SRS Document Print Setup

You use this program to view details of SRS document types and templates currently defined. It provides a central location from which all SRS document types and templates can be maintained.

This program enables you to:

Toolbar and menu

Field Description
Edit  
New

Select this to add a new document type or template:

Change

Select this to maintain the document type or template currently highlighted:

Delete

Select this to delete the currently highlighted document type (Document Types listview) or template (Templates listview).

Options

Document Types

This pane is displayed when you access the program from the SYSPRO Program List and includes all document types currently defined.

This enables you to define the templates for the document types you require without having to access each one from the individual Stationery Format programs.

The document types displayed include:

  • Standard document types

    As defined in the control file ..\Base\ReportingServices\ReportMenu\Documentmenu.xml.

  • Custom document types

    As defined in the SrsDocumentType table of the system-wide database, if custom document types exist.

    The SrsDocumentType table also stores custom information for standard document types.

Document Types Toolbar

Field Description
Add

This lets you add a new document type using the Maintain SRS Document Types program.

The facility to add new document types and copy document types is for use by developers.

Change

This lets you maintain the document type currently highlighted in the Document Types listview using the Maintain SRS Document Types program.

For standard document types supplied by SYSPRO, this lets you indicate the fields required for archiving purposes.

Delete

This lets you delete the document type currently highlighted in the Document Types listview.

Document Types Listview

Column Description
Type

This indicates the list of document types currently defined.

Custom

The word "Yes" is displayed in this column if the document type is user defined (i.e. not a standard SYSPRO document type).

Templates

This displays the templates created for the selected document type, which are used to design basic layouts for documents. The document printing programs then use these templates to create transactional documents (e.g. invoices, order acknowledgments, stock receipts, etc.).

This pane reads the existing document template configurations linked to the selected document type, as defined in the SrsDocuments table of the system-wide database.

Templates Toolbar

Field Description
Select

This uses the entry currently highlighted in the listview in the corresponding field of another program.

Add

This lets you add a new template for the selected document type using the Add SRS Document Templates program.

Multiple templates can be defined against a single document type.

Change

This lets you maintain the template currently highlighted in the listview using the Maintain SRS Document Templates program.

Delete

This lets you delete the template currently highlighted in the listview.

Import

This lets you copy a template (for the selected document type) from a network drive or an external drive or device onto the current machine.

Export

This lets you copy the currently highlighted template from this machine onto a network drive or an external drive or device.

Design

This lets you use Crystal Reports to modify the design of the template currently highlighted in the listview.

Templates Listview

Column Description

Template name

This indicates the name you assigned to the document template.

File name

This indicates the name of the template file for the document.

Created by

This indicates the name of the operator who created the template.

Created date

This indicates the date on which the template was created.

Created time

This indicates the time (on the Created date) at which the template was created.

Changed by

This indicates the name of the operator who changed the template, subsequent to it having been designed.

Changed date

This indicates the date on which the template was changed.

Changed time

This indicates the time (on the Changed date) at which the template was changed.

Consolidate emails

This indicates if all documents for a common (single) email address are grouped into one PDF document (i.e. the Send multiple documents as single attach option is enabled in the Maintain SRS Document Templates program).

Consolidate prints

This indicates if the documents selected to print using one of the batch printing programs (e.g. AR Statement Print, Purchase Order Print, Document Print, Quotation Batch Printing, etc.) are spooled to the printer as a single print job (i.e. the Spool multiple documents as single job option is enabled in the Maintain SRS Document Templates program).

Group emails

This indicates if all documents for a single email address must be grouped together when using this template (i.e. the Group by email address option is enabled in the Maintain SRS Document Templates program).

Group faxes

This indicates if all documents for a single contact name and number are to be faxed together in a single fax transmission (i.e. the Group by contact information option is enabled in the Maintain SRS Document Templates program).

Max attachments

This indicates the maximum number of documents that can be attached to each individual email when using this template.

Schema file

This indicates the schema file (.xsd) for the document template.

Template id

This indicates the template number and is incremented each time you add a new template to the document.

XML file

This indicates the .xml file for the document template.

Samples

This listview displays the sample templates shipped with SYSPRO.

These are the sample reports linked to the standard document types, as defined in the control file ..\Base\ReportingServices\DocumentControl\Documentsamples.xml.

Two sample templates are supplied for each document type supplied by SYSPRO:

  • sample_

    This is a pre-designed template which you can use as is, or modify using the Design function.

  • sample_blank_

    This is a blank template which you use to design your own template.

    Using the sample_blank_ template enables you to view the Document fields in the Field Explorer of Crystal Reports when you design the template.

The following information is included in this listview:

Column Description
Sample name

This indicates the descriptive name of the sample template.

File name

This indicates the file name of the sample template.

Schema file

This indicates the schema file (.xsd) for the document template.

XML file

This indicates the .xml file for the document template.

Sales Orders

The sample_so_cons_invoice_document sample template is an example of a template used when printing consolidated dispatch invoices, when the option to print individual dispatch lines on the invoice is disabled (SO Document Formats - Preferences > Print Options).

The sample_so_payment_invoice_document sample template is an example of a template used when printing Counter Sales invoices with deposits and payments. The options Print deposit detail lines and Print payment detail lines must be enabled as required (SO Document Formats - Preferences > Print Options > Counter Sales).

