Printing Of Documents From Contract

The user can print documents from the list of contracts (if he selects multiple contracts, the selected document is printed for each) or from the contract card – option Reports/Print Documents.

Similarly, it is possible to print from the list of courses (even with multiple items) or from the course card.

Button Print Documents allows you to generate a contract printout from document templates that are defined in the Printout definition table. The output can be in doc, xls or pdf format. When pressed, the system executes:

• Opens the filtered list of printouts (filtered list of printouts from the Printout Definition table on which):

  • the user has been assigned permissions (see PD on Business Settings) and

  • table ID is set=4026397

  • meet the filters set in the Printout Definition against the dates of the given leasing contract and object:

  • Fields from Contract:

    • If the function is launched from a contract, it goes directly through the contract number

    • If the function is run from a subject, it first detects the contract number from the subject and then goes to the contract

    • These are the fields:

      • Customer No. – same as in the contract or empty

      • Financing Product Type Filter – must have the Financing Product Type from the contract or empty

      • Financing Product Filter - must have Financing Product Type from the contract or empty

      • Detailed Contract Status Filter - must have Detailed Contract Status from the contract or empty

      • Language Code – must have a Language Code (4047130) with a contract or empty

  • Fields from the subject:

    • If the function is run from an object, it goes directly through the object number

    • If the function is run from a contract, it first detects the number of the first object from the contract and then goes to the object

    • These are the fields:

      • Object Category – All or as on Item+1

      • Group – same as on the object or empty

      • Used Financed Object – All or the same as on the object (note that the object is a flag)

  • It does not filter fields from insurance or other fields.

The user then selects the printout he wants to print (Select=A) and if he wants to select the format or other parameters, he also sets the Parameter input=And confirms the Ok button on the given document. If Parameter input=A has been set, the system will check the user after confirmation whether Enable printing to XLS/DOC=A is enabled in User Settings:

• If the user has Enable printing to XLS/DOC=N – the system displays an error message and does not allow printing to continue:

  Open

  

• If the user has Enable printing to XLS/DOC=A, the system proceeds to the next step.

• If the Check Colour=Y flag is enabled in the Printout Definition on a given document, the OC will check if the Colour Code (20025) field is not empty on the subject of the contract:

  • If it is empty, it will display an error message and will not allow you to continue:

    Open

    

  • If it is not empty, it continues.

• If the Check Interior Colour=Y flag is enabled in the Printout Definition on a given document, the OC will check if the Interior Colour field (247) is not empty on the subject of the contract:

  • If it is empty, it will display an error message and will not allow you to continue:

  • If it is not empty, it continues.

• The system will open a standard dialog window to specify additional parameters:

• In the filters field, Number is the number of the leasing agreement from where the print is started

Function:

• Send to...

  • Allows the user to select the output format (note: the template of the output must allow these output formats, if not, the operation may not complete):

• Press

  • Opens the generated printout in a browser from where the user can print the output.

• Preview

  • Opens the generated document in a standard browser preview from where the user can print the output.

• Cancellation

  • Reverse an operation