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Introduction

This document provides instructions for defining Custom XML Statement Footers, including limited formatting, to be output in the XML statement files. This requires that the lab uses XML statements.

Procedure

Defining XML Statement Footers

From the Optifacts main menu:

Select Option 3 – Editor Utilities and press Enter.

Select Option 6 – Configuration Editor and press Enter.

Select Option 24 - XML Statement Options Menu and press Enter.

Select Option 2 – Edit XML Statement Footer and press Enter.

The Configuration Editor displays.

• Press “A” to add a new record.
• Enter all the information as applicable pressing Enter past each field.
• Press Escape to save the data.
• Press “E” to exit.

The Document Type can be:

• “F” for “Faktura”/”Statements”
• “G” for General Delivery Notes
• “C” for Credits
• “A” for all documents printed out of 1 - 2 - 2.  For labs that only print monthly statements, “A” is the best choice

We allow up to 5 lines of Custom Footer text. Each line also has three flags to indicate if the line should be bold, italic, or underlined. The line can have all three formats.

Assigning XML Statement Footers

After adding a footer record:

• Press “D” for detail.

The Detail screen displays.

• Press “A” to add a Detail record to specify the requirements for outputting this footer information.

In the example below, the account 1012 receives this information on all of their statements.

• Enter only one line of criteria per record.
• Define Account Segments and Sub-segments in menu 3-1-15 Edit Segment Assignments.
• Sales groups, buying groups, chain groups, and business types are defined in menu 3-1-13 Configure Stmt/Faktura on a per-account basis.

Printing XML Statement Footers

The lab must be using XML statements must for these tags to be output and printed. Then, the statement_default.fo (or equivalent) must be enhanced to identify and print the following tags.

For each footer Optifacts finds that match the assignment criteria, we will output in the /statement/traller section of the XML file the following tags and attributes (from example above):

        <footer>

            <footer_line bold="TRUE" text="This line should be bold." />

            <footer_line italic="TRUE" text="This line should be italic." />

            <footer_line underline="TRUE" text="This line should be underlined." />

            <footer_line text="This line is normal." />

            <footer_line bold="TRUE" italic="TRUE" underline="TRUE" text="This line has all three." />

        </footer>  

The statement_default.fo (or equivalent) that is used to print XML statements will need to be updated in order to output this information.

To view and download these instructions as a PDF file, click on the following document image.

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