HansaWorld - Integrated ERP and CRM

Introduction to the Form Register

Hansa has a built-in forms editor, which allows the design of all documents used in the program. In the System module, select 'Forms' from the Registers menu or click [Forms] in the Master Control panel to show a list of all available Forms.

Double-click on a document to open the editing window, or click [New] or [Duplicate] to create a new Form. When you have designed the Form, click [Save] in the Button Bar to save it in the normal way.

The 'Form: Inspect' window shows the selected Form or document. At the top of the window there are five buttons: [Text], [Line], [Frame], [Field] and [Picture]. In the editing area, each printing object in the Form is shown either as a framed box, or as text. You can select an object by clicking on it with the mouse and then drag it to another place, re-size it etc. as in most drawing programs.

Editing Objects

To edit an object, double-click on it with the mouse. This will open a dialogue box, where you can perform certain editing functions. These are described for each object type: Text, Lines and Frames, Fields and Pictures. For all object types the fields Left, Top, Right and Bottom indicate the location in pixels of the four sides of the object. The Justification options allow you to justify the text as you wish. Style refers to a Styles setting, where you can set font, font size and font style.

Editing Objects - Text Objects

To add a new text element to the Form, click the [Text] button and then draw the object where you want the text to appear.

When you release the mouse button, the following dialogue box will appear:

Text: The text that is to be printed on the Form. This can be up to 80 characters long, but it is limited to one line. To create a text area with more than one line, use the appropriate number of separate one-line text objects.
Left, Top, Right, Bottom: Use these fields to specify the size and position of the text box that is to contain the text. When creating a new text box, the measurements of the box that you have just drawn will appear here.
Style: Paste Special Styles setting, System module; Use this field to assign a font and font style to the text. If no Style is entered here, the first record in the Styles setting will be used.
Escape Sequence: The Escape Sequence is used when printing cash receipts: please refer to your local Hansa representative for details of this feature.
Justification: Use these options to specify where the text will appear inside the text box.
Exclude from page: Please refer to the Single- and Multi-Page Forms page for details about these options.

Click [OK] to close. The text field is visible on the screen, and you can move it around the Form with the mouse.

To edit a text object once it has been created, double-click it to open the 'Text' dialogue box.

Editing Objects - Lines and Frames

Use these tool buttons to draw lines and frames on the Form. Click either button and then draw the object. When you release the mouse button, a dialogue box will appear where you can indicate the width in pixels of the line or frame, and the pages on which it is to be printed.

Editing Objects - Fields

A field is an area on the Form where information from Hansa's database is to be printed. The following example from an Invoice Form explains how:

Fields appear as framed boxes containing the field name, e.g. "Del Date". The box frames are for identification only: they will not be printed. The [Frame] button can be used to add a printing frame if necessary. Above each field is a text object which identifies the information shown in the field. These would not be necessary if the Form is to be printed on pre-printed stationery.

To add a field, click the [Field] button, and mark the position of the field. A dialogue box opens:

Enter the Field Name (use 'Paste Special' to see all available Field Names for the Document Type), and paste a style in the Style field. Some fields consist of more than one line (e.g. the text in Letters and Mails, and the fields listing the Items in Quotations, Orders and Invoices). You can modify the spacing between lines (in pixels) with the Vertical Spacing field. Usually the number of pixels that you specify here should be the same as the font size. If you leave this field empty, the lines of text may be printed on top of each other. Click [OK] to save.

Document Types are described on the page covering the 'Properties' Operations menu function.

Notes and Comments
Usually each field that you place in a Form corresponds to a field in the original record. For example, the Customer No field in the illustration above will print the contents of the Customer Number field in each Invoice. An exception is the "Note" field. If you include the "Note" field in your Form design, this will print the first note or comment that you attach to the original record using the Attachments feature.

