Purpose: Use the Forms Management screen to work with personalized forms generated by CWSerenade.
How are forms different from reports? Forms differ from regular reports (available for review through the Document Management Screen) in that each generated form includes specific information for a single customer, vendor, or order, and is available for distribution to the customer or vendor. For example, each generated pick slip form includes the customer’s name and address and details about the items that are shipping with the pick. Reports are listings that present summary or detail information for use by staff.
PDF files: Each form is generated as a PDF (portable document format) file, typically opened through the Adobe Reader or within a separate browser window. Each PDF file can contain one or more individual forms. For example, when you generate pick slips, the system might produce a single PDF file containing all the pick slips generated at that time.
If there are no records eligible for forms when you submit a job, the system generates a blank (empty) PDF file. This might occur if, for example, you generate backorder cards a second time on the same day; in this situation, the first submitted job generated all eligible backorder cards, so the PDF generated the second time is blank.
Graphical or non-graphical? There are standard print programs available for each form. Some forms are available in a graphical format, including field labels and other graphical elements, such as a company logo, as well a simpler, non-graphical format consisting of text only. For example, you might choose a non-graphical format if you use pre-printed forms. The information on the form is the same regardless of whether you use the graphical or non-graphical format.
You can also use a unique print program if you require a form laid out differently from the standard. Contact your MICROS representative if you need to develop a unique print program for a form.
In this topic:
• Specify the Location of the Forms Folder
• Specify Whether to Retain XML Files for Generated Forms
• Indicate Whether to Automatically Send the Form to a Printer
• Specify the Maximum Number of Pick Slips Per Spool File
• Set up Related System Control Values
• Create Image Files for Company or Entity Logos (Graphical Forms)
• FormTypeMapping Properties File
• Reviewing and Working with Forms on the CWSerenade Server
• Where are Generated Forms Located?
Specify the Location of the Forms Folder
The location of the Forms folder is specified in the CWDirectCP Properties file; the default setting is C:\CWSerenade\Forms, where C: is the root drive of the CWSerenade application server.
Contact your system administrator for assistance in setting or changing this value.CWSerenade Application Configuration
Specify Whether to Retain XML Files for Generated Forms
The CWDIRECTCP_RETAIN_REPORT_XML setting in the CWDirectCP Properties file indicates whether to retain the XML file for each generated form. Retaining the XML files is useful for troubleshooting form contents, especially when implementing a new type of form; however, disk space can be a consideration if you are retaining many XML files.
Contact your system administrator for assistance in setting or changing this value.
See CWSerenade Application Configuration for more information on updating the CWDirectCP Properties file.
Indicate Whether to Automatically Send the Form to a Printer
Define a printer and select the Auto Print? field for a form in the Working with Report Control (WRPT) menu option to have CWSerenade automatically send the form to the printer once it has been generated; see Auto-Print Documents for more information.
Specify the Maximum Number of Pick Slips Per Spool File
The PICKS_IN_SPOOL_FILE setting in the CWDirectCP Properties file indicates the maximum number of pick slips in a single PDF document. The system continues to break pick slips into separate PDF documents using the criteria outlined under Sorting Pick Slips into Separate PDF Documents; however, if the number of pick slips in a PDF document reaches the number defined in the PICKS_IN_SPOOL_FILE setting, the system creates a new PDF document.
Note: The system uses the PICKS_IN_SPOOL_FILE setting when printing pick slips through Streamlined Pick Slip Generation (WSPS) and Reprinting and Voiding Pick Slips (WVRP or WSVP). Also, the system uses this setting when printing Gift Acknowledgements.
Working with the pick slip form: Once the system finishes processing one pick slip PDF document, you can open and print the pick slips in the document using the Forms ; you do not have to wait until all of the PDF documents for the pick slip generation run have generated.
When printing pick slips, the system includes a PDF document sort number in the name of the document generated for the pick slip. For example, if the system generates two pick slip PDF documents for warehouse 1, ship via priority 5, the system names the documents PICKG.KBOTTGER.20110804.103001456_001.PDF and PICKG.KBOTTGER.20110804.103001456_002.PDF, where PICKG is the name of the print program, KBOTTGER is the user ID of the person who generated the pick slips, 20110804.103001456 is the date and time stamp, and 001 and 002 is the PDF document sort number. See Form Naming Conventions for more information.
