Document settings

Document presets

Description Functionality Related topics Technical documentation

Description

This module is used to maintain the document presettings, which can be made depending on the document type (offer, order, ...)

The default settings can be specified for internal objects (client, account, user). In this way, for example, all employees of a cost centre can receive an individual order letter. On the other hand, the partner objects and their roles can hold document presettings. Thus, a contact person for an order can be defined for a customer, who is to be set automatically when the order is created.

Functionality

• Document-specific default settings
• Conditional document presets
• Input window

Document-specific default settings

The input window is used as a cockpit for the document presets. Here you can make standard settings for general document data (subject, cover letter, conditions) and also select the standard print form. However, the respective module is responsible for the document-specific presettings. The corresponding mask can be called up via the "Advanced" button. The documentation of these specific presetting masks can be found here and elsewhere:

• Purchasing
  • Request
  • Order
  • Order reminder
• Sale
  • Offer/contract
  • Delivery note
  • Invoice
• Return receipt
• Financial accounting voucher
• Outstanding items Reminders

Conditional document presets

Document-specific presetting can be linked to conditions (Edit - Insert - conditional).
As an example, different delivery data can be stored for a customer depending on the selected order type (orderTypeEnum=xy).
In the order window, after setting the order type (save) and selecting the customer, the corresponding delivery data is integrated.

Input window

The input window consists of two parts. In the list of documents, the documents for which a document preset has been made are displayed. The document preset group then displays the corresponding settings. Here, a further distinction is made between general settings and typical document settings. The general settings include the subject, the cover letter, the footer text and the conditions. This data can be maintained directly in the group. The individual document settings can be accessed via the "Advanced" button. Here, for example, the first and second signature can be set for an order.

Menu

Menu item	Description
Edit	-
: Edit main object	Display the input window for the object whose document settings are being set.
: Document Presets	-
: : Insert	Insert new normal or conditional document type
: : Delete	Delete the selected document type
Close	Close window

Toolbar

Symbol	Description
	Print window

Fields

Field	Description
Document default settings for	Displays the object whose document presets are being set.
Receipts	Displays the documents for which document settings have been preset. To view or edit them, the corresponding document must be selected from the list.
Document presets	Here the general document settings (subject, cover letter, footer text, conditions) are displayed and can be maintained. Clicking on the extended button will take you to the individual document presettings.

Buttons

button	Description
Extended	Opens the editing window for setting the typical occupancy presets. If no window is opened after pressing the button, no typical presettings are defined for the document.
Insert	Opens the document type selection window to select a new document.
Delete	Deletes the selected document preset.
Close	Closes the editing window

Related topics

• Index

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Technical documentation

• Implementation
• Quality assurance
• Document settings basic module

Document settings basic module

Module name

deftrans.mod

Classes

-

Security

In addition to restricting access rights via the class and its data fields, the module can be restricted in its use via some of the received messages.

Received messages

Message	Parameters	Function	Security

Sent messages

Message	Parameters	Function	Receiver module