When activating a form via mouse click, the sub tabs Formset, Addresses, Address partner, Text, Distribution, Distribution Master are activated as well and can be selected.
On these tabs you can edit the sections of the template generated in the form generator and add it to the addresses and shipment details in the order.
The Forms tab displays a list of all forms that can be printed within the selected section.
The forms vary depending on the sector (Sea/Air/Road/Rail) and relation (Export/Import, travel area, etc.).
Certain documents are available for all employees of all branches by default.
Upon creation of the form in the form generator, you can determine the
Branches for which the form will be visible and available to use.
Overview of forms
The main tab lists all available forms:
Column
Description
Symbol
These symbols indicate the availability of the form.
A green checkmark indicates that the form in the order is filled with form addresses, text blocks and document distribution.
To see which forms are not available on your sever, click the context menu item Check form files to display all available forms.
Forms that are not available are indicated by a yellow warning triangle.
If you try to print an unavailable document before the check, the print is not carried out and the yellow triangle appears. The Select field shows the status Failed instead of OK.
Sorting
Click on the column header to sort the entries alphabetically or chronologically (depending on the column) in ascending or descending order.
Form
This column displays the form code from the form generator.
This code may consist of a maximum of 8 characters.
Description
The detailed description of the form that was entered in the form generator.
Form type
Sector that was assigned in the form generator.
Form date
As soon as the form was printed or displayed in the print preview, this column shows the date (after change of tabs).