Statement/Remittance Design - Document Design Manager

For the sales ledger, select the Sales Statements option on the list of documents displayed. For the purchase ledger, select Purchase Statements from the list and follow this with the option Statement Layouts. On selection the list of available documents is displayed.

If you want to update an existing document, enter the layout number in the input provided, if you want to create a new document you need to firstly add it to the list by:

Press <F4-Select> to allow amendment of the list.

Find a blank entry and enter the document title.

Enter its definition filename – filenames usually follow the convention CCC-SLN.DEF where CCC is the company id, SL indicates a sales ledger document (so PL for purchase ledger documents) and N is the layout number 1-6.

Press <End> to go back to the document layout selection.

Create Document Based on Existing

On input of the layout number you are presented with the document template.

When creating a document for the first time or opening an older style of document you will be prompted for the page setup details.

Paper Size – offers a drop-down list of paper sizes available. Select the paper size appropriate.

Print in Landscape– set whether the document is to be printed in landscape. Leave blank to print in portrait.

No of Columns Across / No of Lines Down – if converting an older document this defaults to values as previously defined on the document - typically you would leave these values as set for your document. For new documents this will default to 80 columns across and 66 lines down and you can amend as required.

These values can be amended up to 255 columns across and 132 lines down. The columns and line values form a ‘design grid’ on the document with the no of columns set controlling the number of grid start points across the page, the lines down controlling the grid points down the page (think graph paper). Text, Image and Lines do not have to start at a grid point but data items do – increasing the number of columns / grid points across the page gives you more flexibility with regards to data item positioning.

Take care on increasing this value on existing documents as items starting at a particular column/grid point may overlap if you increase the number of columns. With regards to the number of lines down, again take care increasing this value on existing documents as line items may overlap – in addition though increasing this value too far may cause the print of detail lines to overlap if the font of detail items selected for print is bigger than the line height.

Start Detail Line / End Detail Line – if converting an older document this defaults to values as previously defined on the document - typically you would leave these values as set. When opening a new document this will default so that a quarter of the page acts as the header and a quarter of the page is the footer – the balance being the detail area. Where on the statement the outstanding transactions are listed.

Margins – next you can set, in millimetres, the left, right, and top and bottom margins.

When you print a document each printer has its own internal set margin and the grid (discussed above) is fitted within this. If printing a document on multiple printers, especially when using pre-printed stationery, you should set the margins on the document equal to or greater than the largest margin of the printer(s), to ensure identical print on all printers.The Install menu on the toolbar allows the option ‘View Printers’ which enables you to perform a test print which shows the print margins (as a border on the page).

Once you have set/confirmed the margins the document mask is displayed.

A document is split into three sections – a header, a detail and a footer area as mentioned above. In statements the header area is used to print details of the customer/supplier. The detail section prints, line-by-line, the transactions.The footer area shows totals such as the aged analysis breakdown, the overdue balance, and so on.

The Document Design Toolbar

Before discussing the specifics of designing a document, you should review the document design toolbar.

The toolbar has the options – File, Edit, Tools, Parameters and Format. Each of these (other than Parameters) offers a list of actions available.

The File menu has options to save the document layout, amend/view the page set-up, preview the design to the screen, perform a test print of the document, and exit out of the document design (you will be prompted to save if you haven’t already done so).

The Edit menu has options that are only available when an item on the document is selected. You can cut an object out of the design, copy an item (except data items), or delete an item.You can also insert a line above the selected item or delete a line with the selected item on.

The Tools menu has options to restructure a database, refresh the display, and controls for whether you show the data items (you may want to switch this off to position text behind it), whether you show the grid, and whether new text/line/image items are to be positioned at the start of the grid.

The Format option allows you to select a bitmap image to act as a watermark behind the page detail, set and applies font defaults, and configure email, fax and printer settings.

The Parameters option loads the first of the parameter screens available for this document.

Setting and Applying Font Defaults

Before you start to design your document you may wish to set default fonts for each area of the document.You can amend the fonts for each item individually but initially you are likely to want to assign a default font for all items in a specified area.

Each document has three areas – header, detail and footer. The detail area starts two lines above the start detail line (to encompass column headings for the details) and finishes at the end detail line. The header area is above the detail area, the footer below. The only documents that don’t follow this format are purchase cheque layouts, payroll and invoice generator documents which don’t have set detail area – on these documents the ‘header’ area encompasses the entire page.

To set and apply default fonts select the Format option from the toolbar, choose Font Defaults and then the area you wish to apply the fonts to – a dialog box will be displayed enabling you to select the font, style and size.

You can scroll up/down the list of fonts, use the mouse to select the required option (once selected the chosen value will be updated at the top of the list). After selecting the font, select the style and then the size. You can also amend the colour of the text if required. Once you have selected the required details press OK.

After selecting the font you can control whether it applies to the text items or the data items in the defined area (or both or indeed neither – you might set a default because the next x items you are going to insert all use a specific font). Tick the options required and click the APPLY button.

Once you have set and applied the default fonts you can then adjust the font and size of individual items as required.

If you have need to reset all items to the set default fonts then choosing the Apply Fonts option available from the Format pull-down allows this.