Mr Philip Moss
Contents
1. Invoicing Retention Of Title Clause invoicetext s_ret_cl invoicetext d_ret_cl invoicetext retentionclause Data Setup amp Maintenance Modifying Layouts STOCK amp SALES PURCHASING Ji Q e e o T REPORTING D SPECIALIST FEATURES ACCOUNTS INTEGRATION ORDERWISE STOCK CONTROL amp ORDER PROCESSING SOFTWARE STOCK 8 USING THE LAYOUT SORT ORDER FEATURE NB The Layout Sort Order feature is not available on all layouts NB If all users have the same Sort Order requirements for all layouts follow the steps below for one user then duplicate their Sort Order to all other users by clicking on the people icon at the bottom left to the Layout Editor screen If however different users have different Sort Order requirements for layouts you must log on to the Data Input module for each user and repeat the steps below o m oe mee ft BE da J 1 Inthe Data Input module select Modify Layouts the Layout Editor screen will open Z lt Q Q 2 a 2 Select the required layout from the list just click once to highlight the layout name i e don t open the layout in the Report Designer 3 Click on the A gt Z button and the Layout Sort Order screen will open Bn NB The Layout Sort Order screen will only show the layout fields if you i have output the layout previously a 4 Select a field on the Available Fields list amp use th2. Q ORDERWISE MODIFYING LAYOUTS Supplementary Information For Users The following should be read in conjunction with the sections of the OrderWise User Manual or on screen User Guide that relate to layouts IMPORTANT INFORMATION It is our policy not to support modifications made by customers we are unable to offer specific assistance with modifications neither can we assist you if you experience problems with layouts following user modification As long as they have back up files to revert to in case of errors many users are happy to modify text labels graphical items and pictures in layouts Field modification is however a complex area and we strongly advise that you do not attempt this Contents 1 Precautions You Must Take Prior To Modifying Layouts General Modification Layouts Text Labels Graphical Items Pictures Modifying Fields Adding Layout Banners Using The Layout Sort Order Feature SOoNAUM PWN 1 PRECAUTIONS YOU MUST TAKE PRIOR TO MODIFYING LAYOUTS You must ensure that no users utilise layouts whilst you have them open in the Layout Editor this applies even where you make no changes to the layout It is essential that you make a back up copy of the layout files you are going to modify prior to making any layout modifications To make back up copies you can i back up OrderWise data using the facility in the Data Input module ii make a copy of your entire Reports folder or iii make copies
3. H 4 9 m S gt oO x The Report Controls Tool When the Report Designer opens it will usually display the Report Controls Toolbar If the Report Ta Controls Toolbar does not automatically appear click on its icon which is located on the toolbar below E the Menu bar Note that illustrations of the Report Controls Toolbar and the tools it contains are shown in the User Manual amp User Guide The Select Objects tool from the Report Controls Toolbar can be used to select a layout item more than one item can be selected by using the shift or control keys The layout item can then be dragged ere to the required position or resized the latter does not apply to Text Labels which are sized to fit their content Selecting Layout Items GOODS IN If a layout item is positioned on top of another click on the top one with the Select Objects tool and drag it aside to edit the item underneath alternatively use Bring to Front Send to Back options on the Format menu REPORTING A layout item may be grouped with other items see Group Ungroup on the Format menu note that grouped items need to be ungrouped to prior to editing individual items D 3 TEXT LABELS FEATURES To add a label select the Label tool from the Report Controls Toolbar click anywhere on the layout and type the required text To edit text in an existing label select the Label tool from the Report Controls Toolbar click anywhere ACCOUNTS
4. Report Expression screen will open Enter the required expression exactly as shown in the Field Expressions for Layout Banners table e g To add the Retention of Title Clause to an Acknowledgement add a field containing the expression invoicetext s_ret_cl Field Expressions for Layout Banners LAYOUTS Sales Despatch Invoicing Layouts Layouts Layouts Quote Delivery Note Invoice Acknowledgement Credit Note Pro Forma FIELD EXPRESSIONS Sales Despatch Invoicing Top Invoice Banner Top Invoice Banner Top Invoice Banner invoicetext s_top_1 invoicetext d_top_1 invoicetext topline1 invoicetext s_top_2 invoicetext d_top_2 invoicetext topline2 invoicetext s_top_3 invoicetext d_top_3 invoicetext topline3 invoicetext s_top_4 invoicetext d_top_4 invoicetext topline4 invoicetext s_top_5 invoicetext d_top_5 invoicetext topline5 Sales Bottom Invoice Banner Despatch Bottom Invoice Banner Invoicing Bottom Invoice Banner invoicetext s_bot_1 invoicetext d_bot_1 invoicetext bottomline1 invoicetext s_bot_1 invoicetext d_bot_2 invoicetext bottomline2 invoicetext s_bot_1 invoicetext d_bot_3 invoicetext bottomline3 invoicetext s_bot_1 invoicetext d_bot_4 invoicetext bottomline4 invoicetext s_bot_1 invoicetext d_bot_5 invoicetext bottomline5 Sales Retention Of Title Clause Despatch Retention Of Title Clause
