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Support for Printing the Item Weight in the Equipment Delivery Receipt Print

Reference No: R2-5102

Version No: 06.00.03-00

Details

Support has been provided to print the Weight of the Items in the Equipment Delivery Receipt Print. This is applicable for both Summarize and Detailed grids. The below workflow is explained for Summarized grid.

Prerequisites

  1. Select the Configuration module > General tab.

  2. Clear the Allow to edit kit weight check box, as shown in Figure 1.0.

Figure 1.0 Configuration module > General tab >  Allow to edit kit weight check box

  1. Save and relaunch the R2 application.

  2. Select the Maintenance module > Items tab.

  3. Create Non-Serial Items [FLOOR JACK], [BOLT CUTTERS], and [BASEMENT JACK] with 10 Qty each and the Weight [10.00] each.

  4. Create Serial Items [BLOCK PLANNER], [JACK PLANNER], and [BRANCH CHIPPER] with 10 Qty each and the Weight [10.00] each.

  5. Create a Serial Kit [TOOLS S KIT] with the Items [BASEMENT JACK], [BLOCK PLANNER], and [BRANCH CHIPPER].

  6. Create a Kit Asset [TOOLS S KIT - 1] and assign the Assets [BASEMENT JACK#02] and [BRANCH CHIPPER#02] to the respective Items. The total weight of the Serial Kit [TOOLS S KIT] is displayed as [30.00].

  7. Perform the Form Setup from the Maintenance module > Form Setup button for printing the Delivery Receipts using the Form [153500UI] consisting of Panel ID [154251] with the CID [75], as shown in Figure 1.0.

Figure 1.0 Form Setup

  1. New CID is used for printing the Total Item Weight while generating the EDR Print (generated using the ScreenID153500UI). The details of the CID is as given below:

Table 1.0 CID Reference Table

CID

Description

77

Prints the Total Item Weight

  1. The UI File comprises of the following attributes set as per need in the Grid Panel row at 39th column, as shown in Figure 1.1.

Figure 1.1 EDR Form 39th Column

Figure 1.2 EDR Form 39th Column Part II

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.

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 / 77;

The CID [10] is for Qty and the CID [75] is for Sum Weight on merge.

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.

AGGR_FUNCTION

This attribute is used to print the any aggregrated CID values from child panel (grid) AGGR_FUNCTION with the value as SUM, MIN, MAX.

For Example: When the AGGR_FUNCTION is MIN in the EDR, and if the Actual Ship Date minimum value is to be printed from the child grid panel (154251), then CID value for this component will be the grid CID that must be provided to the CHILD_DRIVER_KEY_TO_CACHE as the Grid number and the type of aggregated value as SUM, MIN, and MAX. For further reference, refer Figure 1.2.

  1. 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:

  1. Select the Account module. Tag a Company [EVERGREEN AV RENTALS] and create a Rental Reservation Order [ORD-1308].

  2. Search and add the Serial Items [BLOCK PLANNER], [JACK PLANNER], and [BRANCH CHIPPER] and the Non-Serial Items [FLOOR JACK], [BOLT CUTTERS], and [BASEMENT JACK], as shown in the Figure 2.0.

  3. Search and Add the Serial Kit [TOOLS S KIT], as shown in the Figure 2.0.

  4. The Weight column displays all the Serial Items, Serial Kit and Non-Serial Item's weight, as shown in the Figure 2.0.

  5. Enter the Unit Price for each of the Item, as shown in the Figure 2.0.

Figure 2.0 Rental Reservation Order [ORD-1308]

  1. Fill the Serial Items [BLOCK PLANNER] and [JACK PLANNER], as shown in Figure 2.1.

Figure 2.1 Rental Reservation Order [ORD-1308] with Items in Filled Status

  1. Select the File menu > Print > Equipment Delivery Receipt option. The Form Type Options window is displayed.

  2. Select the Form [EDR Weight] > click the Print button > the Form Type dialog box is displayed. Select the Plain radio button.

  3. The Contract Print Options window is displayed. Select the options in the Contract Print Options window, as shown in the Figure 2.2.

Figure 2.2 Contract Print Options

  1. Click the OK button. The system prints the Delivery Receipt [ORD-1308.1.rtf] with the Total Weight [90], as shown in Figure 2.3.

Figure 2.3 EDR Print

  1. Exit the Delivery Receipt [ORD-1308.1.rtf].

  2. Select the File menu > Print > Equipment Delivery Receipt option. The Form Type Options window is displayed.

  3. Select the Form [EDR Weight] > click the Print button > the Form Type dialog box is displayed. Select the Plain radio button.

  4. The Contract Print Options window is displayed. Select the options in the Contract Print Options window, as shown in the Figure 2.4.

Figure 2.4 Contract Print Options

  1. Click the OK button. The system prints the Delivery Receipt [ORD-1308.1.rtf] with the Total Weight [20.00] only for the Filled Items [JACK PLANNER] and [BLOCK PLANNER], as shown in Figure 2.5.

Figure 2.5 EDR Print

  1. Exit the Delivery Receipt [ORD-1308.1.rtf].

 

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