Forms Printer User Guide

Forms Printer

For Dynamics GP

User Guide

Documentation for the Installation,

Administration, and Implementation of

Forms Printer Base System

Forms Printer for Project Accounting

Forms Printer Plus

Forms Printer for Web Client

Contents

Copyright and Trademark Notice.............................................................................................................. 5

Copyright.......................................................................................................................................................... 5

Trademarks ...................................................................................................................................................... 5

Contacting Us .......................................................................................................................................... 6

Technical Support ............................................................................................................................................. 6

Sales ................................................................................................................................................................. 6

Web Site ........................................................................................................................................................... 6

Resource Center ............................................................................................................................................... 6

Mailing Address................................................................................................................................................ 6

System Requirements .............................................................................................................................. 7

Microsoft SQL Server Requirement .................................................................................................................. 7

Report Tool Requirements ............................................................................................................................... 7

Understanding Forms Printer Modules ..................................................................................................... 8

Forms Printer Base System ............................................................................................................................... 8

Form Printer Plus ............................................................................................................................................. 8

Forms Printer for Project Accounting ............................................................................................................... 8

Forms Printer for Web Client ............................................................................................................................ 8

Summary .......................................................................................................................................................... 8

Installation .............................................................................................................................................. 9

Overview .......................................................................................................................................................... 9

Installation Checklist ........................................................................................................................................ 9

Installing the First Forms Printer Client Application ....................................................................................... 10

Install SQL Server Objects ............................................................................................................................... 11

Install SQL Server Objects in Additional Companies ....................................................................................... 11

Enter Forms Printer Registration Keys ............................................................................................................ 12

Installing Forms Printer on Additional Workstations ...................................................................................... 13

Uninstalling Forms Printer .............................................................................................................................. 14

Configuration......................................................................................................................................... 15

Overview ........................................................................................................................................................ 15

Configuration Checklist .................................................................................................................................. 15

Adding Roles and Tasks .................................................................................................................................. 16

Report Engine Setup ....................................................................................................................................... 19

E-mail Setup ................................................................................................................................................... 22

Additional Setup ............................................................................................................................................ 30

Setup ..................................................................................................................................................... 46

Forms Printer Base and Project ...................................................................................................................... 46

Forms Printer Plus .......................................................................................................................................... 89

Forms Printer for Web Client ........................................................................................................................ 112

Advanced Features .............................................................................................................................. 113

Database Functions ...................................................................................................................................... 113

HTML Formatted E-mailing ........................................................................................................................... 119

Report Properties (Formerly Microsoft Dynamics GP Defaults) .................................................................... 122

Scripted E-mail From and To Addresses ........................................................................................................ 124

Pre and Post Processing Stored Procedures .................................................................................................. 128

Logging Forms Printer Delivery ..................................................................................................................... 137

Technical Support ................................................................................................................................ 154

Troubleshooting Guide ................................................................................................................................. 154

Frequently Asked Questions ......................................................................................................................... 158

Project Accounting Report Mapping ..................................................................................................... 160

All material contained in this document is protected by copyright law.

Trademarks

Forms Printer is a trademark of Arpelligo, Inc. (dba Accountable Software). Other company or product names

mentioned may be trademarks or registered trademarks of their respective holders.

Microsoft Dynamics GP is a trademark of Microsoft Corporation in the United States and/or other countries.

Microsoft product screenshots reprinted with permission from Microsoft Corporation.

Contacting Us

Technical Support

Accountable Software Technical Support is available Monday through Friday from 9:00 am to 5:00 pm EST.

Technical Support can be reached in the following ways:

610.983.3100 (voice) - [email protected]

When you call, or E-mail Accountable Software for support, please include the following information:

• Your name

• Your company name and phone number

• Product inquiring about and the version you are running (from the registration window)

• A brief description of the problem.

In addition, have this manual available when you are connected with Customer Support. You may be directed

to various pages in the manual as you receive assistance. Please also be aware that all technical support

issues are billable unless the issue you are calling about is the result of a defect in an Accountable Software

product or accompanying documentation. Customers without pre-paid support incidents, will be required to

provide credit card information prior to opening an incident, but will not be charged if the call is non-billable.

For the latest Accountable Software Support Policies, see the “Support” section of the Accountable Software

Web site at https://www.accountable.com/Support/.

Sales

For more information, pricing details or to schedule a demo, please contact us at:

610.983.3100 option: 1 - [email protected]

Web Site

Product downloads, documentation and videos can be found on our website: www.accountable.com

Resource Center

From the Resource Center, you can access downloads, Renewals, Registration keys and support. Access to

the Resource Center, our Partner and Customer portal, is available here: www.accountable.com/login

Mailing Address

70 Buckwalter Rd., Suite 900, Royersford, PA 19468

System Requirements

Microsoft SQL Server Requirement

While Forms Printer works with Microsoft SQL Server 2005 or higher, the SQL Server version compatible will

be determined by the version of Dynamics GP and the requirements of that version.

Report Tool Requirements

Reporting Services 2005 or higher with Report Manager for SQL Reporting Services functionality

Crystal Reports Version 9.0 or higher

Understanding Forms Printer Modules

Forms Printer Base System

The Base System allows you to control delivery of very specific documents in the main Dynamics GP product.

This integration is very seamless and allows for processing of these documents by batch, range and in every

GP window that supports that document type. The list of supported documents includes: SOP, POP, RM

Transactions, RM Statements, Invoicing Module Invoices, and Payroll and Payables Checks.

Forms Printer Base System DOES NOT include the functionality of Forms Printer Plus or Forms Printer for

Project.

Form Printer Plus

Forms Printer Plus allows printing of documents not integrated to by Forms Printer Base System or Forms

Printer for Project, allowing you to define the window and button that will launch the report. This can include

windows from Add-On modules, 3

party products and customizations.

The Forms Printer Plus module includes the functionality of the Forms Printer Base System but DOES NOT

include the functionality of Forms Printer for Project.

Forms Printer for Project Accounting

Forms Printer for Project Accounting allows a tight integration to the Project Invoice and PO printing

processes and offers delivery of these documents just as the Base System offers.

Forms Printer for Project DOES NOT include the functionality of Forms Printer Base System or Forms Printer

Plus.

Forms Printer for Web Client

Forms Printer for Web Client allows a limited set of Forms Printer features to be available in the Dynamics GP

Web Client. A license for the Forms Printer for Web Client is available for each license of Forms Printer Base,

Project or Plus that is installed. See Forms Printer for Web Client for details.

Summary

It is important to understand the integration of the Forms Printer Base System and Forms Printer for Project

and how those integrations relate to the printing of their respective documents as well as understanding the

capabilities and limitations of Forms Printer for Web Client. Please contact our sales and / or support teams

with any questions on which module will be most productive for your needs

Installation

The installation process detailed below applies to all of Forms Printer whether you will be using Forms Printer

Base System, Forms Printer for Project Accounting, Forms Printer Plus or Forms Printer for Web Client.

Overview

The initial installation of Forms Printer is performed in several steps, which are:

1. First is the installation of the initial Forms Printer client application.

2. Include Forms Printer client code in the Microsoft Dynamics GP client application set.

3. Initiate the installation of SQL Server objects and data.

4. The Forms Printer Registration keys are entered to enable the application.

5. Finish the installs and setup. Once Forms Printer is registered, the next three setup steps can be

completed in whatever order you wish. These steps are:

• Install additional workstations with the client application

• Enter Roles and Tasks in the new Dynamics GP security models

• Add Report Engine Setup information.

Installation Checklist

Step Description X

1 Download the latest version of Forms Printer

2 Obtain registration keys for the downloaded version

3 Run the installation executable on the first workstation

4 Launch Dynamics GP using an Administrative user

5 Include new code

6 Install and Initialize tables in first Company

7 Enter registration keys

8 Install and Initialize tables in additional Companies

9 Add Dynamics GP Roles and Tasks

Installing the First Forms Printer Client Application

The installation of the initial Forms Printer client application is different than subsequent installs because 3

additional steps must be followed. Those steps are to: Include Forms Printer in the Dynamics GP System

Database, Enter Forms Printer Registration Keys, and Install SQL Server Objects in Additional Companies.

Run the Installation

Complete the following steps to install the Forms Printer client application on the FIRST Dynamics GP client

workstation:

1. Download the Forms Printer Installation File

a. Download the latest version of Forms Printer. Checking our web site for the most current

version of the product before installation ensures that any updates or fixes are installed and

is highly recommended.

b. The file downloaded from the Accountable Software Resource Center will contain an

installation file named Forms Printer XXXX.msi (where the XXXX will be the installing

version).

2. Double Click on the setup.msi installer file to begin the installation.

3. Follow the installation wizard to complete the installation of Forms Printer.

a. The installation program begins with a “Welcome” window. Take a moment to verify that

the proper version for you Dynamics GP application is being installed. When ready, click

Next>.

b. Review the license agreement, and if you agree, confirm your acceptance to the terms

described within by clicking I Agree. Note: You cannot install Forms Printer if you do not

accept the terms. When ready, click Next>.

c. Review the Additional License Agreement required for using the Business Objects Runtime.

If you agree, confirm your acceptance to the Business Objects terms described within by

clicking I Agree. Note: You cannot install Forms Printer if you do not accept the terms. When

ready, click Next>.

d. Select the folder in which the Microsoft Dynamics GP application is installed. This folder is

typically located on your local hard drive. The install program will attempt to default the

installation to The Microsoft Dynamics GP Application folder. If the detected folder is not the

location where Microsoft Dynamics GP is installed on your machine you will need to select

the correct folder in which to install Forms Printer. When ready, click Next>.

e. The Confirmation window provides a final opportunity to ensure the proper version

installed. When ready, click Next>. The setup program will then begin to copy all files to the

appropriate directories.

f. When the installation has completed, the final window displays important information on

documentation and other file locations. When ready, click Next>.

g. The installation complete window is displayed. When ready, click Close.

Include Forms Printer in the Dynamics GP Installation

1. Launch Microsoft Dynamics GP as Administrator (or user with administrative privileges)

2. Log in as ‘sa’ or a database administrator.

3. A dialog window prompting to include the new code will be displayed, as shown in the following

illustration:

Click Yes and wait until the process has completed.

A progress bar will display, while the “unchunking” process is executing. At this point, our DYNAMICS.SET

file will be modified to include the information required to run Forms Printer, and two dictionaries

named “FPD1230.DIC” and ”ASI1655.DIC” will be created in your Microsoft Dynamics GP application

folder.

Install SQL Server Objects

After the new code is loaded, you must install Forms Printer to the SQL Server Database and will be

prompted to do so after logging into Dynamics GP. When prompted, using the steps below and you must

repeat this database installation for each Dynamics GP Company by logging into each company and repeating

the steps:

1. When presented with the dialog window prompting to install and initialize Custom Report

Integration tables click Yes to initialize the new tables.

2. When presented with the dialog window prompting to install and initialize Forms Printer tables click

Yes to initialize the new tables.

3. If running the Project Accounting module, you will be prompted with the dialog window asking to

initialize Project Accounting tables click Yes to initialize the new tables.

Install SQL Server Objects in Additional Companies

To complete the SQL Server installation process, it is required that the following steps are completed for each

Company:

1. Log in as ‘sa’ or a database administrator.

2. When presented with the dialog window prompting to install and initialize Custom Report

Integration tables click Yes to initialize the new tables.

3. When presented with the dialog window prompting to install and initialize Forms Printer tables click

Yes to initialize the new tables.

4. If running the Project Accounting module, you will be prompted with the dialog window asking to

initialize Project Accounting tables click Yes to initialize the new tables.

Enter Forms Printer Registration Keys

Once the Database installation is completed you will be presented with the message to enter registration

keys in companies other than the Lesson Company. To register Forms Printer, follow these steps:

1. When prompted to register, click Yes to open the Forms Printer Registration window.

2. If no registration prompt is presented, open the Accountable Software Registration window by

clicking the Help icon, then selecting About Microsoft Dynamics GP. The About Microsoft Dynamics

GP window will open, and a Forms Printer Registration window will open as a companion window.

3. Click the Register button to open the Forms Printer Registration window.

4. Enter the registration keys exactly as you received them from Accountable Software for your

Microsoft Dynamics GP installation.

5. Registration keys are provided by Accountable Software directly. For more information or to obtain

your registration keys, please log in to the My Account section of our web site at

www.accountable.com/login, call (610) 983-3100, or E-mail [email protected].

6. Click Register. If you mistyped the keys, you will receive a warning message. Try again. If you still

receive a warning, contact Accountable Software for assistance at techsupport@accountable.com.

7. Verify the Registration Keys.

8. If the module(s) you are registering appear with a checkbox in the Registered column, the

registration was successful.

9. Click the Close.

Installing Forms Printer on Additional Workstations

In order to use Forms Printer on additional workstations, you must follow the client installation steps on

those workstations. Be sure to install the same version on all workstations. Note that once the previous steps

have been completed, the SQL Server installation and registration key entry is completed and does not need

to be repeated. For additional workstation installs, follow these steps:

Run the Installation

Complete the following steps to install the Forms Printer client application on the FIRST Dynamics GP client

workstation:

1. Double Click on the setup.msi installer file to begin the installation.

2. Follow the installation wizard to complete the installation of Forms Printer.

a. The installation program begins with a “Welcome” window. Take a moment to verify that

the proper version for you Dynamics GP application is being installed. When ready, click

Next>.

b. Review the license agreement, and if you agree, confirm your acceptance to the terms

described within by clicking I Agree. Note: You cannot install Forms Printer if you do not

accept the terms. When ready, click Next>.

c. Review the Additional License Agreement required for using the Business Objects Runtime.

