Business value

With Report Management it is no longer necessary to extend the DP class for every field that has to be printed on the documents. Report Management comes out of the box, with the most used documents. On those documents, the Report Management document fields are available, which can be matched with all fields and methods from the concerning data sources.

Assumptions

• It is a fixed set of documents.
• It is a XML-file export.
• After a Report Management document field is added or the data source has been changed, the data source has to be initialized.
• Report setup can be done by Open in Excel functionality.
• We assume that Report Management is used in combination with Advances forms.
• The XML-file contains all the Report Management fields, only the mapped field will be populated. Due to performance.
• DYSREPLogisticsPostalAddressTmp is a compiled field, which if matched, exports a whole node to the XML-file. (Street, StreetNumber, City, CountryRegion, Zipcode).
• Parameters "Print markup" and "Print financial dimensions" determines if the concerning node is exported.

Setup

Document data sources

Organization administration > Report Management >  Document data sources

Report setup

Organization administration > Report Management >  Report setup

A short introduction of this form. What is the purpose?

The available documents that can be mapped:

• Sales quotation
• Sales quotation confirmation
• Sales confirmation
• Packing slip
• Sales invoice
• Return acknowledgement
• Purchase agreement
• Purchase order confirmation
• Free text invoice
• Collection letter note
• Production pick list
• Bill of lading
• Load
• Load list
• Commercial invoice

Features

Mark up

Additional charges can be incorporated into the XML document, with the flexibility to include the charges from the header, lines, both, or none at all. The determination of this can be facilitated through the 'Print markup' parameter, eliminating the necessity to match specific fields.

The XML file will reflect the inclusion of additional charges in the following manner:

Mark up`s are available on the following documents:

• Sales quotation
• Sales confirmation
• Sales invoice

Financial dimensions

The same principle applied to Markup is also used for Financial Dimensions. By utilizing the 'Print financial dimensions' parameter, it can be determined which financial dimensions will be included in the printout (export), whether from the header, lines, both, or none.

The output will follow a similar format as Markup, presented in a distinct node. However, if the parameter is configured as 'None', no export of financial dimensions will take place.

Financial dimensions feature is available on the following documents:

• Sales quotation
• Sales confirmation
• Packing slip
• Sales invoice
• Return acknowledgement
• Purchase order confirmation
• Free text invoice
• Collection letter note

Logistics postal address

The logistics postal address feature streamlines the export of address data by automatically including the entire address node when linking the DYSREPDlvPostalAddress. This eliminates the need to individually link separate fields such as Street, Country, and City. This feature enhances efficiency by exporting the complete address node in one step, simplifying the management of address information.

This feature is available on this documents:

• Sales confirmation  (DYSREPLineDlvPostalAddressRecId)
• Packing slip             (DYSREPSalesOrderDlvPostalAddressRecId)
• Sales invoice            (DYSREPSalesOrderDlvPostalAddressRecId)

Translations

In Finance and Operations (F&O), certain reference data incorporates Translation functionality. This allows for the description of elements, such as Cash discount, to be provided in multiple languages. Depending on the language preferences of the customer or sales order, the system utilizes the relevant language. The translations feature within the Report Management solution ensures that the appropriate language is exported to the XML file.

Open in Excel

The "Open in Excel" functionality, a default feature in Microsoft, is also accessible within the Report Management tool, entity: “Report Management data source mappings”. Notably, there is no constraint on mapping, allowing the linkage of a Document field with any Journal data source and Journal field. Our recommendation is to perform the mapping of all fields once, export the setup, and utilize it in new implementations. In the new implementation, the only necessary action is to verify the fields to be used and import the file.

Initialize

When a new document field is added to the Report Management Tool or the data source is modified, it is essential to initialize the data source. This can be accomplished by utilizing the 'Initialize' button. Therefore, we recommend using the 'Initialize' function each time before commencing field mapping or making any setup changes.

Warehouse management

Pick document

Warehouse management > Work > All work / Work details > tab Work : group Print : button Pick document

Similar to the standard work report, but with a practice oriented layout incl. the customer name and address, pool, ship date, carrier and service.

When printed, an indicator is set on the work header to avoid double printing by mistake. Reprint is possible if needed.

No setup required.

Packing structure

Warehouse management > Shipments > All shipment / Shipment details > tab Shipments : group Print : button Packing structure

Warehouse management > Loads > All Loads / Load details > tab Loads : group Print : button Packing structure

Similar to the standard packing slip, but structured per package.

A package can be a target license plate (with the work lines on it), and a container (with container lines filled on the packing station)

When printed, an indicator is set on the work header to avoid double printing by mistake. Reprint is possible if needed.

Required setup: Warehouse management > Setup > Warehouse management parameters > tab Print management

Setup the documents Packing structure for load and/or Packing structure for shipment.

Trigger for automatic printing of the packing structure (beta)

Warehouse management > Setup > Work > Work templates > button Report configuration

Go to the first put line on the work template for sales picking or transfer picking. This can be a put to a Staging location or a put to the Baydoor.

In that work template line, it is possible to setup Report configuration.

Create a new record, select the report Packing structure and choose the scope:

• Shipment: print a packing structure when the last target LP for this shipment is put on the location.
• Load: print a packing structure when the last target LP for this load is put on the location.

Now press the button Print settings to define to which printer and / or print archive the document should be printed.

FAQ

Release notes