This option allows you to configure the Stock Picking Sheet report and the consolidated picking sheet reports.
The Stock Picking Sheet provides a list of components for active works order details that can be given to the warehouse so that components can be pulled from the shelves in preparation for building. This option allows you to define the items that appear on this report and these items also apply for the consolidated picking sheets.
This setting controls the page size when the OPTIONS parameters are not enabled. Up to eight report styles may have defined on your system (through CONFIG user). These control the length and width of the page of your report. Select the style appropriate for this report, the available styles being displayed in a help ‘bubble’ at the foot of the screen.
Up to ten data items from the detail file can be printed across the page from the Works Order Detail file for this report. The items are listed in the Data Items list on the right or you can select the data item by using the <Select> key.
This report usually prints in the sequence the details were added, you may specify a different sequence for the report here by selecting the data items to sort on. As part of the sort sequence you also set whether it is to be applied in Ascending or Descending order. Note that if using the consolidated picking sheet reports then the sort sequence at run-time is pre-sorted by stock code.
Selecting the OPTIONS button allows access to the print configuration (margins / page size / fonts)
The layout of
this screen differs slightly based on whether you have set the page size (as
above) or not. Before discussing the
parameters you should note the buttons available at the footer of this
parameter screen.
Default - This option updates the
individual parameters from your user default when they are set, overwriting
presets where applicable. If no user
defaults are set then this option is ‘greyed’ out. To set user defaults see the appropriate
section below.
Save - This saves your set parameters so they are offered as default when this report is run
Abandon - This option abandons any changes made and returns you to the report parameter screen.
The report parameters available are:
Paper Size – select the paper size the report is to be printed to (i.e. A4).
Default Printer Font– a font dialog is displayed allowing you to select as required, the default font to be used for this report.
Selecting the Font Size
Generally you can’t go far wrong with 10point. However, if you have a lot of data items on your report, and are printing in portrait, 10point may be too big to fit all the required information without overlapping fields.
The positioning of fields across the page is determined by the item size – if you imagine a report that shows, the record number (6 characters), transaction date (8), the reference (6), the description (20), the amount (14), the tax code (3 – as field name of TAX is longer than field then the print size is based on name), the tax amount (14) and total (14), together with spaces between the items this gives a total of 103 characters, or columns required, across the page (think graph paper – you have 103 ‘cells’ across the page).
Those 103 columns are split equally across the available page (page size and margins taken into account) as starting positions for data items – so the record number starts at column 1, the date at column 8 (record number plus 1), etc. If you select a font size too big then the record number may not finish printing before the date starts causing the date to overlap the end of the record number. If this occurs then you may need to either reduce the font size or consider swapping the report to landscape orientation if the font size would go too small.
Print in Landscape– set to default the printed report to landscape, leave blank for usual portrait orientation. You may want to set larger width reports to landscape as these reports require a large amount of detail to be printed and otherwise the font size required to fit all the text could be too small.
Show Time in Report Headings – set to include the printed time in the report headings in addition to the printed date.
Include Selection Criteria – set to print any selection criteria that were applied to the report.
Email as Text Attachment – if send this report via email this option allows you to send as a text file attachment as opposed to, if left blank, PDF.
Omit Full Page Headings – When printing a multi-page report the system repeats the headings for each page. Setting this option reduces the heading details for the second and subsequent pages allowing more record detail to be printed per page.
Default Output to Spooler – Usually, when printing a report, the default printer is the last print device used. Select this option to set the default printer as the spooler for this report. This acts only as a default and doesn’t prevent you electing to print the report instead.
Allow Change of Printer Alias – when these options are configured then it is assumed you are printing as ‘direct windows print’ and this is the alias set by default. Setting this option allows you to change the default alias at run-time to one of the list of Datafile configured printers. If you change the alias to a ‘DOS’ style alias then the page size (length/width) and font are again picked up from the Print Style Profile, although other settings such as ‘include time’ etc. remain from the OPTIONS display.
Print Negatives in Red – on selected reports, assuming you have a colour printer; it may be useful to print negative values in red. This option allows this.
Allow Excel Pivot Table / Default Output to Pivot Table – set whether the report is to allow printing to an Excel pivot table and whether, if allowed, should default to pivot table. Would be unusual to do this for most reports.
Characters Per Line– the system displays the width of the report items on the right. If you leave this value at 0 (recommended) then the report width used in determining the start column positions of data items (as discussed above with regards to font size) is the larger of either the report print items or 80 columns.You can manually set a report width – from 64 to 255 columns. You may want to increase the number of columns on (say) a landscape report with few print items to bring the fields closer together to aid in reading.
Lines Per Page – if left at 0 (recommended) then the number of lines per page is determined by the font and page size. Alternatively you can set a number of lines per page, perhaps to give a greater gap between rows of data items.
Left Margin (mm)– set the size of the left hand margin (relative to page orientation in millimetres.
Right Margin (mm) – set the size of the right hand margin.
Top Margin (mm) – set the size of the top margin.
Bottom Margin (mm) – set the size of the bottom margin.
Default Printer – if using a stand-alone Datafile system then you can set a default printer to output to. This option only applies when sending to a print device; if last printer was spooler or fax then this remains the default. If using a networked Datafile system then you can still set this where you are printing to a networked printer – provided all terminals have a consistent device path. If the print device isn’t valid then the normal printer is offered instead.
Send to Email – if the report is sent to email then here you can enter an email address that is to be used by default for this report – though it can be amended at run-time.
Excel Template – this option allows you to reference a template for use when printing to a pivot table which would allow formatting of the output. Once a file is set here then on first use the template will be created based on the standard layout (this can subsequently be modified within Excel itself), subsequent use will use the existing template.
After setting the detail print items a second screen allows you to set the header printer items for use on the ‘Consolidated Picking Sheet (by Order)’ report. Here you can specify up to ten items from the Order Header file to print (first five on left, second five on the right) and then the sort sequence for the report.
Article ID: 1657
Created On: Wed, Jul 4, 2012 at 3:19 PM
Last Updated On: Wed, Jun 14, 2023 at 4:28 PM
Online URL: https://kb.datafile.co.uk/article/print-stock-picking-sheets-application-user-facilities-1657.html