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Application Reports - Save PDF Copy to Folder |
Article Number: 2121 | Rating: Unrated | Last Updated: Tue, Jun 20, 2023 at 5:55 PM
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Datafile Software Solutions When printing a report an OPTIONS button is available on the main report pre-amble screen and the pathname to save a PDF copy can be entered here.
PDF Folder – here you set the folder pathname for the saved PDF reports to be held. Special character sets are allowed as a folder name which are replaced at run-time with appropriate characters – these include: CCC – replaced with current company id. APPLIC – replaced with application id (SL for Sales Ledger, PL for Purchase Ledger and so on) YYYY – replaced with current financial year (taken from start date of period 1) NN – replaced with the current period number for the application (non-period driven applications such as SOP uses the linked Sales Period No, POP the Purchase Period No, BOM the Stock Period No and so on) Each of the special characters are only replaced if it is a unique sub-folder and not part of a folder structure so PERIOD\YYYY\NN\ would replace YYYY with 2013 and NN with 01 but PERIOD\YYYY-NN\ would not generate a replacement. When printing a report set to save to PDF the system will display the saved pathname within the Print Dialog. A PDF copy is only saved if you send the report to Screen, Print Device, Disk Spooler, Email or PDF. A copy is not saved if send the report to Word, Excel, Pivot Table or Fax-File Server (the status display is updated to show this). If send to PDF / Email then a PDF copy is still updated into the main REPORT folder for the user as well as the saved copy. Nominal Financial Summaries ‘Full Mode’ Financial Summaries don’t have an OPTIONS button available when printing the report. For these documents the report General Parameters allow you to set the saved pathname for these reports. |
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