Print Outs Maintenance

This page contains details on various print out configurations options used across various functional areas.

Barcode Formats

Barcode Formats are used to manage the barcodes available for use by WMS, the Application Identifiers (AI's) used in a given barcode, and the segment location in which those AI's are located.

System Navigation

  • Print Outs > Maintenance > Barcode Formats

Barcode Format form

Opened via the "New" or "Modify" buttons on the Barcode Formats form.

Field/Flag

Description

Name

Defines the name of the barcode.

Length

Defines the number of characters that will be used in the barcode.

Active

If checked, this record is active. Only active records may be used in the system.

Add Barcode Segment form

Opened via the "Add" or "Modify" buttons on the Barcode Format form, the Add Barcode Segment form is used to define the Application Identifiers used within the barcode.

Field/Flag

Description

Start

Defines the first character of the barcode that will be used to extract information from the barcode.

  • These are 0 indexed, so 0 is the first character in the string.

End

Defines the last character of the barcode that will be used to extract information from the barcode.

  • These are 0 indexed, so 0 is the first character in the string.

Application Identifier

Defines the unique AI used in the barcode segment.

Document Groups

Document Groups provide the ability to print multiple documents at one time and can be selected from the "Report" pick list on the Copies to Print form when using the "Print" button on Sales Orders, Purchase Orders, and Jobs in the system. There is also a "Print Doc Group After Shipment" check box that can be checked during the sales shipping process that will print the Document Group.

If set as the default for a Bill-to or Ship-to Company, the Document Group will populate on the Misc 1 tab when entering new Sales Orders for those companies. Adding a default Document Group on the Order Defaults tab of an existing Ship-to Company record will not affect current orders in the system; these orders must be manually updated.

Document Groups are not limited to the Sales area, and can be created for Purchase Orders, Formulas, and Jobs via the "Type" field on the Edit Document Group form.

System Navigation

Print Outs > Maintenance > Document Groups

Edit Document Group form

Opened via the "New" or "Modify" buttons on the Document Groups form.

Field/Flag

Description

Type

Pick list used to select the type of record this group should apply to. Options are:

  • None
  • Formula
  • Job
  • Purchase
  • Sale

Name

Displays the name of the group.

Active

If checked, this record is active. Only active records may be used in the system.

Default

If checked, this will be the default Document Group for the "Type" selected on forms throughout the system that contain a "Document Group" field.

  • Users may override the default if necessary.
  • Only one Document Group can be marked as default for each "Type".

Consolidate Print Outs

If checked, all documents within the Document Group will be printed to the same PDF when selecting to "Print to PDF" and "Printing PDF to Email".

Note: Beginning in version 17.02, and when printing to PDF, the system will select the PDF printer based on the below list, ordered by priority, with #1 being the top priority. Note that the names need to match exactly as indicated below as the application will look for the printer by name.

  • Microsoft Print to PDF
  • Deacom PDF Convertor 4
  • Deacom PDF Converter
  • Acrobat PDFWriter
  • Adobe PDF

Track Page Numbers Across Report Layouts

If checked, the page numbers that appear at the bottom of the page will calculate the total number of pages the document group is printing.

  • For example: when printing a document group that has 3 reports within it and Report 1 has 1 page, Report 2 has 1 page, and Report 3 has 2 pages, the page totals will account for the page numbers within the document group, rather than the individual reports.
    • Report 1 will print as page 1 of 4
    • Report 2 page 2 of 4
    • Report 3 as page 3 of 4 and page 4 of 4

Edit Sales Document Item form

Opened via the "Add" or "Modify" buttons on the Edit Document Group form.

Field

Description

Report

Pick list used to select the appropriate type of document. Options are:

  • Bill of Lading
  • Confirmation
  • Cost Summary
  • Delivery
  • Estimate
  • Invoice
  • POS Receipt
  • Packing List
  • Payment on Account
  • Pick List
  • Quote
  • SO User 1-5
  • Sales Configurator 1-7
  • Sales Engineering
  • Transfer

Part Form

Pick list used to select the appropriate Part Form this document applies to. Options are:

  • C of A (Certificate of Analysis)
  • Item Label
  • Job Label
  • Lot Label
  • Package Label - Used in connection with the FedEx integration, detailed in Shipping with FedEx and UPS.
  • Used to print the shipping labels generated by the FedEx functionality. The expression "packagenumber" can be used in this case. So each Package Label should be set up as an "F_DOCPIC calling out the to_ordnum and packagenumber.
  • Example: <<F_DOCPIC("dttord",to_ordnum,"packagenumber")>>
  • Because it is by package, it will traverse and print all shipping labels that have been generated. These can also be printed from the Document Group directly after shipping. The Package Label part form may be added to Item Master records, Document Groups, and on the Inventory > Options > Printing tab.
  • SDS (Safety Data Sheet)
  • SO Label

Print To

Pick list used to determine how the Document Group will be printed or sent. Options are:

  • Email - Generates an email with the invoice(s) attached as PDF file(s). As indicated previously, if there are multiple invoices for the same Bill-to Company, they are all attached to the same PDF and the email subject will list all the invoice numbers.
  • PDF - Generates PDF. Always use this option when printing PDFs from Deacom.
  • Printer
  • Screen
  • Variable Display

Printer

Select the printer where the Document Group will be printed to.

  • Only available when choosing a Print to option of "Printer".
  • The "Microsoft Print to PDF" option in this field should not be used for printing PDFs, instead use the PDF option in the "Print To" field above to generate PDFs from Deacom.

Note: Beginning in version 17.02, and when printing to PDF, the system will select the PDF printer based on the below list, ordered by priority, with #1 being the top priority. Note that the names need to match exactly as indicated below as the application will look for the printer by name.

  • Microsoft Print to PDF
  • Deacom PDF Convertor 4
  • Deacom PDF Converter
  • Acrobat PDFWriter
  • Adobe PDF

Document Category

Search field used to assign the document to a Document Category.

Print Attached

Only available when a Document Category is selected. This field allows any documents that are attached to master records via the "View Docs"* option to be printed when the Document Group is printed. Options are:

  • All - Prints documents for all items listed below.
  • Bill-To Company
  • Formula - Prints all documents attached to the formula revision on the selected job. Only available when selecting "Job" in the "Type" field on the Edit Document Group form.
  • Item - prints the documents attached to the purchase order lines or sales order lines with the assigned Document Category.
  • Purchase Order - will print documents attached to the PO with the assigned Document Category. Only available when adding documents to a Document Group with a type of 'Purchase'.
  • QC Results - Prints the documents on the QC Results of lots reserved/shipped on the Sales Order. Specifically, if a lot that has been reserved or shipped has a lot with QC that has a document(s) attached to it, this document will be printed when the selected Document Category is printed. Also prints documents attached to the QC Results entered for lots received on the PO, with the Document Category.
  • Routing - Prints all documents attached to the Routings linked to the job lines on the selected Job. Only available when the Document Group is set with a Type of "Job".
  • Sales Order
  • Ship-to Company
  • Vendor - will print documents attached to the Vendor with the assigned Document Category. Only available when adding documents to a Document Group with a type of 'Purchase'.

Print When

Memo field used to specify the condition of when this document will print.

