Printout Definition

Dial Printout Definition It is used to define all printouts used in the leasing company and to set parameters for printing, for outputs that are printed from OneCore objects (e.g. Financing Contract, Financed Object, Framework Agreement, Insurance Contract, etc.). Does not apply to standard printouts such as invoices, credit memos, purchase orders.

Dial Printout Right It is used to define specific users for the right to print a specific document. If the user does not have permission to print the document, the system will not allow them to select the document to print or send by e-mail.

To complete it, you need to set up other code lists (filters in Printout Definition).

To set up printouts, you need to set up two tables:

• Printout Definiton

• Printout Permissions

Printout Definition

Availability of the dial via magnifying glass, Manual Setup or Configuration Book, name Printout Definiton. After confirming the selection, the Printout Definiton overview opens

Field:

• Code

  • It represents a unique code that the user enters manually. The code can be alphanumeric with a maximum length of 20 characters. We recommend creating it in such a way that it is easy to remember and helps the user identify what type of printout it is by the code

• Name

  • The user manually enters the name/description of the printout

• Table ID

  • The user selects the ID of the spreadsheet from which this printout can be printed

• Table Name

  • Populates the system automatically according to the selected table ID in the previous step

• Report ID

  • The user selects the report ID from the object table – type = Report if the printout is the Report object

• Report Name

  • Fills in the system automatically according to the selected report ID in the previous step

• Print Category

  • This fixed list allows you to specify the type of output category (what kind of output it is). The table administrator can select one of the preset options:

    • Empty

    •  Master Agreement

    •  Contract Proposal

    •  Contract

    •  Object Order

    •  Handover Protocol

    •  Terms of trade

    •  Attachment

    •  Blocking the tank. Cards

    •  Obj. Additional equipments

    •  Delivery Date Change Information

    •  3rd Party Information

    •  Information Not agreed handover date

    •  Information to the customer about the eyelets. Completion Date

    •  Handover information to the driver

    •  FMN Handover Date Information

    •  Tire Order

    •  Notification email GT

    •  Contract Draft Approval Information

  • When selecting a print category on a line with a non-blank Customer Number, the system checks to see if there is another line with the same Customer No. and Print Category

    •  If it exists, it displays an error message and does not allow you to continue

    •  If it does not exist, it saves the Print Category

• Customer No.

  • It is used to create a template for a given customer (see also PD Address Book)

  • If the user creates a line from a customer, the Customer No. is filled in automatically

  • If not from the customer, the user can select the customer number (lookup)

  • When a customer number is selected, the system checks to see if there is a row with the same non-empty Print Category:

    • If it exists, it displays an error message and does not allow to continue (there can be only one template with the same print category for a given customer

    • If it doesn't exist, it allows you to select the customer number

• Customer Name

  • Completes the system automatically according to the customer's number

• Number of Printed Copies

  • The user manually enters the integer for the number of printed copies of the given printout, at least 1

• List (Sheet)

  • The code list manager selects the sheet of the XLS file that is the template for the print output and has been imported into the OC

• Customer Report Layout Code

  • The user selects the template code of the given printout in Word, if a custom layout has been created for the report

• Customer Report Layout Description

  • A description of the custom report layout, the system will fill in automatically

• Email Body Layout Code

  • Email Body Template Code in Word, Based On What Will Then Populate The Email Body

• Email Body Layout Description

  • Description of the e-mail body template, based on what the e-mail body is then filled, will be filled in automatically by the system

• Mail Subject

  • A mask based on which the system fills in the subject of the email. You can use text variables:

    • %1 Contract No.

• Mail Attachment Name

  • Mask,and based on which the system creates a name for the email attachment. You can use certain text variables:

    • %1 Contract No.

• Send To E-mail Address

  • The user can enter a specific email address where the email with the attachment will be sent

• Send To Work Responsibility (Send To)

  • The user selects the Job Responsibility of the customer's contact person to whom the email should be sent. As the recipient of the email, the system selects a contact person who has set up and valid the given Job Responsibility (in our case, Fleet Manager)

• Send To Driver

  • If it is A, the email will also be sent to the driver who is entered on the subject

• Send CC

  • If entered, the email is also CC sent to this email address

• Send BCC

  • If entered, the email is sent in BCC to this email address

• Financing Product Type Filter

  • The user selects the types of financing product for which the printout is to be printed

  • If the field is blank, the printout is printed for all financing product types

• Financing Product Filter

  • The user selects the financing products for which the printout is to be printed

  • If the field is blank, the printout is printed for all financing products

• Detailed Contract Status Filter

  • The user can manually enter a filter for the set of detailed contract statuses that must match the detailed status on the financing contract in order for the system to print the given printout for this contract

• Language Code Customer

  • The template language code filter for which the system will offer the given print inputs for printing

• Object Category

  • The user can select the object category for which he defines the printout. Multiple choices:

    • All – applies to all subject categories

    • Conveyor technology

    • Machine – Equipment

    • Real estate

• Catalogue Group

  • The user can select a group from the "Catalogue Card Groups" code list, for which he defines the given printout