Delivered setting: The delivered value is 250 picks. The system also uses 250 as the default value if this setting is blank or missing from the CWDirectCP Properties File. MICROS recommends setting this value to 250.
Example: When the PICKS_IN_SPOOL_FILE setting is 600, the system creates the following PDF documents for a pick slip generation run:
• 50 pick slips for warehouse 1, ship via priority 1 (PICKG.KBOTTGER.20110804.103000123_001.PDF)
• 300 pick slips for warehouse 1, ship via priority 5 (PICKG.KBOTTGER.20110804.103001456_001.PDF)
• 510 pick slips for warehouse 1, ship via priority 9 (PICKG.KBOTTGER.20110804.103003789_001.PDF)
• 75 pick slips for warehouse 2, ship via priority 1 (PICKG.KBOTTGER.20110804.103006912_001.PDF)
• 225 pick slips for warehouse 2, ship via priority 5 (PICKG.KBOTTGER.20110804.103007134_001.PDF)
• 25 pick slips for warehouse 2, ship via priority 9 (PICKG.KBOTTGER.20110804.103008112_001.PDF)
When the PICKS_IN_SPOOL_FILE setting is 250, the system creates the following PDF documents for the same pick slip generation run:
• 50 pick slips for warehouse 1, ship via priority 1 (PICKG.KBOTTGER.20110804.103000123_001.PDF)
• 250 pick slips for warehouse 1, ship via priority 5 (PICKG.KBOTTGER.20110804.103001456_001.PDF)
• 50 pick slips for warehouse 1, ship via priority 5 (PICKG.KBOTTGER.20110804.103001456_002.PDF)
• 250 pick slips for warehouse 1, ship via priority 9 (PICKG.KBOTTGER.20110804.103003789_001.PDF)
• 250 pick slips for warehouse 1, ship via priority 9 (PICKG.KBOTTGER.20110804.103003789_002.PDF)
• 10 pick slips for warehouse 1, ship via priority 9 (PICKG.KBOTTGER.20110804.103003789_003.PDF)
• 75 pick slips for warehouse 2, ship via priority 1 (PICKG.KBOTTGER.20110804.103006912_001.PDF)
• 225 pick slips for warehouse 2, ship via priority 5 (PICKG.KBOTTGER.20110804.103007134_001.PDF)
• 25 pick slips for warehouse 2, ship via priority 9 (PICKG.KBOTTGER.20110804.103008112_001.PDF)
Notice that the system creates multiple PDF documents for pick slips in warehouse 1, ship via priority 5 and for pick slips in warehouse 1, ship via priority 9, based on 250 in the PICKS_IN_SPOOL_FILE setting.
Contact your system administrator for assistance in setting or changing this value.
Set up Related System Control Values
You need to specify the program name for each form in order to generate the form. See the Forms Summary Table for a listing of forms and the standard print programs for each.
You can also use a unique print program if you require a form laid out differently from the standard. Contact your MICROS representative if you need to develop a unique print program for a form.
Create Image Files for Company or Entity Logos (Graphical Forms)
If you use a standard graphical print program for a form, you can point to an image of your company logo to include on the form. The image must be in JPG format, and you need to set up a separate image for each form in each company. Optionally, you can set up images at the entity logo instead of the company level, which prints on selected forms. See Setting Up Company Logos for Forms for configuration instructions.
FormTypeMapping Properties File
The FormTypeMapping Properties file controls whether certain information prints on certain forms.
For example, this file controls whether to print a barcode on the pick slip or on the purchase order receiving worksheet.
Where is this file located? This file is located in C:\Serenade\server\conf\cwdirectcpproperties\reports\Jasper Reports\formtypemapping.properties, where C: is the root drive of the CWSerenade application server:
How to edit this file: Use a text editor such as Wordpad.
Note: Be careful not to change any of the settings except those indicated below.
Your changes take effect the next time you stop and restart the Serenade service or the application server.
