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Add new WEX batch matching letter template

This article tells you how to add a new WEX batch letter template.

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Written by David Bayley-Hamilton
Updated over 2 months ago

Updating the available Document Tracking Letter Template reports within the Work Experience (WEX) Batch Matching screen is a two-part process.
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Create the report in Crystal Reports

You need to create your report with the correct parameters in Crystal Reports.

  1. Open Crystal Reports, then create your report as required.

  2. Add your parameter with these exact settings:

    • ParameterName: Wex_Batch_Member_Yp_Placement_Link_Ref

    • Record Selection Linking: {LT_WEX_BATCH_MEMBER_YP_PLACEMENT_LINK.Wex_Batch_Member_Yp_Placement_Link_Ref} = {?Wex_Batch_Member_Yp_Placement_Link_Ref}

  3. Set the parameter to allow multiple values.

  4. Save your report.


Upload and link the report

Once you've created your report, you need to upload it and request that we link it to the WEX Batch Matching screen.

To upload your report, follow these simple steps.

  1. Open Report Manager then upload your new report.

  2. Raise a new case with us to link to new report template to the screen.

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