  • When printing a Document Group for a Sales Order, the system will only print reports/part forms in the Document Group where the "Print When" returns true or is empty
  • If the “Print Doc Group After Shipment” flag is checked on the Sales - Ship form, the system will then check and honor the "Print When" conditions.
  • For example, if a Document Group contains two reports with "Print When" conditions and both of the "Print When" conditions are false, the system will not print the documents even if the “Print Doc Group After Shipment” flag is checked.
  • The fields available to the "Print When" expression are the same fields as visible in the variable display for printing on the Part Form/Report Layout.
  • The "Print When" is evaluated for the entire order, and cannot be used to block the printing of labels for individual Sales Order lines. The method for blocking labels on individual lines is:
  • Navigate to where the SO Label is set up (Inventory > Options > Printing tab OR Inventory > Item Master > select Part > "Bill-tos/Ship-tos" button > "Add" button > Labels tab).
  • Change the "Label Print Qty" field to "User Expression".
  • Set the User Expression to "IIF(EMPTY(cPRINT.u_test_printing), 0, 1)". In this example, "EMPTY(cPRINT.u_test_printing)" is the logic expression testing whether a character-type user field is empty, but any line-level expression would be valid.
  • When printing a Document Group for a Job, this field will allow all Item Master Fields/User Fields, Job Header Fields/User Fields, and Job User Calculations.
  • Beginning in version 17.04.004. Users have the ability to control what documents in the Document Group print and when they print for the Receive, Ship, or Reserve transactions. This is accomplished by the addition of the variable named "transaction" to the Print When expression. Added for cases where users will need to print certain documents in a group for certain transactions. Example: For the reserve process they need to print picklist and shipping labels, but not the bill of lading which will be printed during the shipping process. The variable names to use for the affected transaction are as follows:
    • WMS
      • Reserve SO transaction - use 'Reserve' for transaction variable.
      • Ship SO transaction - use 'Ship' for transaction variable.
    • Main Application
      • Ship transaction - use 'Ship' for transaction variable.
      • Receive transaction - use 'Receive' for transaction variable.
    • Examples of how some of these options can be set on the Edit Document Item form are listed in the table below. Note: When the Document Group is printed from anywhere else (other transactions) the variable 'transaction' should be empty or blank.

DSD Layouts

The DSD Layouts form allows users to have multiple Invoice and End of Route layouts for use when printing receipts and invoices in the Direct Store Delivery application. Active layouts are synced to the DSD application once the "Start Route" button is clicked. Once layouts have been created and synced to the DSD application, users will be able to see the active layouts when clicking the "Layout" button on either the Print Receipt or Print End of Route Report forms. The DSD Layout flagged as the default will be the report used during transactions in the DSD application. If an invoice other than the system default should print for certain companies, users have the ability to specify the desired layout by selecting it in the main application via the “DSD Invoice Print” field on the General tab of the Bill-to Company.

System Navigation

  • Print Outs > Maintenance > DSD Layouts

Edit DSD Layout form

Opened via the "New" or "Modify" buttons on the DSD Layouts form.

Field/Flag

Description

Name

Enter a name for the DSD Layout.

Report

This field contains the text, fields, variables, expressions and any other relevant information that will be printed on the receipt or end of route report. An example is included in the "DSD Receipt Example" section below.

Report Type

Select either Invoice or End Of Route

Active

If checked, the record is active. Only active records may be used in the DSD application.

Default

If checked, this record is the default when End of Route or Invoice reports are printed via the DSD application.

  • Each Report Type may have one default specified.
  • In the DSD application, users may change the default by clicking the "Layouts" button on either the Print Receipt or Print End of Route Report forms.

Page Size

The Page Size form allows users to precisely define the width and height for Part Forms and the width for Report Layouts in Deacom. For Report Layouts, the length is designed in the Report Designer.

System Navigation

Print Outs > Maintenance > Page Size

Add Page Size form

Opened via the "Add" or "Modify" button.

Field/Flag

Description

Name

Indicates the name of the page size. Example: 8.5 x 11, A1, A3, etc.

Width

Defines the width of the page in inches.

Height

Defines the height of the page in inches.

Active

If checked, this record is active. Only active records may be used in the system.

Part Form

If checked, indicates this page size is available for use when printing Part Forms.

Report Default

If checked, this Page Size is considered the default when adding and modifying Report Layouts. This can be overridden in the Report Designer.

Part Form Default

If checked, this Page Size is considered the default when adding and modifying Part Forms.

Part Form User Tags

In Deacom, when printing Part Forms, tags such as <<QCINFO>> and <<REGBOM>> allow tables of information to be formatted and printed. Part Form User Tags expand upon this by providing a way to filter and sort the pre-defined tables of information into a new table. The new table can be used in any Part Form by placing its name in a tag followed by the equal sign and the expression to print. Parentheses and periods are not supported in the table name. 

System Navigation

  • Print Outs > Maintenance > Part Form User Tags

Edit Part Form User Table form

Field/Flag

Description
Name

Indicates the name of the Part Form User Table.

  • Parentheses and periods are not supported in the table name.
Base Table

Pick list used to select the base tag or table tag that will be used to obtain the information for this record. Additional information on the fields available to these table tags is available in the Managing Part Forms Best Practice page. Options are:

  • FULLREGBOM
  • JOBLOTFIN
  • JOBLOTREL
  • LINES
  • LOTINFO
  • MASTERLOTINFO
  • QCINFO
  • QCINFO_PARENT
  • REGBOM
  • SOLINES (added 15.05.030)
  • TABLE
Filter Memo field that uses a similar syntax to SQL with some differences. For reference, see Microsoft's documentation for DataColumn.Expression.
Sort

Memo field used to indicate the sort order for the table.

  • Takes a comma-separated list of field names and each field can be followed by ASC or DESC to indicate it should be sorted in ascending or descending order.
Group By

Memo field that allows a comma-separated list of fields to be specified in order to group the rows of a tag together.

  • If a grouping is specified, the "Fields" memo field on this form requires any field names that are not in the group to be enclosed in the aggregate functions AVG, MAX, MIN or SUM.
  • MAX and MIN are valid for string and date values as well.
  • If no fields are specified, the last value of every field is used instead.
  • The fields available to the Base Table/Tag are also available to this field.
  • Useful for a variety of situations including those where customers want to group the LOTINFO tag by USERLOT.
  • Example: <<;LOTINFO=ALLT(partnum) " | " ALLT(fi_userlot) ": " ALLT(STR(fi_quant)) " " IIF(LEFT(partnum,1) = "K", " Kegs", " Cases")>>
Fields Memo field used to indicate the Deacom database fields or variables that will be contained in the user table.
Line Separator

Allows the default new line character to be overridden with a different string.

  • Because the string is trimmed, leading and trailing spaces can be included by placing the expression in double quotes.
  • Example: Setting the Line Separator to ', ' would trim the trailing space, so a user would get "Part1,Part2,Part3". Setting it to '", "' instead would result in "Part1, Part2, Part3". (Ignore the single quotes in this example, they are for readability.)
Active If checked, this record is active. Only active records may be used in the system.
Distinct If checked, and expressions used in this form return multiple and/or duplicate results, only one distinct instance of the result will be displayed.

