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Printing Forms

Once a Form has been designed, you should inform Hansa when it is to be printed. This is done by attaching the Form to an item in the 'Documents' list in the appropriate module. This is only necessary if you have given your Form a new Form Code using the 'Properties' Operations menu function.

For example, when printing an Invoice, Hansa, by default, will use a Form with the Form Code of "INVOICE". A template Form with this Code is supplied with Hansa. If you have used this template as a basis for designing your own invoice form and haven't changed the Form Code, the new design will be used automatically. However, if you have changed the Form Code to, for example, "INVOICE1", you should inform Hansa that this is now the Form to be used for printing Invoices.

To do this, follow these steps:

  1. Select the Sales Ledger module using the Modules menu.

  2. Select [Documents] in the Master Control panel. The 'Documents' list window is opened showing a list of available documents. Highlight 'Invoices'.

  3. Select 'Define Document' from the Operations menu.

  4. In the first row, "INVOICE" will be shown in the Form field. Change this to the Form Code of your new invoice Form ("INVOICE1" in the example). Use the 'Paste Special' feature to see the available forms in your Forms register and to ensure the spelling is correct.

  5. Click [Save] to save the Invoice definition. From now on, whenever Invoices are printed, the "INVOICE1" Form will be used.
'Define Document' (steps 3 and 4 above) can also be used to specify that different invoice Forms are used depending on the Language of the Customer, the Access Group of the user or the number sequence in which the Invoice Number falls. It is also possible to specify that more than one Form is to be printed (for example, you might require that a Delivery Note is printed with each Invoice).

The 'Define Document' function is available for many of the documents printed by Hansa, allowing a high level of flexibility in the production of printed output from Hansa.