Home » Categories » Multiple Categories |
Document Processing - Link to Profiler on Alternative Item |
Article Number: 2346 | Rating: Unrated | Last Updated: Tue, Oct 22, 2024 at 12:15 PM
|
Sales and Purchase Order Processing allowed for the ability to link, for example, a delivery document to an invoice document so that on production of the delivery note it automatically produces an invoice. Datafile 2020 introduced a new option to link the document to a Profiler User-Defined Report or to a ProFiler Q-menu and to process the report/actions on completion of the document. This allowed you to print document labels or create other reporting outputs. When linking to Profiler from the document the system linked on the order reference. Allowing you to process, for examples, labels for the order just delivered. This new feature allows you to nominate an alternate item to link on – say the delivery reference – to restrict the label print to just those lines processed on the current delivery note. Installation Document Design Manager Within the Document Design Parameters new options have been added to screen 19 to allow the link to ProFiler. To update select Installation from the main menu followed by Application Manager and then Document Design Manager. Select the Sales Order or Purchase Order Processing application and then the document type before selecting the document number to be amended and the document mask will be displayed. Select the Parameters option from the ribbon and then use the Action button to move to parameter screen 19.
Automatically Link to Profiler Action – set to allow link to ProFiler. ProFiler Action – set the menu action to be called. The menu action is defined in four parts •XYZ – Three letter application id •M – Menu Number to be selected •O – Option Number to be selected •A – to process automatically Link Item – leave blank/zero to link on the order reference, alternatively select the detail data item required as the key item to link with. In the example above the link is on LAB/1/1A would call option 1 on menu 1 within the LAB ProFiler application and process this automatically. If linking to a User-Defined Report you can link directly, if linking to a Q-Menu you enter the menu parameter for the ‘call’ to the Q-menu action within Profiler. Note for more detail on configuration within Profiler please review the Datafile 2020 Supplement. |
Attachments
![]() There are no attachments for this article.
|
Change Status – Confirmation Items
Viewed 3004 times since Fri, Jun 19, 2020
Remove Specific Orders
Viewed 1319 times since Tue, Jul 3, 2012
Header Optional 2
Viewed 1533 times since Wed, Jul 4, 2012
Database Profiles
Viewed 1606 times since Wed, Jul 4, 2012
Apply Delivery Charge if Below Minimum Order Value
Viewed 2009 times since Wed, Jun 13, 2012
Increased Selective Order Header Screens
Viewed 1053 times since Fri, Jun 19, 2020
Additional Options for Deposit Processing
Viewed 1620 times since Fri, Oct 26, 2012
Order Entry - Replicate Detail Within an Order
Viewed 56 times since Thu, Oct 24, 2024
Print Acknowledgement if no Details
Viewed 1648 times since Wed, Jun 13, 2012
Batch Import Orders
Viewed 1276 times since Tue, Jul 3, 2012
|