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Document Definition

You must assign a Form to each document before you print it for the first time. The Form is the design or layout of the document. For example, if you have designed a Form with the Form Code of "INVOICE", you need to connect it to the Invoice document so that the Form will be used when you print the document. You can have a single Form for each document, or you may have several versions of a particular type of document, to be used on different occasions.

To assign a Form or Forms to a document, follow these steps:

  1. Ensure you are in the correct module for the document. For example, to assign the "INVOICE" Form to the Invoices document, ensure you are in the Receivables module.

  2. Click the [Documents] button in the Master Control panel or use the ⌘-D/Ctrl-D keyboard shortcut. The 'Documents' list window is opened showing a list of available documents. Highlight the document that you need to define ('Invoices' in the example).

  3. Select 'Define Document' from the Operations menu.

  4. Enter the Form Code (e.g. "INVOICE") in the Form field. Use the 'Paste Special' feature to see the available forms in your Form register and to ensure the spelling is correct.

  5. Click [Save] to save the Invoice definition. From now on, whenever Invoices are printed, the "INVOICE" Form will be used.
You can also use 'Define Document' (steps 4 and 5 above) to specify that more than one Form is to be printed (for example, you might require that a Delivery Note is printed with each Invoice).

The 'Define Document' function is available for all of the documents printed by Books by HansaWorld, allowing a high level of flexibility in the production of printed output from Books by HansaWorld.

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