Editing Objects - Pictures

Use the [Picture] button to include a picture in your design. As with other tools, click the button and draw a frame for the picture on the Form. A dialogue box then appears. In the Picture Name field, enter the file name of the picture as it is on your hard disk. Use 'Paste Special' to ensure that the file name is spelt correctly. The picture must be stored in the same directory or folder as the Hansa database and application. In multi-user systems, the picture should be on both the server and the clients. In the Windows environment, files of BMP format are supported. For Macintosh users, EPS and PICT formats are supported. If the Form is one that will be faxed through a fax server, bear in mind that any pictures will be omitted.

Adding and Editing Objects in Form Templates - Page Sums

This page describes adding page sums to a Form Template.

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A page sum will print a running total for a particular Matrix or row field on each page.

To add a page sum to a Form Template, click the [Page Sum] button at the top of the Form Template window:

Then use the mouse or trackpad to mark the position of the page sum. When you release the mouse button, a dialogue box will open:

Fieldname

Paste Special Fields for the Form Type

Use 'Paste Special' to choose the field for which a running total is to be printed. This must be a numeric matrix field (for example, the "Row Sum" field in Quotations, Orders and Invoices). You should add the field to the Form Template before adding the page sum, otherwise the page sum won't be printed.

Field Argument

If the field is one where you can specify a Field Argument (e.g. to specify the number of decimal places that will be printed), you can specify the same Field Argument for that field's page sum. If you do specify a Field Argument for a page sum, it will also be used in the field itself, overruling any Field Argument that you may have specified there.

Left, Top, Right, Bottom

Use these fields to specify the size and position of the page sum on the page. When you add a new row sum to a Form Template, the measurements of the box that you have just drawn will appear here.

Style

Paste Special Styles setting, System module

Use this field to assign a font and font style to the page sum. If you do not enter a Style here, the first record in the Styles setting will be used.

Line Height

There will usually be no need to specify a Line Height in page sums.

Format

The Format should usually be 0 in page sums (if you set the Format to 1, the figures that make up the page sum will be printed individually.

Exclude from page

Please refer to the Single- and Multi-Page Forms page for details about these options. Usually, you would exclude a page sum from Single pages and, depending on the Sum Of options below, from Last pages.

Justification

Use these options to specify where the text will be printed inside the field.

Clipping

These options control how the text in a page sum will be printed if the field is not wide enough to contain it. If Clipping is On, the text will be truncated (i.e. only the text that fits inside the field will be printed). If Clipping is Off, the text will not be truncated so part of it will be printed outside the field.

An alternative to clipping is to use the Word Wrap options below.

Word Wrap

Use these options to control how the contents of a field will be printed if the field is not wide enough.

Off: The contents will be truncated to fit the width of the field.
On: The contents will be printed on several lines, with the width of the field being preserved. You must make the field deep enough to accommodate the possibility that more than one line will be printed. You should only use Word Wrap in Header fields.

Sum Of

Use these options to specify how the running total will be calculated.

Current Page: The running total will be the total for the current page.
Previous Page: The running total will be the total for the previous page.
All Previous Pages: The running total will be the total for all previous pages.
Current and Previous: The running total will be the total for the current and all previous pages.

Click [OK] to save. The row sum will be added to the Form Template. You can move it by dragging and dropping.

Please refer to the following pages for details about the different types of object that you can add to Form Templates:

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The Form Template register in Standard ERP:

Introduction to Form Templates
Adding and Editing Objects
Operations menu
Single- and Multi-Page Form Templates
Printing Forms
Page Setup
Standard Fields for inclusion in all Form Templates

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Home page for System Module manual
Home page for Standard ERP manual

Operations Menu

When a Form is open in a record window, the Operations menu is available.

Operations Menu - Form Templates - Remove Page Setup

Please refer to the Page Setup page for details about this function.