Part Forms

Employees will generate several documents, or Print Outs, while performing daily transactions in a system such as Deacom. Examples of these transactions include producing goods, shipping finished products to customers, or purchasing raw materials from vendors. The documents generated as a result of these transactions might include a Job label indicating how much was produced, when it was produced, and any relevant Job-specific or item-specific data. Labels such as these will often be attached to the drum, pallet, or appropriate container used to store the goods in inventory. Another document example might be a Certificate of Analysis that is printed from an Inventory "Lots" report and indicates the Quality Control Tests and results for the selected Lot. When printing labels, users have the ability to enter print quantity, order qty, and other miscellaneous label information in the "labeluser1-3" fields from the Print Part Forms form.

In Deacom, the templates used to create these documents throughout the system are called Part Forms, and allow for easy modification and design based on individual customer needs. The "Client Rendering" flag on the Edit Part Form form for Part Forms will be checked by default. This flag helps in situations where users are experiencing delays in printing documents. If checked, this flag allows rendering on the device/client side as opposed to the server side. In this case, Deacom will check the device/client side when verifying Active X Controls and appropriate drivers.

Report Variables on Report Layouts and Part Forms have been enhanced to allow users to specify values prior to printing documents. If this feature is utilized, then the Report Parameters form will be displayed, allowing users to confirm default values, or if necessary enter new ones. Users can also specify if parameter entries are required.

See the Managing Part Forms and Modifying Part Form User Tags Best Practice pages for details on using Part Forms in Deacom.

System Navigation

Print Outs > Maintenance > Part Forms

Edit Part Form form

General Tab

Button/Field/Flag

Description

Edit Doc

Click to edit the actual document that will be printed using the Report Designer. For definitions of the buttons and fields available for use, refer to the Report Designer page.

  • Only available when "Print Method" is set to "Designer".
  • The editable Report supports Rich Text functionality, including Bold, Italics, Underline, and Strike through. For help formatting Rich Text, visit the Functions and Operators Library page.

Name

Indicates the name of the Part Form.

Print Type

Used in conjunction with the "Print Destination" field below to set the default printer and also if the default printer can be changed when printing Part Forms from the Deacom WMS application. It does not affect printing in the main application. Options are: Always and Default.

  • If set to Always or Default, and the "Print Destination" field is blank, users will be able to select a printer when printing this Part Form from the WMS application.
  • If set to Always, and the "Print Destination" field is populated, the Part Form will be set to print to this printer and users will not be able to override the printer selection.
  • If set to Default, and the "Print Destination" field is populated, the Part Form will be set to print to this printer by default, but users may select another printer from the list.

Print Destination

Defines the Print Destination to which this Part Form will always be printed.

Users can override this selection using the Printer combo box on a Labels form.

If using a Print Destination for the selected report, ensure that the "Save Printer Environment" flag is not checked on the page setup of the Part Form.

Default Type

Pick list used to select the default type of label. Options are:

  • C of A
  • Item Label
  • Job Label
  • Lot Label
  • Master Lot Label
  • Package Label
  • PO Label
  • SDS
  • SO Label

Print Method

Pick list used to select the method for printing. Options are:

  • Designer - Indicates the Report Designer will be used to design and print. Refer to Managing Part Forms for process information.
  • ZPL (Zebra Programming Language) - Refer to Configuring ZPL Labels for process information.

ZPL Definition

Memo field used to enter the commands when a form is printed to ZPL.

  • Only available when "Print Method" is set to "ZPL".

Language

Pick list used to select when this Part Form will apply. Options are: Bill-to and Ship-to.

Active

If checked, this record is active. Only active records may be used in the system.

Print Default Quantity

If checked, the Default Print Quantity will be used when printing this form. In this case, the Part Form Printing form will not be displayed for the user.

User Fields tab

Deacom allows the creation of user-defined fields that, once created, are available on various master data records such as items, Vendors, and Ship-to Companies. These fields allow companies to enter and store information outside of the fields provided in the system. User fields may be added via Tools > Maintenance > User Fields. For more information, refer to Configuring User Fields and User Calculations. User fields added to Part Forms are available to be printed on their respective Part Forms.

Report Designer

Employees will generate several documents, or Print Outs, while performing daily transactions in a system such as Deacom. Examples of these transactions include producing goods, shipping finished products to customers, or purchasing raw materials from vendors. The documents generated as a result of these transactions might include a Job label indicating how much was produced, when it was produced, and any relevant Job-specific or item-specific data. Labels such as these will often be attached to the drum, pallet, or appropriate container used to store the goods in inventory. Another document example might be a Certificate of Analysis that is printed from an Inventory "Lots" report and indicates the Quality Control Tests and results for the selected Lot. When printing labels, users have the ability to enter print quantity, order qty, and other miscellaneous label information in the "labeluser1-3" fields from the Print Part Forms form. In Deacom, the templates used to create these documents throughout the system are called Part Forms. Each Part Form is designed using Microsoft Word to allow for easy modification and design based on individual customer needs.

Additionally, Deacomcomes with a standard group of reports that handle essential print outs such as Vendor invoices, Sales Order confirmations, Job pick lists, bills of lading, and several others. Customers may use these default reports as delivered when processing transactions and print outs in the system or they can be replaced with configurable reports that allow organizations to meet their reporting and document needs. New reports cannot be added but existing reports can be modified.

The "Client Rendering" flag in the Report Designer is checked by checked by default. This flag helps in situations where users are experiencing delays in printing documents. If checked, this flag allows rendering on the device/client side as opposed to the server side. In this case, Deacomwill check the device/client side when verifying Active X Controls and appropriate drivers. 

Pro tips regarding using the Report Designer include:

  • Modify a report in a test system, and once it is printing as desired, export the file. Then in the production environment, import the file - smooth transition.
  • Frequent exported backups are suggested on Report Layouts and Part Forms that are edited frequently.
  • Add the date of export to the name of the file to keep track of which version it is. Keep in mind that the upload file name is not retained after upload.

The below tips may be used for overlapping object selection:

  • Successive clicks on overlapping objects will cycle through them.
  • Ctrl+ clicks on overlapping objects will select/deselect all.
  • Selected objects can be dragged even if they are obscured by objects in front of them.
  • Double clicking on a selected object will bring up its edit form even if it is obscured by objects in front of it.

Note: the ability to print up subscript and superscript is enabled by using the following expressions:

  • Subscript - [sub]text[/sub]
  • Superscript - [sup]text[/sup]

In addition, Report Variables on Report Layouts and Part Forms have been enhanced to allow users to specify values prior to printing documents. If this feature is utilized, then the Report Parameters form will be displayed, allowing users to confirm default values, or if necessary enter new ones. Users can also specify if parameter entries are required. 

System Navigation

  • Print Outs > Maintenance > Part Forms > "Modify" button > "Edit Doc" button
  • Print Outs > Maintenance > Report Layouts > "Modify" button > "Edit Report" button

Report Designer form

Opened via the "Edit Doc" button on the Edit Part Form form or the "Edit Report" button on the Printing Defaults form, the Report Designer is used to customize the documents generated via various functions in the system. It contains a toolbar, toolbox, and one or more sections that divide up the actual page.

