Report Format Maintenance

Use this form to assign reports to format types, enabling those reports for selection when you print a report. For example, if you must print invoices in multiple formats, you can assign multiple invoice reports to the format type Invoice Format.

When you print invoices using the JC AR Print Invoices form, you can select one of the reports that is assigned here.

Information

You must assign at least one report to the Invoice, Credit Note, and Preview format types to enable printing in the respective forms.

Options Reference

Each option and field on the form is described below. Mandatory options and fields are highlighted in red.

Format Type

There are five format types:

Credit Note Format
Select this format type if you are assigning reports to select on the JC AR Credit Note Print form. This creates the JC AR Credit Note - L report.
Invoice Format
Select this format type if you are assigning reports to select on the JC AR Print Invoices form. This creates the JC AR Invoice - L report.
Job Card Format
Select this format type if you are assigning reports to select on the JC Job Maintenance - Job Card form. This creates the JC Job Card report.
Management Reports
Select this format type if you are assigning reports to select on the JC Management Reports form.
Preview Format
Select this format type if you are assigning reports to select on the JC Preview Invoice form. This creates the JC Preview (Single Debtor) report.

Report

When you have selected a format type, select a report. You can select multiple reports. Click Add Format to update the table with the selected report, and enable the selection of another report.

Local Name

Enter a local description for the selected report, up to three characters long. This is for reference only, and you can edit it.

You can delete a report from the table by highlighting the report and clicking the delete icon.