Setting |
Description |
PICKDBG=PICKDB,SUPPRESS_IMAGES=N,BARCODE_IMAGE=Code39,ORDER_BARCODE_IMAGE=Code39;INPUT_TYPE=XML |
Defines whether images and barcodes print on the graphical Pick Slip. SUPPRESS_IMAGES Controls whether the system prints images on the graphical pick slip. • N (default) = Print images on the graphical pick slip. • Y = Suppress images on the graphical pick slip. Note: The SUPPRESS_IMAGES value should be N for the graphical pick slip. |
|
Controls whether the system prints a barcode on the graphical pick slip. • Code39 (default) = Print this type of barcode on the graphical pick slip. • Code128 = Print this type of barcode on the graphical pick slip. Note: Code 39 is a low-density format that encodes upper case letters (A to Z), digits (0 to 9), and some special characters. Code 128 is a high-density format that accepts alphanumeric or numeric-only codes, or all 128 ASCII characters. • NOT DISPLAYED = Do not print barcodes on the graphical pick slip. Note: This value is case-sensitive. |
|
ORDER_BARCODE_IMAGE Controls whether the system prints the order barcode on the graphical pick slip. The barcode is comprised of the company code, order number, and ship to number. • Code39 (default) = Print this type of order barcode on the graphical pick slip. • Code128 = Print this type of order barcode on the graphical pick slip. • NOT DISPLAYED = Do not print the order barcode on the graphical pick slip. Note: This value is case-sensitive. |
|
INPUT_TYPE Controls the means by which your pick slip printing program obtains the data to print on the pick slip. Valid values are: • XML = The program uses the Pick Message from CWSerenade (CWPickOut) to generate the pick slip. • DB = The program queries the database to generate the pick slip. |
|
Note: Each option is available only if your pick slip printing program supports it. The INPUT_TYPE setting for the standard printing programs PICK, PICKDB, PICKG, and PICKDBG is DB. |
PICKDB=PICKDB,SUPPRESS_IMAGES=Y,BARCODE_IMAGE=Code39,ORDER_BARCODE_IMAGE=Code39;INPUT_TYPE=XML |
Defines whether images and barcodes print on the non-graphical Pick Slip. SUPPRESS_IMAGES Controls whether the system prints images on the non-graphical pick slip. • N = Print images on the non-graphical pick slip. • Y (default) = Suppress images on the non-graphical pick slip. Note: The SUPPRESS_IMAGES value should be Y for the non-graphical pick slip. |
|
BARCODE_IMAGE Controls whether the system prints a barcode on the non-graphical pick slip. • Code39 (default) = Print this type of barcode on the non-graphical pick slip. • Code128 = Print this type of barcode on the non-graphical pick slip. Note: Code 39 is a low-density format that encodes upper case letters (A to Z), digits (0 to 9), and some special characters. Code 128 is a high-density format that accepts alphanumeric or numeric-only codes, or all 128 ASCII characters. • NOT DISPLAYED = Do not print barcodes on the non-graphical pick slip. Note: This value is case-sensitive. |
|
ORDER_BARCODE_IMAGE Controls whether the system prints the order barcode on the non-graphical pick slip. The barcode is comprised of the company code, order number, and ship to number. • Code39 (default) = Prints this type of order barcode on the non-graphical pick slip. • Code128 = Prints this type of order barcode on the non-graphical pick slip. • NOT DISPLAYED = Do not print order barcode on the non-graphical pick slip. Note: This value is case-sensitive. |
|
INPUT_TYPE Controls the means by which your pick slip printing program obtains the data to print on the pick slip. Valid values are: • XML = The program uses the Pick Message from CWSerenade (CWPickOut) to generate the pick slip. • DB = The program queries the database to generate the pick slip. Note: Each option is available only if your pick slip printing program supports it. The INPUT_TYPE setting for the standard printing programs PICK, PICKDB, PICKG, and PICKDBG is DB. |
GIFTACKDBG=GIFTACKDB,SUPPRESS_IMAGES=N,INPUT_TYPE=DB |
Defines whether images print on the graphical Gift Acknowledgement. SUPPRESS_IMAGES Controls whether the system prints images on the graphical gift acknowledgement. • N (default) = Print images on the graphical gift acknowledgement. • Y = Suppress images on the graphical gift acknowledgement. Note: The SUPPRESS_IMAGES value should be N for the graphical gift acknowledgement. |
|
