Conditional Text Print on Order Processing Documents


Datafile Software

Conditional Text Print on Order Processing Documents

There can be occasions where document text labels need to be slightly different when a document is processed for one account or order compared to another. For example, when processing an invoice payment text may need to be slightly different where the customer pays by standing order compared to another who pays on demand. Previously this would require different documents but this new feature allows the different requirements to be included in one document.

Installation

Document Design Manager

This new feature is enabled within the document parameters, to update Diamond and Premier users should select Installation from the main menu followed by Application Manager and Document Design Manager, Compact and Professional users should select Installation followed by Document Design Manager.

Select the required Order Processing application and document type before entering the document number for the required document. Once the document mask is displayed select the Parameters option at the top of the screen before selecting the ACTION button to move to screen 14 – Special Print Options.


Conditional Print Items– set to enable the use of conditional print items. Once set a pop-up screen is displayed allowing configuration of the conditional items.


File – Select the database the condition is to be applied to. Select SLA for Sales Ledger Accounts or SOH for Sales Order Header as appropriate within SOP documents. For POP documents select PLA for Purchase Ledger Accounts or POH for Purchase Order Header.

Item – Select the flag item to test for printing the conditional text (only ?-type items are allowed).

Value – select whether the text label is to print if the flag is set to ‘Y’ or ‘N’

Line / Column – set the print position of the text label. You can leave these values blank and set the print position later via the document mask.

Text – enter the text label to be printed if the condition is met.

Once entered select the OK button to return to the main parameter screen.

To position items on the document mask right click at the required print position and choose ‘Data Item’. Select the Conditional Print Items category and then required conditional item text and update to the document layout.


Custom Fields

Article ID: 91
Created On: Mon, Jun 11, 2012 at 11:09 AM
Last Updated On: Wed, Jun 14, 2023 at 5:03 PM

Online URL: https://kb.datafile.co.uk/article/conditional-text-print-on-order-processing-documents-91.html