Toolbar

Button

Description

Import Report

File explorer used to select the document that will be used throughout the system.

Export Report

Exports a copy of the document as it is currently designed. 

Preview

Opens a form to select a record or a transaction to use as an example to generate a preview of the open document.

  • Example: If printing a sample invoice, the Sales Order search box will be displayed so that the user can select an example Sales Order to generate.

Report Properties

Opens the Edit Report form, which is used to:

  • Set margins, print area, fonts, and printers.
  • Define how data will be grouped on the report.
  • Define or modify user-defined fields for calculations or to store information.
  • Order the Columns and Sort Methods.

Note: When the "Report Properties" button is clicked, if any changes to the report or part form have been made the user will be prompted to save changes first.

Select All

If clicked selects and outlines all report objects to allow them to be moved, cloned, modified etc. All objects will appear as blue when this button is clicked.

Clone

Duplicates the selected object(s).

Modify

Opens the Edit Field form, which is used to define the contents and specifications of objects.

Delete

Deletes the selected object(s).

Bring to Front

Moves the selected item to the front-most position.

Bring Forwards

Moves the selected item forward.

Send Backwards

Moves the selected item to the back-most position.

Send to Back

Moves the selected item backward.

Align Left Sides

Aligns items to the left side of the section.

Align Right Sides

Aligns items to the right side of the section.

Align Top Sides

Aligns items to the top of the section.

Align Bottom Sides

Aligns items to the bottom of the section.

Align Vertical Centers

Aligns items based on their vertical centers.

Align Horizontal Centers

Aligns items based on their horizontal centers.

Edit Report form

Opened via the "Report Properties" button in the Report Designer Toolbar.

Layout tab

Used to set margins, print area, fonts, and printers.

Field/Flag

Description

Name

Displays the name of the document.

Orientation

Pick list used to dictate if the document is oriented Portrait or Landscape.

Page Size

Indicates the Page Size of the document when it is printed or viewed on screen.

Top Margin/Bottom Margin/Left Margin/Right Margin

Indicates the margin sizes of the document

Detail Bands

Indicates the number of detail bands that exist in the document.

Page Header Band

If checked, the report or part form will contain an editable page header.

Page Footer Band

If checked, the report or part form will contain an editable page header.

Title Band

If checked, the report or part form will contain an editable title band. The title band is a separate page. 

Summary Band

If checked, the report or part form will contain an editable summary header.

Summary Prints As New Page

If checked, the report or part form will print the contents of the summary band as a separate page.

Include Page Header With Summary

If checked, the page header configured will be included in the summary.

Include Page Footer With Summary

If checked, the page footer configured will be included in the summary.
Data Grouping tab

Defines how data will be grouped on the report. Only available when modifying Report Layouts. 

Variables tab

Used to define or modify user-defined fields for calculations or to store information. A variable could be added that would sum whatever field was needed for the report. For example, if the report needed to sum the quantities for a field, a variable could be added that would sum "fi_quant". Report variables can be set and used in Print When statements. Variables work in the title, detail, and header bands. In addition, variables can be evaluated as strings and not just as numbers. Note: Report Variables on Report Layouts and Part Forms have been enhanced to allow users to specify values prior to printing documents. If this feature is utilized, then the Report Parameters form will be displayed prior to printing, allowing users to confirm default values, or if necessary enter new ones. Users can also specify if parameter entries are required. 

Report Variables form

Opened via the "Add" or "Modify" button on the Edit Report Variables tab.

Field

Description

Name

Defines the name of the variable. Since the variable name will be used in Deacom equations, it should not include spaces. Underscores are often used instead of spaces. When used as parameters, the variable name will also be used to ask the user to enter information, so the variable name should be chosen keeping that in mind. Also, hashmarks "#" in variable names will cause invalid expressions and should be avoided.

Parameter Type

Defines the type of field for the selected variable. This allows greater flexibility in report/part form design and supports the use of different field masks. Options are:

  • None (default)
  • Character
  • Date
  • Logical
  • Numeric (NOTE: since numeric fields cannot be empty, 0 is treated as not complete in a required numeric field)
  • Memo

Notes:

  1. The system will assign the corresponding type field depending on the value selected above. For example, if character, use a textbox. If date, use a date picker. If numeric, use a textbox with numeric mask of '999,999,999.9999'. If logical, display a checkbox. If memo, display a memo field.
  2. If multiple copies are being printed, the parameter values entered will be utilized on each copy.

Expression

Memo field used to store the variable's expression. Only available when selecting a Parameter Type of "None".

Reset

Pick list used to determine if the variable will reset on a Page or Report basis. Only available when selecting a Parameter Type of "None".

Min Value

Hold

  • Only enabled when using a Parameter Type of "Numeric"
  • Numeric field with a mask of '999,999,999.9999'

Max Value

Hold

  • Only enabled when using a Parameter Type of "Numeric"
  • Numeric field with a mask of '999,999,999.9999'

Calculation Type

Pick list used to select the type of calculation that will fire. Only available when selecting a Parameter Type of "None". Options are:

  • Average
  • Count
  • Highest
  • Lowest
  • None
  • Standard Deviation
  • Sum
  • Variance

Initial Value

Memo field used to store the initial value for the variable. Only available when selecting a Parameter Type of "Character", "Logical", "Numeric", and "Memo".

Required

Optional. If checked, users will be required to enter a value in this field prior to printing and the field will be marked in blue. Only available when selecting a Parameter Type other than "None".
Order By tab

Used to sort the gathered report data in ascending or descending order for the specified field. Any field available to the report (checked via printing to variable display) may be used. Cannot use expressions, only fields.

Note: The items in this tab do not control the order of the fields on the report; that is controlled by the "Sort Expression" on the Printing Defaults form for the desired report.

Additional tabs in Classic

When operating in Classic versions of Deacom, additional tabs are available to the Edit Report form. These include:

  • Optional Bands - Used to define items pertaining to the title and summary bands, specifically printing options. Included in the Layout tab of web versions.
  • Protection - If desired, used to set restrictions for users when modifying the report in protected mode.
  • Ruler & Grid - Used to set units and spacing.
  • Document Properties - Used to edit or add new properties and their corresponding expressions.
  • Other - Used to edit Comments, User data, Tooltips, and Run-time extensions.

Edit Field form

Opened via the "Modify" button in the Report Designer Toolbar.

Field/Flag

Description

Type

Pick list used to determine if the object will contain a Caption, Expression, or Text.

Block Type

Pick list used to select the base tag or table tag that will be used to obtain the information for this record. Options are:

  • Full Regulatory BOM
  • Job Lot Fin
  • Job Lot Reg
  • Lines
  • Lot Info
  • None
  • QC Info
  • QC Parent Info
  • Regulatory Line
  • Sales Order Lines
  • Table

Encoding

Pick list used to select if this field will contain a barcode, and if so what type (GS1-128, 3 of 9, Data Matrix, etc.).

Barcode Height

Indicates the height of the barcode.

  • Only available when "Encoding" is set to a 128, ITF14, or UPCA option.

Caption

Search field used to select the Caption that should display in this field.

