24 Printouts - Revision history

Simon Clive at 22:38, 25 September 2011

2011-09-25T22:38:27Z

Simon Clive at 06:55, 31 August 2011

2011-08-31T06:55:52Z

Simon Clive at 06:47, 31 August 2011

2011-08-31T06:47:32Z

Simon Clive: Created page with "Printouts Can you preview a printout of the profit and loss? Select the Profit and loss report. Select the Show preview radio button Select the Print button. ERP provides the..."

2011-06-27T05:54:29Z

Created page with "Printouts Can you preview a printout of the profit and loss? Select the Profit and loss report. Select the Show preview radio button Select the Print button. ERP provides the..."

New page

Printouts

Can you preview a printout of the profit and loss?

Select the Profit and loss report.
Select the Show preview radio button
Select the Print button.

ERP provides the user with the ability to produce a high standard of printable documentation. This being a key feature of any good
software that is to be used at a commercial level in today's business world, ERP installs with multiple default templates covering
every ERP module, some templates designed in multiple formats.

ERP meets the above requisite and more, by incorporating a complete Report Designer within the software. This allows any User
with SQL database knowledge, the ability to design and create their own templates to report on data stored within ERP. The User
has the freedom to customise templates and reports to suit their own Organisations requirements. Refer to the detailed user manual for the
report builder module called LearnReportBuilder.pdf<File=LearnReportBuilder.pdf>

Note: If you have customised your Templates, it is important to remember to Export your Custom Templates BEFORE running any
ERP Update. Exporting Customised Templates to an archive folder as you complete them is a good practice. Some custom
templates may need modifying after a software update.

How To View Templates

Select the General tab.
Select the Templates button
OR select Templates via the top menu bar under, Reports=>Templates.
The Customise Templates screen will load with the Cursor in the Search Text field.
Start typing the name of the Template you wish to open/view, e.g. Sales Order. Alternately you can also scroll up/down to find
the report that you're looking for. The arrow on the left of the List will indicate which Template is selected, as more than one
template will be highlighted when Sal is typed into the Search field.
Select View Report to open the Print Preview, view of the selected Template.
The Preview will load as 1 sheet per page, (full page view). Left zoom button view.
Select the middle zoom button to zoom in for a half page close-up view.
Select the right zoom button to display the page as actual size (100%).
Enter a % value manually into the zoom percentage field to display the preview as required, e.g. 80%.
If the report is spread over multiple pages you can toggle between these using the toggle arrow buttons.
Select the Printer icon to print the report from within this Preview page.
Select Close to return to the Customise Templates screen.

The Customise Templates screen displays 3 columns:

1. Template Name. This indicates the actual name of your Template. It is a good idea to name all related Templates
with the same first name, e.g. Sales Order, Sales Order Matrix etc. This keeps them listed together for convenience.
This field can be sorted alphabetically in either ascending or descending order by clicking on the field header. The
order is indicated by the finger pointer.

2. Type field. This indicates what area of ERP the template is designed to be used for, e.g. 'Sales Order' Type to create
a new 'Sales Order' template. The Type list is predefined; meaning a report Type can only be one that is already specified in ERP.
This column can also be sorted alphabetically in either ascending or descending order by clicking on the field header. The order is
indicated by the finger pointer.

3. Default. If this field is ticked it indicates that this template is the default template used by ERP when printing reports of that 'Type'.
The default can be changed to any other Template of the same Type. There can only be one default template set for each 'type'.
This column can also be sorted by ascending or descending order by clicking on the field header, conveniently listing all your
'default' templates together. The order is indicated by the finger pointer.

@@ Line 27: / Line 27: @@
 *'''Close''' to return to the '''Customise Templates''' screen.
-The Customise Templates screen displays 3 columns:
+The '''Customise Templates''' screen displays 3 columns:
 '''1. Template Name''' This indicates the actual name of your Template. It is a good idea to name all related Templates with the same first name, e.g. Sales Order, Sales Order Matrix etc. This keeps them listed together for convenience. This field can be sorted alphabetically in either ascending or descending order by clicking on the field header. The order is indicated by the finger pointer.