If you agree, confirm your acceptance to the Business Objects terms described within by

clicking I Agree. Note: You cannot install Forms Printer if you do not accept the terms. When

ready, click Next>.

d. Select the folder in which the Microsoft Dynamics GP application is installed. This folder is

typically located on your local hard. The install program will attempt to default the

installation to The Microsoft Dynamics GP Application folder. If the detected folder is not the

location where Microsoft Dynamics GP is installed on your machine you will need to select

the correct folder in which to install Forms Printer. When ready, click Next>.

e. The Confirmation window provides a final opportunity to ensure the proper version

installed. When ready, click Next>.

The setup program will then begin to copy all files to the appropriate directories.

f. When the installation has completed, the final window displays important information on

documentation and other file locations. When ready, click Next>.

g. The installation complete window is displayed. When ready, click Close.

Include Forms Printer in the Dynamics GP Installation

1. Launch Microsoft Dynamics GP using the ‘Run as Administrator’ option (or a user with administrative

privileges).

2. Log in as ‘sa’ or a database administrator.

3. A dialog window prompting to include the new code will be displayed, as shown in the following

illustration:

Click Yes and wait until the process has completed.

A progress bar will display, while the “unchunking” process is executing. At this point, our DYNAMICS.SET file

will be modified to include the information required to run Forms Printer, and two dictionaries named

“FPD1230.DIC” and “ASI1655.DIC” will be created in your Microsoft Dynamics GP application folder.

Uninstalling Forms Printer

If it becomes necessary to temporarily disable Forms Printer on a Microsoft Dynamics GP workstation, one

can use the Microsoft Dynamics GP Tools->Customization->Customization Status Window to Disable the

Forms Printer product for one login Session.

In order to more permanently disable Forms Printer on a Workstation, one must edit the Microsoft Dynamics

GP “Launch” file (typically named Dynamics.set) to remove references to the Forms Printer Product (ID =

1230), and the Supporting “CRI” component (Product ID = 1655). Microsoft Dynamics GP provides a facility

for editing the launch file from the Tools->Setup->System->Edit Launch file menu. The Microsoft Dynamics

GP Help Topic from this window describes how to remove a product from the Launch File using a text editor.

In order to Completely remove Forms Printer and the Components that it installed, one should remove it

from the Launch file, then remove the runtime components using Windows Programs and Features Control

Panel Applet, then optionally delete the FPD123.DIC Forms Printer Dictionary, delete the ASI1655.dic Custom

Reports Dictionary file. To remove the SQL Server objects, drop the tables from the GP System database and

each of the company databases that begin with “ASI123” and “ASI124”, and drop the stored procedures in

the Microsoft Dynamics GP System and Company Databases that begin “zDP_ASI123” and “zDP_ASI124”.

Configuration

Once the installation of Forms Printer has been completed, the next step is to begin the configuration of

Forms Printer Base and Forms Printer for Project and / or configure Forms Printer Plus.

Overview

Once the installation of Forms Printer is complete, the next step is to configure the one-time settings

required to begin use of Forms Printer. Whether Forms Printer Base or Forms Printer Plus will be used, the

initial configuration steps must be completed. If using both Base and Plus, the configuration needs to be done

only one time and can be done using either the Forms Printer Setup window or the Forms Printer Plus Setup

window.

Configuration Checklist

Step Description X

1 Add Roles and Tasks

2 Navigate to the Forms Printer Setup or Forms Printer Plus Setup Window

Enter Report Engine Setup Information

• SQL Server Reporting Services Setup:

o Report Server URL: ________________________________

o Web Services URL: ________________________________

• Crystal Reports Setup:

o SQL User: _______________________________________

o Password: XXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXXX

Enter E-mail From Setup Information

Default Outlook User

Exchange Address List

Manually Entered List

_____________________________________________________

5 Add a new Report to Setup

Choose Report Options:

1. Choose Report Tool

2. Select Report Path

3. Enter Delivery Options

Adding Roles and Tasks

With the new Security model implemented in Microsoft Dynamics GP 10 and greater, it becomes necessary

to enable logins to use or administer Forms Printer by placing the users in Dynamics GP Roles. These Roles

are made of Dynamics GP Tasks that allow access to various programs and code resources.

Roles

When Forms Printer Is initialized and logged into the first time, by ‘sa’ or ‘DYNSA’, The Following Tasks and

Roles are created:

FORMS PRINTER (CRI) ADMIN

This role allows administration of the “Custom Report Integration” (CRI) settings that Forms Printer uses to

connect the Crystal Reports Reporting Engine to the SQL database.

FORMS PRINTER OPTIONS ADM

This role allows users to access the Forms Printer Setup window where the setup and administration of

various reports printed by Forms Printer are maintained.

FORMS PRINTER USER

This role is for users all users of Dynamics GP that will be using Forms Printer in any capacity to print reports.

While it currently uses the same settings as the FORMS PRINTER OPTIONS ADM role, it can be modified as

needed to restrict access to setup windows.

The screenshot below shows the Forms Printer Roles in the Security Role Lookup window:

All GP users who need to use Forms Printer should have at least the FORMS PRINTER USER Role added to

their user security role list. If all users need access to Forms Printer printing, one can add the Forms Printer

Security Tasks directly to a broadly applicable role which many users already have been placed in, such as

“ORDER PROCESSOR”.

Below is a screenshot showing an example adding the Forms Printer Administrator/User Tasks to the General

“Order Processor” Role add the Security Task ID’s for the Setup Windows, and Forms Printer Options

Windows:

Tasks

The Task ID’s above, can be duplicated, and then modified, if you need to apply finer grained control to users

with regards to what Forms Printer related windows the user can open. The Default Security Task ID’s for

Forms Printer are defined as shown below:

Also: See the specific added window Operations under the ADMIN_FP_CRI_01 Task ID for the System series.

Also: See the specific added window Operations under the ADMIN_FP_CRI_02 Task ID for the Purchasing,

Sales, and System series.

Report Engine Setup

From the Forms Printer Setup window or the Forms Printer Plus Setup window, the Report Engine Setup

menu option includes two listings: Crystal Reports Setup, and SQL Server Reporting Services Setup. Report

Engine refers to the reporting tool used to print reports from Forms Printer. Select the Reporting Engine you

wish to setup.

Note: You may use both the Crystal and SRS Reporting Engines with different reports setup to use either engine.

Window Navigation

To open the Report Engine Setup window, you must first Open the Forms Printer Setup window or the

Forms Printer Plus Setup window using the menu navigation: Microsoft Dynamics GP > Tools > Setup >

Company > Forms Printer or Forms Printer Plus

On the Setup window, select Report Engine Setup then either Crystal Reports Setup, or SQL Server Reporting

Services Setup.

This screenshot shows the Report Engine menu from the Forms Printer Setup window.

Crystal Reports Setup

Press this button to open the Report Integration Setup Window where the Report Authentication for Crystal

Reports can be specified.

Window Buttons

The buttons on the Crystal Reports Setup Window include:

Buttons

Description

Save

Saves the current entry values and closes the Window.

Window Fields

Fields

Description

SQL User Name

Enter a valid SQL login.

SQL Password

Enter the password for the SQL User

Verify Password

Verify the password by entering it again.

Window Example

The screenshot below shows the entries for Crystal Reports using an example SQL Login “FormsPrinter”. The

SQL Server user entered here can be placed in the GP SQL "DYNGRP" role or can separately be given Read

Only access to the Databases which your Forms Printer report(s) will access.

SQL Server Reporting Services Setup

Prior to using SQL Reporting Services [SRS] with Forms Printer, you must add SRS setup information. The use

of SRS with Forms Printer is dependent on an installed and properly functioning SRS installation.

Note: Installing Forms Printer DOES NOT affect an existing SRS installation in any way, nor does it install SSRS or any

files required to run an SSRS installation.

Window Buttons

The buttons on the SQL Server Reporting Services Setup Window include:

Buttons

Description

Saves the current entry values and closes the Window.

Cancel

Closes the window without saving any changes to the

current entry values.

Window Fields

Fields

Description

SSRS Report Server URL

This editable text field is used to enter the path to the

Report Server Web Application.

SSRS Report Server Web Services URL

This editable text field is used to enter the path to the

specific Web Services asmx page in the Reporting Services

Web Applications.

Window Example

The screenshot below shows these entries for a default installation of Reporting Services on an example Web

Server named “webserver”.

Note: The SSRS Report Server Web Services URL typically would begin with the same value as the SSRS Report Server

URL and it must end with either “ReportService2005.asmx” no matter which version of SSRS you are using

unless you have a SharePoint integrated version, in which case it should end with “ReportService2006.asmx”.

E-mail Setup

The Forms Printer Setup, E-mail Setup menu option allows you to configure one or more E-mail sending

methods from the E-mail Method Setup menu option, as well as define which E-mail addresses will be used

as the possible Send From E-mails during E-mail Delivery Setup. This is done from the E-mail From Setup

menu option.

Window Navigation

Enter E-mail Method Setup Information

The E-mail Method Setup window allows you to define additional or E-mail Methods including Outlook, SMTP

and Exchange Web Services.

Window Buttons

The buttons on the Window include:

Buttons

Description

Save Saves the current displayed E-Mail Method settings.

Delete Permanently deletes the displayed E-Mail Method.

Cancel Closes the window without saving changes.

Auto Discover EWS Enabled when the Exchange Web Services Radio Button is selected,

Send Test E-mail Opens the Send Test E-mail window.

Modern Authentication

Help Button

Opens the help page on the Accountable website with additional details regarding the

use and configuration for modern authentication implemented by Microsoft affecting

EWS access.

Help Page path:

https://www.accountable.com/Knowledgebase/FormsPrinter/Forms-Printer-

Modern-Authentication-Help

Window Fields

Fields

Description

Mail Delivery Setup Name Textbox to enter or display the name of the E-mail Method.

Mail Delivery Setup Lookup Look up button which opens the Mail Methods Lookup window.

E-mail Send Method A radio group of the available Send Methods.

Outlook on GP Client Radio button indicating the default Send Method.

SMTP Server Radio button to enable the entry of SMTP required values.

Exchange Web Services Radio button to enable the entry of EWS required values.

Port Required Field for Entering the SMTP Port.

Security Dropdown used to select the cryptographic protocol for the SMTP Server.

SMTP Server Name Required string field is used to enter the SMTP Server Send Methods.

E-mail Login Name / ID Required login for the selected SMTP or EWS Server.

E-mail Login Password Required password for the selected SMTP or EWS Server.

EWS URL The URL of the Exchange Web Services Server.

Save to Sent Items of From Account

This checkbox, when checked, will allow sent Emails to be saved to the Sent

Emails folder of the Email profile selected in the E-mail From dropdown in

Forms Printer Setup. Note this is a global setting applying to all reports using

the Send Method being configured.

Use Default Forms Printer

Multitenant App ID and Tenant ID

This checkbox, when checked, will auto fill the Modern Auth App ID/Client ID

and Modern Auth Tenant ID fields with the default values and disable them.

Modern Auth App ID/Client ID*

This entry field is used to enter the unique string representing the registration

information provided by the oAuth client (Forms Printer).

Modern Auth Tenant ID*

This entry field is used to enter a unique string representing the Azure Active

Directory Domain, or Tenant, which will Authorize email related requests to

the Mail Server.

* In Azure, these fields are in the format of a GUID (Globally Unique Identifier), a 128 Bit number represented as a

dash separated alphanumeric string. Example: 9ebed935-090e-4121-9484-391b8db6cc68

Throttle Emails Checkbox to allow setting a per minute Email sending speed.

Throttle Emails Per Minute

This entry field, enabled by the Throttle Emails checkbox, allows a number to

be entered which will define the maximum number of Emails that can be sent

in one minute when using EWS. For further details on throttling, see

Microsoft EWS Throttling help

Outlook on GP Client Sent Method

By default, Forms Printer uses Outlook as the E-mail Send Method and no setup is required to configure

Forms Printer to use the Outlook Send Method. It is required that the Outlook client is installed and that a

working Outlook profile is created.

Method Example

SMTP Server Send Method

SMTP, short for Simple Mail Transfer Protocol is a communication protocol for the transfer of E-mail. Forms

Printer allows one or more SMTP servers to be defined for use as an E-mail Send Method when delivering

documents.

When selecting the SMTP Server E-mail Send Method the fields to enter Port, Security option, SMTP Server

Name, E-mail Login Name, and E-mail Login Password will be enabled. Also enabled are the Throttle Emails

checkbox, Use Default Forms Printer Multitenant App ID and Tenant ID checkbox and fields.

Method Example

Exchange Web Services Send Method

Choosing the Exchange Web Services Send Method enables the fields E-mail Login Name/ID, the E-mail

Password, and EQS URL as well as displays the Auto Discover EWS Button.

When selecting the Exchange Web Services E-mail Send Method, the fields E-mail Login Name, and E-mail

Emails checkbox, Use Default Forms Printer Multitenant App ID and Tenant ID checkbox and fields, and the

Autodiscover EWS button.