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The Form Template register in Standard ERP:

Introduction to Form Templates
Adding and Editing Objects
Operations menu, including:
- Remove Page Setup
- Properties
- PC Printer
- Copies
- Send to Back
- View All, First Only, Middle Only, Last Only, Single Page Only
- Row Styles
Single- and Multi-Page Form Templates
Printing Forms
Page Setup
Standard Fields for inclusion in all Form Templates

Go back to:

Home page for System Module manual
Home page for Standard ERP manual

Operations Menu - Properties

This menu command opens the 'Form Template Properties' dialogue box. Here you can record the basic specification of the Form Template you are creating or editing.

Code

Enter the unique code of the Form Template: this is the means by which the Form Template will be identified elsewhere in Standard ERP. If you create a new Form Template by duplicating an existing one, you must enter a new Code here before you can save it.

Printer Dialog

Check this box to force a printer dialogue to be shown each time the Form Template is printed.

Comment

Enter text describing the Form Template here.

The Comment will be shown in the 'Paste Special' list that you will use when assigning Form Templates to forms, so it should be descriptive enough to make the selection of the correct Form Template easy for all users.

Document Type

Paste Special Choices of possible entries

Using 'Paste Special', enter one of the available Document Types into this field. When the time comes to add fields to the Form Template, only the fields available for that Document Type will be available in the 'Paste Special' list in the 'Field' dialogue box.

PDF Code page

Paste Special Choices of possible entries

If you will use the Form Template to create pdf files, specify here the code page that is to be used, if different to the default. For example, you may usually use the CP1252 code page, but you may need to use KOI8-R Cyrillic in a particular Form Template.

This applies when the pdf file will be generated by Standard ERP. Please refer to the lower part of the Styles page for details about pdf generation.

The default code page will depend on the language of the Standard ERP interface you are using, as follows:

Language	Default Code Page
Estonian, Latvian, Lithuanian	CP1257
Polish, Hungarian, Slovak, Slovenian, Serbian	CP1250
Russian, Ukrainian, Byelorussian	KOI8-R
Others	CP1252

In a multi-language installation of Standard ERP, it is recommended that you specify a PDF Code Page in every Form Template that you will use to create pdf files. Otherwise, Persons who use the Estonian and Russian interfaces, for example, will create pdf files from the same Form Template using different code pages.

PDF Landscape

If you will use the Form Template to create pdf files, use this option if you would like those pdf files to be created in landscape format.

This applies when the pdf file will be generated by Standard ERP, in which case a landscape format specified using the 'Page Setup' function on the File menu would not be applied. Please refer to the lower part of the Styles page for details about pdf generation.

Matrix Rows On

Please refer to the Single- and Multi-Page Forms page for details about these options.

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In this chapter:

Introduction to Form Templates
Adding and Editing Objects
Operations menu, including:
- Properties
- PC Printer
- Copies
- Send to Back
- View All, First Only, Middle Only, Last Only, Single Page Only
Single- and Multi-Page Form Templates
Printing Form Templates
Related Items
Standard Fields for inclusion in all Form Templates

Go back to:

Home page for System Module manual
Home page for Standard ERP manual

Operations Menu - PC Printer

If a dot matrix printer is used, use this dialogue box to define the page size.

A dot matrix printer needs certain settings for printing on continuous stationery. If you are printing a document to pre-printed forms, you may need to define the number of rows in the page, the number of visible rows and the left margin for the forms used.

Operations Menu - Copies

Use this function to define the number of copies to be printed each time the Form is used, their respective headings and the printer tray from which each copy is to be printed. If you want the headings to be printed, be sure to include the Copy Type field in your Form design.

Operations Menu - Send to Back

If you wish certain objects on the Form to appear behind other objects, select them and select this function.

Operations Menu - View All, First Only, Middle Only, Last Only, Single Page Only

These functions are described on the Single- and Multi-Page Forms page.

Operations Menu - Form Template - Row Styles

This page describes the 'Row Styles' function on the Operations menu in the Form Template record window.