5. can resize fields or move them within the same layout section e g a field in the Detail section of a layout should only be repositioned within the Detail section However please note the following warning Porr INTEGRATION WARNING We strongly advise that you do not attempt to change field code contents move fields from one section of a layout to another section or with the exception of adding Layout Banners add new fields unless you have the necessary knowledge of database theory and Visual FoxPro programming experience If you do have the necessary skills to modify or add fields note that as OrderWise is an evolving system we do not have documentation to identify layout field names However you may be able to identify a field name by consideration of existing layout fields combined with reference to the relevant table in MS Query Note that all fields from a table may not be available to a given layout Data Setup amp Maintenance Modifying Layouts ORDERWISE 7 ADDING LAYOUT BANNERS In the Data Input module you will find the Layout Banners screen The text entered here can be shown on certain layouts by adding fields The Field Expressions for Layout Banners table shows the layouts to which these fields can be added together with the field expressions to be entered in the layout fields To add Layout Banners to your layouts select the Field tool from the Report Controls Toolbar Click anywhere on the layout and the
6. e gt button to add fields to the sort GOODS IN list To delete a field from the sort list select the field on the Sort Layout Using list amp use the lt al button REPORTING 5 Select a field on the Sort Layout Using list then click on the A gt Z button for ascending order or the Z gt A button for descending order D SPECIALIST FEATURES ACCOUNTS INTEGRATION Data Setup amp Maintenance Modifying Layouts
7. of the files for the specific layouts which you are going to modify Note that layout files are located in your Data Reports folder To locate your DATA folder please look at the path shown on the OrderWise log on screen for any module If you elect to make copies of the files for the specific layouts which you are going to modify you need to identify the files related to the layouts you are going to modify open the layout in the Layout Editor having first ensured that no users will utilise the layout and note the frx file name shown at the top of the screen Then without making any changes to the layout close the Layout Editor Note that each layout has 2 files the FRT file and the frx file and you must make copies of both these files For example the files for the Copy Invoice layout are invoice_copy frx amp invoice_copy FRT Data Setup amp Maintenance Modifying Layouts STOCK SALES E DESPATCH PURCHASING Ta GOODS IN REPORTING D SPECIALIST FEATURES ACCOUNTS INTEGRATION ORDERWISE STOCK CONTROL amp ORDER PROCESSING SOFTWARE STOCK 2 GENERAL MODIFICATION METHODS Layout Sections The Title section of the layout only appears on the first page The Page Header and Page Footer sections appear on every page however if you have Visual FoxPro programming experience you may elect to control this using a Print When on specific layout items
8. on the label and type or delete text as required ee Note that the font can be amended by selecting Font from the Format menu Data Setup amp Maintenance Modifying Layouts STOCK 4 GRAPHICAL ITEMS To add a graphical item from the Report Controls Toolbar select the required graphical tool Line Rectangle Rounded Rectangle Click anywhere on the layout and drag to generate the item Then use the Select Objects tool to drag it to the required position and adjust the size Refer to the available options on the Format menu to customise the style of the graphical item Z lt m ome amp E a SO BE a x PURCHASING 5 PICTURES NB We recommend that any picture files such as logos used in layouts are kept in the a same folder as the layout files i e the Reports folder GOODS IN To add a picture from the Report Controls Toolbar select the Picture ActiveX Bound Control tool Click anywhere on the layout and drag to produce a frame of approximately the size and shape you require the Report Picture screen will then open Under Picture from select File then use the browse button to locate the required picture file NS Note that you will probably wish to select the Scale picture retain shape option under If picture and frame are different sizes D SPECIALIST 6 MODIFYING FIELDS Using the techniques outlined above in General Modification Methods you
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