Method Example

https://docs.microsoft.com/en-us/exchange/client-developer/web-service-reference/web-services-

reference-for-exchange

Send Test E-mail Window

This window is used to select Mail Delivery Setup Names, enter test values, and send test Emails to verify

settings for URL, Login, and security.

Window Buttons

The buttons on the Window include:

Buttons Description

Send Executes the E-mail send using the values entered on the Send Test E-mail window.

Ok Closes the Send Test E-mail window.

Window Fields

Fields

Description

Mail Delivery Setup Name Textbox to enter or display the name of the E-mail Method.

Mail Method Type Radio Group displaying the Email method of the selected Mail Delivery Setup Name.

Send Option This dropdown displays the available Send Option based on the selected Mail Method Type.

Delay Hours Text field to enter the number of hours the Email should be delayed before sending.

From, To, CC, and BCC Text fields to enter valid recipient E-mail Addresses individually or in a semi-colon separated list.

Reply To A valid E-mail address will be used as the To address when Replying to the E-mail.

Subject Text to be displayed in the subject of the test E-mail.

Message Body Plain text or HTML to be used in the body of the test E-mail.

Window Example

Enter E-mail From Setup Information

Before you can setup Forms Printer’s E-mail delivery, you must complete the E-mail From Setup. That is, the

list of potential E-mail addresses your E-mails would come from. For example, you might want the E-mail to

always come from the sending user, you might want to retrieve a list of possible from E-mail addresses from

your Exchange Server, or you may wish to have a small, controlled list of From Addresses in the case where

you want E-mails to come from “Sales” or “Customer Service” rather than an individual user.

From the Forms Printer Setup window or the Forms Printer Plus Setup window, the E-mail From Setup menu

option opens the E-mail From Setup window.

E-mail From Setup Window

Use this window to determine the list of “From” addresses available in the E-mail From dropdown list during

setup.

Note: This step is only necessary if you plan to use Forms Printer to deliver forms and reports by E-Mail.

To open the E-mail From Setup window, you must first Open the Forms Printer Setup window or the Forms

Printer Plus Setup window using the menu navigation: Microsoft Dynamics GP > Tools > Setup > Company >

Forms Printer. Or Microsoft Dynamics GP > Tools > Setup > Company > Forms Printer Plus. Then click the E-

mail Setup button and select E-mail From Setup to open the E-mail Setup window.

Window Buttons

The buttons on the Window include:

Buttons

Description

Save Saves the current entry values and closes the Window.

Cancel Closes the window without saving changes.

Window Fields

Fields

Description

Forms Printer E-mail “From”

Choices

Radio Group displaying radio button options

Default Outlook User Radio Button Always use the current Outlook profile as the E-mail From Address.

Exchange Address List Radio Button

Retrieve a list of E-mail Addresses using an existing Address List in

Exchange.

Exchange Address List Textbox

This field is displayed when the Exchange Address List radio button is

selected. Here you would enter the name of the address list from which

you will select your From Addresses.

List of E-Mail Addresses, comma

separated Radio Button

Use a manually entered list of E-mail Addresses as the From List.

List of E-Mail Addresses Textbox

This field is displayed when the List Of E-Mail Addresses radio button is

selected. Here you would enter a comma separated list of literal E-mail

values from which you will select your From Addresses.

Window Example

The screenshot below shows the E-mail From Setup window.

E-mail “From” Setup Options

On the window, select the “From” choice for the source of your E-mail From List. This setting is then applied

to all workstations. The options are:

Default Outlook User

With this option selected, the E-mail From dropdown list will display “Default Outlook User” as the only

choice and all E-mails will be sent from the current user’s Outlook Profile, if set up.

Exchange Address List

With this option selected, the Exchange Address List text box will be displayed. There you can enter an

existing Address List from Exchange, such as the ‘Global Address List’ as shown below:

Manually Entered List

With this option selected, the List of E-Mail Addresses text box will be displayed. There you can enter a

comma separated list of literal E-mail Address values which will be displayed as the ‘From’ E-mail choices

during E-mail Delivery Setup. An example list is shown below:

Additional Setup

Logging Setup

Before you can use Forms Printer’s Logging feature, it must be enabled in the Logging Setup window.

To open the Forms Printer Logging Setup window, you must first Open the Forms Printer Setup window or

the Forms Printer Plus Setup window using the menu navigation: Microsoft Dynamics GP > Tools > Setup >

Company > Forms Printer. Or Microsoft Dynamics GP > Tools > Setup > Company > Forms Printer Plus. Then

click Additional Setup then select Logging Setup to open the Forms Printer Logging Setup window.

Window Navigation

Window Buttons

The buttons on the Window include:

Buttons Description

Save

Saves the current entry values and closes the Window.

Cancel

Closes the window without saving changes.

Window Fields

Fields

Description

Report Logging Choices Radio Group displaying radio button options

Disable Logging for all Companies

Radio Button

Default option. Do not log Forms Printer activity.

Enable Logging for all Companies

Radio Button

Log Forms Printer activity in all GP Companies.

Enable Logging with Specified

Companies Disabled Radio Button

Log Forms Printer activity except in specified Companies.

List of Companies A list showing the GP companies with their Disabled status.

Window Example

The screenshot below shows the Forms Printer Logging Setup window.

Disable Logging for all Companies

By default, this option is selected and Forms Printer will not log any delivery activity.

Enable Logging for all Companies

With this option selected, Forms Printer will log delivery activity in all Companies.

Enable Logging with Specified Companies Disabled

With this option selected, Forms Printer will log delivery activity in any Companies not marked as Disabled.

Logging Utilities

Opens the Logging Utilities window

(see Advanced Features > Logging Forms Printer Delivery > Logging Utilities)

Logging Inquiry

Opens the Logging Inquiry window

(see Advanced Features > Logging Forms Printer Delivery > Logging Inquiry)

Report Properties

The Additional Setup > Report Properties menu opens the Report Properties Setup window where all of the

entries previously handled with Microsoft Defaults File (Dex.ini) settings can now be maintained.

The advantages to the Reports Properties window are that:

• Properties can be managed in a central location rather than individual Dex.ini files.

• Where appropriate, some settings can be controlled on a per User, Company, Report, and / or

Master ID basis.

Note: The original Dex.ini file method may still be used if desired. Forms Printer will first look to the Report Properties

list for settings and use those if found. If NOT found in the Report Properties list, the Dex.ini settings of the user

will be checked and used if found. If entries are missing from both the Report Properties list and ANY Dex.ini, the

Default entry will be written to the Report Properties list and this value will apply TO ALL USERS.

If you intend to use the Dex.ini method you MUST manually add all entries to be used on ANY GP instance to ALL

GP Dex.ini files.

Window Navigation

Window Buttons

The buttons on the Window include:

Buttons

Description

Save

Saves the current property settings to the properties table.

Delete

Permanently removes the selected proper

Add

Clears any selections so that a new entry may be added

Copy

Creates a clone of the selected property entry allowing for a new entry to be added

Window Fields

Fields

Description

Properties List

List showing properties saved to the properties table including the Property

Name, Property Value, Report Index (unique ID of the report to which the

property applies), User ID, Company, and Master ID.

PropertyObject Dropdown to select the Property Object Type of ReprtSetup or PrimarySetup.

Property Name Text field to enter a valid Property Name

Property Value Text field to enter the value for the property

Applies To Master ID

Text field to enter a valid Customer or Vendor ID for properties that can be

applied at the Master ID level. If not set, the property will apply to all.

Master Type

The Mater Type that coincides with the Applies To Master ID. Use CUS for

Customer, VEN for Vendor.

Instance For Future Use. Currently this is always Zero.

Applies To User Dropdown to select an individual GP User to whom the property will apply.

Applies To Report Dropdown to select an individual report to which the property will be applied.

Applies To Company Dropdown to select the GP Company to which the property will be applied.

Note: Not all Report Properties apply to all reports and may not apply at the report, User, and / or Master ID level.

When Master ID, User, Report, and / or Company are not defined, the property setting will apply to all records.

See the Report Properties list for details regarding which entries are valid for each Property..

Window Example

The screenshot below shows the Report Properties Setup window.

There are two types of settings: Report Setup settings which can be applied to individual reports, and Primary

Setup Settings which are system wide settings. There are also Defaults File Settings that are used from the GP

Defaults File only.

Below is a list of the user serviceable settings that can be added or maintained in the Report Properties Setup

window.

Report Setup Settings

Description

Setting Can Be Based On

Setting User Company Report Master

ASI_FP_TOPRINTERDELIVERYONLY

Use Default Printer When

Not Delivering

Yes Yes Yes No

ASIFP_CONSOLIDATEPRINTDELIVERY

Improve SOP Print

Performance

Yes Yes Yes No

ASIFP_ERRORONMISSINGATTACHMENT

Raise Email Error if

Additional Attachment

Missing

Yes Yes Yes No

ASIFP_PER_CUSTOMER_DELIVERY

Allow One E-mail & One

Attachment per Customer

Yes Yes Yes No

ASIFP_PER_CUSTOMER_DELIVERY_DialogMsg

Control Text of dialog when

using Per Customer Delivery

Yes Yes Yes No

ASIFP_PER_CUSTOMER_DELIVERY_NOASKDIALOG

Suppress the Per

Customer Dialog

Yes Yes Yes No

ASIFP_SUPPRESS_STMT_DELIVERY_WHEN_NO_TRX

Do not deliver if statement

print options returns no

transactions

Yes Yes Yes Yes

ASIFPDEFAULTBUTTONDELIVER

Change Default Button on

Print or Deliver Dialog

Yes Yes Yes No

ASIFPEmailResultDialog

Suppress the E-mail

Delivery Results Dialog

Yes Yes Yes No

ASIFPNoEmailAddressErrorLog

Suppress the E-mail Error

Report

Yes Yes Yes No

ASIFPPrintOrDeliver_DialogDeliverButtonTxt

Change the Print or

Deliver Dialog Button Text

Yes Yes Yes No

ASIFPPrintOrDeliver_DialogMsg

Change the Print or

Deliver Dialog Message

Yes Yes Yes No

FORCE_PRINT_OR_DELIVER

Suppress the Print or

Deliver Dialog

Yes Yes Yes No

ASIFP_OnlyNoEmailToFile

Send To File If No Email

Yes

ASICREATEFOLDER

Create To File Delivery

Export Folders if they do

not exist

Yes Yes Yes No

ASI_USE_RW_IF_ALT_OR_MOD

Ignore Forms Printer if

User has security to

Alternate or Modified

Report

Yes Yes Yes No

Primary Setup Settings

ASINoPrintDialogs

Control the Crystal

Reports Print Dialogs

*Yes Yes No No

ASIFPCLEANUP

Keep Number of

SOP50200 Records Small

*Yes Yes No No

ASIFPUseOutlook

Disable Outlook Usage

*Yes Yes No No

ASIUSECRINET

Use the .NET version of

Crystal Components

*Yes Yes No No

UsePerSiteParameter

Pass extra parameters to

SOP Pick / Pack for Per Site

Option

*Yes Yes No No

ASICRIOLDDEFPRINTER

Disable Terminal Server Per

Session Default Printer when

sending Crystal Reports To

Printer

No No No No

ASICRIOLDDEFPRINTERSCR

Disable Terminal Server Per

Session Default Printer when

sending Crystal Reports To

Screen

No No No No

ASISTOPGPEMAILVERIFY

Suppress the GP Email verify

functionality on Internet

Information window.

*Yes Yes No No

Password Protect File Export

Password Protect PDF Direct

Deposit Statements sent to

file.

Yes Yes Yes No

Password Protect Email Attachment

Password Protect PDF Direct

Deposit Statements attached

to Email.

Yes Yes Yes No

Defaults File Settings – These Must be used from the GP Defaults File (Dex.ini)

ASIFPINITIAL

Force re-initialization

ASIFPUSECOLLECTIONS

Disable Collections

Triggers if set to FALSE

* Primary Setup options are user specific ONLY if GP is configured to use Per User Defaults File Settings

Report Properties Settings

The list below includes the details of the Report Properties settings used to control various advanced options

of Forms Printer.

ASIFP_CONSOLIDATEPRINTDELIVERY

Default Value: FALSE

Valid Values: TRUE | FALSE

Scope: SOP Reports Only - Per Report Supported

Details

This Boolean switch allows fewer print jobs to be created during batch or range delivery by consolidating all

of the identical transaction setups into a single print jobs before sending to printer.

ASIFP_ERRORONMISSINGATTACHMENT

Default Value: FALSE

Valid Values: TRUE | FALSE

Scope: Email Delivery Reports Only - Per Report Supported

Details

This switch, which must be manually added, when set to TRUE, enforces the Additional Attachments defined

in Setup as required to send the E-mail. If a defined attachment is missing, the E-mail generates an error and

is saved to the Outlook Drafts folder.

ASIFP_PER_CUSTOMER_DELIVERY

Default Value: FALSE

Valid Values: Comma separated list of Report Indexes for the SOP document range of 10 to 73

Scope: SOP Reports Only - Per Report Supported

Details

This switch is a comma separated list of SOP Document Report Indexes (Forms Printer’s internal ID number

for reports) that can be assigned so that the selection and delivery of the specified report is by customer

number rather than the default per transaction. When enabled, the switch causes the SOP50200 records to

be iterated over in Customer ID order instead of Document Number order, and only one E-mail and one

report is generated per customer, during E-mail delivery.

This switch is a very in depth and complex. It requires changes to the design of your report in a way that

makes the report unusable in Forms Printer for any other purpose.

The steps to using this functionality are:

1. Choose the report formats you plan to Deliver on a per Customer basis.

2. Determine the Report Index for the report(s) by executing the SQL Statement below in the context of

your System Database where Forms Printer has been installed.:

SELECT [ASI_Report_Index], [ASIReportDisplayName]

FROM [DYNAMICS].[dbo].[ASI12389] --Note hard coded System Database name

WHERE ASI_Report_Index BETWEEN 10 and 73 --The range of SOP Documents

ORDER BY ASI_Report_Index

3. Modify your Dex.ini to include the entry and Index(s) you want to consolidate.

For Example: ASIFP_PER_CUSTOMER_DELIVERY = 15,33

This entry would consolidate Report Index 15 (SOP Orders Short Form Unposted) and 33 (SOP

Quotes Blank Paper History).

4. Open a copy of your base report for that report format.

5. Modify the report so that it restricts to a single Customer Number using the example below.

The report restriction must be modified manually in the report since when this setting is active, the

"Customer Number for this customer document group" is passed in the ‘Sop Number’ parameter

field for the report instead of the SOP document number usually passed in.

The selection formula change, shown below in red would be:

{SOP50200.SOPTYPE} = {?SOP Type} AND

{SOP50200.CUSTNMBR} = {?SOP Number} AND . . .

Where the default entry would typically be in part:

{SOP50200.SOPTYPE} = {?SOP Type} AND

{SOP50200.SOP Number} = {?SOP Number} AND . . .

6. Map your new report to the proper format in Forms Printer Setup.

7. Print the report from a location where multiple documents will be printed such as Print Sales

Documents.

When the Print or Deliver dialog opens, and the ‘Deliver’ button is pressed, an additional informational dialog

is opened, if the Dex.ini switch ASIFP_PER_CUSTOMER_DELIVERY_NOASKDIALOG if set to FALSE

ASIFP_PER_CUSTOMER_DELIVERY_DialogMsg

Default Value: {blank}

Valid Values: string of max length 255

Scope: SOP Reports Only and only when ASIFP_PER_CUSTOMER_DELIVERY is enabled - Per Report

Supported

Details

This string switch allows you to define the 'Per Customer' Dialog prompting text. By default, it is "Special SOP

Form Delivery Enabled: Consolidated Customer Documents, 1 per Customer will be delivered:

ASIFP_PER_CUSTOMER_DELIVERY".

If not set in the Dex.ini, the default text is used. When displayed, that dialog offers buttons for "Continue" or

"Cancel".

ASIFP_PER_CUSTOMER_DELIVERY_NOASKDIALOG

Default Value: FALSE

Valid Values: TRUE | FALSE

Scope: SOP Reports Only and only when ASIFP_PER_CUSTOMER_DELIVERY is enabled - Per Report

Supported

Details

This Boolean switch is used only in conjunction with the ASIFP_PER_CUSTOMER_DELIVERY switch. It

suppresses the special 'Per Customer' Dialog:

"Special SOP Form Delivery Enabled: Consolidated Customer Documents, 1 per Customer will be delivered:

ASIFP_PER_CUSTOMER_DELIVERY"

When displayed, that dialog offers buttons for "Continue" or "Cancel".

ASIFP_SUPPRESS_STMT_DELIVERY_WHEN_NO_TRX

Default Value: FALSE

Valid Values: TRUE | FALSE

Scope: RM Statements Only - Per Report Supported - - Per Master ID (Customer) Supported

Details

This Boolean switch stops the E-mailing of Statements when there are no transactions to display on the

statement, but the Statement Printing options still included the customer in the list of available statements.

ASIFPCLEANUP

Default Value: FALSE

Valid Values: TRUE | FALSE

Scope: SOP Reports Only

Details

This Boolean switch tells Forms Printer to clear out records from the SOP50200 at the conclusion of printing.

This is helpful to toggle off during report design when having data in the tables allows report preview. In

some cases it is not recommended for SSRS report printing because the records can be removed before the

SSRS report finishes

ASIFPDEFAULTBUTTONDELIVER

Default Value: FALSE

Valid Values: TRUE | FALSE

Scope: Affects All Forms Printer Base Reports - Per Report Supported

Details

This Boolean switch allows you to change which button is the default on the Print or Deliver dialog window.

TRUE makes Deliver the default, FALSE makes Print the default. This means that the field has focus when the

dialog opens and hitting the enter key selects that option, closes the dialog and continues the process.

ASIFPEMAILNOPRINTER

Default Value: N/A - This text entry must be manually added.

Valid Value: Save as Draft

Scope: Affects All Forms Printer Base Reports

Details

This text switch looks specifically for the value "Save as Draft". It is used in conjunction with the Send to Print

option of the If No E-mail Address setting. If no E-mail is found and Forms Printer instead sends the report to

a defined printer, but that printer is not found, Forms Printer by default, will attempt to print using default

printer settings. This setting allows you to control that behavior of attempting to print to the default printer

and instead writes an error to the log stating, "Specified Printer <printer name> not found."

ASIFPEmailResultDialog

Default Value: TRUE

Valid Values: TRUE | FALSE

Scope: Affects All Forms Printer Base Reports - Per Report Supported

Details

This Boolean switch when set to TRUE allows, or when set to FALSE suppresses the E-mail Results Dialog box

that is presented by default after one or more E-mails are sent for SOP Documents.

ASIFPNoEmailAddressErrorLog

Default Value: TRUE

Valid Values: TRUE | FALSE

Scope: Affects All Forms Printer Base Reports - Per Report Supported

Details

This Boolean switch suppresses the error report presented when delivering by E-mail and E-mail Addresses

were missing. This is particularly useful when used with the Send to Printer option of the If No E-mail Address

setting.

ASIFPPrintOrDeliver_DialogMsg

Default Value: blank

Valid Values: “” | a string of 255 characters or less

Scope: Affects All Forms Printer Base Reports - Per Report Supported

Details

This string switch allows you to define the Print or Deliver Dialog prompting text. By default, it is "Do you

want to print to the printer or use the Forms Printer Delivery System?". If not set in the Dex.ini, the default

text is used.

ASIFPPrintOrDeliver_DialogDeliverButtonTxt

Default Value: blank

Valid Values: “” | Any valid string – recommended 7 characters or less

Scope: Affects All Forms Printer Base Reports - Per Report Supported

Details

This text switch allows you to set the text of the Deliver button on the Print or Deliver dialog. If not set in the

Dex.ini, the default text is used.

ASIFPVBSTIMEOUT

Default Value: 10000 (10 Seconds).

Valid Values: Any valid number in milliseconds | -1

Scope: System Wide Setting

Details

To avoid getting the "Script is taking longer than expected to execute" dialog, you can increase the script

timeout with this numeric switch. Example: modify the dex.ini setting on each workstation to

ASIFPVBSTIMEOUT=-1 (negative 1) will disable the VBScript Script Control Timeout completely, inhibiting the

dialog completely.

ASIFPVBSTIMEOUT=10000 will set it to 10,000 milliseconds (10 Seconds), the default. (you may wish to set it

to 30000 for instance).

ASINoPrintDialogs

Default Value: TRUE

Valid Values: TRUE | FALSE

Scope: All Printed Forms Printer Reports set to use Crystal Reports

Details

This setting can be set to TRUE in order to suppress the Print Dialog displayed by default from Crystal Reports

when printing to printer.

Note that Forms Printer also honors the GP NoPrintDialogs switch so the ASINoPrintDialogs can be used to

exclusively suppress the Crystal Reports dialog while allowing the dialog for other reports through the

system.

ASIOUTLOOKFORCEASKPROFILE

Default Value: FALSE

Valid Values: TRUE | FALSE

Scope: System Wide Setting

Details

When set to TRUE, this switch will cause Forms Printer to have Outlook prompt for which profile to use

when it starts.

ASIOUTLOOKFORCEMAPIPROFILE

Default Value: N/A - This text entry must be manually added.

Valid Values: any valid Outlook Profile Name

Scope: System Wide Setting

Details

When this switch is set to a value, that value will be used as the Outlook Profile name that Forms Printer will

request Outlook to use when starting, this is useful in some Terminal Server Cases where the Outlook E-mail

Control panel setting “use default profile” does not seem to work.

ASIOUTLOOKREPLYPRESELECT

Default Value: TRUE

Valid Values: TRUE / FALSE

Scope: System Wide Setting

Details

This switch controls the dialog presented to the user when E-mailing with the Reply To Selected E-mail

setting set to TRUE. This notifies the user that the Reply is about to occur giving them an opportunity to

select the desired E-mail and then clicking the Ok button to proceed. By setting this switch to FALSE, the

dialog is suppressed and Forms Printer will automatically attempt to reply to the selected Outlook Item. If

that item is not a Mail Item (for example a Calendar Entry) or it is not a Mail Item which accepts a reply (such

as a system notification), then another dialog appears explaining the issue and allowing the user a chance to

select an appropriate item.

ASIUSECRINET

Default Value: FALSE

Valid Values: TRUE | FALSE

Scope: System Wide Setting

Details:

This Boolean switch, when set to TRUE is used to force Forms Printer to use the Crystal .Net 2008

components. This is used when there is another application integrated to GP using the .NET components and

Forms Printer’s Crystal components are conflicting. Note that the Crystal .NET components must be installed

separately if this setting is going to be used.

ASI_FP_TOPRINTERDELIVERYONLY

Default Value: FALSE

Valid Values: TRUE / FALSE

Scope: Per Report Supported or as System Wide Setting

Details

This switch controls print behavior when the User selects Print from the Print or Deliver Dialog AND Specific

Printer is the selected Print Option in Forms Printer Setup. By default, Forms Printer will honor the printer

defined in Setup regardless of the User’s choice to Print or Deliver. When this entry is set to TRUE, it will

allow Forms Printer to use the system Default Printer when Print is chosen and use the defined printer when

Deliver is chosen from the Print or Deliver Dialog.

FORCE_PRINT_OR_DELIVER

Default Value: FALSE

Valid Values: FALSE | PRINT | DELIVER

Scope: Per Report Setup

Details

This string switch allows for values "FALSE", "PRINT" or "DELIVER". When set to PRINT or DELIVER, regardless

of whether there are delivery options defined for a given Document, the Print or Delivery action will be

determined by this switch without prompting the user.

ASIFP_OnlyNoEmailToFile

Default Value: N/A - This text entry must be manually added.

Valid Values: FALSE | TRUE

Scope: ReportSetup - Affects All Forms Printer Base Reports (except checks) - Per Report and Per

Company Supported

Details

Report Property Entry allows documents to be sent to file when E-mail Delivery is used but the E-mail

Address is blank. With the normal Setup options, Forms Printer can be set to go to the Drafts folder (the

default behavior), or it can be set to print documents for records with no returned Email Address, using

either the Default printer or a specifically chosen printer. If you instead want the document to go to file, you

can use the following steps:

1. Choose the To Email option and make all setup choices.

2. Choose Printer using Default Printer for the If No E-mail Address option.

3. Mark the To File option and setup the desired Export Path and file name where you would

like to save documents that do not have an E-mail address.

4. Use the Report Properties window to add the ASIFP_OnlyNoEmailToFile entry selecting the

Report, and company the setting applies to and set the value to TRUE.

Now, when the chosen Report is Delivered by E-mail, transactions for those master records missing an E-mail

address will export to the selected folder and file name instead of going to Drafts or to the Printer.

UsePerSiteParameter

Default Value: FALSE

Valid Values: TRUE / FALSE

Scope: SOP Picking Tickets and Packing Slips Only – Effects ALL Formats

Details

This Boolean switch, when set to TRUE is used to have Forms Printer pass an additional parameter enabling

the Picking Ticket and Packing Slip Per Site functionality in SOP Printing. In order to use this flag, any existing

reports will need to be modified to include a new parameter. Additional recommended changes include

modification to other parameters and to report selection criteria / Where clause. See the Sample SOP Picking

Ticket report for changes.

ASICREATEFOLDER

Default Value: N/A

Valid Values: TRUE / FALSE

Scope: Affects All Forms Printer Base Reports - Per Report Supported

Details

This Boolean switch, when set to TRUE is used to have Forms Printer, when delivering To File, create any

folders defined in the export path that do not exist. With this setting set to TRUE, Forms Printer evaluates

each part of the To File Delivery path. Any part of the path determined to be a folder or sub folder is checked

to see if it exists and if it does not, the folder is created.

ASI_USE_RW_IF_ALT_OR_MOD

Default Value: N/A

Valid Values: TRUE / FALSE

Scope: Affects All Forms Printer Base Reports - Per User, Company, and Report Supported

Details

This Boolean switch, when set to TRUE is used to have Forms Printer NOT print the report for the configured

User, Company, and Report configuration IF the user’s security is set to use a modified or alternate version of

the Report Writer report.

ASISTOPGPEMAILVERIFY

Default Value: N/A

Valid Values: TRUE / FALSE

Scope: System Wide Setting

Details

This Boolean switch, when set to TRUE is used to have Forms Printer suppress the Email Address verification

that GP performs when leaving the Email To, Cc, and Bcc fields in the Internet Information window. As has

been documented by GP, an issue exists in this window that causes a crash of GP if the System Preferences >

Email Preferences > Server Type is set to MAPI and the GP client install includes .vbs files. It is important to

note that this setting is system wide affecting all users and all uses of the Internet Information window for

Customer, Vendor, and Item setup.

ASICRIOLDDEFPRINTER

Default Value: FALSE

Valid Values: TRUE / FALSE

Scope: System Wide Setting

Details

This Boolean switch, when set to TRUE is used to have Forms Printer used in a Terminal Server environment,

when printing a Crystal Report set to use Printer Saved on Report, ignore newer functionality to retrieve the

user’s per Session printer.

ASICRIOLDDEFPRINTERSCR

Default Value: FALSE

Valid Values: TRUE / FALSE

Scope: System Wide Setting

Details

This Boolean switch, when set to TRUE is used to have Forms Printer used in a Terminal Server environment,

when previewing to screen a Crystal Report set to use Printer Saved on Report, ignore newer functionality to

retrieve the user’s per Session printer.

Password Protect File Export

Default Value: N/A - This text entry must be manually added.

Valid Values: Any Direct Deposit Field Token or Database Function

Scope: Direct Deposit Statements Only

Details

This Boolean switch is used to have Forms Printer password protect Direct Deposit PDF files exported to a

folder as defined in the Forms Printer Delivery System Setup. The value for this property would be any field

token taken from the Editor window while setting up the Direct Deposit Statement of Earnings in Forms

Printer Setup or a Database Function entered using valid syntax. For example, using the Editor, the field

token for the User Defined 1 field of the Payroll Master table could be copied and pasted into the Report

Property value as {<RF>'User Defined 1' of table UPR_MSTR,0}. Forms Printer would then use the value of

that field foreach Employee as the password for the PDF exported to file.

Password Protect Email Attachment

Default Value: N/A - This text entry must be manually added.

Valid Values: Any Direct Deposit Field Token or Database Function

Scope: Direct Deposit Statements Only

Details

This Boolean switch is used to have Forms Printer password protect Direct Deposit PDF files defined as the

Email Attachment in the Forms Printer Delivery System Setup. The value for this property would be any field

token taken from the Editor window while setting up the Direct Deposit Statement of Earnings in Forms

Printer Setup or a Database Function entered using valid syntax. For example, using the Editor, the field

token for the User Defined 1 field of the Payroll Master table could be copied and pasted into the Report

Property value as {<RF>'User Defined 1' of table UPR_MSTR,0}. Forms Printer would then use the value of

that field foreach Employee as the password for the PDF Email Attachment.

Microsoft Dynamics Defaults File Settings

These settings remain available ONLY from the Defaults File (Dex.ini). They are not part of the Report

Properties functionality.

ASIFPINITIAL

Default Value: FALSE

Valid Values: TRUE | FALSE

Scope: System Wide Setting

Details

This Boolean switch, when set to TRUE, will force Forms Printer to re-initialize the table and stored procedure

initialization process that occurs automatically during the product installation.

ASIFPUSECOLLECTIONS

Default Value: TRUE.

Valid Values: TRUE | FALSE

Scope: System Wide Setting

Details

When this switch is set to FALSE, triggers used by Forms Printer when Collections Management is loaded are

disabled.

Out of Use Settings

Defaults File Settings that are no longer in use as of the Build 150 series are listed below.

ASIFP_ENABLE_DATABASE_FUNCTIONS

Status: No Longer Used – See Database Functions

ASIFP_SOP_DONTASK_JUST_PRINT

Status: No Longer Used – See FORCE_PRINT_OR_DELIVER

ASIFP_SOP_FORCE_PRINT_OR_DELIVER

Status: No Longer Used – See FORCE_PRINT_OR_DELIVER

ASIFPOutlookFolder

Status: No Longer Used – See E-mail Setup

ASIFPUseOutlook

Status: No Longer Used – See E-mail Setup

ASIFPNAVLISTPRINT

Status: No Longer Used

Setup

Forms Printer Base and Project

Once the installation of Forms Printer has been completed, the next step is to begin the setup of Forms

Printer Base System and / or Forms Printer Plus.

Overview

Once the Configuration of Forms Printer is complete, the next step is to decide which Dynamics GP reports

you want to replace with a Crystal or SSRS report. Following the steps in this guide you will choose the Report

Tool, select a report, and define the options to control the delivery of the report to file, printer and E-mail.

Forms Printer Setup Window

The Forms Printer setup window is used to include the reports and define the options Forms Printer will use

when replacing Report Writer Reports in Dynamics GP.

Window Navigation

To open the Forms Printer Setup window, use the following menu path in Dynamics GP:

Microsoft Dynamics GP > Tools > Setup > Company > Forms Printer

The screenshot below shows the menu path.

Window Buttons

Buttons

Description

Save

Saves any changes made to window values.

New

This button lists choices for adding new entries. The available values

vary depending upon the entry currently selected in the tree view.

Delete

Deletes the currently selected entry from the tree view.

Report Engine Setup

Displays the Report Engine Setup menu options for setup of the

available reporting tools.

E-Mail Setup

Opens the E-mail Setup window

Window Fields and Controls

Fields

Description

Report / Company / SOP

Document Type ID / Class ID /

Master Record List

This treeview list is used to display and modify the list of reports,

Companies, SOP Document Type ID, Class ID, and Master records that are

setup to use Forms Printer.

Setup Options Pane

This editable page is used to determine the various settings for the record

selected in the treeview.

Report Tool

This dropdown list is used to select the Reporting engine desired for the

selected Report or Company.

Report Path

If using Crystal Reports this field and

Report Path Lookup

This button is used to browse for, and select report mapped to the

selected GP Form.

To File

Checkbox to have the report exported to a file when Delivered.

File Format

The File Format selection determines the format for the exported

document. See the Report Formats section for details.

Folder

This text field shows the directory in which Forms Printer will create the

exported file.

Folder Lookup

This button is used to browse for, and select the To File export folder.

Select File Name Button

This button opens the Select File Name window.

To Printer

Selecting the To Printer checkbox enables the Delivery System printer

output.

Printer Selection

This Dropdown displays a list of options for printer selection or print

behavior.

Printer Display

This read only field displays the printer selected when Specific Printer is

used.

Print Setup Button

This button opens the Print window where a printer and its properties

can be chosen.

Copies To Print

This entry field is hidden by default and is displayed when a choice other

than Specific Printer is selected in the Printer Selection Dropdown.

To E-mail

Selecting the To E-mail checkbox, allows delivery of the selected

document by E-mail.

Using Outlook

This radio button indicates that the installed, local, Outlook client will be

used to deliver the document by E-mail.

Using Crystal MAPI

This radio button, enabled only when the Report Tool is Crystal Reports,

indicates that Crystal’s internal MAPI E-mailing functionality will be used

to deliver the document by E-mail.

E-mail From

This dropdown, populated by the E-mail Setup choice and enabled only if

Microsoft Outlook is installed, shows the E-mail addresses available to

select as the E-mail From Address.

E-mail To Source

This dropdown list allows selection of the Master Record Address Source

from which Forms Printer will retrieve the E-mail To Address.

E-mail To

This dropdown list allows you to select the Master Record Address from

which Forms Printer will retrieve the E-mail To Address.

Additional E-mail To

Addresses

This link opens the Additional E-mail Addresses Setup window allowing

the setup of additional E-mail recipients. The link will be displayed in red

when a script has been entered.

Scripted E-mail to Addresses

This link opens the Scripted E-mail List window allowing entry of a SQL

script which returns a custom list of Mail To, CC and / or Bcc E-mail

Addresses for E-mail delivery. The link will be displayed in red when a

script has been entered.

Replies Sent To

This text field allows for the entry of an E-mail address that will receive

the E-mail if the recipient replies to the E-mail.

Send Option

This dropdown list allows the selection of the destination for the created

E-mail.

Hours To Delay

This entry field is enabled when the Send Option dropdown list is set to

Save to Outlook Outbox Delayed allowing the delivered E-mail to be sent

at a time in the future.

If No E-mail Address

This dropdown allows you to define the default behavior to follow when

the Master Record does not have a defined E-mail address in the field(s)

defined by the E-mail To setup.

Printer

This read only field displays the selected Printer when the If No E-mail

Address selection is set to Specific Printer.

Printer Setup Button

This button is used to choose Print options when the If No E-mail Address

selection is set to Specific Printer.

Multiple Documents per E-mail

This checkbox creates a single E-mail for each unique E-mail To address in

a batch or range, and attaches all documents for that contact to each E-

mail.

Additional Attachments

This link opens the Include Additional Attachments window where files,

including those attached in the GP Attachments Setup, can be chosen as

attachments to the E-mail in addition to the Dynamics GP transaction.

The link will be displayed in red when attachments have been added.

See Additional Attachments window for details.

Attachment Format

This dropdown list allows you to specify the file format for the document

as an E-mail attachment.

Attachment Name

This text field allows the entering of the E-mail attachment name.

Editor Button

This button opens the Subject and Attachment Name Editor window

where the E-mail Attachment Name can be defined to include text and

tokens from fields related to the document. See Subject and Attachment

Name Editor window for details.

Message & Subject

This radio group allows for the selection of the setup source that will be

used for the E-mail Subject and E-mail message body.

Message ID

This field displays the Message ID to be used when E-mailing the selected

document type.

Message ID Lookup Button

This button opens the E-mail Messages lookup window. See E-mail

Messages window for details.

Editor Button

This button opens the Message Editor window. See Message Editor

window for details.

Message Description

This read only field displays the Message Description of the selected

Message ID.

Subject

This field is used to enter the text as it will appear in the E-mail Subject

line.

Editor Button

This button opens the Subject and Attachment Name Editor window

where the E-mail Subject can be defined to include text and tokens from

fields related to the document. See Subject and Attachment Name Editor

window for details.

Window Example

This screenshot shows the Forms Printer window as it will appear prior to adding any report records.

NOTE: If you are upgrading Forms Printer, all of the reports you had setup in your earlier version will be migrated to the

new setup and you will see your settings listed here.

The list of reports, Companies, SOP Document Type IDs, Class IDs and Master Records which will be

controlled by Forms Printer are displayed in the treeview. Upon installation and prior to the first added

Report, this list is blank.

Once you’ve added a report for printing with Forms Printer, you can then add one or more Companies

beneath the report entry if different settings per company are desired.

Finally, once a Company has been added, you can add one or more SOP Document Type IDs, Class IDs or

Master Records beneath the Company allowing a Type ID, Class or Master record to have specific settings for

report or delivery.

Report /

Company /

Class /Type ID /

Master Record / List

Setup

Options

Pane

Adding a New Report

Include New Report Steps

1. Click the New button from the control area.

2. Select Include New Report from the dropdown menu.

3. From the Include New Report window, select a Product.

4. The Product is the Dynamics GP module or 3

party containing the report to be added.

5. Select the Series.

6. The Series is the Dynamics GP series containing the report to be added.

7. Select the Report from the dropdown list.

8. The Report drop down list is the Dynamics GP reports available.

9. Click Save.

Include New Report Window

Window Buttons

The buttons on the Window include:

Buttons

Description

Save

Saves the current entry values, closes the Window and adds the selected report to Forms

Printer Setup.

Cancel Closes the window without saving changes or returning the selected report.

Window Fields

Fields

Description

Product This dropdown lists the products loaded in the current user’s Dynamics GP System

Series This dropdown shows the available Series list for the selected Product.

Report

This dropdown includes the available reports in the selected product and Series. Note that

reports already added to setup will not be listed.

Window Example

The screenshot below shows the Include a New Report window.

Entering Basic Setup Options

For each of the records added to the Report / Company / SOP Document Type ID / Class ID / Master Record

list, the Setup Options Pane is used to determine the individual settings for report engine, report source,

printing and Delivery.

NOTE: When adding a new entry to the Report / Company / SOP Document Type ID / Class ID / Master

Record list each record will, BY DEFAULT, be set to “To Printer’ with number of Copies set to 1. Also note that

all entries must have at least one Delivery Setting either “To File”, “To Printer”, or “To E-mail”.

Setup Options Pane Example

Below is a screenshot example of the Forms Printer Setup window showing SOP Document Type ID, Customer

and Class ID entries in the Report / Company / SOP Document Type ID / Class ID / Master Record list and

Setup options Pane.

Report Tool

Use the Report Tool dropdown to select from the available report designer tools integrated with Forms

Printer. Those include Report Writer, Crystal Reports, and SQL Server Reporting Services. When selecting

SSRS or Crystal, the Report Engine setup for that tool must be completed.

Report Writer

Report Writer is the default Report Tool setting for a newly added report. With this setting chosen,

Forms Printer then enables the To Printer checkbox. With the ‘To Printer‘ checkbox unselected,

Forms Printer does not attempt to control the report. To use Forms Printer’s To Printer setting, mark

the checkbox and select a printer.

Note: At the report level, you can leave Report Writer as the selected Report Tool while still allowing added

Company level settings to use either SSRS or Crystal Reports. This would mean that Forms Printer is

used to control printing for only specified companies added beneath the report.

Once a report is added to Forms Printer Setup, the Report Tool dropdown allows the user to choose

between Report Writer, Crystal Reports and SQL Reporting Services. There are some specific

behaviors that it is important to understand when selecting the Report Writer Report Tool.

When the Report Tool is Report Writer . . .

1. … Forms Printer’s ‘To File’ and ‘To E-mail’ functionality is disabled. Only Crystal Reports and

SSRS reports can be E-mailed or sent to file by Forms Printer.

