPORT/ENG.
Upon creation of a new template or a new report in ENG, it is the template stored in this directory that will prevail over the template stored in the FRA directory.

In this function, the creation is carried out by a duplication process. The duplication is first performed from the "MAILINGX.rpt" template, and then from the new template, once this new template has been created.

  • To create a template in a given language, the user must, in creation mode, specify the language code and save the report under the name "MAILING.rpt" after personalizing it in Crystal Report from the client workstation. This new template is stored in the installation directory: ../REPORT/LANGUAGE_CODE.
  • Then, when creating a report associated with a given language code, the duplication will be carried out from a template specific to that language code.
    The system will search for a template named "MAILING.rpt" in the installation directory: ../REPORT/LANGUAGE_CODE.
    If no template is found, the system will search for a template named "MAILINGX.rpt" in the same directory.
    Finally, if such template is not found either, the template "MAILINGX.rpt", stored in the installation directory: ../REPORT/FRA, will be used.

The button [Copy to client] is used to download the report on the client workstation in order to start the personalization of the new template or report.
This personalization is carried out using the information contained in the template used. This template allows to retrieve a lot of the characteristics used in many different reports. The user can thus recover a large part of the message and simply modify such information as the dates or the amounts.

The report is ready to be issued from the usual merge fields.But these fields have been the object of previous interpretation processes. Indeed, certain fields used in X3 do not store the meaning of a value, but the code for this meaning. This is the case for example for local menus, miscellaneous tables, translatable titles, the fields associated with objects, etc.

For all these fields, an interpretation operation must be carried out to make their use possible. This is generally possible by writing complex formulas in Crystal Report.
To avoid this, all the fields proposed in this list are directly usable. The user need only be concerned by their position in the report.

The list of the fields and their meanings are given below :

Field

Contents

BPRNAM_0

BP name

BPRNUM_0

BP code

CNTTTL_0

Contact to be addressed as

CNTNAM_0

Complete contact name

CCNNUM_0

Contact code

ADD1_0

Address 1

ADD2_0

Address 2

ADD3_0

Address 3

ZIP_0

Postal code

CTY_0

City

CRY_0

Country

TEL_0

Telephone

FAX_0

Fax number

WEB_0

E-Mail address

REPNAM_0

Complete name of the sales rep concerned

REPFNC_0

Sales rep function

OPGNUM_0

Mail-shot operation code

MRENUM_0

Order number of the addressee in the operation

F501_0

Technical field required for the correct functioning of delivery by fax

F599_0

Technical field required for the correct functioning of delivery by fax

In this way, when the REPFNC_0 field is inserted in a document, the result does not display 1, 2, 3 or 4, but Sales Engineer, Sales Director etc.

Prerequisites

SEEREFERTTO Refer to documentation Implementation

Screen management

Entry screen

Fields

The following fields are present on this tab :

Technical

Report

This field specifies the language defined for the report.
During a mass mailing operation for marketing campaigns, only the reports whose language code matches the connection language will be available for use.

  • Report code (field MAGTPL)

This field is used to specify the code of the report or template.
In order for a report to be considered a template, its code must necessarily be "MAILING".
It is thus possible to have one "MAILING" template per language code.

  • Long title (field OMRDESAX3)

 

  • Short description (field OMRSHOAX1)

 

Close

 

Specific Buttons

This button can be used to copy the report to the client workstation in order to modify it with Crystal Report.

This button can be used to copy a report from the client workstation to the server.
When a report is modified or created, it should be automatically copied on the server, in the ../REPORT/LANGUAGE_CODE directory.

SEEINFO A colored indicator indicates if the report is present or not on the server.

Error messages

The only error messages are the generic ones.

Tables used

SEEREFERTTO Refer to documentation Implementation