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In some records (Opportunities, Project Budgets, Quotations, Sales Orders, Sales Invoices and Stock Movement Invoices), the matrix can contain rows of different types. Examples are the rows containing the Items, "Header" rows, "Subtotal" rows, rows connecting Invoices to Prepayments, and rows in Credit Notes connecting them to Invoices.

When you design the Form Templates that will be used to print these records, you can specify that the rows of various types will be printed with different Styles and Line Heights. For example, you may want "Subtotal" rows to be printed in a larger font and with a larger line spacing.

To set the Styles and Line Heights for the different row types, select the 'Row Styles' function from the Operations menu. If you use this feature, you should still set Line Heights and Styles in the fields themselves.

In the first column, use 'Paste Special' to choose a Style for a particular row type, and in the second column specify a Line Height.

You don't need to specify a Style and Line Height for every row type: leave both fields empty to use the Styles and Line Heights that are specified in the fields.

If you only want to change the Line Height for a particular row type, do not leave the Style empty. Instead, specify the same Style that is in the fields. Leaving the Style empty will mean that the changed Line Height won't be used.

Usually a "normal" row will be printed using the Item Line Style and Line Height. If a row does not have an Item Number or a Sum, it will be printed using the Description Line Style and Line Height.

Row Styles are only used when printing Opportunities, Project Budgets, Quotations, Sales Orders, Sales Invoices and Stock Movement Invoices. Entering Row Styles in the Form Templates that will be used to print other records and documents will have no effect.

Press the [OK] button to assign the changes to the Form Template. Note that the changes won't be saved permanently until you save the Form Template itself.

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The Form Template register in Standard ERP:

Introduction to Form Templates
Adding and Editing Objects
Operations menu, including:
- Remove Page Setup
- Properties
- PC Printer
- Copies
- Send to Back
- View All, First Only, Middle Only, Last Only, Single Page Only
- Row Styles
Single- and Multi-Page Form Templates
Printing Forms
Page Setup
Standard Fields for inclusion in all Form Templates

Go back to:

Home page for System Module manual
Home page for Standard ERP manual

Single- and Multi-Page Forms

When designing Forms, you should consider what is to happen when the printing of a document requires more than one page. Two options are available:

The "simple" option, where the same page design is used for each page.
The "multi-page" option allows the use of up to four page designs, as follows:

First

The first page of a multi-page document.

Middle

In a multi-page document, the pages between the first and last pages.

Last

The last page of a multi-page document.

Single

The sole page of a single-page document.
Usually, the First and Single page designs will be the same.

When an object of any kind (i.e. text, line, frame or field) is added to the Form design, the Exclude From Page check boxes can be used to specify the pages on which the object is to be printed. If none of these boxes is checked, the object will be printed on every page. This will be the case when using the "simple" option. If you want the object to be printed on certain pages only, check one or more of the boxes. For example, if the object is to be printed on all pages except the first, check the First box. If it is only to be printed on the first page, check all boxes except the First box (i.e. it will be excluded from all pages except the first). The Text object in the illustration below will be printed on the first page only:

To help with the design process, you can choose to display the objects from a particular page. To do this, select 'First Only', 'Middle Only', 'Last Only' or 'Single Page Only' as appropriate from the Operations menu. For example, select 'First Only' to view the objects that are to be printed on the first page (i.e. those whose First box has not been checked). Select 'View All' to see all objects, irrespective of the page on which they are to be printed.

The number of pages printed will vary from record to record, depending on the number of rows that the record has. An Invoice with one Item will be printed on a single page (i.e. using those objects whose Single box is not checked). An Invoice with 100 Items (i.e. 100 rows) will be printed over several pages. You should specify the maximum number of rows that can be printed on each page by selecting 'Properties' from the Operations menu. This opens the 'Form Properties' window, which has four fields under the overall heading of Matrix Rows On:

In the case of the "simple" option, the same number should be entered to each of these four fields. Otherwise, enter different numbers as appropriate. For example, in an Invoice Form, First and Single are set to 5, Middle to 6 and Last to 7. Invoices will be printed as follows, depending on the number of rows:

Invoice rows	Pages	Type of Page
Up to 5	1	Single
5-12	2	First and Last
13-19	3	First, Middle and Last
19-25	4	First, 2 x Middle, Last

Conditional Printing of Elements (Print Conditions)

This page describes using Print Conditions to determine whether information will be printed in forms.