2. … the Report setup can be saved with no Delivery Options selected. If To Printer is

unchecked, the Printer Selection will be cleared when the setup is saved.

3. … and To Printer is unchecked, Forms Printer will not attempt to control the report for the

selected Report Level.

4. … and the To Printer Delivery option is checked, Forms Printer will send the printing of that

Report to Report Writer, and you will not be able to use the Word Template option for that

report.

5. … You can still define other levels beneath the report and select Crystal or SSRS as the

Report Tool so that Forms Printer can be used for ‘To File’ and ‘To E-mail’ delivery.

Crystal Reports

With Crystal Reports selected, the Report Path field and lookup are enabled, allowing you to enter or

browse to the desired rpt file.

SQL Reporting Services

With SQL Reporting Services the Report Path field can be used to enter the desired published Report

from Reporting Services. The Report Lookup is used to select the desired Report from the Select

Report window.

Report Path

The Report Path Lookup is used to display the report selected from the file selection window opened by the

Report Lookup button. Note that the report path and name can be manually entered in the Report Path field.

Report Lookup

When using Crystal Reports as the report Tool, this button opens the file selection window. When using SSRS,

this lookup is used to select the published Report from the Select Report window of Reporting Services.

Entering Delivery Options

Once the Report and report path have been selected and saved, the chosen report and format are now ready

to be printed by Forms Printer. Optionally, additional Delivery options can also be defined for controlling

Forms Printer’s To File, To Printer and To E-mail Delivery.

To File

Mark the To File checkbox to have the report exported to a file each time the selected report format is

delivered. To complete this delivery option, a File Format and file path are selected.

File Format

The File Format selection determines the format for the exported document. See the Report Formats section

for details.

Folder

The folder field displays the export path the report will be exported to when Delivered. When selecting the

To File option, there are two methods for determining both the path AND the resulting Export File Name.

Those are either using the Folder Lookup button or the Select File Name button.

Folder Lookup Button

The folder lookup button is used to choose ONLY the path and folder the report will be exported to when

Delivered. This is the path to the directory and does not include the file name. If this method is used, Forms

Printer automatically names the file to ensure a unique file name is created during each export. See

Understanding File and Folder Naming Rules and Conventions for details.

*Understanding To File Naming Rules and Conventions

When delivering to file with Forms Printer, part of the setup is to choose the folder location to which the file

will be exported. This is done by using the Folder Lookup button where only the folder is chosen. No file

name is specified. In this case, Forms Printer will create the file name at the time of export using the

following rules:

1. When printing single documents, the file is named with the convention:

DocumentType<sp>DocumentNumber<sp>SystemDate<sp>SystemTime<.>extension

For Example, sales order number “ORD0001”, might export as:

Order ORD0001 06-25-27 8 30 27AM.PDF

2. When printing batches or ranges of documents, the file is named with the convention:

DocumentType<sp>FirstDocNumber<sp>to<sp>LastDocNumber<sp>SystemDate<sp>

SystemTime<.>extension

For Example a batch with sales orders “ORD01” to “ORD05” might be exported as:

Order ORD01 to ORD05 06-25-01 8 30 27AM.PDF

Note: If the document being exported has any custom master record settings, for ANY master record, then

Forms Printer will create individual files per document, even when printing batches or ranges.

3. The exception to this convention is Statements. Because Statements do not have a document

number, the naming convention is:

DocumentType<sp>CustomerNumber<sp>

(or FirstCustomerNumber<sp>to<sp>LastCustomerNumber)SystemDate<sp>

System Time<.>extension

Select File Name Button

The Select File Name button opens the Select File Name window which is used to create a custom file path

and/or file name for use when exporting to file through the delivery system. This feature allows the folder

and / or file name to be created at runtime based on data associated with the document. For example, rather

than defaulting the file name to the Forms Printer naming convention of Document Type, number and date

time, you could create a file that gets its file name from each Purchase Order’s PO Number.

*Understanding To File Folder Behavior

When creating the file path, there are several rules that Forms Printer will follow. Those are:

1. If the created file path and name do not contain a period “.” after the last backslash “\”, Forms

Printer assumes you are trying to define only a file path and NOT a path and name. It will look for the

entered value as a path.

For example, if we intended to create pdf files with the name “MyFile”, in a folder called “Reports”

on drive “X”, we would enter:

X:\Reports\MyFile.pdf

If, instead, let’s examine the behavior if we left off the file extension, entering only:

X:\Reports\MyFile

Forms Printer would evaluate “MyFile” as a subfolder of the “Reports” folder on drive “X”. If a folder

with the name “MyFile” was not found, the export to file would fail. If the defined folder is found,

Forms Printer will create export file using the naming convention detailed in Understanding File and

Folder Naming Rules.

2. The defined folder path MUST exist and be a valid path from the printing workstation. Forms Printer

will not try to create the folder path at runtime. If the folder does not exist, documents defined to go

to that folder will fail and must be reprinted.

3. Any part of the file / folder name can be parameterized but when parameterizing the folder path,

remember Rule #2.

For example, the folder path below would assume that no file name has been added because there is

no period. Forms Printer would expect there to be a folder with the Vendor ID as its name and if

found, will create export file using the naming convention detailed in Understanding File and Folder

Naming Rules.

X:\Reports\{<RF>’Vendor ID’ of table POP_PO,0}\

In this example, the entire folder path and file name are defined so a pdf file named for the PO

Number would be created in the “Reports” folder on the “X” drive:

X:\Reports\{<RF>’PO Number’ of table POP_PO,0}.pdf

4. The file extension defined must match the extension selected in the File Format dropdown on the

Forms Printer Setup window. If they do not match, the name of the file will be as specified in the

Select File Name window but that actual file format will be that of the File Format dropdown

selection.

5. If a duplicate file name is created as a result of exporting to file, Forms Printer will overwrite the

existing file WITHOUT WARNING.

To Printer

Selecting the To Printer checkbox enables the Delivery System printer output. By default, this option is

checked when a new report is added. When marked, this option will send a copy of the report to printer

whenever the delivery system is used. Left unmarked, the report will only print to the printer if the ‘Print’

option is selected on the Report Destination Window.

When a report is added to Forms Printer and the Report Tool is set to Crystal or SQL Reporting Services, the

To Printer, Printer Selection Dropdown, and Printer name fields have specific control of the report. When

printing to printer that is important to understand.

Some things to note about the To Printer settings are:

1. If the To Printer checkbox is checked, and the user chooses to Deliver, Forms Printer will always send

the report using the print options selected.

2. If the To Printer checkbox is not selected the Printer Selection value chosen is still used as the default

printer when selecting Print from the Print or Deliver Dialog of Forms Printer.

Printer Selection

This dropdown determines where the document will be printed when used within Microsoft Dynamics GP.

The valid choices are described below.

• Printer Saved On Report – Crystal Reports ONLY

This setting will direct the Crystal report to the printer saved in the Crystal Report Designer Print

Setup window when the report was designed or modified. If the report has no defined printer or the

defined printer is not available from the workstation, the default system printer will be used.

• Default System Printer

This setting instructs Forms Printer to print the selected Crystal report to the default printer defined

on the user’s workstation.

• Ask Each Time Report Prints

This setting will allow you to select the printer at the time the report is printed. Using this setting will

direct the report to the selection made during the printing process.

• Specific Printer

This setting will allow you to select the printer at the time the report is printed. Using this setting will

direct the report to the selection made during the printing process.

Printer Display

This read only field displays the printer selected when Specific Printer is used.

Printer Setup Button

This button is enabled when Specific Printer is chosen for the Printer Selection Dropdown. The button opens

the Print dialog where a printer and settings can be defined.

Copies To Print

The Copies To Print field is hidden by default. It is displayed when the Printer Selection dropdown is set to a

selection other than Specific Printer. The number of copies determines the quantity output to the printer

when the report is printed. This quantity will override any quantity selected from the print dialog within the

report print setup, or the system default print setup. If using ‘Ask Each Time Report Prints’, then the number

of copies entered in the properties window will be used.

Note: If the To Printer checkbox is selected for a Report or Company, a copy of the document will be printed every

time the Delivery System is used. To have the document print to the printer only when specified, mark the ‘To

Printer’ checkbox, set the desired ‘Print Using’ and ‘Number of Copies’ options, then unmark the To Printer

checkbox. This will allow Forms Printer to use your printer settings, but only print to the printer when ‘Printer or

Delivery System’ is selected from the Report Destination window, and Printer is selected from the Delivery

System Dialog window. Note that this functionality DOES NOT apply to Master Records

Number of copies can also be set using the optional Print Dialog window. When printing, Forms Printer reads

the Microsoft Dynamics GP ‘NoPrintDialogs’ setting in the Dex.ini file. If NoPrintDialogs=FALSE, then the user

will be presented with the Print Dialog window. This can be overridden for Forms Printer Reports only, by

using the ASINoPrintDialogs=TRUE dex.ini setting. The Dialog window allows Number Of Copies and Collate

options to be entered, as well as page ranges when used with Crystal runtime, or displays a complete printer

selection dialog with the Currently installed Crystal XI-R2 Runtime.

To E-mail

Selecting the ‘To E-mail’ checkbox, allows delivery of the selected document by E-mail.

During E-mail setup, it may be helpful to consider Forms Printer many advanced features related to E-mailing

including:

• HTML Formatted E-mail Body – create an HTML Formatted E-mail body with colors, images, etc.

• Database Functions – write custom SQL Functions to return content for E-mails and File Exporting

• Scripted E-mail Addresses – custom SQL Selects to retrieve E-mail Addresses using custom rules

Using Outlook

Forms Printer will automatically detect whether Microsoft Outlook is installed, and enable or disable the

Microsoft Outlook Radio button and E-mail options available for use with Outlook E-mailing.

Note: If using SSRS as the Report Tool, only Using Outlook is enabled.

Using Crystal MAPI

If Outlook is not detected and the Reporting engine is Crystal Reports, then Forms Printer will use the Crystal

Reports MAPI mailing functionality, and automatically mark the Crystal MAPI Radio button, disabling the

option to use Microsoft Outlook. Even if Outlook is installed, you may still choose to use Crystal MAPI Mail by

selecting the Crystal MAPI Radio button.

Because of the limits of the Crystal API, certain functionality is unavailable when not using Outlook.

• The functional limits when using Crystal MAPI functionality are:

• You cannot specify an ‘E-mail From’ profile.

• The default profile will be used as the ‘From’ address.

• You cannot name the attachment.

• The attachment name will be the same as the Crystal Report used to create it.

• You cannot specify the Send Option.

• The E-mail will be sent automatically to the recipient.

Note: In order to use the ‘To E-mail’ feature of the Forms Printer Delivery System, the client workstation must have a

Messaging Application Programming Interface (MAPI) compliant E-mail application loaded. The full version of

Microsoft Outlook is currently the only supported MAPI client According to the Crystal /Business Objects/SAP web

site.

To have access to all of Forms Printer’s E-mailing functionality, it is recommended to use Microsoft Outlook 2000

or Greater.

E-mail From

The E-mail From dropdown list is populated in three ways. First, the selection Default Mail User is always

added automatically, second is the list based on entries or selections made in the E-mail From Setup window,

and lastly it displays any saved value for the selected entry already saved in setup.

From the dropdown, you have the option to use the Default Outlook User or specify a specific E-mail Address

to use as the Send On Behalf Of E-mail From Address. If using an E-mail Address other than the default user,

the default user must have Delegate permissions in Outlook. For more information about this topic, please

see the Outlook help documentation regarding Delegates.

Scripted E-mail From Button

The Scripted E-mail From button opens the Scripted Email List window where custom rules can be used to

determine the E-mail From address used when Delivering by E-mail.

Scripted Email List Window

When the Scripted Email List window opens, if the E-mail From dropdown of Forms Printer Setup has ‘Default

Mail user’ selected, the Scripted Email List window will show an example of how a stored proc with

parameters could be called. See details in Scripted E-mail From and To Addresses in the Advanced Features

section of this Guide.

E-mail To Source

The E-mail To dropdown list allows you to select the Master Record Address from which Forms Printer will

retrieve the E-mail To Address. The choices are:

• Internet Information User Defined E-mail Field

This selection is the legacy setting from Forms Printer and uses the Internet Information window’s E-

mail field value. This E-mail address is stored per Master Record, per Address, in the original Internet

Information E-mail field of the Internet Information window. The Master record is either the

Customer or Vendor for which the document was created, depending on the document type being

printed

• Internet Information E-mail Addresses (To, CC and BCC)

This selection uses the newer E-mail To, CC and BCC fields from the Internet Addresses window. This

E-mail address is stored per Master Record, per Address. The Master record is either the Customer

or Vendor for which the document was created, depending on the document type being printed

• Dynamics GP Setup

This selection uses the options for E-mail source from the Dynamics GP E-mail setup. For more

information on that setup, see the Dynamics GP help

E-mail To

The E-mail To dropdown list allows you to select the Master Record Address from which Forms Printer will

retrieve the E-mail To Address. Used in conjunction with the E-mail To Source selection, the E-mail To list

either shows the available options, or if using the Dynamics GP Setup option, is disabled.

Alternatively, the option Scripted Mail To List can be selected allowing the results of the Scripted Mail To

Addresses list to control the E-mail To address for the selected entry.

Additional E-mail To Addresses

The Additional Addresses link opens the Additional Addresses Setup window. This link will be displayed in red

when additional addresses have been entered.

