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To create and send a fuel card order, you can use the Printout Definition, which is described in detail in Nastavení Business Setup.
We have prepared two types of printouts for fuel card ordering. With the use of Word, the report 4026760 is determined, which uses a "custom report layout". For an Excel attachment, there is a 4026759 report that uses the import of an Excel template in Actions. For an Excel template, you need to set up the worksheet that contains the data source. Source: Blokace_vzor.xlsx
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When setting up, you need to create a Custom Report Layout – new row and select the report number with the DataSet for Word:
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In a newly created row in the Printout Definition, it is necessary to first Import Template. It can be a template file from a company where a new one is added Blank DATA sheet To populate the DataSet:
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Because the data sheet must be empty, it will be a good idea to add a sheet to the template Dataset patternso that the mapping user can see which cell the report 4026759 populates into.
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Procedure:
User in excel with Pattern from the vendor adds a lance sheet Dataset pattern. Copy it as a sheet Data. Sets up the mapping in the template from the vendor. Then, on the Data worksheet, it deletes the content.
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Contact person of the vendor
Data from Contact Persons We use suppliers for email recipients. It is the contact person to whom we send the email – the recipient of the email.
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The user who sends the order must have an employee card. Data from Employee We use it for the one who sends – an employee of the leasing company. An employee is the sender of the email. The user who ran the orders.
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