Output

Settings

General Settings

Navigation: Main Menu > Settings > General (tab)

• Output (Print, PDF, Email) > BCC emails to the following address: Enter an email address in the Value column.

• Output (Print, PDF, Email) > Bulk SMS Password to be used in Email Subject: Enter a password in the Value column.

• Output (Print, PDF, Email) > Output Templates: Click Edit in the Value column to select Output options (see below).

Setting: Output Options for Reports

Process:

• 1. Select a Report from the dropdown list at the top. The available entries are:

     • Supplier Age Analysis

     • Customer Age Analysis

     • Financial Statements

     • Ledger

     • Stock Check

     • Workspace

     • VAT Control

     • Trial Balance

     • Cashup

     • Inventory

     • Cost of Sales

     • Pricing

     • Compounds

     • Service Manager

     • Production

     • Customers

     • Suppliers

     • Supplier Payments

     • NCR

     • Planning Board - Tasks

     • Planning Board - Transactions

  2. Select a report or template.

  3. Some options may have more than one output selection (e.g. Ledger has a template for the Detailed Ledger and for Transactions).

Buttons Explained

• Edit: Changes the fields from read-only to editable.

• New: Allows users to create a new Output.

• Save: Saves any changes.

Fields Explained

• Field Chooser (*): Allows users to add or remove columns.

• ID: A system-generated number for the entry.

• Name: The Name of the report (as chosen from the dropdown list).

• Type: A dropdown list with available options. The options in the next column depend on the chosen Output options. Options could include:

  • Template (PDF & HTML Email body)

  • Email (HTML body & Attachment/s)

  • Plain Text

• Output:

  • Print & E-mail

  • Print only

  • E-mail only

  • Print & E-mail

• Status: A dropdown list of Statuses. Those with a checkmark will be included. The Status options are:

  • Pending

  • Active

  • Complete

  • Cancelled

• Template: A checkbox that if checked will display a Template.

• HTML: A checkbox that if checked will display HTML.

• Menu (...): A submenu allowing users to:

  • Load Reportbuilder (.rtm) file: This report is created in Form Designer and will be used as the Template option. This function allows users to find and select the form on their local or cloud server.

  • Edit HTML: This action opens an HTML Editor for users to create an email template in HTML format. Use Data Tags to personalise the email.

  • Edit Email Subject: This action opens an HTML Editor and allows users to create the email subject. Use Data Tags to personalise the subject (e.g. Quotation [DOCIDENQID] - [REFERENCE])

  • Delete: This action deletes the entry.

Setting: Output Options for Transactions

Navigation: Main Menu > Setup > Transactions > Output (tab)

Process:

1. Select a Transaction from the dropdown list at the top. The available entries are:

• 3. • Asset Purchases (ASSET)

     • Cashup Shortfall (CU-)

     • Cashup Surplus (CU+)

     • Contract Billing (CB)

     • Costing (COST)

     • Customer Credit Notes (CC)

     • Customer Discounts (CD)

     • Customer Forex Gain (CFX+)

     • Customer Invoices (CI)

     • Customer Offset (COF)

     • Customer Overpayment (COP)

     • Customer Receipts (CR)

     • Customer Receipts - Debit Order (CR-DO)

     • Customer Receipts - Forex 1 (CRFX1)

     • Customer Receipts - Forex 2 (CRFX2)

     • Customer Refunds (CF)

     • Delivery Notes (DN)

     • Expenses (EXP)

     • General Journal (GJ)

     • Goods Issued (IGI)

     • Goods Received (PO) (IGRPO)

     • Goods Received (WO) (IGRWO)

     • Goods Returned (IGRT)

     • Other Income (INC)

     • Payroll - Expenses (PR-EXP)

     • Payroll - Payments (PR-PMT)

     • Periodic - Accrual to Inventory Finished Goods (P-ACR>FG)

     • Periodic - Accrual to Inventory Raws (P-ACR>RAW)