  • Only available when "Type" is set to "Caption".

Expression

Memo field used to store the expression or text that should display in this field.

  • Only available when "Type" is set to "Expression" or "Text".
  • Note - when using this field with Job Picklists (including the picklist2 and picklist 3 reports), use TRANS(lj_jobnum, go.jobmask) to have the job number print correctly.

Position

Options are: Bottom, Float, and Top

  • Float will align objects vertically on top of one another and not be fixed like Bottom and Top.

Top/Left

Indicates where on the document this field sits.

Width/Height

Indicates the width and height of this field.

Rotation

Indicates the angle at which this field should be rotated to display on the document.

Format

 

Alignment

Pick list used to determine how this field is aligned. Options are:

  • Center
  • Default
  • Justify
  • Left
  • Right

Text Spacing

Indicates the line spacing that will be applied between lines of text in the selected field.

Font Name/Font Size

Indicates the font name and size that will appear on the document, based on the selection in the "Encoding" field.

  • Text can also be formatted as bold, underline, and italic using the "Font Name" field.

Foreground/Background

Indicates the color that is used for the document area.

Border Style

Pick list used to determine if a border should exist for the object, and if so if it should be Dashed, Dotted, or Solid.

Border Color

Indicates the color that is used for the document border.

Border Weight

Indicates the thickness of the border.

Print When

Memo field used to store an expression of when this field should print on the document.

Print Repeated Values

If checked, repeated values for this field will print when the document is generated.

Grow Vertically to Fit Contents

If checked, the field size will expand vertically if contents extend beyond the designed area.

Remove Line When Empty

If checked, when this document is generated and there is no value in this field, it will not be included in the report.

Print Text Right To Left

If checked, when the report is printed, the text, expression, or caption will print in a right-to-left direction.

  • Useful for Arabic or Hebrew languages, for example.
  • Note: This will only apply to languages that read from right to left, so nothing will change when printing English text.

Limit Float to Objects Directly Above

If checked, restricts rectangle, field, and line objects to only shift relative to the objects or fields directly above it instead of all objects/fields which could be affected by the current one, such as those below the object/field.

  • Only applies when the value in the Position field is set to "Float "for this object.
  • Useful when reports or part forms contain numerous objects set to "Float" and "Grow Vertically To Fit Contents" which may cause incorrect shifting and positioning with certain objects on the page.
  • This field is only available when adding/modifying Rectangle, Field, or Line objects.

Use System Logo

If checked, the system will insert the company logo, specified in the "Logo File Name" field in System > Options > Documents tab, into the selected rectangle on the report.

  • The logo will scale with locked aspect ratios to make sure the logo does not stretch vertically or horizontally and distort the image.
  • Disables the following fields when checked: Background, Background Image, Image Table, Image Record Expr, Image Description Expr.

Toolbox

Classic

If this toolbar is not currently visible or is purposefully hidden, users can also navigate to Report > Insert Control on the main Report Designer toolbar to access the buttons discussed below. The following tabs are common to the Label, Field, and Picture buttons:

  • General - Set caption, object position, size, and position.
  • Style - Set font, color, and backstyle.
  • Print When - Common to the Label, Field, and Picture buttons. Used to set Print repeated values, remove line if blank, and Print only logic.
  • Protection - If desired, set restrictions for users when modifying the report in protected mode.
  • Other - Used to edit Comments, User data, Tooltips, and Run-time extensions.
  • Advanced - Used to edit and add advanced items and set Object Rotation, if necessary.

Button

Table and Related Functions

Select Objects

Pictured as a computer mouse, used to select an object on the report.

Label

If there is static data that needs to print on a report, a label object can be used.

Field

If there are fields that need to be printed on a report, the field object can be used. In addition to the tabs listed above, also includes:

  • Format - Used to set format expression, field type, alignment.
  • Calculate - Used to set calculation type and reset based on.

Line

Pictured as two perpendicular lines, used to insert a line on the report

Rectangle

Pictured as a rectangle, used to insert a rectangle on the report.

  • Double click any rectangle on the report to bring up the Rectangle Properties form to adjust the position, size, style, protection options, and advanced settings.

Rounded Rectangle

Pictured as a rectangle with rounded edges, used to insert a rounded rectangle on the report.

  • Double click any rectangle on the report to bring up the Rectangle Properties form to adjust the position, size, style, protection options, and advanced settings.

Picture/OLE Bound Control

Used to link and embed objects in the form.

Web

As opposed to classic, in web the Report Controls are buttons on the left-hand side of the form, not in a separate toolbar. The available buttons include Rectangle, Field, Line, and Page Break. To select multiple objects at once, hold control + shift + click, then drag the mouse to highlight the objects on the report.

Sections

Part Forms have one area, detail, and Reports have five areas: title, header, detail, footer, and summary. Reports can have multiple header and footer sections based on data grouping. The number of data groupings the report will have and where the labels and fields are placed to return the data required will be determined by what the company needs the report to do. A basic overview of some of the fields and information used in the different sections is contained below.

  • Title - Displays the company name and report title.
  • Header - Used to store company or order-specific information such as company name, address, logo or trademark, order number, shipping terms, customer name and address, and order date.
  • Detail - Generally used to store line item-specific data such as item numbers, description, quantities, and item locations.
  • Footer - Used to store quantity and amount totals, outstanding balance information, page number counts, and additional notes such as contact information.
  • Summary - Can be used to store additional information that would not normally be contained on the main print out, such as legal notices and terms and conditions.

Print Destinations

Print Destinations allow companies to set the printers to which Part Forms and Report Layouts will print without requiring the user to select from a list. Print Destinations are also useful in situations where companies will have multiple printers associated to a production line or specific packaging area. For example, a company may have two printers in the line 1 and line 2 packaging rooms printing the same labels. One printer is a label printer printing a 4x6 case labels and one printer is a sheet printer printing an 8x11 skid sheet. Once Print Destinations have been created, they may be assigned to Facilities, Shop Areas, Report Layouts, and Part Forms. Beginning in version 17.04.004, Print Destinations can be assigned to Bill-To, Bill-To Facility, Ship-To, and Ship-To Facility records. Print Destinations can also be used with Deacom Local and Cloud Local print destinations.

Print Destinations include a hierarchy enabling companies to specify which printers to use based on the Shop Area or Facility where various business operations, such as production and shipping, occur. See the Maintaining Print Destinations page for complete information.

System Navigation

Print Outs > Maintenance > Print Destinations

Edit Print Destination form

Opened via the "New" or "Modify" buttons on the Print Destinations form.

Field/Flag

Description

Print Destination

Displays the name for the Print Destination. This name will appear in the "Print Destination" fields used throughout the system.

Printer

Pick list used to select an active, installed printer from the list.

Active

If checked, this record is active. Only active records may be used in the system.

Allow User Override

If checked, this Print Destination will be available for selecting at an individual user lever via the Settings option on the main screen User Menu.

  • Supports the ability for user specific print destinations when printing multiple documents on different printers. For example, a user may print shipping documents for a sales order to one printer, while printing the shipping labels to another. In larger facilities, there may be several users performing the shipping process at the same time and each user has their own printers to increase output and accuracy.

Print Substitution Groups

Print Substitution Groups are used in situations where certain groups of facilities, Items, or Ship-to Customers require print outs and documents different than the generic Report Layouts and Part Forms used. Each group can contain all of the documents which need to be substituted for that group of customers or items, whether it be Part Forms, Job Documents, or Sales Documents. Deacom offers two different methods to override Reports and Part Forms; on an individual basis on Item Master records or Customer Part Cross References, and on a group basis via the use of Print Substitution Groups. The first method is useful for individual exceptions while the second method is more useful in situations where an entire sub-class of items or customers need the same type of document(s) instead of the generic reports/forms. Refer to Using Print Substitution Groups for information on assignment options, how to setup groups, and how to assign groups.

System Navigation

Print Outs > Maintenance > Print Substitution Groups

Edit Print Substitutions form

Opened via the "New" or "Modify" buttons on the Print Substitution Groups form.

Field/Flag

Description

Name

Displays the name of the group.

Active

If checked, this record is active. Only active records may be used in the system.

Add

If clicked, opens the Edit Print Substitution form, which is used to add a new substitution record to the group.

Modify

If clicked, opens the Edit Print Substitution form, which is used to modify the highlighted substitution record.

Delete

If clicked, deletes the highlighted line from the group.

Edit Print Substitution form

Opened via the "Add" or "Modify" buttons on the Edit Print Substitutions form, this form is used to identify the base Report or Part Form and the specific name of its substitute.

General tab

Button/Field

Description

Edit Report

If clicked, opens the Report Designer for the "Substitute Report" selected. For information on using the Report Designer, refer to Managing Report Layouts.

Substitution Type

Pick list used to select the type of substitute being made. Options are:

  • Formula
  • Formula 2-4
  • Job Document
  • Part Form
  • Purchase Document
  • Sales Document

Base Report

Pick list used to select the Report that will be substituted out. Options will differ based on the "Substitution Type" selected.

Substitute Report

Indicates the exact name of the Report Layout that will be substituted in for the "Base Report" selected.

Example: If creating a group to substitute documents in Spanish for those in English and this record is for an invoice, this field would read something like "u_Spanish_Invoice", depending on the naming convention used when the Report was initially created.

Base Part Form

Search field used to select the Part Form that will be substituted out. Only available when "Substitution Type" is set to "Part Form".

Substitute Part Form

Search field used to select the Part Form that will be substituted in for the "Base Part Form" selected. Only available when "Substitution Type" is set to "Part Form".

Base Category

Search field used to select the Document Category that will be substituted out. Only available when "Substitution Type" is set to "Sales Document".

Substitute Category

Search field used to select the Document Category that will be substituted in for the "Base Category" selected. Only available when "Substitution Type" is set to "Sales Document".

User Fields tab

Deacom allows the creation of user-defined fields that, once created, are available on various master data records such as items, Vendors, and Ship-to Companies. These fields allow companies to enter and store information outside of the fields provided in the system. User fields may be added via Tools > Maintenance > User Fields. For more information, refer to Configuring User Fields and User Calculations.

Note: When printing a Part Form or Report Layout that is a Print Substitution, the system will make the Print Substitution user fields available to the respective Part Form or Report Layout and use these user fields instead of the Part Form or Report Layout user fields.

Report Layouts

Deacom comes with a standard group of reports or documents that handle essential print outs such as Vendor invoices, Sales Order confirmations, Job pick lists, Bills of Lading, and several others. Customers may use these default reports as delivered when processing transactions and print outs in the system or these reports can be replaced with configurable reports that allow organizations to meet their reporting and document needs. New reports cannot be added but existing reports can be modified. This keeps the original report and adds the user-configured version as a record.

Several best practice pages cover the process of modifying the reports listed below and various fields that may be available. Pages that exist specific to a report listed are noted in the Description of that report. Beginning in version 17.00.009, Report Variables on Report Layouts and Part Forms have been enhanced to allow users to specify values prior to printing documents. If this feature is utilized, then the Report Parameters form will be displayed, allowing users to confirm default values, or if necessary enter new ones. Users can also specify if parameter entries are required. For additional information on this feature and process details on modifying other reports, refer to the Managing Report Layouts best practice page.

System Navigation

Print Outs > Maintenance > Report Layouts

Report Layouts form

Button/Field Description

Button/Field

Description

New

This button is not used for Report Layouts and therefore has no purpose if clicked. It is listed only because it is a standard button on forms.

Modify

Opens the Printing Defaults form, which is used to manage the selected report and add user-configured versions.

Within the Report Layouts form, all system standard reports and any user-configured versions are listed. The list below contains the default Report Layouts currently available within Deacom together with details regarding the transactions which generate the reports.

Default Report Name

Default System Report

Description

Related Pages

1099 Form

tax1099

Default layout when printing 1099 Forms via Accounting > 1099 Forms.

Aging

aging

Default layout when "Print" is clicked on the AR and AP Detail and Summary reports within Accounting Reporting and Customers.

  • Contains past due information and amounts for Customers and Sales Orders.

Badge

badge

Default layout when printing a Worker's badge via Production > Maintenance > Workers.

Batch Ticket

1-3 bom, bom2, bom3

Default layout when printing the Batch Ticket or the Bill of Materials for the item to be produced on a production Job.

  • For Jobs that contain multiple lines, users have the option to use the Multi-line Batch Ticket if needed.
  • Note: pr_unitwgt, pr_unitvol, pr_unitcub, and pr_unitlen are indicated as l_unitwgt, l_unitvol, l_unitcub, and l_unitlen on this report.
  • Batch Ticket 2-3 are the default layouts for the second and third optional user-definable Batch Ticket reports that are available to print from Jobs or on several Production > Job Reporting reports.
  • When printing any of the Batch Ticket 1-3 reports, the printed date from the job header will be populated.

Bill of Lading

lading

Default layout when printing the Bill Of Lading from Sales Orders or within the various reports in Sales > Order Reporting.

  • Hazardous materials, those with an entry in the "Hazard Info" (pr_hazard) field on a Part's Item Master General 1 tab, are moved to the top of this report.
  • If desired, users may configure this report to combine multiple Sales Orders that ship on the same day to the same Ship-to into a single bill of lading.

Billing Statement 1

billstate1

Default layout when using the "Report Type" of "Open Orders" via Print Outs > Customer Statements, which displays all outstanding receivables regardless of age.

Billing Statement 2

billstate2

Default layout when using the "Report Type" of "Period Statement" via Print Outs > Customer Statements, which displays balance and payment information.

Billing Statement 3

billstate3

Default layout when using the "Report Type" of "Period Statement" and the "Detail Level" of "Sales Order Detail" via Print Outs > Customer Statements.

  • This report contains the variable l_balanceforward, which is defined as the balance as of the day before the period specified on the pre-filter. Example: If the date on the statement pre-filter is 12/31/2018 and the fiscal year is set so that the period that 12/31/2018 is within is 12/01/2018 - 12/31/2018, the l_balanceforward variable should display the starting balance for that customer as of 11/30/2018.
  • The following fields, from the dtcash2 table, are available to this report when the "Include Payments In Sales Order Detail" is checked: c2_credits, c2_debits, c2_type, c2_ordnum, and totamt, which is the calculation of c2_debits - c2_credits.

 

Calendar

calendar

Default layout when printing the schedule from the Daily Job Calendar form on the Job Calendar and Job Inventory Calendar.

Check

lazcheck

Default layout when printing checks via Accounting > Manual Checks or Accounting > Check Run.

  • Contains a variable called "l_detail", which controls the layout of the remittance detail section for all checks and may be modified using the "checkprintap" or "checkprintar" Grid Layouts.
  • A pre-printed signature can be added to the check design if desired.
  • Specific security exists to control access to this area.
  • The check can be modified to accommodate any check; however we have found modifying the check layout can be very tedious and time consuming when the check stock has pre-printed check stubs. It is easiest to design checks that use check stock with the check in the middle and blank check stubs. Some of the check stock we have found the easiest to work with are listed below. Please note that you can also order the corresponding envelopes from these companies as well.
  • https://www.deluxe.com
  • SSLM145, SSLM108, and SSLM102
  • https://www.gosafeguard.com/business-checks
  • sfms01043
  • https://checkdepot.net
  • CDM424, CDM425, CDM453, and CDM451
  • Modifying Check Layout
  • Processing Accounts Payable

Confirmation

confirm

Default layout when printing the Sales Order Confirmation for Sales Orders.

Contact

contact

Default layout when printing the Contact record in CRM Reporting.
  • Managing Contact Records

Cost Summary

costing

Default layout when printing the Sales > Order Reporting "Cost Summary" report or several other reports.

Delivery

delivery

Default layout when printing the Delivery report on Sales Orders or from several of the reports within Sales > Order Reporting.

Deposit

deposit

Default layout when printing a deposit ticket from the Accounting Reporting "Cash Receipts by Payment" report.

  • Includes information for the company, number of checks deposited and corresponding amounts, and a summary section.

Estimate

estimate

Default layout for the Estimate report on Sales Orders or from several of the reports within Sales > Order Reporting.

Final Staging List

staging2

Default layout for the final staging list available via Inventory > Final Staging.

Financial Statement, Financial Statement 2

finstate, finstate2

Default layout when printing any of the Financial Statement Layouts within Deacom, up to eighty columns, and set in the traditional portrait page setup.

Financial Statement 2 is used automatically for statements that contain more than eighty columns and is set in the landscape page setup.

Formula

formula

Default layout used when printing a Bill of Materials report within Bills of Material or in several different locations where the Bill of Materials is available for printing.

  • Beginning with build 14.7.68 any BOM Revision Item Master User Fields included in either the "Formula" or "Formula 2" reports must be preceded by "cUSERPROD". Example: "u_20" becomes "cUSERPROD.u_20". BOM Lines Item Master User Fields however are used with the typical "u_" convention.
  • Beginning in version 16.02.126 the "Print" button has been added to the Bills of Material report. When clicked, the Copies to Print form is displayed and the Selection field defaults to "One" representing the selecting record in the report. Users have the option to change the selection to "All" in order to print all records/lines on the report.
  • Accessed and printed via:
    1. Inventory > Item Master > click "View" > select Part, click "View BOM" > (select Revision if necessary) click "Print BOM"
    2. Inventory > Bills of Material > select Part > click "Modify" > click "Print".

Note: pr_unitwgt, pr_unitvol, pr_unitcub, and pr_unitlen are indicated as l_unitwgt, l_unitvol, l_unitcub, and l_unitlen on this report.

Formula 2-4

formula2-4

Default layouts that are duplicates of the Formula report and can be used to print an additional layout of the Formula report from the BOM.

  • This report was specifically added to the system so that users can print a specification sheet for a BOM.

Invoice

invoice

Default layout for the invoice of a Sales Order or from several of the reports within Sales > Order Reporting.

Job Pick List

picklist, picklist2, picklist3

Default layout for the material Picking List on production Jobs.

  • Designed to indicate the materials required to make the item specified on the Job according to the BOM.
  • The "Pick List Facility" selection in Production > Options > WIP tab controls how Job requirements will be gathered when printing Job pick lists.
  • When printed, the pick list will include any Lots that were staged to the selected Job.
  • Job Pick List 2-3 are the default layouts for the second and third optional user-definable Job Pick List reports that are available to print from Jobs or on several Job Reporting reports.
  • Note - when using this field with Job Picklists (including the picklist2 and picklist 3 reports), use TRANS(lj_jobnum, go.jobmask) to have the job number print correctly.

Listbox

listbox

Default layout for system Prompts.

  • Example: When an insufficient inventory prompt is received, this specifies the order in which items appear on the prompt.

Multi-Line Master Batch Record

multibom

Default layout when printing the Multi-line Batch record from Job Reporting or from the Job.

  • Used when users want each line in the Job to get its own BOM and QC information printed separately.
  • Provides more QC and BOM information in situations where one production Job is necessary to complete the bulk product and packaged part as opposed to two separate Jobs.
  • Existing batch tickets for single line Jobs will print as usual.
  • When printing this report, the printed date from the job header will be populated.

Packing List

packlist

Default layout for the Packing List on Sales Orders or from several of the reports within Sales > Order Reporting.

Payment On Account

payacct

Default layout when applying a Payment on Account via the Accounting > Cash Receipts (formerly Sales Order Payments) transaction.

Physical Inventor Form

invform

Default layout when printing Physical Inventory Forms via Print Outs > Physical Inventory Forms.

Pick List

salepick

Default layout for the Picking List on Sales Orders or from several of the reports within Sales > Order Reporting.

  • Designed to sort items based on their default Location, captured via the field "prodloc", as defined on their Item Master General 1 tab.

PO Confirmation

poconfirm

Default layout when using the Confirmation report on Purchase Orders or within several of the reports in Purchasing > Order Reporting.

PO User 1-5

pouser1

Default layouts for the five optional user-definable Purchasing reports that are available to print from Purchase Orders or on several of the reports within Purchasing > Order Reporting.

POS Receipt

posreceipt

Default layout for the Point of Sale receipt that is printed when a payment is received using the Deacom Point of Sale application.
  • Accepting POS Payments

Progress

progress

Default layout when printing Progress Billing Statements via Print Outs > Progress Billing.

Progress Billing Lines

progbill

Default layout when printing the Progress Billing Lines report on a Progress Billing item via Sales > Progress Billing.

Purchase Order

purchase

Default layout when using the Purchase Order report or print out on Purchase Orders or within several of the reports in Purchasing > Order Reporting.

QC History

jobqc

Default layout when printing the QC history report on production Jobs or from several of the reports within Production > Job Reporting.

Quote

quote

Default layout for the Sales Order Quote on the Sales Order or from several of the reports within Sales > Order Reporting.

Receiver

receiver

Default layout when using the Purchasing Receiver report or Print Out on Purchase Orders or within several of the reports in Purchasing > Order Reporting.

Routing

routing

Default layout when printing the Job Routing report on production Jobs or from several of the reports within Production > Job Reporting.

Sale Staging 1-2

salestaging, salestaging2

Default layout for the Sales Staging Picklists when reserving Sales Orders to staging.