Additional Addresses Setup Window

This window allows you to define addresses to mail to, other than the primary address selected in the E-mail

To dropdown list. The screenshot below shows this window.

Mail Address Type

Determines whether the selected address will be added to the E-mail To, Cc, or Bcc list of the E-mail.

Required

Mark this checkbox to have the E-mail halted when the selected address is blank. If using Crystal MAPI for E-

mailing, the E-mail will not be created if the Primary or any Required E-mail Address is blank. If using Outlook,

the E-mail will be created, however the ‘Send Option’ will be ignored, and the E-mail will be saved as a Draft.

In either case, the error will be reported on the Delivery System Error Log, which prints after an E-mailing

error is encountered.

Use E-mail Address Of

The ‘E-mail Address Of’ dropdown list allows you to select the Master Record Address from which Forms

Printer will retrieve the additional E-mail Address. This E-mail address is stored per Master Record, per

Address, in the Internet Information window. The Master record is either the Customer or Vendor for which

the document was created, depending on the document type being printed.

E-mail CC List

The E-mail CC List allows you to manually enter additional addresses to be Carbon Copied.

E-mail BCC List

The E-mail CC List allows you to manually enter additional addresses to be Carbon Copied.

Note: E-mail Addresses in the CC and BCC lists must be separated with a Semi-Colon. If you enter a combination of

manual addresses and dynamically selected addresses, Forms Printer will use both to create a complete E-mail

To, Cc and Bcc list.

Scripted E-mail To Addresses

The Scripted Mail to Addresses button opens the Scripted E-mail List window. This window allows you to

manually add a SQL script which returns a custom list of Mail To, CC and / or Bcc E-mail Addresses for E-mail

delivery. See Scripted E-mail To Addresses in the Advanced Features section for details.

Replies Sent To

This text field allows for the entry of an E-mail address that will receive the E-mail if the recipient replies to

the E-mail.

Note: For the Reply To functionality to work properly, the E-mail must be sent to an E-mail address outside of the

Exchange domain sending the E-mail.

Send Option

The Send Option dropdown list allows you to select the destination for the created E-mail. The selections for

Send Options are:

Send Directly to E-mail Recipient

Automatically sends the E-mail.

Save To Outlook Drafts folder

Creates the E-mail in the Drafts folder. E-mail must be sent manually.

Save to Outlook Outbox

Creates the E-mail and saves it to the Outbox. E-mail must be sent manually.

Save to Outlook Outbox Delayed

Creates the E-mail and saves it to the Outbox. E-mail will be sent automatically at the specified time

selected by the Hours to Delay option.

Hours To Delay

The Hours to delay option is enabled when the Send Option dropdown list is set to ‘Save to Outlook

Outbox Delayed’. Setting this number adds the specified number of hours to the current system

time, and uses that to set the E-mail’s delayed send property. For example, if the E-mail was created

at 10:15 AM, and the Send option was set to Save To Outlook Outbox delayed, with an Hours To

Delay setting of 12, the E-mail would be created in the Outbox, and would stay there until 10:15 PM,

and then it would be E-mailed to the selected Recipients.

Display Created E-mail

Creates the E-mail displays the E-mail rather than sending or saving it. Once any required

modifications are made, the E-mail can be modified and then saved or sent manually.

Reply To Selected E-mail

By default, Forms Printer will prompt the user notifying them that the Reply To Selected E-mail is

about to run, giving the user a chance to select the E-mail they wish to reply to. After clicking Ok on

the dialog, the document and E-mail body, as defined in Forms Printer Setup, will be attached as a

reply to the user’s selected E-mail.

*Important points to understand when using the Reply To Selected E-mail feature:

1. The user must select an E-mail Item. A message will be generated if the selected Item is not an E-mail

which can be replied to giving the user one additional chance to select the correct Reply To E-mail

Item.

2. The feature is disabled when E-mailing a batch or range of documents. The documents will be

created as defined in Setup but will be saved to the Drafts folder as new E-mails in the case of batch

or range E-mailing.

3. The feature will work whether the user has already clicked Reply or not.

4. The feature works when using the Inline Reply or the Pop Out reply.

5. This feature ALWAYS uses the Reply All option when replying to the selected E-mail.

6. The dialog notifying the user to select the Reply To E-mail can be disabled in the Dex.ini. See

ASIOUTLOOKREPLYPRESELECT for more details on this setting.

If No E-mail Address

This dropdown determines the default behavior Forms Printer follows when the Master Record does not

have an E-mail address in the field(s) defined by the E-mail To selection. The If No E-mail Address choices are:

Save to Drafts Folder

Using this option, Forms Printer will create the E-mail including the Subject, Body and attachment(s). The

created E-mail will then be saved to the sending user’s Drafts folder.

Print Using Default Printer

Using this option, instead of sending the transaction to E-mail, Forms Printer will print the document using

the printing user’s default printer.

Specific Printer

Using this option, instead of sending the transaction to E-mail, Forms Printer will print the document using

the Printer

Printer

This read only field displays the printer selected using the Printer Setup button when If No E-mail

Address is set to Specific Printer.

Printer Setup Button

This setup button opens the Print dialog where a printer and properties can be selected for the

Printer setup when If No E-mail Address is set to Specific Printer.

Multiple Document Attachments per E-mail

When printing a batch or range of SOP, POP, or RM documents with Forms Printer, this checkbox indicates to

Forms Printer to look at each transaction in the Batch or Range, look at the Forms Printer Setup Delivery

Options, each transaction’s intended E-mail To recipient, and then create a single E-mail for each unique E-

mail To address. All of the documents for that E-mail To recipient are added as attachments to that single E-

mail.

Additional Attachments

The Additional Attachments link opens the Include Additional Attachments window where files other that the

transaction can be configured for inclusion on the created E-mail.

Include Additional Attachments Window

The Additional Attachments window allows files to be selected for attachment to the E-mail when a

Dynamics GP document is being delivered To Mail. These files can be selected by name or they can be

included using hardcoded text and parameter fields from specific tables, system tables, and global fields.

When the E-mail is created Forms Printer will fill in any parameters using data associated with the document

being E-mailed, retrieve the file from the file system and attach it to the E-mail along with the Dynamics GP

document before completing the defined delivery.

Note: If the defined document(s) does not exist at the time the E-mail is generated, Forms Printer WILL STILL CONTINUE

WITH DELIVERY. Failure to retrieve a defined file DOES NOT STOP the E-mail. To stop the E-mail and display an

error, set the Dex.ini entry ASIFP_ERRORONMISSINGATTACHMENT = TRUE.

Window Buttons

Buttons

Description

Save

This button saves any changes made and closes the Additional

Attachments window.

Cancel

This button closes the Additional Attachments window without saving

any changes made.

Window Fields and Controls

Fields

Description

Include GP E-mail Attachments

This checkbox instructs Forms Printer to use the GP Attachments if

present.

Add

This button opens the Select File Name window where files and paths

containing report fields can be built or selected.

Edit

This button opens the Attachment Path and File Name window.

Delete

This button removes the highlighted file from the list of attached

documents.

File List

This list field displays the included attachments.

Window Example

The screenshot below shows an example of a list of files to be added as attachments to the delivered E-mail.

Include GP E-mail Attachments

This checkbox instructs Forms Printer to examine the GP Attachment setup for attachments rolled down or

added to Sales and Purchasing transactions, and are marked to be included in E-mails in the Select

Attachments to Send in E-mail window. See the Dynamics GP Attachments documentation for more on how

the GP attachment functionality is setup and used.

Add

The Add button opens the Select File Name window where files and paths containing report fields can be

built or selected. The Select File Name window is used to type in, select or build a path and file name for the

file(s) to be attached. When building the path or name using parameter fields, any part of the file name or

path can be replaced with one or more parameters.

See Select File Name window for details.

Note: Tokens appear in the Path and File Name surrounded by {}. These brackets and all of the text that appears

between them are required in order for Forms Printer to replace the tag with the correct information. The tokens

shown in the path will be replaced with the actual value of the fields when the E-mail is created. The text of these

tokens should not be altered in any way.

Edit

The Edit button opens the Attachment Path and File Name window, displaying the file and path highlighted

on the Include Additional Attachments window. From there, changes to the file name and path can be made

by making manual changes or by selecting a new file.

Delete

The Delete button removes the highlighted file from the list of attached documents.

File List

The File List field displays each of the files that will be included as attachments to the E-mail when delivered.

Attachment Format

The Attachment Format dropdown list displays the available file formats that can be created by the selected

Report Tool. See Report Formats for a list of file format types for each Report Tool.

Attachment Name

The Attachment Name field is used to enter text that will be used as the file attachment name in the E-mail

created by Forms Printer. To create a calculated Attachment Name, use the Attachment Name Editor.

Note: When creating an attachment name, the following characters should be avoided, as they are invalid in the name

of a file: \ / ? * : “ <> |

Attachment Name Editor Button

The Attachment Name Editor button opens the Subject and Attachment Name Editor window where a

calculated attachment name can be created using a combination of entered text and tokens.

Message and Subject

The Message and Subject radio group allow for the selection of the Subject and Message Source, using either

settings already defined in Dynamics GP or

The Message and Subject choices are:

From Forms Printer

This selection allows for the selection and setup of the E-mail message and Subject using the options

chosen in the Forms Printer Setup window.

From Dynamics GP

This selection disables the Message ID and Subject fields in Forms Printer Setup. This indicates that

Forms Printer will retrieve the E-mail Message and Subject from the matching Document Type Setup

defined in the Dynamics GP Message Setup window (opened from Microsoft Dynamics GP > Tools >

Setup > Company > E-mail Message Setup) and mapped in the Dynamics GP Sales E-mail Setup,

Purchasing E-mail Setup, Customer E-mail Options, and Vendor E-mail Options windows. Forms

Printer uses the same methodology as GP for selecting the Message ID which determines the Body

and Subject of the E-mail, looking first to the Customer or Vendor and then defaulting to the per

document setup if no per Master ID option is defined.

Note: Forms Printer does not use other Dynamics GP settings (Embed Document in Message Body,

Attachment Options, and File Attachment Format) even when using the From Dynamics GP Message

and Subject setting.

To use the Dynamics GP feature E-mail Address based on Doc Type if Forms Printer, see E-mail To

Source.

Message ID

The Message ID field shows the selected ID value of the selected E-mail Message.

Message ID Lookup

The Message ID Lookup button opens the E-mail Messages window. An example of the E-mail

Messages window is shown below.

E-mail Messages Window

The E-mail Messages window lists the Messages created and saved using the Message Editor

window. Use this window to select a Message ID to return to Setup.

Window Example

A screenshot of the E-mail Messages window is below.

Message ID Editor Button

The Message ID Editor button opens the Message Editor window where new Messages can be

created, and existing messages can be modified or deleted. See Message Editor window for details.

Message Description

The read only Message Description field displays the description of the selected Message.

Subject

The Subject field is used to display and enter a string that will be used as the E-mail subject when Forms

Printer delivers by E-mail.

Subject Editor Button

The Subject Editor button opens the Subject and Attachment Name Editor window. See Subject and

Attachment Name Editor window for details.

Shared Windows and Lookups

Several windows, lookups and selections are referenced from multiple locations in Forms Printer. Those

resources are detailed below. Links to these resources are found throughout the documentation, in-line with

the description of the functionality or feature using them.

Database Function Lookup

The Database Function lookup is used to select a SQL User-Defined Function for use as part of the Forms

Printer Delivery Options. The window can be opened from the To File Name, Scripted E-mail List, Subject and

Attachment Name Editor, and Message Editor windows.

The use of Database Functions is described in detail in the Advanced Features, Database Functions section of

this User Guide.

Window Buttons

Buttons

Description

Select

Returns the selected Database Function to the window that it was

opened from and closes the Database Function Lookup window.

Cancel

Closes the Database Function Lookup window and returns to the

window that it was opened from without returning a Database Function

value.

Refresh

Enabled when Use database is set to Entered Database, the Refresh

button returns a list of Database Functions from the database typed

into the Entered Database entry field.

Window Fields and Controls

Fields

Description

Use Database

This radio group contains the options for setting Database context

when retrieving the Database Function list.

Company Database

This radio button displays a list of company specific Database Functions.

When using this option, the database function will not be Qualified with

Company Database when used. This allows it to be executed in the

current company context in GP. It is important to note that the function

must exist in all GP Companies that will access Forms Printer setup

using this function.

System Database

This radio button displays a list of System Database specific Functions.

When using this option, the database function will be Qualified with

System Database when used.

Entered Database

This radio button enables the Database name field and the Refresh

button.

Database Name

This string input field allows for the entry of a known SQL Database on

the Dynamics GP SQL Server. When using this option, the database

function will be Qualified with entered Database when used.

Database Function Name

Displays a list of Scalar, SQL User-Defined Functions from the current

Company Database.

Parameters / Datatypes

Displays the name and datatype of the parameter(s) required by the

SQL User-Defined Function.

Window Example

Message Editor

The Message Editor Window is used to create the body for E-mails to be delivered by Forms Printer. The

created messages are saved with an ID and Description and can be applied to multiple documents in Forms

Printer Setup.

The message text can be manually entered, or it can be a combination of manually entered text and tokens

added using the Select Form Fields, Select System Fields, and Select Global Fields lists.