     • Periodic - Accrual to Purchase Materials (P-ACR>PURM)

     • Periodic - Accrual to Purchases Outsourced (P-ACR>PURO)

     • Periodic - Inventory Gain (P-INV+)

     • Periodic - Inventory Loss (P-INV-)

     • Periodic - Inventory Raws to Finished Goods (P-RAW>FG)

     • Periodic - Inventory to Cost of Sales (P-INV>COS)

     • Periodic - WIP Decrease (P-WIP-)

     • Periodic - WIP Increase (P-WIP+)

     • Purchase Orders (COS) (PO-COS)

     • Purchase Orders (EXP) (PO-EXP)

     • Purchase Orders (INV) (PO-INV)

     • Purchase Price Variance (PPV)

     • Purchase Return (IPRN)

     • Quotations (QT)

     • Requisitions (REQ)

     • Requisitions Inhouse (REQ)

     • Sales Orders (SO)

     • Sales Return (ISRT)

     • Supplier Debit Note (EXP) (SD-EXP)

     • Supplier Debit Note (INV) (SD-INV)

     • Supplier Discounts (SD)

     • Supplier Forex Gain (SFX+)

     • Supplier Forex Loss (SFX-)

     • Supplier Invoices (COS) (SI-COS)

     • Supplier Invoices (EXP) (SI-EXP)

     • Supplier Invoices (INV) (SI-INV)

     • Supplier Offset (SOF)

     • Supplier Overpayment (SOP)

     • Supplier Payments (SP)

     • Supplier Payments - Forex (SPFX1)

     • Supplier Payments - Forex (SPFX2)

     • Supplier Refund (SF)

     • Task Orders (TO)

     • Transfer Customer Deposits (TR-CD)

     • Transfer Issue (ITI)

     • Transfer Receive (ITR)

     • VAT Payment (VAT-PAY)

     • VAT Refund (VAT-REF)

     • Work Orders (WO)

2. Select a report or template.

Buttons Explained

• New: Allows users to create a new Output.

Fields Explained

• Field Chooser (*): Allows users to add or remove columns.

• ID: A system-generated number for the entry.

• Name: The Name of the report (as chosen from the dropdown list).

• Type: A dropdown list with available options. The options depend on the chosen Output option, and will include one or more of these options:

  • Template (PDF & HTML Email body)

  • Email (HTML body & Attachment/s)

  • Plain Text

• Output:

  • Print & E-mail

  • Print only

  • E-mail only

  • Print & E-mail

• Status: A dropdown list of Statuses. Those with a checkmark will be included. The Status options are:

  • Pending

  • Active

  • Complete

  • Cancelled

• Default: Option to select Print or Email as a default.

• Template: A checkbox that is checked when a template is loaded.

• HTML: A checkbox that is checked when an HTML email template is loaded.

• Menu (...): A submenu allowing users to:

  • Load Reportbuilder (.rtm) file: This report is created in Form Designer and will be used as the Template option. This function allows users to find the form on their local server and select it.

  • Edit HTML: This action opens an HTML Editor for users to create an email template in HTML format. Use Data Tags to personalise the email.

  • Edit Email Subject: This action opens an HTML Editor and allows users to create the email subject. Use Data Tags to personalise the subject (e.g. Quotation [DOCIDENQID] - [REFERENCE])

  • Delete: This action deletes the entry.

Onscreen Output Options

Output > Print

• Opens the default printer and prints the selected Output for the transaction or view (report).

Output > Print (Show Dialogue)

• Opens a dialogue box for users to choose a printer which can also be a PDF printer and prints the selected Output for the transaction or view (report).

Preview

• Displays the selected Output for the transaction or view (report) on screen. 

• This display allows additional options including:

  • Print: Users can choose a printer to print to, including a PDF printer.

  • Export to File (save): User can choose a save location for the report in .pdf format on the server.

Email

• The email interface will be opened with the selected Output for the transaction or view (report) attached in .pdf format.

• See Email for more information.