Support for Printing the Minimum and Maximum Ship Date in the Equipment Delivery Receipt Print

Reference No: R2-3843

Version No: 06.00.03-00

Details

Support has been provided to print the Actual Ship Date Minimum and Actual Ship Date Maximum. This is applicable for both Summarize and Detailed grids. The below workflow is explained for Summarized grid.

Prerequisites

Select the Maintenance module > Items tab.
Create Non-Serial Items [FLOOR JACK], [BOLT CUTTERS], and [BASEMENT JACK] with 10 Qty each.
Create Serial Items [BLOCK PLANNER], [JACK PLANNER], and [BRANCH CHIPPER] with 10 Qty each.
Perform the Form Setup from the Maintenance module > Form Setup button for printing the Delivery Receipts using the form 153500UI, as shown in Figure 1.0.

New CID is used for printing the Actual Ship Date Minimum and Actual Ship Date Maximum 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
71	Prints the Actual Ship Date Minimum and Actual Ship Date Maximum

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

Figure 1.1 EDR Form 39^th Column

Figure 1.2 EDR Form for Actual Ship Date Maximum

Figure 1.3 EDR Form for Actual Ship Date Minimum

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; 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.
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 and Figure 1.3.

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-1307] for 7 days duration with the Start Date [18-April-2019] and End Date [25-April-2019].
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.
Enter the Unit Price for each of the Item, as shown in the Figure 2.0.

Figure 2.0 Rental Reservation Order [ORD-1307]

Fill and Ship each of the Serial and Non-Serial Items on different dates, as mentioned in the below Table 2.0 and as shown in Figure 2.1.

Table 2.0 Fill and Ship the Serial and Non-Serial Items on different dates

Serial and Non-Serial Items	Ship Date
FLOOR JACK	[18-April-2019]
BOLT CUTTERS	[19-April-2019]
BASEMENT JACK	[20-April-2019]
BLOCK PLANNER	[22-April-2019]
JACK PLANNER	[23-April-2019]
BRANCH CHIPPER	[24-April-2019]

Figure 2.1 Rental Reservation Order [ORD-1307] with Items Filled and Shipped in different dates displaying it in Out Status

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 2.2.

Click the OK button. The system prints the Delivery Receipt [ORD-1307.1.rtf] with the Item Actual Ship Date Min [18-April-2019] and Actual Ship Date Max [24-April-2019] with all the Items displayed, as shown in Figure 2.3.

Exit the Delivery Receipt [ORD-1307.1.rtf].
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 with the Only Shipped radio button and From Date [19-April-2019] Time [09:00] AM and To Date [22-April-2019] Time [09:00] AM, as shown in the Figure 2.4.

Click the OK button. The system prints the Delivery Receipt with the Item Actual Ship Date Min [19-April-2019] and Actual Ship Date Max [20-April-2019] along with the Items [BOLT CUTTERS] and [BASEMENT JACK] that was shipped on the Date [19-April-2019] and [20-April-2019] respectively, as shown in Figure 2.5.

Exit the Delivery Receipt [ORD-1307.1.rtf].