To Specify Default Printers

If the DeviceHub application is installed and configured, the system administrator can specify various default printers so that the system will select the appropriate printer for users, branches, companies, and documents of particular modules. This topic provides information about how to configure the default printers the system will use in this selection process.

The system selects the printer for printing a particular document in the following order:

  1. The default printer specified for a particular report on the Printing Settings tab of the User Profile (SM203010) form
  2. The default printer specified for the currently signed-in user in the Default Printer box on the Printing Settings tab of the User Profile (SM203010) form
  3. The default printer specified for the document to be printed on the Mailing & Printing tab of the module preferences form or from which the document is sent for printing
  4. The default printer specified for the branch on the Branches (CS102000) form
  5. The default printer specified for the company on the Companies (CS101500) form
Note: On each mass-processing form that provides a printing action, a user can select the Define Printer Manually check box and then specify the printer to be used instead of the default one.

To Specify the Default Printer for a Report

You use the User Profile (SM203010) form to specify the default printer for a particular report for printing initiated by the user account to which you are signed in. Before you proceed, you need to create a mailing assigned to the report on a preferences form that corresponds to the report functionality (for example, for purchasing-related reports, you create mailings on the Mailing & Printing tab of the Purchase Orders Preferences (PO101000) form).

Do the following:

  1. In the Info area, click your user name, and select My Profile.
  2. Open the Printing Settings tab.
  3. On the table toolbar, click Add Row.
  4. In the Mailing ID column, select the mailing that is assigned to the report. The system copies the report identifier from the mailing settings to the Report ID column automatically.
  5. In the Default Printer column, select the printer to be used by default for printing the selected report.
  6. Make sure that the Active check box is selected.
  7. Save your changes.

To Specify the Default Printer for Printing a Carrier's Labels

You use the User Profile (SM203010) form to specify the default printer for printing labels of a particular carrier initiated by the user account to which you are signed in to the system. Before you proceed, you need to create a mailing assigned to the report on a preferences form that corresponds to the report functionality (for example, for purchasing-related reports, you create mailings on the Mailing & Printing tab of the Purchase Orders Preferences (PO101000) form).

Proceed as follows:

  1. In the Info area, click your user name and select My Profile.
  2. Open the Printing Settings tab.
  3. On the table toolbar, click Add Row.
  4. In the Mailing ID column, select the mailing assigned to the report that is used for printing labels of the carrier. The system copies the report identifier from the mailing settings to the Report ID column automatically.
  5. In the Default Printer column, select the printer to be used by default for printing the labels.
  6. In the Ship Via column, select the identifier of the carrier.
  7. Make sure that the Active check box is selected.
  8. Save your changes.

To Specify the Default Printer for the Current User

You use the User Profile (SM203010) form to specify the default printer of the user account to which you are signed in to the system. Proceed as follows:

  1. In the Info area, click your user name and select My Profile.
  2. On the Printing Settings tab, select the printer in the Default Printer box.
  3. Save your changes.

To Specify the Default Printer for Accounts Payable Reports

You use the Accounts Payable Preferences (AP101000) form to specify the default printer to be used if documents are printed from the Accounts Payable reports. Perform the following instructions:

  1. Open the Accounts Payable Preferences form.
  2. On the Reporting Settings tab, do the following for the needed lines of the Default Sources table:
    1. In the Default Printer column, select the printer to be used by default. The default printer can be selected for any print form of the module.
    2. Optional: In the Branch column, select the branch for which documents should be printed with the specified default printer. If a branch is not specified, the printer is used as the default for documents of all branches in this module.
  3. Save your changes.

To Specify the Default Printer for Accounts Receivable Reports

You use the Accounts Receivable Preferences (AR101000) form to specify the default printer to be used if documents are printed from the Accounts Receivable reports. Proceed as follows:

  1. Open the Accounts Receivable Preferences form.
  2. On the Reporting Settings tab, do the following for the needed lines of the Default Sources table:
    • In the Default Printer column, select the printer to be used by default. The default printer can be selected for any print form of the module.
    • Optional: In the Branch column, select the branch for which documents should be printed with the specified default printer. If a branch is not specified, the printer is used as the default for documents of all branches in this module.
  3. Save your changes.

To Specify the Default Printer for Sales Orders Reports

You use the Sales Orders Preferences (SO101000) form to specify the default printer to be used if documents are printed from the Sales Orders reports. Proceed as follows:

  1. Open the Sales Orders Preferences form.
  2. On the Mailing & Printing tab, do the following for the needed lines of the Default Sources table:
    • In the Default Printer column, select the printer to be used by default. The default printer can be selected for any print form of the module.
    • Optional: In the Branch column, select the branch for which documents should be printed with the specified default printer. If a branch is not specified, the printer is used as the default for documents of all branches in this module.
  3. Save your changes.

To Specify the Default Printer for Purchase Orders Reports

You use the Purchase Orders Preferences (PO101000) form to specify the default printer to be used if documents are printed from the Purchase Orders reports. Perform the following instructions:

  1. Open the Purchase Orders Preferences form.
  2. On the Mailing & Printing tab, do the following for the needed lines of the Default Sources table:
    • In the Default Printer column, select the printer to be used by default. The default printer can be selected for any print form of the module.
    • Optional: In the Branch column, select the branch for which documents should be printed with the specified default printer. If a branch is not specified, the printer is used as the default for documents of all branches in this module.
  3. Save your changes.

To Specify the Default Printer for Purchase Requisitions Reports

You use the Purchase Requisitions Preferences (RQ101000) form to specify the default printer to be used if documents are printed from the Purchase Requisitions reports. Proceed as follows:

  1. Open the Purchase Requisitions Preferences form.
  2. On the Mailing & Printing tab, do the following for the needed lines of the Default Sources table:
    • In the Default Printer column, select the printer to be used by default. The default printer can be selected for any print form of the module.
    • Optional: In the Branch column, select the branch for which documents should be printed with the specified default printer. If a branch is not specified, the printer is used as the default for documents of all branches in this module.
  3. Save your changes.

To Specify a Default Printer for a Branch

You use the Branches (CS102000) form to specify the default printer of a particular branch. Proceed as follows:

  1. Open the Branches form.
  2. In the Branch ID box of the Summary area, select the branch for which you want to specify a default printer.
  3. In the Default Printer box of the Configuration Settings section on the Branch Details tab, select the printer you want to specify as the default printer for the branch.
  4. Save your changes.

To Specify a Default Printer for a Company

You use the Companies (CS101500) form to specify the default printer of a particular company. Proceed as follows:

  1. Open the Companies form.
  2. In the Company ID box of the Summary area, select the company for which you want to specify a default printer.
  3. In the Default Printer box of the Configuration Settings section on the Company Details tab, select the printer you want to specify as the default printer for the company.
  4. Save your changes.