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When you add any element (e.g. a text element, line, frame, field or picture) to a Form Template, you can specify that it will only be printed if a particular condition is met. The condition will be that a specified field in the record being printed contains or does not contain a particular value. To do this, first create a record in the Print Conditions setting in the System module in which you have defined the condition, and then assign the Print Condition to the Form Template element.

The Print Condition record contains the following fields:

Code

Enter a unique Code for the Print Condition. The Code can consist of up to ten characters, and you can use both numbers and letters.

Comment

Enter a descriptive name for the Print Condition. This will be shown in the 'Print Conditions: Browse' window and the 'Paste Special' list and so should be clear enough to make the selection of the correct Print Condition easy for all users.

Position

A Print Condition is a test that a particular field in the record being printed contains or does not contain a specified value. As well as defining the test itself (which you will do using the Field, Operator and Parameter fields below), you should specify the Position of the test field, as follows:

Header: The test field is a header field (i.e. it is not a field in a matrix).; You can use a "Header" Print Condition in any element in a Form Template.
Current Row: The test field is a field in a matrix, and it will only be tested in the row currently being printed.; You can only use a "Current Row" Print Condition in a Field in which the Format is "Matrix" i.e. in a row field.
Any Row: The test field is a field in a matrix, and it will be tested in every row in the record currently being printed.; You can use an "Any Row" Print Condition in any element in a Form Template.

Some fields can exist both in the header of a record and in the matrix. For example, the Invoice, Order and Quotation records have Location and Tag/Object fields in the header and in the matrix. The Receipt and Payment records have Payment Mode fields in the header and in the matrix. Usually, if the field in a row is empty, the value in the header field will be used. For example, if the Location field in a row in an Invoice is empty, the row will use the Location specified in the header (the Item specified in the row will be taken from the Location specified in the header). However, Print Conditions do not have the fall-back to the header field. If the test field is Location and the Position is "Current Row" or "Any Row", only the Location field in the matrix will be tested.

It is possible to choose an illogical Position in a Print Condition. For example, in a Print Condition that will be used when printing Invoices, it is possible to specify that the test field is Item Code and the Position is "Header". This is illogical because Item Code only exists as a row field in Invoices. Such a Print Condition will be failed and the element depending on it will not be printed. Instead, an entry will be added to the log file (server log in server-client systems) as follows:

PRINTCOND Field not found register:position:field

For example:

PRINTCOND Field not found IVVc:h:ArtCode

where "h" signifies that the Position in the illogical Print Condition is "Header" and "r" signifies that the Position is "Current Row" or "Any Row".

Change Date

The Change Date will be updated automatically when you change any of the fields in the Print Condition record.

Field, Operator, Parameter

A Print Condition is a test that a particular field in the record being printed contains or does not contain a specified value. Use these fields to define the test (i.e. to specify the condition). You can use 'Paste Special' to specify the Field and the Operator.

For example, if you need a particular element to be printed on an Invoice if the TOTAL in the Invoice is greater than 100.00, enter Total Gross as the Field, > as the Operator and 100.00 as the Parameter (you should also choose "Header" as the Position because the TOTAL in an Invoice is a field in the header not the matrix). If you need the element to be printed if the Subtotal in the Invoice is less than 100.00, enter Total Net as the Field, < as the Operator and 100.00 as the Parameter (and again "Header" as the Position).

Use == as the Operator if the Field is to equal or match the Parameter, and <> if the Field is not to equal or match the Parameter. There is no need to specify a Parameter if the Operator is blank or not blank.

