Use this procedure to set up print management original or copy records and conditional settings for modules such as and . The print management setup information that you enter is used when documents such as sales orders and purchase orders are printed during the posting process.

Note Note

Print management settings also can be used when you reprint documents. Select > to reprint a document with the current print management settings.

By default, an original record is set up for each type of document. You can either modify this original, or delete it and create a new one.

To modify an existing original record, copy record, or conditional setting, select the record or setting and make changes.

Create original or copy records

This procedure explains how to create new original or copy records.

  1. Click > > > >

    –or–

    > > > >

    –or–

    > > > >

  2. In the left pane of the form, right-click a module name and select . All of the document types for that module are displayed.

  3. To create a new record, right-click a document name and select . A new original or copy record is created and is displayed in the list.

  4. In the right pane, select whether to create an original or copy record. If you are creating a copy, enter a name for it.

  5. By default, the document will be sent to the printer destination that is specified by clicking from the posting form for the document. To change the printer destination, click lookup button > and select a destination. When you have finished making changes, click OKto return to the form.

  6. Enter the number of identical copies to print.

  7. Enter the footer text to include at the bottom of the document. For example, for a customer copy, enter Customer Copy. To print footer text in other languages, depending on the language of the document, click the lookup button and set up footer text for the additional languages.

  8. Repeat steps 3 through 7 for the remaining documents in the list.

Specify conditional settings for an original or copy record

This procedure explains how to specify conditional settings, which are applied based on the results of a query. You must set up at least one original or copy record before you can specify conditional settings for the record. You cannot assign conditional settings directly to a document.

Note Note

If you specify multiple conditional settings, be sure to arrange them in the order in which the queries should be evaluated. For more information, see How print management works.

  1. Click > > > >

    –or–

    > > > >

    –or–

    > > > >

  2. In the left pane of the form, right-click a module name and select . All of the document types for that module, and all of the original or copy records for each document type, are displayed.

  3. Right-click an original or copy record and select . A new conditional setting is created and is displayed in the list.

  4. In the right pane, enter a description for the setting, such as Customers 4000 to 4050.

  5. Click and enter the query condition that must be fulfilled in order to print the document using the current setting. For example, you might select a range of customer accounts. Click OKto return to the form.

  6. By default, the document will be sent to the default printer. To change the printer destination, click lookup button > and select a destination. When you have finished making changes, click OKto return to the form.

  7. Enter the number of identical copies to print.

  8. Enter the footer text to include at the bottom of the document. To print footer text in other languages, depending on the language of the document, click the lookup button and set up footer text for the additional languages.

  9. Repeat steps 3 through 8 for the remaining documents in the list.

See Also