PDF reports are used throughout the system - anywhere the result is a PDF. For example Invoices, Sales Orders, Picking Slips, Labels etc.
PDF Reports have been defined using stimulsoft
The process of defining a report is as follows:
- You must have the Stimulsoft Editor - this will require you to obtain a license. http://www.stimulsoft.com/en/online-store
- We need to send you the current mrt file on the system to use as a starting point
- Update your user preference for DebugReportXML to Selected (NAV: System > User Preferences) - Using this setting, when you run the existing report in the system it will provide a download for you of the XML used in the report which you can use in Stimulsoft as the XML source.
- Use the Stimulsoft Editor to edit the report
- Provide the finished MRT to us to upload into the test system.
- Providing the finished report for use in the test system requires us to generate a new app server and make the new one the default for new users. You will have to logout and log back in to start using the new default app server.
When the system is looking for a stimulsoft report to use it looks in the following order:
- The report name (eg invoice.mrt) prefixed by the search code of the host company
- eg COMPANY1invoice.mrt if you are logged into the host company called COMPANY1
- or COMPANY2invoice.mrt if logged into the host company called COMPANY2
- The report name prefixed by the host company Report Prefix, eg C1invoice.mrt - if the host company you are logged into has the search code C1.
- The report name with no prefix, eg invoice.mrt (the default report)