The following table connects the options that you can specify as the Field in a Print Condition record ("Option" column) with the fields in the records being printed that will be tested ("Field that is tested" column):

Option	Position	Record being printed	Field that is tested

Comment/Description	Header	Agreement	Comment ('Del. Terms' card)
		Contract	Comment ('Del. Terms' card)
		Payment	Comment
	Row	All with matrix with Description field	Description
		Payment	Text
		Receipt	Comment (flip H)
		Recipe	Specification
Total Net	Header	All with Subtotal field	Subtotal
		Hotel Reservation	Agreed Price
		Returned Goods to Supplier	TOTAL
Total Gross	Header	All with TOTAL field except Returned Goods to Supplier	TOTAL
		Asset	Purch. Value
		Credit Agreement	Total Sum
		Payment	Withdrawn
		Receipt	Deposited
		Rental Reservation	Periodic Price ('Periodic Charges' card)
		Reservation Quotation	Total for Agent
		Service Order	Our Sales Price
Row Sum	Row	All with matrix with Sum field	Sum
		Purchase Invoice	Amount
Location	Header	All with Location field	Location
		Stock Movement	From Location
		Reservation Quotation	Room Location
	Row	All with matrix with Location field	Location
Item Code	Row	All with matrix with Item field	Item
Item Group	Row	All with matrix with Item field	Item Group to which the Item belongs
Tag/Object	Header	All with Tag/Object or Tags/Objects field	Tag/Object or Tags/Objects
	Row	All with matrix with Tag/Object or Tags/Objects field	Tag/Object or Tags/Objects
Discount	Header	Rental Reservations	% ('Periodic Charges' card)
	Row	All with matrix with % field	%
Language	Header	All with Language field	Language
Reason	Header	Invoice	Credit Reason
		Returned Goods to Supplier	Reason
	Row	Bar Tab	Void Reason
Country	Header	Delivery	Country ('Del. Address' card)
		Invoice	Country ('Inv. Address' card)
		Order	Country ('Inv. Address' card)
Tag Number	Header	POS Invoice	Tag Number (used with Planet Tax in UAE)
Payment Term	Header	All with Payment Terms field	Payment Terms
Payment Mode	Header	All with Payment Mode field	Payment Mode
	Row	Bar Tab	Payment Mode (this field is only in rows representing payments)
		Invoice	Payment Mode (this field is only in rows representing Cash and Credit Card Payments)
		Payment	P. Mode (flip C)
		POS Invoice	Payment Mode (this field is only in rows representing payments)
		Receipt	P. Mode (flip C)

As the table above suggests, you can only use Print Conditions in forms that print individual records, not in forms that print lists of records (e.g. statements).

After entering your Print Condition records, you should specify when they will be used. To do this, add or modify an element in a Form Template and use the Print Condition field:

An example use of Print Conditions might be to have figures printed in red if they are negative. To do this, add the field twice to the Form Template. In one of the fields, specify a Print Condition to say that the field should be printed if the value is greater than or equal to zero together with a Style that will print the figure in black. In the other field, the Print Condition should say that the field should be printed if the value is less than zero and the Style should print the figure in red. The two fields can have the same coordinates because it's not possible for both conditions to be passed so only one of them will be printed in an individual document:

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The Form Template register in Standard ERP:

Introduction to Form Templates
Adding and Editing Design Elements
Operations menu
Single- and Multi-Page Form Templates
Conditional Printing of Elements
Printing Text in Different Languages
Printing Forms
Page Setup
Standard Fields for inclusion in all Form Templates

Go back to:

Home page for System Module manual
Home page for Standard ERP manual

Printing Text in Different Languages

This page describes printing text in various Languages on a form

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When you print a form, the text printed by each field in the form will be in a particular Language. Usually this will be the Language specified in the record being printed, the Language in the current user's Person record or the Language in the Company Info setting. For example, when printing an Invoice in which the Language is Swedish, the "Delivery Mode Text", "Delivery Term Text" and "Payment Terms" fields will print the Swedish translations of the Delivery Mode, Delivery Term and Payment Term respectively, assuming you have entered Swedish translations in the relevant records.