  • If the field is left blank, it applies to all groups

• Used Financed Object

  • Flag that specifies that the printout will be printed only for financing contracts with the financed object used

• Check Colour

  • If it is A, the OC will check if the color code is entered on the object before printing or generating an email

• Check Interior Colour

  • If it is A, the OC will check whether the interior color is specified on the object before printing or generating an email

• Include In Payments

  • Filter for the offer of printouts from the insurance contract. This setting determines whether the system will offer a given printout on the insurance contract, depending on the insurance contract parameter "Include in payments":

    • All – the system will offer a printout for printing regardless of the value of the "Include in installments" parameter on the insurance contract

    • Yes – the system will offer printout only for insurance contracts that have the parameter "Include in payments" = Yes

    • No - the system will offer printout only for insurance contracts that have parameter "Include in payments" = No

• Insurance Type

  • Filter for the offer of printouts from the insurance contract. This setting determines whether the system will offer a given printout on the insurance contract, depending on the type of insurance contract. The code list administrator can select one of the options from a fixed list:

    • All – the printout will be printable for all types of insurance contracts

    • Collection – it will be possible to print the printout only for collection insurance contracts

    • Mass RPZ – it will be possible to print the printout only for mass insurance contracts

    • Individual – the printout can only be printed for individual insurance contracts

• Insurance Company Filter

  • In this field, the administrator of the printout definition table enters the filter of the insurance company number for which he wishes to offer the given printout for selection in the "Print Documents" window on the insurance contract

  • If the field is empty, the system will offer the printout for insurance contracts of all insurance companies

• Insurance Product Filter

  • In this field, the administrator of the printout definition table enters the filter of insurance product codes for which he wishes to offer the given printout for selection in the "Print Documents" window on the insurance contract

  • If the field is empty, the system will offer the printout for all insurance products

• Framework Agreement Filter

  • In this field, the administrator of the printout definition table enters the filter of the framework agreement numbers for which he wishes to offer the given printout for selection in the "Print Documents" window on the insurance contract

  • If the field is empty, the system will offer the printout for all insurance contracts, regardless of the framework agreement number

• Set Filter

  • In this field, the administrator of the printout definition table enters the filter of the insurance set for which he/she wishes to offer the given printout for selection in the "Print Documents" window on the insurance contract

  • If the field is empty, the system will offer the printout for all insurance contracts, regardless of the insurance set.

Printout permission definition

Availability via the Permissions Setup button from Printout Definiton - "Permissions Settings", where it is possible to define user rights directly to a specific printout.

Field:

• User ID

  • User select the user ID from the "User Settings" code list, for whom you will set the right to print the document

• Printout Code

  • The user selects the printout from the "Printout Definition" code list, which will be available for printing for the selected user in the previous step

  • When opening a table from Printout Definition, the system automatically pre-fills the code from the row where the user stood when opening the table

• Printout Name

  • Fills the system automatically according to the selected printout code in the previous step

• Company Name

  • The user selects the company for which the user's right to print the document applies

• Number of Copies for User

  • The user manually enters an integer for the number of printed copies

There is also an option to add permissions of all users to a specific output - by the Actions / Insert permissions for all users button. The system then creates permissions for all users for a specific print output.

Templates for defining printouts

Templates for the definition of tick outputs can be prepared in Word, Excel or RDLC.

Word Templates

If you want to output in Word, you need to Create custom report layouts. On a specific line Printout Definition (Printout Definition) via the Custom Report Layout Code field (Custom Report Layout Code) You need to choose New. The system opens the Insert Report Layout dialog box (Insert Built-in Layout for a Report), where in the "Report ID" field there is a non-editable number of the source report ID (Report ID) The definitions for which the user creates the layout. The user checks the Insert Word Layout check box (Insert Word Layout). The system creates a new layout - the first part of the layout number is the "Report ID", the second part is the sequence number within the report.

Once you have created a custom layout, you can export it via Layout / Export Layout or Actions / Other / Export Layout:

To edit Word, you need to have the Developer option available.

In your document, choose XML Mapping Pane (XML Mapping Pane). In the right bar XML Mapping (XML Mapping) you need to choose Custom XML Part (Custom XML Part) Source file with report ID (e.g. 4026492):

Thus, there are controls available, i.e. the fields of the report, which we work with in a standard way.

In the word-template, we can also create a table with repetition.

It is necessary to insert a blank table into the layout, e.g. with 4 columns, above the selected table and the entire DataSet turn on Repetition and then populate the table with individual fields as "plain text":

If we have a layout ready, we can import into the appropriate layout via Layout / Import Layout or Actions / Other / Import Layout:

If the original report has been extended with DataSet, you can run the Update Layout function on the layout.

Excel Templates

It is necessary to import a template prepared in Excel into a newly created row in the Printout Definition. In this case, we do not use our own layout, but import the template via Actions directly on the given line of the printout definition:

After importing the template, you need to set up a List to be filled by the system via Dataset.

It is also possible to use Excel functions to edit the template, see example Nastavení pro objednávky tankovacích karet | Definice tiskového výstupu – Excel (Printout Definition – Excel)