System Operations - Basic Reports Setup



WARNING icon
WARNING: You need Admin permission to access the 'Basic Reports Setup' dialog, which is only available when 'Basic Reports' functionality has been switched on


The Basic Reports Setup dialog has two tabs:

Reports List

The [ Reports | List ] tab contains a grid from which the relevant report may be selected. Double-clicking on a row in the grid will open the Details tab for the selected report (the name of the details tab will change to match the name of the selected report), allowing that report to be configured.

Details

The details tab comprises the following areas:

Brand grid

Brand:
To design a brand specific report click on the BtnNewRptConfigX.jpg button.

Report settings options

The 'Report Settings' that can be configured in tab vary depending on the report selected:

Customs Invoice Report

The following settings, which default to 'unticked' unless otherwise stated, are controlled from the 'Basic Reports Setup' dialog:

  • Allow Cust Sorting (Order): Allows the content of the report to be sorted in a number of ways, for more information see Basic Reports Setup - Sort Order
  • Allow Std Company Addr (default=ticked): Allows the user to define the specific address field for report by typing over the tag fields that call the company address as defined in [ System Values | General | Your Company ].
  • Show Logo: Used to display the company logo as defined in [ System Values | General | Miscellaneous ].
  • Maintain Image Quality in PDF (default=false) : Will set the TppProducer(Report).PDFSettings.ScaleImages property to False.
    Note: will potentially increase the file size of the resulting PDF. Exact size increase will be dependant on original image file size.
  • Leave Summary Space: When the report is printed on pre-printed stationery this allows the user to mark a pre-printed area so if the delivery note is more than one page the information is only printed once on the last page, the bottom of the previous pages remaining blank. For example, when a delivery note has address labels with barcode and PPI image at the bottom of the page:
    • If there is one page then the address label information is printed at the bottom.
    • If there is more than one page then the information is printed at the bottom of the last page, the bottom of the previous pages remaining blank.
  • Show Shading: Toggles shading for header.
  • Show Availability: Will display the current availability for the stock item.
  • Show Currency: All monetary fields will have the British Pound symbol pre-fixing them.
Note: if multi currencies are to be used at all then the Show Multi-Currency option must be ticked otherwise foreign currency orders will also have the £ symbol prefixing them.
  • Show Notes: ticked then either the delivery or invoice notes recorded against the order will be displayed, this is used in conjunction with Show Delivery not Invoice Note.
  • Show Multi-currency: Enables the report to display foreign currency symbols. This option must be used in conjunction with Show Currency.
  • Show Stock Info Inline: Displays the contents of the Stock - Details - Properties - Availability field.
  • Show To Follow: If ticked, any stock items not being despatched on a part-shipped order will have the test To Follow below the stock line.
  • Show Delivery not Invoice Note: If ticked, the Delivery note will be displayed, unticked then the Invoice note will be displayed. This is used in conjunction with Show Notes.
  • Discount Unit Zero When No Discount: Items with no discount will have a Zero in the discount column, unticked then it will display the zero discount amount e.g. Â£0.00.
  • Show Build Children: If ticked, the build child items that make up a build parent will be displayed with their build quantity and the sell multiple quantity.
  • Show Stock Batch Info: Displays Stock batch information on the report.
  • Exclude to follow items: ticked, only shows available items.
  • Show Payments: ticked the system will print the payments i.e. Paid in Cash £15.
  • Show Copy Label: if the Custom's Invoice report has been printed before any additional copies will have the word 'Copy' on them.
  • Show Delivery Address on Credit Notes: ticked the Delivery Address will show on Credit Notes when printed from the [ Invoice Invoice Manager ] screen.

Delivery Note report

The following settings, which default to 'unticked' unless otherwise stated, are controlled from the 'Basic Reports Setup' dialog:

  • Allow Cust Sorting (Order): Allows the content of the report to be sorted in a number of ways, for more information see Basic Reports Setup - Sort Order
  • Allow Std Company Addr (default=ticked): Allows the user to define the specific address field for report by typing over the tag fields that call the company address as defined in [ System Values | General | Your Company ].
  • Leave Summary Space: When the report is printed on pre-printed stationery this allows the user to mark a pre-printed area so if the delivery note is more than one page the information is only printed once on the last page, the bottom of the previous pages remaining blank. For example, when a delivery note has address labels with barcode and PPI image at the bottom of the page:
    • If there is one page then the address label information is printed at the bottom.
    • If there is more than one page then the information is printed at the bottom of the last page, the bottom of the previous pages remaining blank.
  • Show Shading: Toggles shading for header.
  • Show Logo: Used to display the company logo as defined in [ System Values | General | Miscellaneous ].
  • Maintain Image Quality in PDF (default=false) : Will set the TppProducer(Report).PDFSettings.ScaleImages property to False.
    Note: will potentially increase the file size of the resulting PDF. Exact size increase will be dependant on original image file size.
  • Show Availability: Will display the current availability for the stock item.
  • Show Currency: All monetary fields will have the British Pound symbol pre-fixing them.
Note: if multi currencies are to be used at all then the Show Multi-Currency option must be ticked otherwise foreign currency orders will also have the £ symbol prefixing them.
  • Show Notes: ticked then either the delivery or invoice notes recorded against the order will be displayed, this is used in conjunction with Show Delivery not Invoice Note.
  • Show Multi-currency: Enables the report to display foreign currency symbols. This option must be used in conjunction with Show Currency.
  • Show Stock Info Inline: Displays the contents of the Stock - Details - Properties - Availability field.
  • Show To Follow: If ticked, any stock items not being despatched on a part-shipped order will have the test To Follow below the stock line.
  • Show Delivery not Invoice Note: If ticked, the Delivery note will be displayed, unticked then the Invoice note will be displayed. This is used in conjunction with Show Notes.
  • Discount Unit Zero When No Discount: Items with no discount will have a Zero in the discount column, unticked then it will display the zero discount amount e.g. Â£0.00.
  • Show Build Children: If ticked, the build child items that make up a build parent will be displayed with their build quantity and the sell multiple quantity.
  • Show Stock Batch Info: Displays Stock batch information on the report.
  • Exclude to follow items: If ticked, only shows available items.

