First open the Reports register from the menu.
By using the Reports register you can determine which reports shall be displayed
so that you can later print them. You can customize the report types to your
current needs and requirements, and display them in various languages, texts
and you can even modify column headings.
ID
|
It denotes a three-digit
alphanumerical report ID. |
Active
|
The Active
checbox is by default checked. If an individual user wants to disable
the usage of the original, that is, system reports (that cannot be deleted),
it can be simply deactivated by unchecking the checkbox. Report
status does not change even after upgrading. |
Name
|
Here you can enter
the report type name of maximum 30 characters |
Default printer
|
This setting is used only
with POS, when selecting the report type D - Direct (see
POS Printer) |
Print preview
|
If you want
to enable preview of report before printing (displayed), the checkbox
should be checked |
Print to file
|
If you want to print the contents
of the file as TXT file* in ASCII format that is using the matrix printer,
the checkbox should be checked. Report in TXT file is possible
only for invoices issued and with packing slips. |
Change sign
|
If you
want to see the quantity displayed with the negative sign (in this way
you can display positive credit notes), the checkbox should be
checked. The option functions only with certain reports (invoice, receiving
slip reports...). |
| Shortcut |
From the dropdown menu you can select the key
combination representing the shortcut to the
report. |
| Number of copies |
You can enter the desired number
of report copies. |
| BOM levels |
Enter the desired
bill of materials (BOM) levels that should be included in the report.
|
If no data for report
|
In this box you can select how
should the report behave if there are no data to be reported.
Example:
If the stock currently equals
0, the program views them when creating the report:
- Generate anyway
- if selected, the form of the reviewed current stock not containing
lines shall be nevertheless displayed
- Message if selected,
it displays the No report
message together with the number and name of the report (see
No Report)
- Continue - if selected,
it does not execute any of the above mentioned actions and the users
can immediately continue with their work
|
| Sort by |
(If it is necessary) enter the correct SQL syntax
which is enabled by the SQL server in order to sort data according to
the selected criteria. The original method of sorting ("order by") is
replaced with the contents of this field.
Example:
- predefined report type 14E - List current
stock by item name uses a special method
for sorting records in report: by item name and then by its ID (item).
Expression: M.Naziv, M.Ident
- predefined report type 064 - General journal
- detailed by journal entries by default
uses the method of sorting lines by journal entry line number. It
can be customized so that it considers the line number and the original
line number.
Expression: P.Orgpoz, P.Poz
For use of sorting function see the example in
General Journal by Posting Date.
|
| Report type |
Report type is already set with
system report and it tells you where in the program it can be found
and in which subtopic.
For example of use see Duplicating Reports
and Changing Report Types.
|
Password
|
In this
field you can enter the ID preventing that names of other users and
form names appearing in the bottom of the document. All user reports
by default include all of the above mentioned information.
|
| Inactive for doc. types |
From the document type list you can select those with which you
do not want to use the report.Example:
if you for example do not want to use the 241
- Invoice report with the document type 310,
then you select this document type from the table. Report type remains
active in all document types used in issuing of goods, except in document
type 310.
|
|
By using this button you duplicate the selected
report and copy it to the new one and a new report type ID is offered
automatically.
All report parameters (e.g. bill of materials levels) are copied
only in such duplicating of report types. Put simply, these parameters
are not copied when creating new reports from the existing that can
be found in the report window.
|
*invoice.TXT file - to print this document the invoice.txt file shall be
created in the root directory which you can process in any way.