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Customer-facing documents (order acknowledgement, quote, etc.) are printed from the
Order List using its Print button. The documents offered are the reports attached
to the Order Document Report panel (and related order/quote panels) — so the setup task is
to attach the report to that panel once, after which any user can print it.
One-time setup — make a report printable here
- Open Report Management and select (or create) the report.
- On the Reports by Panel tab, click Edit and move Order Document Report into the assigned list (add Confirm Order and Quote – Order too if it should print from those contexts). Click Save.
- Optionally set the report as Default so it is pre-ticked in the print dialog.
Printing the document
- Open the Order List and select the order (or quote).
- Click the Print (printer icon) button. The Order Document Report dialog opens, listing every report attached to that panel; default reports are already ticked.
- Tick the report(s) to run.
- Choose the output: Print (to the printer), PDF, DOC or XLS.
Parameter prompts
If a report defines runtime parameters, a small form appears first to collect them before the
document is produced.
If a report defines runtime parameters, a small form appears first to collect them before the
document is produced.
Not seeing your document?
If a report is missing from the Order List print dialog, it almost always means it is not
attached to the Order Document Report panel — fix it on the Reports by Panel tab
(see above). Missing shop-floor documents, by contrast, are a reports-by-station assignment issue, not a panel issue.
If a report is missing from the Order List print dialog, it almost always means it is not
attached to the Order Document Report panel — fix it on the Reports by Panel tab
(see above). Missing shop-floor documents, by contrast, are a reports-by-station assignment issue, not a panel issue.