Support for Merging Item lines in Equipment Delivery Receipt Print
Reference No: R2-3843
Version No: 06.00.03-00
Details
Support has been provided to merge the consecutive Item lines (Serial / Non-Serial) and display it in the Equipment Delivery Receipt [EDR] Print using the Panel ID [154251] during the following conditions:
The Item lines with the same Product IDs and Descriptions that are consecutive within the Kit can be merged.
The Item lines with the same Product IDs and Descriptions outside the Kit can be merged only if they are consecutive and does not comprise of any other Item lines, Blank lines, Section Headers / Section Totals between them.
The Item lines with same Product IDs but different Descriptions cannot be merged.
Prerequisites
Select the Maintenance module > Items tab.
Create Non-Serial Items [FLOOR JACK], [BOLT CUTTERS], and [BASEMENT JACK] with 10 Qty each.
Create a Non-Serial Kit [TOOLS NS KIT].
Add the Non-Serial Items [FLOOR JACK] two times consecutively followed by [BOLT CUTTERS] and [FLOOR JACK], as shown in Figure 1.0.
Figure 1.0 Non-Serial Kit [TOOLS KIT]
Click OK in the Non-Serial Items [FLOOR JACK] Edit window.
Perform the Form Setup from the Maintenance module > Form Setup button for printing the Delivery Receipts using the Form [153500UI] consisting of the Panel ID [154251] with the CIDs [3 / 4 / 19], as shown in Figure 1.1 and Figure 1.2.
Figure 1.1 Form Setup
The UI File comprises of the following attributes set as per need in the Grid Panel row at 39th column, as shown in Figure 1.2.
Figure 1.2 EDR Form 39th Column
Table 1.0 The 154251 Grid Panel attributes
Attribute name | Description |
CIDS_TO_COMPARE_AND_MERGE | This attribute can be provided with multiple CIDs with a separator as '/' (similar to the Product ID and Description CIDs). It can be provided with any grid CIDs to compare a line based on CID value while merging. For Example: The CIDS_TO_COMPARE_AND_MERGE is 3 / 4 / 19; The CID [3] is for ProductID (SKU), CID [4] is for Description and the CID [19] is for the Level not to merge the Kit Child with the next consecutive outside Kit line with same Product IDs and Description. NOTE: The CIDS_TO_COMPARE_AND_MERGE is mandatory for the Summarized grid. |
CIDS_TO_SUM_ON_MERGE | This attribute can be provided with multiple CIDs with a separator as '/' (similar to the Qty and Price CIDs). It can be provided with any grid CIDs to summarize the columns [CID] values based on CID value while merging. For Example: The CIDS_TO_SUM_ON_MERGE is 10; The CID [10] is for Qty. |
CIDS_TO_ACCUMULATE_ON_MERGE | This attribute can be provided with multiple CIDs with a separator as '/' (similar to the Actual Ship Date). This CID is required to collate the data from grid while merging and is used in the Order header, such as Actual Ship Date. For Example: The CIDS_TO_ACCUMULATE_ON_MERGE is 71; CID [69] is for Actual Ship Date. The grid CID is used in the Order header to get the Minimum and Maximum values from the grid rows. |
LINE_NO_CID | This attribute must be provided with the value line no CID of the grid. For Example: LINE_NO_CID is 76 |
CHILD_DRIVER_KEY_TO_CACHE | This attribute must be provided for the current panel number or any number, indicating it as a grid panel that needs to be cached. For Example: CHILD_DRIVER_KEY_TO_CACHE is 154251, 154251 is the current grid number. |
Save and Exit the Maintenance module.
Sample Workflow
The sample workflow for creating an Order, adding the Items in it and generating its Equipment Delivery Receipt [EDR] Print is given below:
Select the Account module.
Tag a Company [EVERGREEN AV RENTALS] and create a Rental Reservation Order [ORD-1306].
Add the Non-Serial Kit [TOOLS NS KIT], Items [FLOOR JACK], [BASEMENT JACK], Blank lines with Section and Section Total, as shown in the Figure 2.0.
Enter the Unit Price for each of the Item, as shown in the Figure 2.0.
Figure 2.0 Rental Reservation Order [ORD-1306]
Select the File menu > Print > Equipment Delivery Receipt option. The Form Type Options window is displayed.
Select the Form [Equipment Delivery Receipt] > click the Print button > the Form Type dialog box is displayed. Select the Plain radio button.
The Contract Print Options window is displayed. Select the options in the Contract Print Options window, as shown in the Figure 2.1.
Figure 2.1 Contract Print Options
Click the OK button. The system prints the Delivery Receipt [ORD-1306.1.rtf] with the Item lines comprising of the same Product IDs and Descriptions that are consecutive within the Kit and the Order as merged, as shown in Figure 2.2.
Figure 2.2 EDR Print
Exit the Delivery Receipt [ORD-1306.1.rtf].