INPUT_TYPE Controls the means by which your gift acknowledgement printing program obtains the data to print on the gift acknowledgement. Valid values are: • XML = The program uses the Pick Message from CWSerenade (CWPickOut) to generate the gift acknowledgement. • DB = The program queries the database to generate the gift acknowledgement. Note: Each option is available only if your gift acknowledgement printing program supports it. The INPUT_TYPE setting for the standard printing programs GIFTACK and GIFTACKG is DB. |
GIFTACKDB=GIFTACKDB,SUPPRESS_IMAGES=Y,INPUT_TYPE=DB |
Defines whether images print on the non-graphical Gift Acknowledgement. SUPPRESS_IMAGES Controls whether the system prints images on the non-graphical gift acknowledgement. • N = Print images on the non-graphical gift acknowledgement. • Y (default) = Suppress images on the non-graphical gift acknowledgement. Note: The SUPPRESS_IMAGES value should be Y for the non-graphical gift acknowledgement. |
|
INPUT_TYPE Controls the means by which your gift acknowledgement printing program obtains the data to print on the gift acknowledgement. Valid values are: • XML = The program uses the Pick Message from CWSerenade (CWPickOut) to generate the gift acknowledgement. • DB = The program queries the database to generate the gift acknowledgement. Note: Each option is available only if your gift acknowledgement printing program supports it. The INPUT_TYPE setting for the standard printing programs GIFTACK and GIFTACKG is DB. |
RCVWRKSHT167=RCVWRKSHT167,PO_BARCODE_IMAGE=Code39,ITEM_SKU_BARCODE_IMAGE=Code39 RCVWRKSHT167=RCVWRKSHT167,PO_BARCODE_IMAGE=Code128,ITEM_SKU_BARCODE_IMAGE=Code128 |
Defines which type of barcode prints on the PO Receiving Worksheet (POR0167, POR0167BC) and whether the worksheet prints the PO barcode and the Item and SKU barcode. PO_BARCODE_IMAGE Controls whether the system prints the purchase order number barcode on the PO receiving worksheet. • Code39 = print this type of barcode on the PO receiving worksheet. • Code128 = print this type of barcode on the PO receiving worksheet. Note: Code 39 is a low-density format that encodes upper case letters (A to Z), digits (0 to 9), and some special characters. Code 128 is a high-density format that accepts alphanumeric or numeric-only codes, or all 128 ASCII characters. • NOT DISPLAYED = Do not print the barcode on the PO receiving worksheet. Note: This value is case-sensitive. |
|
Controls whether the system prints the item and sku barcode on the PO receiving worksheet. • Code39 = print this type of barcode on the PO receiving worksheet. • Code128 = print this type of barcode on the PO receiving worksheet. • NOT DISPLAYED = Do not print the barcode on the PO receiving worksheet. Note: This value is case-sensitive. |
RCVWRKSHT740=RCVWRKSHT740,PO_BARCODE_IMAGE=Code39,ITEM_SKU_BARCODE_IMAGE=Code39 RCVWRKSHT740=RCVWRKSHT740,PO_BARCODE_IMAGE=Code128,ITEM_SKU_BARCODE_IMAGE=Code128 |
Defines which type of barcode prints on the PO Receiving Worksheet (POR0740, POR0740BC), and whether the worksheet prints the PO barcode and/or the Item and SKU barcode. |
|
PO_BARCODE_IMAGE Controls whether the system prints the purchase order number barcode on the PO receiving worksheet. • Code39 = print this type of barcode on the PO receiving worksheet. • Code128 = print this type of barcode on the PO receiving worksheet. Note: Code 39 is a low-density format that encodes upper case letters (A to Z), digits (0 to 9), and some special characters. Code 128 is a high-density format that accepts alphanumeric or numeric-only codes, or all 128 ASCII characters. • NOT DISPLAYED = Do not print the barcode on the PO receiving worksheet. Note: This value is case-sensitive. |
|
ITEM_SKU_BARCODE_IMAGE Controls whether the system prints the item/sku code on the PO receiving worksheet. • Code39 = print this type of barcode on the PO receiving worksheet. • Code128 = print this type of barcode on the PO receiving worksheet. • NOT DISPLAYED = Do not print the barcode on the PO receiving worksheet. Note: This value is case-sensitive. |
FLASHPIECHARTS |
Defines the order statistics that display on the Menu Driver Screen. • FLASHPIECHARTS = The order statistics section of the menu screen displays total numbers and dollars of orders created by the current date, current week, current month, year to date, and previous year. Use this setting if the Delay Billing Updates (K85) system control value is selected. • FLASHPIECHARTSFULL = The order statistics section of the menu screen displays total numbers and dollars of orders created and shipped by the current date, current week, current month, year to date, and previous year. Use this setting if the Delay Billing Updates (K85) system control value is unselected. |
Reviewing and Working with Forms on the CWSerenade Server
Where are Generated Forms Located?
You can use the Forms Management Screen or work with forms on the CWSerenade application server. Each type of form is saved in a separate folder on your CWSerenade application server under the Forms folder (although both the customer invoice and the order receipt are saved in the Customer Invoices folder). The location of the Forms folder is specified in the CWDirectCP Properties fileCWDirectCP Properties File; the default setting is C:\CWSerenade\Forms, where C: is the root drive of the CWSerenade application server. Below the Forms folder, the system saves each form as a PDF file in a different output folder based on the type of form. For example, pick slips are stored in the Pick Documents folder. See the Forms Summary Table for a listing of each output folder name.
To work with a form through Windows Explorer, double-click on the file name. This method opens the form directly in the related program, such as the Adobe Reader, and provides additional options not available when you open the form from the Forms Management screen.
Auto-print form: If you have defined a printer and selected the Auto Print? field for a form in Working with Report Control (WRPT), CWSerenade automatically sends the form to the printer once it has been generated; see Auto-Print Documents for more information.
In addition to saving each generated form in a separate output folder, the system uses the print program, job date and time stamp, and the user ID of the person who generates the forms to name the PDF files.
For example, a file named PURCHORDG.SBROWN.20110214.123456.pdf indicates that the file:
• contains graphical purchase orders (PURCHORDG)
• was generated by the user SBROWN
• was generated on June 30, 2011, at 12:34:56 (20110630.123456)
Additional form naming information: Certain print programs include additional parameters in the naming conventions:
• Backorder notices: File names for backorder notices indicate which notices are included in the file. For example, a file named BOCARDSSECOND.SBROWN.20110214.123456.pdf contains second notices.
• Soldout notices: File names for soldout notifications include the three-letter country code for the sold-to customer’s address. For example, a file named SOLDOUTCAN.SBROWN.20110214.123456.pdf contains soldout notifications for sold-to customers who live in Canada.
• Gift Acknowledgements: The system uses the print program, the user ID of the person who started the background jobs, the job date and time stamp, and the document sort number as the name the gift acknowledgement PDF file. For example, a file named GIFTACKG.KBOTTGER.20110828.163639681_002.pdf indicates this is a gift acknowledgement PDF document generated by user KBOTTGER on August 28, 2011 and the document is the second document for a specific gift acknowledgement sort. Note: The user ID of the person who started the background jobs may not be the user ID of the person who generated pick slips or billed the order associated with the gift acknowledgement.
• Order Receipts: The system uses the print program, the order number and ship-to number (separated by a hyphen), the user ID of the person who generated the receipt, and a date and time stamp. For example, a file named ORDERRECG-10204-1.EKAPLAN.20110506.164303184.pdf indicates that this is an order receipt generated with the Order Receipt Print Program (L46) set to ORDERRECG, for order 10204, ship-to 1, by user EKAPLAN, on May 6, 2011, at approximately 4:43 p.m.
• Pick slips: The system uses the print program, the user ID of the person who generated pick slips, the job date and time stamp, and the document sort number as the name of the pick slip PDF document. For example, a file named PICKG.KBOTTGER.20110804.103001456_002.PDF indicates this is a pick slip PDF document generated by user KBOTTGER on August 4, 2011 and the document is the second document for a specific pick sort, such as pick slips for warehouse 1 and ship via priority 5. See Sorting Pick Slips into Separate PDF Documents for more information on how the system breaks pick slips into separate spool files. See Specify the Maximum Number of Pick Slips Per Spool File for more information on how the system determines the maximum number of pick slips in a spool file.
Some possible troubleshooting questions and answers are:
Question |
Possible Answer(s) |
Why is the system generating a blank (empty) PDF file? |
If there are no records eligible for forms when you submit a job, the system generates a blank (empty) PDF file. This might occur if, for example: • you generate backorder cards a second time on the same day; in this situation, the first submitted job generated all eligible backorder cards so the PDF generated the second time is blank. • you process gift certificates and the only gift certificates available to print are for orders flagged to generate emails rather than printed gift certificates. See Gift Certificate E-Mail Program (H07) for more information on when the system generates an email gift certificate, rather than a document for printing. |
Where are generated forms located? |
The location of the Forms folder is specified in the cwdirectcp.properties file; the default setting is C:\CWSerenade\Forms. Below the Forms folder, the system saves each form PDF file in a different output folder based on the type of form, although both customer invoices and order receipts are saved in the Customer Invoices folder. For example, pick slips are stored in the Pick Documents folder. See the Forms Summary Table for a listing of each output folder name. |
Are forms automatically deleted? |
Forms older than the JOB_RETENTION_DAYS property in the CWDirectCP Properties File are deleted when you restart CWSerenade. |
Why are the outer portions of the page cut off when I print a form? |
Gift certificates and merchandise credits: • Set the page magnification to 100%. You can change the page magnification by clicking the arrow next to the Zoom percent or by selecting View > Zoom To. • When you select to print, make sure that the Page scaling option in the Print window is set to None. All other forms: Make sure that the Page scaling option in the Print dialog box is set to Fit to printer margins when printing a form to prevent information on the edge of the page from being cut off. |
Why isn’t the company logo printing on the form? |
Confirm that the image has been set up using the correct size, file name, and location, as described under Create Image Files for Company or Entity Logos (Graphical Forms). Also, if you have specified to print the entity logo rather than the company logo, then you must create and name an entity logo for each entity in order for any logo to print on a graphical form that uses the logo. See Setting Up Company Logos for Forms for more information. |
How can I verify where the data on the form is coming from? |
For invoices and pick slips (including drop ship pick slips and gift acknowledgements), the system saves an XML file in the same folder as the PDF file. These XML files include the information used to generate the PDF form. For other forms, the data comes from the related files for the customer, order, vendor, or bill-to account. |
Why doesn’t a new window open when I click the name of a form at the Forms Management Screen? |
The system keeps a single additional window open for you to review a form or a report. If you already had a form or report open in the additional window, the system replaces the document previously displayed with the form you have just selected. Reopen the additional window to review the recently selected form. |
Why do I receive an error when I try to open a form? |
Make sure only text type files, such as .PDF, .log, .doc, .xml, etc., are located in the Forms folder and its subfolders and not executable type files, such as .exe or a shortcut. The location of the Forms folder is specified in the cwdirectcp.properties file; the default setting is C:\CWSerenade\Forms. |
You use a system control value to indicate the print program to use for each form type. For each form type, the following table lists each of these system control values and the standard print program(s), and provides links to form samples and descriptions.
Form (Folder Name) |
System Control Value |
Standard Print Program(s) |
Form Description and Sample(s) |
A/P Checks |
APCHECK |
||
A/R Statements |
STMTG (graphical) STMT (non-graphical) |
||
Backorder Cards |
BOCARDS |
||
Customer Invoices |
INVOICEG (graphical) INVOICE (non-graphical) |
||
Customer Invoices |
ORDERRECG (graphical) ORDERREC (non-graphical) |
||
Drop Ship Documents |
PICKG (graphical) PICK (non-graphical) |
||
Gift Acknowledgements |
GIFTACKG (graphical) GIFTACK (non-graphical) |
||
Gift Certificates |
GCERTG (graphical) GCERT (non-graphical) |
||
Merchandise Credit |
MERCHG (graphical) MERCH (non-graphical) |
||
Order Receipt |
ORDERRECG (graphical) ORDERREC (non-graphical) |
||
Order Summary |
ORDERSUMG (graphical) ORDERSUM (non-graphical) |
||
Pack Slip |
PICKPACKG (graphical) PICKPACK (non-graphical) |
||
Pick Documents |
PICKG or PICKDBG (graphical) PICK or PICKDB (non-graphical) |
||
Pick Label |
PICKLBL Note: If the system control value is set to RFPRINT, the pick label prints on a Zebra printer and is not available at the Forms Management screen. |
||
Purchase Orders |
PURCHORDG (graphical) PURCHORD (non-graphical) |
||
PO Receiving Worksheets |
POR0167 POR0740 (no barcode) POR0167BC POR0740BC (barcode) |
||
Refund Checks |
REFCHECK (non-graphical) REFCHECKG (graphical) |
||
Soldout Notices |
SOLDOUT |
||
Quotes |
QUOTEG (graphical) QUOTE (non-graphical) |
How
to display this screen: Click the My
Forms icon (
in the upper right area of a screen),
or select My Forms from an Admin
screen (such as the About Application, Document
Management Screen, Job
Management Screen, Commands, User Control, or System
Messages screens).
Information on this screen:
• Form:
Click the form name to open the form in a separate browser window. From
this window, you can review and print the form, using the standard Windows
print options for your PC. Once someone has viewed the form, or the form
was automatically sent to a printer, the screen displays an eyeglass
icon (
)next to the form
name. If you click on this icon, the system displays a log indicating
who viewed the report and whether the report was automatically printed:
Automatically printed to: \\servername\\printername
on 05/28/2014 14:51:04 Viewed By: SFLYE on 05/29/2014 10:57:30
Note: If you already have a separate browser window open to review another form or a report, the system does not open an additional window; instead, the previous form or report is replaced with the recently-selected form.
For more information: See Form Naming Conventions for additional information on form names.
If no forms display on the screen:
• Forms older than the JOB_RETENTION_DAYS property in the CWDirectCP Properties File are deleted when you restart CWSerenade.
• If a form is not older than the JOB_RETENTION_DAYS property and it does not display on the screen, check the Forms folder on the CWSerenade application server and verify that a thumbs.db system file does not exist. If it does exist, delete it. Make sure to check each subfolder in the Forms folder and to look for hidden files since the thumbs.db file is a system file. Note: The location of the Forms folder is specified in the CWDirectCP Properties fileCWDirectCP Properties File; the default setting is C:\CWSerenade\Forms, where C: is the root drive of the CWSerenade application server.
Form Listings and Display Options
Default settings for forms available for review: When you first advance to this screen, up to 25 forms submitted by your user ID are currently available for review by scrolling up or down with the right-hand scroll bar. The forms are listed in reverse chronological order (newest to oldest).
Available forms updated when you filter: When you enter or select any search criteria and then click Filter, the screen displays up to 25 forms that match these criteria.
Example: The screen currently includes 25 forms available for review in reverse chronological order (newest to oldest): 20 of these forms are in the Pick Documents folder, and 5 are in the Drop Ship Documents folder. When you select Pick Documents from the Output folder field and click Filter, the screen displays up to 25 forms in the Pick Documents folder.
Adding forms for review with the More option: Select More to add additional forms to those available for review by scrolling with the right-hand scroll bar. This option is available only if additional forms exist that meet the current filtering settings. Each time you click More, you add a maximum of 25 forms to those available for review.
Examples:
• A user has generated 37 forms. When the user advances to this screen, 25 forms are available for review and the More option is also available. When the user clicks More, the additional 12 forms are added to those available for review, and the More option is removed.
• A user has submitted 53 forms. When the user advances to this screen, 25 forms are available for review and the More option is also available. When the user clicks More, an additional 25 forms are added to those available for review, and the More option is still available. When the user clicks More again, the remaining 3 forms are added to those available for review, and the More option is removed.
• A user has submitted 16 forms. When the user advances to this screen, all 16 forms are available for review, and the More option is not available.
Filter criteria applied to additional forms: If you currently have any filter criteria selected when you select More, the additional forms displayed match your criteria.
Example: If the forms are currently filtered based on a user ID of DTHOMAS, selecting More adds up to 25 more forms that were also generated by the user DTHOMAS.
Available forms restricted by Rank and All job authority: You can review forms generated by other users only if their user control Rank does not exceed yours, and only if your user control record has All job authority selected.
Example: |
Users JKEATS has a Rank of 9, with All job authority selected. User WBLAKE has a Rank of 9, with All job authority unselected. User RBROWNING has a Rank of 1, with All job authority selected. Result: • JKEATS can review forms generated by WBLAKE because their Rank is the same; however, JKEATS cannot review forms generated by RBROWNING, because a Rank of 1 exceeds a Rank of 9. • WBLAKE cannot review forms generated by any other users, because he does not have All job authority. • RBROWNING can review forms generated by all other users based on his Rank and All job authority. |
Note: Different rules control the authority to view forms and reports than the rules that affect the Job Management Screen. The user’s Rank does not affect authority to view jobs.
Column sort: You can sort on any column by clicking the upward-facing and downward-facing arrows to the right of a column heading name. When you first click, the sort is in ascending alphanumeric (A-Z) or numeric (lowest to highest) order. Click again to change the sort to descending (Z-A) or numeric (highest to lowest) order.
