Overview:

Most of the reports that are linked to a document have the option to add customised text on the header and the footer.

There are two places where to edit these:

• Settings

• Report Text Templates

Alternative options are:

• A Sharperlight reports that can be rendered from within Workbench only on those reports that have fixed parameters, called Document Reports (i.e. Purchase Orders, AR Invoice, AR Credits, etc. See type of documents below). These would be available from the document type Print button.

• For cases where T&Cs are a large document and require a specific format (columns layout for example), Workbench Document SSRS reports have a corresponding SSRS subreport that can be customised. To do this, download the .rdl file of the subreport from Report Maintenance in Workbench, edit it by inserting an image image of the T&C. The customised subreport file can then be loaded into the Report record where it was originally downloaded from in Workbench. Subreport will be rendered when the Document report is rendered, and it will displayed the custom subreport images. This has to be performed by a Workbench Consultant or Report expert.
  
  

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• A custom SSRS report that would read from Extension fields on the Document. Extension columns must be defined first, and then the Document report can be modified to read from those.

Guide:

Settings:

Documents that need to include a permanent footer text or header text, can have the text added through each specific setting. Navigate to Administration/General Config/ Settings. Using the filters at the top right, search for 'description like report', and all of the options will show up.

Types of Documents include: 

• AR Credit:

  • Report AR Credit Footer

• AR Invoice

  • Report AR Invoice Footer

• Contract Claim Invoice:

  • Report Contract Claim Footer

• Purchase Order:

  • Report Purchase Order Footer

• Work Order:

  • Report Work Order Footer

• Budget

  • Report Budgets Footer

• Quote:

  • Report Quote Footer

  • Report Quote Header

• General header for any other report not included above:

  • Report General Header

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Each setting can be set up at different levels, which are shown by the ticks on each column. Example: AR Invoice footer has a tick on Global, By Finco, By Location, By Profit Centre, it means that a different text can be set at all those levels. In many cases there are more than one Financial company on Workbench, and the footers might be different; or different locations might have different footer texts. The example above shows how two different AR invoice footers have been set by financial company, to reflect the different bank accounts for the payment of the invoice.

Note that images are not supported.

Report Text:

Report Text allows a user to enter custom text to a particular document at the moment of the document creation. Templates can be created and then used at the time of the document creation. The text from the template will be displayed in a text editor where it can be edited if necessary. Also text can manually be added when you need something specific for that document at that point in time.
Note that images are not supported.
Use the Report Text button:  from the Document to add select a template, edit it, or add manual text.

When a report text has been added to the document the button will show a star to reflect that text has been added. You can render the report to see how it looks. It can be deleted or changed at anytime from the Report Text button.

Report Text Templates:

To create Report Text navigate to System Setup/ Reporting/ Report Text Templates screen. The templates can be for report footers or headers.  

Types of Documents include: 

• AP Credit

• AP Invoice

• Job Sales Credit

• Job Sales Invoice

• Purchase Order

• Work Order

Next Steps: