SRS Documents > Document Setup > SRS Document Queue

SRS Document Queue

You use this program to view, execute and manage all documents (e.g. invoices, statements, quotations, etc.) in the document queue, when using server-side printing.

Toolbar and menu

Field Description
Documents from:

Indicate the time period of the documents to display in the listview.

Refresh list Refresh the documents displayed in the listview.
Delete Remove the selected document(s) from the queue.
Purge Manager Open the Purge Manager window.

Purge Manager

Field Description
Purge Select to process the purge based on your selection criteria.
Close Select to close this window and return to the document queue.
Purge options

Indicate your criteria for the purge process to be by date, operator and/or document status.

Purge by requested date Indicate the date period if you want to purge by date.
[Note]

These date fields are not inclusive (e.g. If you enter 01.01.2015 in the From date field, then only items from 02.01.2015 will be purged).

Purge by operator

Indicate the operator if you want to purge by operator.

[Note]

This option is available even when the Operator activity SRS Server Allowed to view all documents in company is not enabled.

Purge by document status Indicate the status type if you want to purge by status.

Document Queue

This pane displays all of the documents which currently exist in the document print queue, based on your filter selections.

The following information is included in the listview:

Column Description
Request date The date that the document was sent to the server.
Status The current status of the document.
Send via The method in which the document has been executed.
Sent

This column reflects if the document has been sent as per it's instruction.

  • Yes means that the document has been emailed, printed or partially printed.

  • No means that the document has not yet been printed or emailed.

Priority The current priority of the document.

You are able to change the priority for each item in the queue (regardless of its status), however this only has an impact on items that have not yet started processing.

Document Select the View Document hyperlink in this column to open the document or documents in the Document Preview window.

Document Preview

If you select the View Document hyperlink in the Document column, the item selected is opened in a Document Preview window.

The following options are available for the document currently loaded in the preview screen:

Field Description
Print Prints the document to the SYSPRO default printer.
Print to Prompts you with a print request dialog to select any printer installed on the client.
Email

Generates an email item with the document attached.

If an email address exists in the database for that client, then the address is automatically populated.

The email is not sent automatically, allowing you to edit the contents, subject heading, recipients, etc., before submitting the email.

[Note]

This option only uses Outlook Email Client.

Filter Options

Field Description
Apply Custom Filter Apply the filter criteria defined to all documents in the listview.
Reset Clear all filters currently defined within the Filter Options pane. Click the Apply Custom Filter button for this reset to apply to all documents in the listview.
Query options

Indicate your preference on the following:

  • Number of records per page

  • Show unread records only

  • Show unsent records only

Request date selection Indicate the request date filter type you require and the date period applicable.
Completed date selection Indicate the completed date filter type you require and the date period applicable.
Operator selection

Indicate the operator filter type you require and the operator code(s) applicable.

[Note]

This option is only available if the Operator activity SRS Server Allowed to view all documents in company is enabled.

Document type selection Indicate a document type by which to filter the listview.
Status selection

Indicate the status by which to filter the listview:

Option Description
In queue Batch item that has not yet begun processing.
Processing Queue item which has not yet completed processing (e.g. currently processing, printing, emailing or exporting).
Warning

Document successfully generated into the document queue, but has not completed the transmission instructions due to an error (e.g. SMTP server is offline, printer selected is not configured for server-side printing, etc.).

Error Document not processed due to an error (e.g. fault in RPT, invalid XML characters, etc.).
Completed Document has processed completely without any errors.
Destination selection

Indicate the send type by which to filter the listview:

  • Print

  • Email

  • Fax

  • Preview

  • Online Print

Notes and warnings

Program Access

  • Ensure that you have enabled the Server-side reporting using SQL option at the Reporting configuration field in the System Setup program.

Restrictions and limits

  • The minimum number of items displayed per page is 10.

    The maximum number of items displayed per page is 9999.

  • Server-side faxing is not currently available. However you can preview a document in this queue and then select to email the document to an email-to-fax contact.

Activity considerations

Operator access to the following activities within this program can be restricted. You configure this using the Operators program.

Activity Description
SRS Server Allowed to change document priority Controls whether an operator can change the priority of a document in the Document Queue program (server-side printing).
SRS Server Allowed to delete document Controls whether an operator can delete a document in the Document Queue program (server-side printing).
SRS Server Allowed to view all documents in company Controls whether an operator can view documents created by all operators (server-side printing).
SRS Server Allowed to preview document Controls whether an operator can preview documents from the Document Queue program (server-side printing).
SRS Server Allowed to print document Controls whether an operator can print documents from the preview window of the Document Queue program (server-side printing).
SRS Server Allowed to send document Controls whether an operator can email documents from the preview window of the Document Queue program (server-side printing).
SRS Server Allowed to reprint/resend document Controls whether an operator can reprint or re-email documents from the Document Queue program (server-side printing).
SRS Server Allowed to purge documents in company Controls whether an operator has access to the Purge Manager in the Document Queue program (server-side printing).