Some fields allow you to specify a Language when you add them to your Form Template designs. These fields will print text in that Language, which may not be the Language in the record being printed. By adding these fields more than once with different Languages to a particular Form Template, you can have a particular text string printed in different Languages on the same document. For example, in a store with an international clientele, you may wish to have Item Names printed in different Languages on each Invoice.

You can use this feature with the following fields in particular forms, as follows:

"Amount in Text" and "To Pay in Text" fields in Invoices of all kinds (i.e. including Cash Notes, Credit Notes, Interest Invoices, Proforma Invoices and Project Invoices), POS Invoices, Bar Tabs of all kinds (i.e. including Bar Tab Kitchen Orders and Bar Tab Receipts), Receipt Forms and Payment Forms. Using Languages with these fields is described on the Printing Amounts in Words in Forms page.
The "Description 1" field that prints Item Names in Invoices of all kinds, POS Invoices and Bar Tabs of all kinds. Using Languages with this field is described on this page.

When you specify an Item Number in a row in an Invoice or POS Invoice, a name for the Item will be brought in to the Description field. Usually, this will be the Description from the Item record but if there is a translation for the Language of the Invoice or POS Invoice on the 'Texts' card of the Item record, this translation will be brought in instead. The Language of the Invoice or POS Invoice will be set when you specify the Customer although in the case of the Invoice you can also specify a Language yourself. In a Bar Tab, the name of the Item will always be the Description from the Item record.

When designing the Form Templates that will be used when printing Invoices, POS Invoices and Bar Tabs, you will add a "Description 1" field to print the name of each Item. If you do not specify a language for the "Description 1" field, it will print the Item Descriptions as entered in each row in an Invoice or POS Invoice (i.e. the correct translations for the Language of the Invoice or POS Invoice that are already visible on screen as mentioned in the previous paragraph). If you changed the Item Description in a particular row, the "Description 1" field will print the changed Description. When printing a Bar Tab, the "Description 1" field will print the correct translations for the Language of the Bar Tab, fetching them at the time of printing (i.e. what is printed may not match what was shown on screen).

If you do specify a Language for the "Description 1" field, it will print the following for each Item:

The relevant translation from the 'Texts' card in the Item record.
The relevant translation from the 'Texts' card in the Item Group to which the Item belongs (if the 'Texts' card in the Item record does not have a row with the relevant Language).
Nothing (if the 'Texts' card in the Item Group record does not have a row with the relevant Language).

This hierarchy is designed primarily for point of sale environments in which many thousands of Items are sold. The process of entering translations for each Item will be time-consuming, hence the fallback to translations in the Item Groups.

An example is shown in the illustration below:

The Form Template register in Standard ERP:

Introduction to Form Templates
Adding and Editing Design Elements
Operations menu
Single- and Multi-Page Form Templates
Conditional Printing of Elements (Print Conditions)
Printing Text in Different Languages
Printing Forms
Page Setup
Standard Fields for inclusion in all Form Templates

Go back to:

Home page for System Module manual
Home page for Standard ERP manual

Printing Forms

Once a Form has been designed, you should inform Hansa when it is to be printed. This is done by attaching the Form to an item in the 'Documents' list in the appropriate module. This is only necessary if you have given your Form a new Form Code using the 'Properties' Operations menu function.

For example, when printing an Invoice, Hansa, by default, will use a Form with the Form Code of "INVOICE". A template Form with this Code is supplied with Hansa. If you have used this template as a basis for designing your own invoice form and haven't changed the Form Code, the new design will be used automatically. However, if you have changed the Form Code to, for example, "INVOICE1", you should inform Hansa that this is now the Form to be used for printing Invoices.

To do this, follow these steps:

Select the Sales Ledger module using the Modules menu.
Select [Documents] in the Master Control panel. The 'Documents' list window is opened showing a list of available documents. Highlight 'Invoices'.
Select 'Define Document' from the Operations menu.
In the first row, "INVOICE" will be shown in the Form field. Change this to the Form Code of your new invoice Form ("INVOICE1" in the example). Use the 'Paste Special' feature to see the available forms in your Forms register and to ensure the spelling is correct.
Click [Save] to save the Invoice definition. From now on, whenever Invoices are printed, the "INVOICE1" Form will be used.

'Define Document' (steps 3 and 4 above) can also be used to specify that different invoice Forms are used depending on the Language of the Customer, the Access Group of the user or the number sequence in which the Invoice Number falls. It is also possible 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 many of the documents printed by Hansa, allowing a high level of flexibility in the production of printed output from Hansa.

Field in Form Template	Prints

These fields print information from the Company Info setting:

Chief Accountant	Chief Accountant
Copy Type	When you design a Form Template, you can use the 'Copies' function on the Operations menu to specify that more than one copy will be printed, and that each copy will be marked with specified text (e.g. "Office Copy", "Customer Copy", etc). This field will print the specified text
Date	The date when the Form was printed
Document for Training Purposes	Prints the phrase “Document for training purposes Only”. This field will only be printed from sample databases
Invalid Invoice	Prints the phrase "Document not valid as an invoice" (prints blank in Sales Cash Notes, Sales Credit Notes, Sales Interest Invoices, Sales Internal Invoices, Sales Invoices, Sales Proforma Invoices and Project Invoices)
Manager / CEO	CEO
Own Address	Company Name and Address. This information will be printed on separate lines, so you should specify a Line Height for this field
Own Address 2	Address. This information will be printed on separate lines, so you should specify a Line Height for this field
Own ANA Code	ANA Code
Own Bank 1	Bank 1
Own Bank 2	Bank 2
Own Bank Code	Bank Code. This information will only be printed if there is a record in the Banks setting in the Purchase Ledger for the Bank Code specified in the Company Info setting
Own Bank Customer ID	Bank Customer ID
Own Business Name	Business Name
Own Commercial Registration Number	Commercial Reg.No.
Own Country Code	ISO Code from the record in the Countries setting for the Country or, if blank, the Country
Own E-mail	E-mail
Own Fax Number	Fax
Own GLN	GLN (this field is only visible if the VAT Law in the Company Info setting is set to "Norwegian")
Own Home Community	Home Community
Own Line of Business	Line of Business
Own Name	Company Name
Own Registration Number	Reg. No.
Own Share Capital	Share Capital
Own Telephone Number	Telephone. If you enter "N" as the Field Argument, the Telephone Number will be printed without spaces or other non-numeric characters.
Own VAT Reg. Number	VAT Reg. No.
Own WWW Address	WWW Address
Page Number	Page number
Period	The period from the Form's specification window
Product Name	The name of the product you are using (i.e. Standard ERP)
Short Underline	_______________
Time	The time when the Form was printed

These fields print information from the record in the Banks setting in the Purchase Ledger for the Bank Code specified in the Company Info setting:

Own Bank Account (IBAN)	Account (IBAN)
Own Bank Address	Address. This information will be printed on separate lines, so you should specify a Line Height for this field
Own Bank Address 1	First line of the Address
Own Bank Address 2	Second line of the Address
Own Bank Address 3	Third line of the Address
Own Bank Address 4	Fourth line of the Address
Own Bank Address 5	Fifth line of the Address
Own Bank BIC (SWIFT)	BIC (SWIFT)
Own Bank Corr. Acc.	Expense Account
Own Bank Clearing	Clearing
Own Bank Name	Name
Own Bank Sorting	Sort Key