Invoice report

The following settings, which default to 'unticked' unless stated otherwise, are controlled from the 'Basic Reports Setup' dialog:

  • Allow Cust Sorting (Order):
  • Allow Std Company Addr (default=ticked):
  • Show Logo:
  • Maintain Image Quality in PDF (default=false) :
  • Leave Summary Space:
  • Show Shading:
  • Show Availability: (default=ticked)
  • Show Currency: (default=ticked)
  • Show Notes: (default=ticked)
  • Show Multi-currency: (default=ticked)
  • Show Stock Info Inline: Displays the contents of the Stock - Details - Properties - Availability field.
  • Show To Follow:
  • Show Delivery not Invoice Note:
  • Discount Unit Zero When No Discount:
  • Show Build Children:
  • Show Payments: (default=ticked)
  • Show Copy Label: (default=ticked)
  • Show Delivery Address on Credit Notes (default=ticked):

Picking Ticking / Despatch Note report

The following settings, which default to 'unticked' unless stated otherwise, are controlled from the 'Basic Reports Setup' dialog:

  • Allow Cust Sorting (Order):
  • Allow Std Company Addr (default=ticked):
  • Show Logo: (default=ticked)
  • Leave Summary Space:
  • Show Shading:
  • Show Check POrder:
  • Show Copy Label:
  • Show Extended Desc: (default=ticked)
  • Show Pack Children Only: (default=ticked)
  • Indent Pack Children: (default=ticked)
  • Show Build Children:
  • Show Payments:
  • Show Payment Terms:
  • Show Qty Assigned: (default=ticked)
  • Show Stock Batch Info:
  • Show To Follow:
  • Show To Follow Items: (default=ticked)
  • Show Currency:
  • Show Multi-currency:

Purchase Order report

The following settings, which default to 'unticked' unless stated otherwise, are controlled from the 'Basic Reports Setup' dialog:

  • Allow Cust Sorting (Order):
  • Allow Std Company Addr (default=ticked):
  • Show Logo: (default=ticked)
  • Maintain Image Quality in PDF (default=false) :
  • Leave Summary Space:
  • Show Shading: (default=ticked)
  • Hide Date Requested when = Order Date:
  • Show Copy Label:
  • Show Currency: (default=ticked)
  • Show Multi-currency: (default=ticked)
  • Stock Desc includes Supplier Ref: (default=ticked)

Sales Order Acknowledgement

The following settings, which default to 'unticked' unless otherwise stated, are controlled from the 'Basic Reports Setup' dialog:

  • Allow Cust Sorting (Order): Allows the content of the report to be sorted in a number of ways, for more information see Basic Reports Setup - Sort Order
  • Allow Std Company Addr (default=ticked): Allows the user to define the specific address field for report by typing over the tag fields that call the company address as defined in [ System Values | General | Your Company ].
  • Show Logo: Used to display the company logo as defined in [ System Values | General | Miscellaneous ].
  • Maintain Image Quality in PDF (default=false) : Will set the TppProducer(Report).PDFSettings.ScaleImages property to False.
    Note: will potentially increase the file size of the resulting PDF. Exact size increase will be dependant on original image file size.
  • Leave Summary Space: When the report is printed on pre-printed stationery this allows the user to mark a pre-printed area so if the delivery note is more than one page the information is only printed once on the last page, the bottom of the previous pages remaining blank. For example, when a delivery note has address labels with barcode and PPI image at the bottom of the page:
    • If there is one page then the address label information is printed at the bottom.
    • If there is more than one page then the information is printed at the bottom of the last page, the bottom of the previous pages remaining blank.
  • Show Shading: Toggles shading for header.
  • Show Currency: All monetary fields will have the British Pound symbol pre-fixing them.
Note: if multi currencies are to be used at all then the Show Multi-Currency option must be ticked otherwise foreign currency orders will also have the £ symbol prefixing them.
  • Show Multi-currency: Enables the report to display foreign currency symbols. This option must be used in conjunction with Show Currency.

Action buttons

  • BtnBasicReportsConditional.jpg: Allows the user to define conditions against components so that they appear only when the conditions are met. For more information see Basic Reports - Setting Conditions.
  • Basic Reports rotate button.: Allows memo boxes to be rotated, for example where an address label is used and needs to be vertical rather than horizontally aligned, see Basic Reports Setup - Rotate.
  • Basic Reports addresses button.: Allows the user to specify the address type to be used with the report, see Basic Reports Setup - Address Type.
  • Basic Reports sorting order button.: This button is hidden unless the "Allow Cust Sorting (Order)" checkbox has been ticked. Pressing this button allows you to set the order in which items are printed on the report, for more information see Basic Reports Setup - Sort Order.
  • Basic Reports Copy From button.: Copies the entire report setup from one brand to another branded report.
  • Basic Report Design button: Opens the 'Report Designer' screen where the user can change the report layout, add or remove fields, setup Addresses templates, etc. For examples of using the Report Designer see the How To: Reports page.



Report template path

'Report Template Path': This is where you enter the location of the report template file


See Also

Visit KhaosWikiX at https://support.khaoscontrol.com/wiki_kcx/ to see the following:

Contact the Khaos Team