Field |
Description |
Form |
The name of the file containing the form. See Form Naming Conventions for a discussion. Filter options: • to display forms based on form name: enter a full or partial form name and click Filter • to display forms regardless of name: if you have previously entered a form name, clear the entry and click Filter |
Output folder |
Varies based on the form type. See Forms Summary Table for a listing. Filter options: • to display forms based on output folder: select an output folder and click Filter • to display jobs regardless of output folder: if you have previously selected an output folder, clear the entry and click Filter |
File size |
The size, in bytes, of the PDF file containing the form. Display-only. |
Date |
The date and time when the form was generated. Filter options: • to display forms
generated on or after a specific date: click the calendar
icon ( • to display forms generated on the current date: click the calendar icon, select Today from the bottom of the calendar, and click Filter • to display forms regardless of the date generated: if you have previously selected a date, click the calendar icon, select Clear from the bottom of the calendar, and click Filter |
User name |
The user ID of the person who generated the form. Your user ID defaults. When you use the CWProcessIn message to start a periodic process, the forms are listed under your default user; see Using the CWProcessIn Message to Start a Periodic Process for background. Filter options: • to display forms generated by another user: enter a complete, valid user ID and click Filter • to display forms regardless of the user who generated them: • clear the current entry in this field, or enter ALL, and click Filter, or • right-click anywhere in the Form listings area and click Show All Forms • to restrict the forms displayed to your own user ID after changing the default: right-click anywhere in the Form listings area and click Show My Forms Note: • Entering a different user ID and the Show All Forms and Show My Forms options are available only if your user control record has the All Job Authority setting selected. • When you select the Show All Forms option, it sets this field to ALL; but the screen does not display forms generated by users whose rank is higher (a lower number) than your own. |
), select a date,
and then click Form Management Screen Options
Option |
Procedure |
Review, and optionally print, a generated form |
Click the file name to open the form in a separate window. From this window, you can print the form using the standard Windows options and printers currently available to your local PC. Note: The system keeps a single additional window open for you to review a form or a report. If you already had a form or report open in the additional window, the system replaces the document previously displayed with the form you have just selected. Reopen the additional window to review the recently selected form. |
Change which forms are displayed on the screen |
|
Restrict or expand the list of displayed forms based on one of the available column headings |
See the Form Listings and Display Options for information on how to filter the forms displayed based on various criteria. |
Display additional forms that match the criteria currently in place |
By default, the screen lists a maximum of 25 forms at a time. Select More to add additional forms to those available for review. This option is available only if there are additional forms that could be eligible. See the Form Listings and Display Options for more information and examples. Note: When you select More: • Any current filter criteria (such as user ID or output folder) are retained, and up to 25 additional forms that match your criteria are displayed. For example, if the forms were currently filtered based on an output folder of Pick Documents, when you select More, the screen adds up to 25 additional forms in the Pick Documents folder to those available for review. • If the selection checkboxes to the left of any forms are currently selected, the checkboxes are cleared. |
Refresh data listed on the screen |
Click Filter. Newly generated forms are added to the screen as they are generated. |
Sort by column |
Click the upward-facing and downward-facing arrows to the right of a column heading name. When you first click, the sort is in ascending alphanumeric (A-Z) or numeric (lowest to highest) order. Click again to change the sort to descending (Z-A) or numeric (highest to lowest) order. |
Delete one or more forms |
|
Delete an individual form |
• Select the checkbox to the left of a form. • Right-click anywhere in the Form listings area, then click Remove. |
Delete all displayed forms |
• Right-click anywhere in the Form listings area, then select Select all. • Right-click again anywhere in the Form listings area, then click Remove to delete all displayed forms. Note: • Click Unselect all if you clicked Check all inadvertently or do not want to delete all displayed forms. • Only forms that are currently available for display are selected when you use the Select All option. By default, a maximum of 25 forms are eligible for display when you first advance to the screen, but by selecting the More option you can display additional forms in groups of up to 25. |
Display additional information about a form or advance to a different screen If you advance to a different screen and then return, your filter entries are not retained. For example, if you are currently filtering on a specific output folder, and you advance to the Job Management (My Jobs) screen and return, the Output folder column no longer filters on that folder. |
|
Display information about CWSerenade |
Select About. |
Advance to the Document Management Screen screen |
Select My Docs. |
Advance to the Job Management Screen |
Select My Jobs. |
Advance to the Advanced Commands screen, where you can advance to working with user control records if you have sufficient authority |
Select Advanced commands. |
Return to the previous CWSerenade screen |
Select Exit. |
