|
|
|
Specific Form Layouts
This screen allows you to link Customers or Suppliers to specifically designed forms.
Using the Report Editor Layout function you can amend a standard report layout and ‘Save as’ a different name. This screen enables you to establish a link between specific Customers, Customer Types, Suppliers, etc. and this report so that Ostendo will use its layout in preference to the standard layout.
Entry and Display fields
Print Form Name: From the drop-down list select the type of form being linked. The options are:
|
• |
Invoice |
|
• |
Statement |
|
• |
Sales Order |
|
• |
Job Order |
|
• |
Delivery Document |
|
• |
Purchase Order |
|
• |
Job Quote |
|
• |
Sales Quote |
|
• |
Reminder Letter |
|
• |
Reminder List |
Condition: From the drop-down list select the condition under which the form will be printed. These conditions are specific to the above Print Form Name. The options are:
|
• |
Invoice |
Customer Type
Customer
|
• |
Statement |
Customer Type
Customer
|
• |
Sales Order |
Customer Type
Customer
Sales Type
|
• |
Job Order |
Customer Type
Customer
Job Type
|
• |
Delivery Document |
Customer Type
Customer
Sales Type
|
• |
Purchase Order |
Supplier Type
Supplier
Purchase Type
|
• |
Job Quote |
Customer Type
Customer
Job Type
|
• |
Sales Quote |
Customer Type
Customer
Sales Type
|
• |
Reminder Letter |
None
|
• |
Reminder List |
None
Value: For the selection made in the previous field this shows the current entries in the specific table. For example: If Customer was selected then this drop-down will show all available Customers.
Filename: locate the full path name of the saved Form. For example:
C:\NewForms\Reports\SpecialStatement.fr3
You should note that all Ostendo Forms have an extension of .fr3
Email Form File Name: An Email Form is used in instances where the standard form is output to Pre-Printed stationery (that may contain your company Logo, etc). As the Email form is fully system generated electronically the inclusion of the Logo, etc should be within the form’s design. Having designed the form using the Report and View Developer you should locate its full path name in this field. For example:
C:\NewForms\Reports\SpecialStatement.fr3
Data Display Options
Field Position - On the List screen you can move the field position by dragging the column heading left or right to the position where you want it to appear.
Buttons
Close: This will close the Specific Report Layout screen. If you have any unsaved data then you will be asked if you wish to save it before the screen is closed.
Add: This will send the cursor to a new line for entry of a new linkage.
Save: This will save the current data without exiting the screen
Cancel: Any changes made to the current linkage record or the last time the ‘Save’ Button was pressed will be lost.
Delete: This will delete the current Specific Report Layout Linkage record.