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Authorization object: STAFORM

All forms and reports used in the order are available on this tab for printer settings. 
Decide per form whether the form is to be archived and/or stored in the eFile when being printed.
A list of all for form entries available in the standard can be found in the following Excel list: Druckersteuerung_Standard.xlsx.
To avoid having to assign a printer to each individual form, there is a so-called standard form entry with the code FORMS.


Standard entry for order forms

The entry that exists in the master data is Forms default and has:

  • the abbreviation FORMS.
  • the type EX.
  • Language: D/E

This is language-dependent and is stored as often as required with the corresponding language key.

→ If there is a printer assignment for a standard form, BUT NOT for the individual form, printing will be done on the printer of the standard form.

Field description header data

Field

Description
FormCode for the form
Language
Language code
Type

Type of form.
Standard forms for the order processing have the type EX.

Category

= Form category in basic data

The form category is shown in the list with abbreviation and name.
Select an entry from the dropdown menu.

DescriptionName of the form
Dialogue
  • eFile: If Dialogue → eFile is activated, the form is automatically stored in the eFile.
  • Archive
CargoCom


The 3 following email fields concern the email program.

Email subject

Text module for the email subject.

Example: 

  • [CONTN]: This placeholder loads all container numbers from the goods description.
  • [AGREF]: This placeholder loads the first reference of the customer address.
  • [REFRE]: Reference of the invoice recipient for invoices.
  • [OFFKO]:This placeholder pre-assigns the subject of a quotation as an email subject.
  • [ATCNR]: ATC number
Email file rule

Enter placeholders, for example:

  • [ATCNR]: ATC number
Email text module

For quotations and email:

In the field Email text module you enter a text module for the salutation in an email.

This text module is inserted into the first line in the email mask.

Example: 

button 

This button opens a search window for the HTML templates.

By double-clicking or pressing F2 in the field E-mail text modules, the search window for the known text modules can be opened as usual.

In order to distinguish inserted previous text modules from HTML templates, an @ sign is displayed in front of the HTML template title in the entered field.


The following field concerns the eFile program.

eFile title / comment

It is possible to specify a title for the document for filing.

One or more placeholders can be entered here.

If this form is now filed in the eFile, the values of the placeholders from the order are automatically written to the field Title/Remark.

(Previously, when a form was filed in the eFile, the form name was automatically stored in the Title/Remark field.)

If the eFile Title/Remarks field in the form is empty, the form name is written to the Title/Remarks field as usual.

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