Print templates
This function is used to create print templates.
A print template references a specific list of reports as well as a number of copies that will be used in the management of purchases and sales, with the following documents:
- Purchases: orders, direct orders, returns
- Sales: quotes, orders, direct orders, deliveries, invoices, credit memos.
The codes of the prints templates thus defines can be attached to the customer and supplier categories and to BP records: customers and suppliers.
When using the print function with an object management linked to the document (e.g. order print in order management), the report referenced for this object in the template attached to the BP is used by default (if it exists).
If a report has been entered in the entry transaction of the object or if other reports have been attached to the object (via the setup function Object personalization), the report referenced in the template attached to the BP is also suggested by default in the list of available reports.
In mass printing, the print routing automatically selects the report according to the template associated with the BP, otherwise the setup at the level of the object personalization is used.
Prerequisites
Refer to documentation Implementation
Screen management
Entry screen
Presentation
The screen is divided into three sections:
- Template identification.
- List of Purchase documents for which the report code to be used and the number of copies to print can be specified.
- List of Sales documents for which the report code to be used and the number of copies to print can be specified.
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Fields
The following fields are present on this tab :
Block number 1
| Code of the print template referencing the report code to be used as a priority for each document. The code of this template can be associated with the BP thus making it possible to customize some reports for particular customers or suppliers. |
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Purchasing
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| This field contains the report code used by default or suggested by default in the list of available documents, when using the printing function with object management linked to the document. |
| This fields contains the number of document copies to be printed. |
| This field contains the report code used by default or suggested by default in the list of available documents, when using the printing function with object management linked to the document. |
| This fields contains the number of document copies to be printed. |
| This field contains the report code used by default or suggested by default in the list of available documents, when using the printing function with object management linked to the document. |
| This fields contains the number of document copies to be printed. |
Sales
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| This field contains the report code used by default or suggested by default in the list of available documents, when using the printing function with object management linked to the document. |
| This fields contains the number of document copies to be printed. |
| This field contains the report code used by default or suggested by default in the list of available documents, when using the printing function with object management linked to the document. |
| This fields contains the number of document copies to be printed. |
| This field contains the report code used by default or suggested by default in the list of available documents, when using the printing function with object management linked to the document. |
| This fields contains the number of document copies to be printed. |
| This field contains the report code used by default or suggested by default in the list of available documents, when using the printing function with object management linked to the document. |
| This fields contains the number of document copies to be printed. |
| This field contains the report code used by default or suggested by default in the list of available documents, when using the printing function with object management linked to the document. |
| This fields contains the number of document copies to be printed. |
| This field contains the report code used by default or suggested by default in the list of available documents, when using the printing function with object management linked to the document. |
| This fields contains the number of document copies to be printed. |
Transport note
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EFAT A/P-A/R invoice
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| This is the report code used to issue AP/AR invoices for Electronic invoices that are enclosed with the email sent to customers. This field is only available if the EFAT activity code is active. |
| Enter the number of copies for the invoice. |
| This is the report code used to issue AP/AR credit memos for Electronic invoices that are enclosed with the email sent to customers. This field is only available if the EFAT activity code is active. |
| Enter the number of copies for the credit memo. |
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