  • Sale Staging 2 is automatically used for picklists with more columns and prints in landscape mode, in order to accommodate more columns.
Sales Configurator 1-7 salefeat, salefeat2-7

Default layout when printing the list of Features for Finished Goods on Sales Orders or within several of the reports in Sales > Order Reporting.

  • Sales Configurator 2-7 are the default layouts for the other six optional user-definable Sales Configurator reports.
  • Two report variables, "f2_parent", (representing the feature parent) and "parentname" (representing the feature parent name) (beginning in version 17.01.098) are available to the Sales Configurator reports (Salefeat, Salefeat2, Salefeat3, Salefeat4 and Salefeat5 reports) via Print Outs > Maintenance > Report Layouts. These variables allow for grouping of the features based on feature configuration structure.
SO User 1-5 souser1

Default layouts for the five optional user-definable Sales reports that are available to print from Sales Orders or on several of the reports within Sales > Order Reporting.
Staging Picklist, Staging Picklist 2 staging, staging2 Default layout for the Job Staging Pick lists when using the Inventory > Pre-staging transaction
  • Fields available to the Staging Picklist report are:
  • prodnum, srcloc, userlot, catchwgt, serial, attrib1, attrib2, attrib3, expires, density, quant, pr_codenum, pr_descrip, stockunit, onhand, netreq, unitwgt, lj_linenum.
  • Staging Picklist 2 is automatically used for pick lists with more columns and prints in landscape mode, in order to accommodate more columns.
  • Fields available to the Staging Picklist 2 report are:
  • recid, prodnum, cost, allonum, srcloc, userlot, lotnum, catchwgt, serial, attrib1, attrib2, attrib3, descrip, contunid, expires, density, quant, lj_jobnum, lj_prid, onhand, netreq, short1, pr_codenum, pr_descrip, stockunit, fincodenum, findescrip, dispnum, atrisk.

Statement

statemen

Default layout used when printing Customer Statements via Print Outs > Customer Statements.

Statement Detail

billstate3

Default layout used when printing the optional Statement Detail report when printing Customer Statements via Print Outs > Customer Statements.

  • The option to select the detail report is handled via the "Detail Level" pick list on the Customer Statement pre-filter.

Toolbox, Toolbox 2

toolbox, toolbox2

Default layout for the "Print" icon on the Deacom toolbar, up to eighty columns, and prints in the standard portrait mode.

  • Toolbox 2 is used automatically when printing a list/report that contains more than eighty columns and prints in landscape mode.

Transfer

transfer

Default layout for the Sales Order Transfer report or Print Out on Sales Orders or from several of the reports within Sales > Order Reporting.

Printing Defaults form

Opened via the "Modify" button on the Report Layouts form, the Printing Defaults form is used to manage the selected report and add user-configured versions.

General tab

Button/Field/Flag

Description

Add

Opens the Printing Defaults form, which is used to add a new copy of the report that will print when this Report Layout is printed.

Modify

Opens the Printing Defaults form, which is used to edit the Caption of the report selected.

Delete

Deletes the selected copy of the report.

Active

Defaults to checked, allows the report to be viewed when searching.

Sort

Allows the user to sort the order in which the report copies will be printed.

Edit Report

Opens the Report Designer, which is used to modify the report and manage the fields, expressions, images, information, etc. that display on it.

  • The Report Designer will open immediately unless the "User Report" field is blank, in which case the system will prompt the user to enter a value.

System Report

Displays the Deacom system report name, as listed in the Default System Report column in the above table.

User Report

Search field used to select the name of the user-configured report.

If this field is populated, the system will use this version of the report and ignore the "System Report".

Name

Displays the name of the report as it will appear in the pick list throughout the system when users select this report to print.

  • Populates based on the Default Report Name column in the above table.

Type

Pick list used to indicate the type of report. Options are:

  • Job
  • Other
  • Purchase
  • Sale

Language

Pick list used to determine if the document should display in the Language selected on the Bill-To or Ship-To of the Sales Order that the document is for.

  • Useful in situations where captions on documents for customers are different than the language assigned to specific users.

Print Destination

Search field used to select a Print Destination to which this report will always be printed.

  • Users cannot override this selection even if they select a different printer from their printer list.

Archive

Pick list used to dictate if a copy of the report will be stored in the "View Docs" area of the record when generated. Options are:

  • All - All print outs of this report will be archived.
  • First - Only the first instance of this report will be archived.
  • Last - Only the last instance of this report will be archived.
  • None - This report is not archived. (Default)
  • On the Copies To Print form, choosing a "Print To" option of "Variable Display" will not save an archived copy.
  • When using this option, if moving from the "All" or "First" option to "Last", all prior archived reports will be removed.
  • Archived items cannot be deleted.

Notes

Memo field used to store notes regarding how and/or when this report is used.

Sort Expression

Memo field used to store an expression to use to sort the information/parts on the form.

  • Any field available to the report is available to the Sort Expression.
  • The Sort Expression supersedes all other sort settings on the report.
  • Fields whose datatypes are not strings need to be surrounded with STR() to sort correctly, e.g. STR(to_ordnum)

Email Expression

Memo field used to store an expression to insert into an email body when the selected document is printed to email.

  • Can contain expression tags that will be evaluated before being put into the email body. These expressions must be wrapped in double angled brackets (<<expression>>) and can use any FoxPro functions normally available to expressions (IIF, ALLTRIM, STR, etc.).
  • Any variables available to the report header and footer are available to expressions in this field as well.
  • Can support HTML. The Email Expression can support plain text as well, but for any new lines, the HTML <br/> tag needs to be used or the entire text will be on one line.
  • Can support Rich Text. The text can be bolded [b], italicized [i], underlined[u], or strikethrough [s]. Make sure the end of the stylized text is symbolized by [/x], x being the chosen Rich Text type. For more information, visit the Functions and Operators Library page.

Email Subject Expression

Optional text field used to store an expression to insert in the subject line when the selected document is printed to email. If not filled out, the default email subject line (typically the report name) will be used.

Default

If checked, this report will be the default selection when the Print To form is opened throughout the system.

  • Only one Report Layout may be flagged as default.

Print All Attached Documents

If checked, the system will print documents that are attached to the selected record when the report is printed.

Supports situations such as printing attached formulation documents when generating a spec sheet from the BOM report.

Copy

Displays how many copies of the report will be printed by default.

  • Copies are added and managed using the "Add", "Modify", and "Delete" buttons.
  • This also applies when printing Document Groups. If multiple copies are indicated, they will be correctly included in the total required when printing the Document Group.

Caption

Displays the names of the different copies that will be printed.

  • Copies are added and managed using the "Add", "Modify", and "Delete" buttons.

Note: The ability to print up subscript and superscript is enabled by using the following expressions:

  • Subscript - [sub]text[/sub]
  • Superscript - [sup]text[/sup]

User Fields tab

Deacom allows the creation of user-defined fields that, once created, are available on various master data records such as items, Vendors, and Ship-to Companies. These fields allow companies to enter and store information outside of the fields provided in the system. User fields may be added via Tools > Maintenance > User Fields. For more information, refer to Configuring User Fields and User Calculations. User fields added to Report Layouts are available to be printed on their respective Report Layouts.