Printers: Specification of Default Printers

If the DeviceHub application is installed and configured, the system administrator can specify various default printers in MYOB Acumatica. This ensures that when a user prints a document, which corresponds to a specific MYOB Acumatica report, the system will select the appropriate printer[1]janice.paganini- I mentioned earlier in the sentence that a document corresponds to a report because otherwise, it may not be clear why the table talks about reports--which were not previously mentioned, although documents were. - Do we need to say the part I have highlighted? I don't like it because it makes it sound like the system selects a printer considering only a particular factor, but that's not how it works, as the next two sections explain. - The word "module" was deprecated when the old UI was retired (outside of a few legacy UI names that contain it); I have changed the word here and in later mentions.2024/09/1316:45:08-04:00 for users, branches, companies, and documents of particular functional areas.

This topic provides information about how to specify the default printers the system will use in this selection process and how the system selects a printer.

Default Settings for Printing with DeviceHub

The table below shows the records and documents for which you can specify a default printer, the places you specify each default printer in MYOB Acumatica, and information about the configuration. In MYOB Acumatica, printed documents correspond to specific reports in the system.

Target of Default Printer Form and Tab Configuration Information
Specific reports printed by the signed-in user User Profile (SM203010), Printing Settings tab

[2]janice.paganiniYou need to move this row AFTER all the rows for preferences forms. The records should be listed in the table not in the order in which the system checks them (we present that in a separate section) but in the order in which the configuration should be performed. Once it is moved, this paragraph should be a note at the end of this entry (the main info should be first because that's what's done on the form and tab in the second column) and start with "This configuration must be performed after you have created a mailing assigned to ..." instead of the current words at the beginning of this paragraph.2024/09/1316:53:39-04:00Before you proceed, you need to create a mailing assigned to a report on the preferences form that corresponds to the report functionality. For example, for reports used to print purchasing documents, you create mailings and specify them on the Mailing & Printing tab of the Purchase Orders Preferences (PO101000) form.

For each report for which a default printer should be specified, you add a row for the report and specify the following settings in the row:

[3]janice.paganiniWhy isn't there a bullet for the Report setting?2024/09/1421:04:27-04:00
  • Mailing ID: The predefined or custom mailing that is assigned to the report
  • Default Printer: The printer to be used by default when this user prints the selected report
  • Active: Selected
Carriers' labels User Profile (SM203010), Printing Settings tab

For each carrier for which you will generate labels, you add a row and specify the following settings in the row:

[4]janice.paganiniWhy isn't there a bullet for the Report setting?2024/09/1421:04:43-04:00
  • Mailing ID: The predefined or custom mailing that is assigned to the report
  • Default Printer: The printer to be used by default when this user prints the selected report
    • [5]janice.paganini1. Is this a required setting, as the intro implied? That is, is a row specified for and used for only one specific carrier? 2. Is "tariff" actually what we mean? I didn't realize a ship via code was a tariff. I thought each ship via code represented a specific delivery service used by the company. No?2024/09/1420:52:37-04:00
  • Ship Via: The identifier of the carrier's tariff
  • Active: Selected
Reports of the signed-in user User Profile (SM203010), Printing Settings tab You select the printer in the Default Printer box above the table. This printer will be used for any report the user prints that does not have a report-specific printer specified.
Specific reports to print accounts payable documents Accounts Payable Preferences (AP101000), Mailing & Printing tab

You add a new row for each report and specify the following settings in the row:

  • Active: Selected.
  • Mailing ID: The predefined or custom mailing that is assigned to the report.
  • Default Printer: The printer to be used by default for printing the selected report.
  • Report: The report that will printed.
    • [6]janice.paganiniBut this setting does not seem to be accounted for in the numbered list of the next section. Wouldn't a branch-specific printer of the particular report be used instead of a NON-branch-specific report if the report has two rows, one of which is branch-specific?2024/09/1421:02:53-04:00
  • Branch (optional): 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 one for accounts payable documents of all branches.
Specific reports to print accounts receivable documents Accounts Receivable Preferences (AR101000), Mailing & Printing tab

For each report, you add a row and specify the following settings in the row:

  • Active: Selected.
  • Mailing ID: The predefined or custom mailing that is assigned to the report.
  • Default Printer: The printer to be used by default for printing the selected report.
  • Report: The report that will printed.
    • [7]janice.paganiniSame question I asked previously about this setting2024/09/1421:05:55-04:00
  • Branch (optional): 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 one for accounts receivable documents of all branches.
Specific reports to print sales documents Sales Orders Preferences (SO101000), Mailing & Printing tab

For each report, you add a row and specify the following settings in the row:

  • Active: Selected.
  • Mailing ID: The predefined or custom mailing that is assigned to the report.
  • Default Printer: The printer to be used by default for printing the selected .
  • Report: The report that will printed.
    • [8]janice.paganiniSame question2024/09/1421:06:56-04:00
  • Branch (optional): 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 one for sales documents of all branches.
Specific purchase report Purchase Orders Preferences (PO101000), Mailing & Printing tab

For each report, you add a row and specify the following settings in the row:

  • Active: Selected.
  • Mailing ID: The predefined or custom mailing that is assigned to the report.
  • Default Printer: The printer to be used by default for printing the selected report.
  • Report: The report that will printed.
    • [9]janice.paganiniSee my previous question about this setting for a functional area2024/09/1421:07:50-04:00
  • Branch (optional): 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 one for purchase documents of all branches.
Specific reports to print purchase requisitions and requests Purchase Requisitions Preferences (RQ101000), Mailing & Printing tab

For each report, you add a row and specify the following settings in the row:

  • Active: Selected.
  • Mailing ID: The predefined or custom mailing that is assigned to the report.
  • Default Printer: The printer to be used by default for printing the selected report.
  • Report: The report that will printed.
    • [10]janice.paganiniSee my previous question about this.2024/09/1421:09:22-04:00
  • Branch (optional): 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 one for purchase requisition documents of all branches.
Reports printed by users signed in to the branch Branches (CS102000) On the Branch Details tab, you select the printer you want to specify as the default printer for the branch in the Default Printer box of the Configuration Settings section.
Reports printed by users signed in to the company Companies (CS101500) On the Company Details tab, you select the printer you want to specify as the default printer for the company in the Default Printer box of the Configuration Settings section.

The Priority of Printer Selection

When a user prints a particular document, the system selects the printer by searching for a default printer in the following order until it finds one specified (at which point the search ends):

  1. The default printer specified for the particular report and the signed-in user. If a default printer is specified for this report in the user’s settings, it is listed in the table on the Printing Settings tab of the User Profile (SM203010) form.
  2. The default printer specified in the settings of the currently signed-in user. (This setting is not report-specific.) If this printer is specified, it can be found in the Default Printer box above the table on the Printing Settings tab of the User Profile form
    3. [11]janice.paganiniBut as we note above, in the settings of a functional area, a branch may or may not be specified. Thus, the same report might have a branch-specific row and a row with NO branch specified. Doesn't it follow, then, that this should actually be TWO similar list items: First it looks for a row with the user's current branch (or whatever) specified, and in the next list item, it looks for a non-branch-specific row for the report? If you don't want it to be two separate items, we should at least say at the end of this that if multiple rows--branch-specific and non-branch-specific--are listed for the same report and the user is signed in to the selected branch, this report takes precedence over the non-branch-specific row for the same report?2024/09/1421:14:11-04:00
  3. The default printer specified for the report to be printed and the functional area to which the report belongs. If such a printer is specified for the report, the system can find it in the table on the Mailing & Printing tab of the functional area’s preferences form [12]janice.paganiniI have no idea what this is talking about. Also, is this a higher priority or lower priority than the default printer of the functional area if both are specified? Shouldn't they be separate items to make the order of priority clear?2024/09/1420:04:32-04:00or from which the document is sent for printing.
  4. The default printer specified for the branch to which the user is signed in, which may be specified on the Branches (CS102000) form.
  5. The default printer specified for [13]janice.paganiniSimilar question. Can we be clearer?2024/09/1420:41:12-04:00the user’s company, which may be specified on the Companies (CS101500) form.[14]janice.paganiniAren't all of these settings optional? What if the system doesn't find one--what printer does it use or what happens?2024/09/1420:40:52-04:00
Note: On each mass-processing form that provides a printing action, you can select the Define Printer Manually check box and then specify the printer to be used instead of the default one.