@@ Line 3: / Line 3: @@
 Can you preview a printout of the '''Profit and Loss'''?
 *Select the '''Profit and Loss''' report. <br>
 *Select the '''Show Preview''' radio button <br>
 *Select the '''Print''' button.
 ERP provides the user with the ability to produce a high standard of printable documentation. This being a key feature of any good software that is to be used at a commercial level in today's business world, ERP installs with multiple default templates covering every ERP module, some templates designed in multiple formats.
 ERP meets the above requisite and more, by incorporating a complete '''Report Designer''' within the software. This allows any User with'''SQL''' database knowledge, the ability to design and create their own templates to report on data stored within ERP. The User has the freedom to customise templates and reports to suit their own Organisations requirements. Refer to the detailed user manual for the report builder module called '''Learn Report Builder.'''
 '''N.B.''' If you have customised your Templates, it is important to remember to Export your Custom Templates '''BEFORE''' running any ERP Update. Exporting Customised Templates to an archive folder as you complete them is a good practice. Some custom templates may need modifying after a software update.
-To View '''Templates''' select the '''General''' module.
+*To View '''Templates''' select the '''General''' module.
+*Select the '''Templates''' button '''OR''' select '''Reports''' on the top menu bar and then '''Templates''' from the drop down.
-Select the '''Templates''' button '''OR''' select '''Reports''' on the top menu bar and then '''Templates''' from the drop down.
+*The '''Customise Templates''' screen will load with the Cursor in the '''Search Text''' field.
+*'''Type''' in the name of the Template you wish to open or '''Scroll''' up and down to find the report you are looking for.
-The '''Customise Templates''' screen will load with the Cursor in the '''Search Text''' field.
+*The '''Arrow''' on the left of the List will indicate which Template is selected, as more than one template will be '''Highlighted''' when&nbsp; typing into the '''Search''' field.
+*Select the '''View Report''' button to open either the '''Preview''' or '''Design''' screen for the the selected Template.
-'''Type''' in the name of the Template you wish to open or '''Scroll''' up and down to find the report you are looking for.
+*The '''Preview''' will load as 1 sheet per page&nbsp; '''Left Zoom''' button view.
+*Select the '''Middle Zoom''' button to zoom in for a half page close-up view.
-The '''Arrow''' on the left of the List will indicate which Template is selected, as more than one template will be '''Highlighted''' when&nbsp; typing into the '''Search''' field.
+*Select the '''Right Zoom''' button to display the page as actual size (100%).
+*Enter a&nbsp;'''%''' value manually into the '''Zoom Percentage''' field to display the preview as required
-Select the '''View Report''' button to open either the '''Preview''' or '''Design''' screen for the the selected Template.
+*If the report is spread over multiple pages you can toggle between these using the '''Toggle Arrow''' buttons.
+*Select the '''Printer''' icon to print the report from within this '''Preview''' page.
-The '''Preview''' will load as 1 sheet per page full page view&nbsp; Left zoom button view.
+*'''Close''' to return to the '''Customise Templates''' screen.
-−
-Select the middle zoom button to zoom in for a half page close-up view.
-−
-Select the right zoom button to display the page as actual size (100%).
-−
-Enter a&nbsp;% value manually into the zoom percentage field to display the preview as required
-−
-If the report is spread over multiple pages you can toggle between these using the toggle arrow buttons.
-−
-Select the Printer icon to print the report from within this Preview page. Select Close to return to the Customise Templates screen.
 The Customise Templates screen displays 3 columns:
-. Template Name. This indicates the actual name of your Template. It is a good idea to name all related Templates with the same first name, e.g. Sales Order, Sales Order Matrix etc. This keeps them listed together for convenience. This field can be sorted alphabetically in either ascending or descending order by clicking on the field header. The order is indicated by the finger pointer.
+'''1. Template Name''' This indicates the actual name of your Template. It is a good idea to name all related Templates with the same first name, e.g. Sales Order, Sales Order Matrix etc. This keeps them listed together for convenience. This field can be sorted alphabetically in either ascending or descending order by clicking on the field header. The order is indicated by the finger pointer.
-. Type field. This indicates what area of ERP the template is designed to be used for, e.g. 'Sales Order' Type to create a new 'Sales Order' template. The Type list is predefined; meaning a report Type can only be one that is already specified in ERP. This column can also be sorted alphabetically in either ascending or descending order by clicking on the field header. The order is indicated by the finger pointer.
+'''2. Type field''' This indicates what area of ERP the template is designed to be used for, e.g. 'Sales Order' Type to create a new 'Sales Order' template. The Type list is predefined; meaning a report Type can only be one that is already specified in ERP. This column can also be sorted alphabetically in either ascending or descending order by clicking on the field header. The order is indicated by the finger pointer.
-. Default. If this field is ticked it indicates that this template is the default template used by ERP when printing reports of that 'Type'. The default can be changed to any other Template of the same Type. There can only be one default template set for each 'type'. This column can also be sorted by ascending or descending order by clicking on the field header, conveniently listing all your 'default' templates together. The order is indicated by the finger pointer.
+'''3. Default''' If this field is ticked it indicates that this template is the default template used by ERP when printing reports of that 'Type'. The default can be changed to any other Template of the same Type. There can only be one default template set for each 'type'. This column can also be sorted by ascending or descending order by clicking on the field header, conveniently listing all your 'default' templates together. The order is indicated by the finger pointer.