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Printing a Contract

There are two ways to print a Contract.
  1. While entering or inspecting a Contract, click the Printer icon in the Button Bar (Windows and Mac OS X) or select 'Print' from the File menu (all platforms). If you want to print to screen, click the Preview icon (Windows and Mac OS X only).

  2. Ensure you are in the Contracts module, and then:

    • If you are using Windows or Mac OS X, click the [Forms] button in the Navigation Centre or use the use the Ctrl-D (Windows)/⌘-D (Mac OS X) key combination. Double-click 'Contracts' in the 'Forms' list window or highlight it and press the Enter key.

    • If you are using iOS or Android, tap the [Routines] button in the Navigation Centre and then tap [Forms]. Tap 'Contracts' in the 'Forms' list window.

    Enter the Contract Number (or range of Contract Numbers) to be printed and press [Run].
When you print a Contract using either of the methods described above, it will be printed using a Form Template. The Form Template contains the graphic layout design of the printed output i.e. it determines where on the page each piece of information will be placed. Therefore, before you can begin printing Contracts, you should design a Form Template (step 1 below), and then specify that the particular Form Template will be used when printing Contracts (steps 2-7). You can only follow this process using Windows or Mac OS X, not iOS or Android:
  1. Design the Contract Form Template using the Form Template register in the System module. Use the 'Properties' function on the Operations menu to name the Form (in this description, we have used the name "CONTRACT") and to assign it a Form Type of "Contract". You might want to design different Form Templates for use with different Languages. A full list of the fields you can include in the Template design can be found here.

  2. Having designed the Contract Form Template, you should now specify that it should be used when printing Contracts. Select the Contracts module using the [Switch Module] button in the Navigation Centre or the Ctrl-0 (Windows) or ⌘-0 (Mac OS X) keyboard shortcuts.

  3. Click the [Forms] button in the Navigation Centre or use the Ctrl-D/⌘-D key combination. The 'Forms' list window will be opened: highlight 'Contracts'.

  4. Select 'Define Form' from the Operations menu (with "cog" icon).

  5. In the subsequent 'Form Definition' window, enter "CONTRACT" in the Form Template field in the first row (you can use 'Paste Special' to ensure the spelling is correct).

    If you have designed different Form Templates for use with different Languages in step 1 above, enter the Form Template Code of each one on separate rows in the grid. In the Lang. field of each row, enter the appropriate Language. You can use 'Paste Special' to open a list of Languages from which you can choose the correct one. In the example illustrated below, we have specified in row 2 that the "CONTRACT_FR" Form Template will be used for Contracts for French-speaking Customers (the Lang. is "FR"), and in row 1 that the "CONTRACT" Form Template will be used for all other Contracts (the Lang. is blank). You should always have a row where the Lang. is blank, where you specify the default Form Template (to be used if the Language of a Contract cannot be matched to a Form Template Language, and when a Contract doesn't have a Language).

    If you only want to be able to print Contracts that have been marked as OK, enter "OKed" in the Status column in every row in the 'Form Definition' window. This will prevent the printing of Contracts that have not yet been marked as OK.

    You can also use this feature to use a different Form Template when printing Contracts that have not been marked as OK, as shown below:

  6. Click [Save] to save the Contract Form definition. From now on, the Contract Form Template that you have designed will be used when you print Contracts using the 'Forms' function and the Printer icon. If you have designed more than one Form Template, the correct one will be used depending on the Language of the Contract.
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The Contract register in Standard ERP:

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