Print templates

This function is used to create print templates.

A print template references a specific list of reports as well as the 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
  • Transport notes
  • EFAT: A/P-A/R invoice and credit memos, purchase invoices, supplier BP invoices

The print template codes can be attached to the customer and supplier categories and to BP records: customers and suppliers. When you print those documents, the code entered here is the default.

If a report has been entered in the entry transaction of the object or if other reports have been attached to the document (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 the documentation on Implementation.

Screen management

Entry screen

Template code (TPMCOD)

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 so that you can customize some reports for particular customers or suppliers.

Description (DESAXX)
Enter a description for the template.
Short description (SHOAXX)
Enter a description for the template to be used on smaller documents.

Purchasing

Order (PURORD)

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.

Number of copies (PURORDNBE)

Enter the number of document copies to be printed.

Open order (PURORC)

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.

Number of copies (PURORCNBE)

Enter the number of document copies to be printed.

Return (PURRET)

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.

Number of copies (PURRETNBE)

Enter the number of document copies to be printed.

Sales

Quotes (SALQUO)

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.

Number of copies (SALQUONBE)

Enter the number of document copies to be printed.

Order (SALORD)

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.

Number of copies (SALORDNBE)

Enter the number of document copies to be printed.

Open order (SALORC)

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.

Number of copies (SALORCNBE)

Enter the number of document copies to be printed.

Delivery (SALDLV)

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.

Number of copies (SALDLVNBE)

Enter the number of document copies to be printed.

Invoice (SALINV)

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.

Number of copies (SALINVNBE)

Enter the number of document copies to be printed.

Credit memo (SALCRE)

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.

Number of copies (SALCRENBE)

Enter the number of document copies to be printed.

Return (SALRET)

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.

Number of copies (SALCRENBE)

Enter the number of document copies to be printed.

Transport note

Transport note (CDATNH)

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.
Number of copies (CDATNHNBE)

Enter the number of document copies to be printed.

EFAT A/P-A/R invoice

EFAT A/P-A/R invoice (TRSEFAT)

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.
Number of copies (TRSEFATNBE)

Enter the number of copies for the invoice.

EFAT A/P-A/R cr. memo (TRSNCEFAT)

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.
Number of copies (TRSNCEFANB)

Enter the number of copies for the credit memo.

Purchase invoice (PURINV)
 
Number of copies (PURINVNBE)

Enter the number of document copies to be printed.

Supplier BP invoice (PURBPSINV)
 
Number of copies (PURBPSINVNB)

Enter the number of document copies to be printed.

Error messages

The only error messages are the generic ones.

Tables used

Refer to the documentation on Implementation.