FAQs

Notes and warnings

Program access

This is the main browse program for SRS document printing and can be accessed from:

  • Program List > SRS Documents > Document Setup

  • SYSPRO Ribbon bar > Setup > Stationary Formats > SRS Document Setup

This program is also loaded the first time you define an SRS stationery format for a document (i.e. when you select SRS Options and then Change from within a Stationery Format program). In this case, you can only create and maintain templates for the selected document type and the options relating to document types are not available.

The SRS Document Print Setup program is not available in SYSPRO Web UI (Avanti), however, you can access the Maintain SRS Document Types and Maintain SRS Document Templates programs via the SYSPRO Web UI (Avanti) menu.

Deletion considerations

  • Document Types

    You can only delete user-defined document types (i.e. document types that you have added).

    Document types supplied by SYSPRO (i.e. the standard Stationery Formats) can't be deleted.

  • Document Templates

    When deleting a Template, only the template is deleted and not the document format itself.

    For example:

    You used the Inventory Document Format program to create a document format for Stock receipts. You selected Format - 2 and set the Print method to SRS document.

    You used the Add SRS Document Templates program to add an SRS document template for this format.

    If you subsequently delete this document template, then Format - 2 for Stock receipts with the Print method - SRS document is not deleted.

    This means that if an operator attempts to generate a Stock receipt document using Format - 2 an error occurs as no SRS template can be found.

Tasks

Deleting a document template configuration

You would typically use this procedure when you have document template configurations against a document type which are no longer in use.

  1. Open the SRS Document Print Setup (Program List > SRS Documents > Document Setup).

  2. Within the Document Types pane select the required document type and then select the document template configuration you want to delete from the Templates pane.

    You need to ensure that the document template configuration is not linked to any document formats before you delete the configuration.

  3. Select Delete > Template from the Edit menu.

    The document template configuration is deleted from the Templates pane and from the SrsDocuments table of the system-wide database.

    In addition, any linked printer and/or history information is deleted from the SrsDocPrinters and SrsDocHistory tables of the system-wide database respectively.

Designing a template using Crystal Reports

You would typically use this procedure when:

  • you copied the sample document and you need to remove the sample database's company logo from the template.

  • you copied the blank sample document and you need to design the template using the existing data source.

  • you copied an existing template and you need to change the design of the template.

  • you are creating a template from scratch, including a data source.

Steps to follow:

  1. Open the SRS Document Print Setup (Program List > SRS Documents > Document Setup).

  2. Within the Document Types pane, select the required document type and then select the document template configuration from the Templates pane for which you want to design a template.

  3. Select the Design option from the toolbar in the Templates pane and design the template in Crystal Reports.

  4. Save your changes.

    Select SYSPRO > Save Report from the Add-ins menu.

Enabling archiving of a document type

You would typically use this procedure when you are required to archive documents of a specific document type (e.g. invoices). You only need to follow this procedure once per document type, to enable archiving of the document type.

Once you have enabled archiving of a document type, then the archiving process will automatically start on the client workstation once the printing/emailing/faxing of the documents are completed.

  1. Open the SRS Document Print Setup (Program List > SRS Documents > Document Setup).

  2. Within the Document Types pane, select the required document type and then select Change > Type from the Edit menu.

  3. Assign selected archive fields.

    Every document type has mandatory archive fields that are selected by default and can't be removed. However, you can optionally define more archive fields.

  4. Save the document type.

    The document type details are saved to the SrsDocumentType table of the system-wide database and the selected archive fields are saved to the SrsDocArchiveSel table of the system-wide database.

  5. Within the Templates pane select the required document template configuration, and then select Change > Template from the Edit menu.

  6. From the Archive options group, select the Archive document option and the archive type required at the Archive type field.

  7. Save your changes.

    The details in the Templates pane are refreshed and the changes are saved to the SrsDocuments table of the system-wide database.

    In addition, printers defined against the document template are saved to the SrsDocPrinters table and the template history is saved to the SrsDocHistory table of the system-wide database.

Exporting a document template configuration

You would typically use this procedure to export a document template configuration to use it on another application server/workstation.

  1. Open the SRS Document Print Setup (Program List > SRS Documents > Document Setup).

  2. Within the Document Types pane, select the required document type and then select the document template configuration you want to export from the Templates pane.

  3. Select Export from the Templates pane toolbar and then select an export destination folder.

    The document template configuration is exported to a sub folder within the selected destination folder on the client workstation and the document description is used as the sub folder name.

    The Crystal report, sample XML and sample XSD for the document template are also exported.

    The printer and history information linked to a document template are not included in the export.

Importing a document template configuration

You would typically use this procedure if you have created and exported a document template configuration on another server/workstation and you now want to deploy it on the SYSPRO application server.

  1. Open the SRS Document Print Setup (Program List > SRS Documents > Document Setup).

  2. Within the Document Types pane select the required document type and then select the document template configuration you want to import from the Templates pane.

  3. Select Import from the Templates pane toolbar, and then select the import file.

    You need to select the document template configuration XML file (for example Invoice_Printing.xml) from within the folder that was previously exported from another server/workstation.

  4. Save your changes.

    The imported template configuration is added to the Templates pane and the SrsDocuments table of the system-wide database.

Linking the template configuration to the document format

  1. Open the relevant document format setup program (SYSPRO ribbon bar > Stationery Formats).

  2. Select the document type, and select the format assigned to the document type.

  3. Enter a description for the document format and select SRS document as the print method.

  4. Within the Format options pane highlight SRS Options, and select Change.

  5. Select a template configuration.

  6. Define the other format options required.

  7. Save your changes.