More advanced options for creating the E-mail Message include:

• Database Functions – write custom SQL Functions to return parts of, or all of the E-mail body.

• HTML Formatted E-mail Body – create an HTML Formatted E-mail body with colors, images, etc.

When the message is created and assigned to a particular document, Forms Printer will fill in any

parameters using data associated with the document being E-mailed.

Window Buttons

Buttons

Description

Save

Saves any changes made to the Message and closes the Message Editor

window.

Clear

Removes all contents in the Message field.

Delete

Deletes the currently selected Message ID.

Window Fields and Controls

Fields

Description

Select Form Fields

The Select Form Fields List displays the form tables and fields available

to be used as Tokens for the selected document type. Double clicking

on a field adds that field as a token to the message text.

Select System Fields

The Select System Fields List displays system tables and fields available

to be used as Tokens for the selected document type. Double clicking

on a field adds that field as a token to the message text.

Select Global Fields

The Select Global Fields List displays global fields available to be used as

Tokens for the selected document type. Double clicking on a field adds

that field as a token to the message text.

Browse Data

The Browse Data button displays a list of the first 5 unique values in the

selected Form Table column. This is provided as an easy way to

determine the contents of a given field.

Database Function

This read only field shows the Database Function returned from the

Database Function Lookup.

Database Function Lookup

This button opens the Database Function Lookup window.

Database Function Insert

This button adds the Database Function shown in the Database

Function field to the Message field.

Message Field

This text field allows typing and cut & paste of strings, text, and tokens

that will be used in the E-mail body.

Window Example

The screenshot below shows an example of a parameterized message for an unposted Sales Order Processing

document.

Note: Tokens appear in the Message Editor Text field surrounded by {}. These brackets and all of the text that appears

between them are required in order for Forms Printer to pull the correct information. The Tokens shown in the

message will be replaced with the actual value of the fields when the E-mail is created. These Tokens should not

be altered in any way.

Note: Because Message Tokens are based on document specific tables, the messages created are available to be used

only by the document group for which they were created. A message created for a Statement can be used as the

message when E-mailing statements. A message created for Unposted Sales Transactions, however, can be used

for all unposted Quotes, Orders, Invoice, Returns, and Backorders. A Message created for Historical Sales

Documents may be used only for posted Quotes, Orders, Invoice, Returns, and Backorders. Messages for

Purchase Orders may be used only for Purchase Order formats.

Report Formats

When using Forms Printer to export reports to file or E-mail reports as an attachment, you must select the

file type for the exported file or attachment. The file type options vary depending upon whether Crystal

Reports or SQL Server Reporting Services is used to generate the report.

Below is a list of the formats available for each tool. For details regarding these extensions, see the

manufacturer documentation provided with Crystal Reports or SQL Reporting Services.

Crystal Reports File Formats

Adobe PDF

Microsoft Office Excel Worksheet

HTML Document

Microsoft Office Word Document

Rich Text Format

Crystal Report

Comma Separated Text File

Tab Delimited Text File

Text Document

SQL Server Reporting Services Rendering Extensions

Adobe PDF

XML Document

Image

HMTL 4.0 Document

HTML 3.2 Document

MHTML Document

Microsoft Office Excel Worksheet

Comma Separated Text File

Microsoft Office Word Document

Subject and Attachment Name Editor

The Subject and Attachment Name Editor Window is used to create the E-mail subject and attachment. This

text can be manually entered text, or a combination of manually entered text and parameter fields added

from specific report tables, system tables, and global fields. When the field is created and assigned to a

particular document, Forms Printer will fill in any Tokens using data associated with the document being E-

mailed.

Window Buttons

Buttons

Description

Clear

This button removes the Subject / Attachment field contents.

This button closes the Subject and Attachment Name Editor window

and returns the contents of the Subject / Attachment field to the setup

window.

Window Fields and Controls

Fields

Description

Select Form Fields

The Select Form Fields List displays the form tables and fields available

to be used as Tokens for the selected document type. Double clicking

on a field adds that field as a token to the Subject / Attachment field.

Select System Fields

The Select System Fields List displays system tables and fields available

to be used as Tokens for the selected document type. Double clicking

on a field adds that field as a token to the Subject / Attachment field.

Select Global Fields

The Select Global Fields List displays global fields available to be used as

Tokens for the selected document type. Double clicking on a field adds

that field as a token to the Subject / Attachment field.

Browse Data

The Browse Data button displays a list of the first 5 unique values in the

selected Form Table column. This is provided as an easy way to

determine the contents of a given field.

Database Function

This read only field shows the Database Function returned from the

Database Function Lookup.

Database Function Lookup

This button opens the Database Function Lookup window.

Database Function Insert

This button adds the Database Function shown in the Database

Function field to the Subject / Attachment field.

Subject / Attachment Field

This text field allows inserting, typing and cut & paste of strings and

tokens that will be used in the E-mail Subject or Attachment.

Window Example

The screenshot below shows an example of a parameterized subject or attachment name.

Note: Because Subject and Attachment Tokens are based on document specific tables, the texts created are available

to be used only by the document group for which they were created. A Subject created for a Statement can be

used as the Subject when E-mailing statements. A Subject created for unposted Sales Transactions, however, can

be used for all unposted Quotes, Orders, Invoice, Returns, and Backorders. A Subject created for Historical Sales

Documents may be used only for posted Quotes, Orders, Invoice, Returns, and Backorders. Subjects for Purchase

Orders may be used only for Purchase Order formats.

Select File Name Window

The Select File Name window is used to define a file path using a combination of text and Token values.

The Select File Name window can be opened from the Forms Printer Setup window’s To File Delivery Setup,

and the Subject and Attachment Name Editor window.

The use of Database Functions is described in detail in the Advanced Features, Database Functions section of

this User Guide.

Window Buttons

Buttons

Description

Clear

This button removes the Subject / Attachment field contents.

This button closes the Subject and Attachment Name Editor window

and returns the contents of the Subject / Attachment field to the setup

window.

Window Fields and Controls

Fields

Description

Select Form Fields

The Select Form Fields List displays the form tables and fields available

to be used as parameters for the selected document type. Double

clicking on a field adds that field to File Name field.

Select System Fields

The Select System Fields List displays system tables and fields available

to be used as parameters for the selected document type. Double

clicking on a field adds that field File Name field.

Select Global Fields

The Select Global Fields List displays global fields available to be used as

parameters for the selected document type. Double clicking on a field

adds that field to the File Name field.

Browse Data

The Browse Data button displays a list of the first 5 unique values in the

selected Form Table column. This is provided as an easy way to

determine the contents of a given field.

Database Function

This read only field shows the Database Function returned from the

Database Function Lookup.

Database Function Lookup

This button opens the Database Function Lookup window.

Database Function Insert

This button adds the Database Function shown in the Database

Function field to the Subject / Attachment field.

Subject / Attachment Field

This text field allows inserting, typing and cut & paste of strings and

tokens that will be used in the File Name field.

Window Example

Adding a Company Record

NOTE: Only Add Companies if you want DIFFERENT settings between companies, SOP Document Type IDs, Class IDs or

Master Records. If all Companies, SOP Document Type IDs, Class IDs or Master Records will use the same report

and settings, you do not need to add Company Records.

1. Select a Report in the Report / Company / Class ID / Master Record List.

2. Click the New button from the control area (or right click in the treeview).

3. Select Include New Company for Selected Report from the dropdown menu.

4. From the Include a New Company window, select a Company from the dropdown list.

5. Click Save.

6. This screenshot of the Include a New Company window shows an example of the Product, Series,

and report fields as well as the selected Company to be added.

Adding a SOP Document Type ID Record

NOTE: Only add SOP Document Type ID records if you want DIFFERENT settings between Type IDs. If all Type ID Records

will use the same report and settings, you do not need to add Type ID Record entries. If you have a Type ID, a

Class ID, or a Customer defined in Setup, the Customer’s settings will take precedence over the Class ID. Both

Customer and Class ID will take precedence over the Type ID.

1. Select a Company in the Report / Company / SOP Document Type ID / Class ID / Master Record List.

2. Click the New button from the control area (or right click in the treeview).

3. Select Include New SOP Documents Type ID Record for Selected Report and Company from the

menu.

4. From the Include a New Document Type ID window, select a Type ID by clicking on the Type ID

Lookup.

5. This will open a lookup window where you can select a Type ID and return it to the Include a New

Type ID window.

6. Click Save.

7. This screenshot of the Include a New Document Type ID window shows the selected report and

Company to which the Type ID is being added.

Adding a Class ID Record

NOTE: Only Add Class ID Records if you want DIFFERENT settings between Class IDs. If all Class ID Records will use the

same report and settings, you do not need to add Class ID Record entries. If you have a SOP Document Type ID

and/or Class ID and a customer in that Class ID defined in Setup, the Customer’s settings will take precedence

over the Class and the SOP Document Type ID.

1. Select a Company in the Report / Company / Class ID / Master Record List.

2. Click the New button from the control area (or right click in the treeview).

3. Select Include New Class ID Record for Selected Report and Company from the menu.

4. From the Include a New Class ID window, select a Class ID by clicking on the Class ID Lookup.

5. This will open a lookup window where you can select a Class ID and return it to the Include a New

Class ID window.

6. Click Save.

7. This screenshot of the Include a New Class ID window shows the selected report and Company to

which the Class ID is being added.

Adding a Master Record

NOTE: Only Add Master Records if you want DIFFERENT settings between Master Records. If all Master Records will use

the same report and settings, you do not need to add Master Record entries. If you have a SOP Document Type ID

and/or Class ID and a customer in that Class ID defined in Setup, the Customer’s settings will take precedence

over the Class and the Type ID.

1. Select a Company in the Report / Company / Class ID / Master Record List.

2. Click the New button from the control area (or right click in the treeview).

3. Select Include New Master Record for Selected Report and Company from the menu.

4. From the Include a New Master ID window, select a Master ID by clicking on the Master ID Lookup.

5. This will open a lookup window where you can select a Master ID and return it to the Include a New

Master ID window.

6. Click Save.

7. This screenshot of the Include a New Master ID window shows the selected report and Company to

which the Master ID is being added.

Printing with Base System and Project

Once the Forms Printer Delivery System has been setup, you can print using the normal processes for each

document type. When printing documents with Delivery System Options, you will be presented with the

Report Destination window, with the destination choices of ‘Screen’, ‘Printer or Delivery System’, and ‘File’.

Choosing Screen outputs the document to either the Crystal Reports or SRS Preview window.

Choosing Printer or Delivery System displays the Delivery System Dialog window. The Delivery System Dialog

window allows you to select from ‘Printer’ or ‘Delivery System’.

Choosing Printer disregards the ‘To File’ and ‘To Mail’, as well as all of the Delivery System Master

Record Setup options, and prints the report directly to the printer defined in the Delivery System

Document Setup window.

Choosing Delivery System allows Forms Printer to deliver each document to the destination defined

in either the Delivery System Document Setup window.

Choosing File disregards the Delivery System Document Setup options, and exports the Report to the file and

format selected in the Report Destination window.

When choosing File, the Export Types dropdown list will display all of the available Report export types.

Note: Several Dialogs are presented during Forms Printer Print and Delivery. Many of these dialogs are customizable, or

in some case can be suppressed to aid in streamlining your printing and Delivery processes.

Sample Reports in Forms Printer Base

The installation of Forms Printer includes sample reports for Forms Printer Base and Forms Printer for

Project. These reports are found in the Forms Printer subfolder of the Dynamics GP directory on any machine

where Forms Printer has been installed.

There you will see subfolders for Crystal and SSRS Reports and within those folders, a directory with reports

organized by Series.

For more information on using and modifying the sample reports, see the reporting tool specific sections for:

Crystal Reports Sample Reports

The Crystal Reports provided with Forms Printer are samples, intended to be used as templates and are

meant to be generic examples, rather than the solution to every printing situation. These reports will need to

be modified in order to handle specific needs. Before modifying the sample reports, it is recommended that

you have an understanding of Crystal reports. If you are unfamiliar with Crystal reports, the quick setup is the

easiest way to get up and running with the sample reports. If your report modification includes adding tables

to the sample reports, follow the instructions in the Modifying Sample Reports section pertaining to your

database type.

Installed Sample Reports

The Forms Printer Crystal Reports templates are installed into the following folder: [Dynamics GP Application

Folder]\Forms Printer\Crystal Report Templates

Within that subfolder are several subfolders for the supported Dynamics GP series.

Using Sample Reports

The template reports installed with Forms Printer are “generic”, that is: they are designed to work

immediately after installation without the need for modification. Of course, you will at least want to make

cosmetic changes to the logo and company name, etc. These changes can be made very simply without

complex modification to the report.

However, if you are adding tables to the report, or making other more significant changes you must follow

the report modification instructions in the Modifying Sample Reports section.

Modifying Sample Crystal Reports

In order to modify the Forms Printer Base sample reports for use in your environment, you will need to have

an installed copy of Crystal Reports application. Contact your partner or SAP for licensing and purchasing

questions.

Steps for Customizing Crystal Report Sample Reports

Step 1. Note Current DSN

Make note of the settings for the DSN used by Microsoft Dynamics GP. (Start->Control Panel->Administrative

Tools->Data Sources (ODBC)

Step 2. Create a Temporary DSN

Use similar settings to create a temporary named second DSN, using a unique name for the Data Source

Name. For example, use ASIFPTemp. This temporary DSN may be set to use a Microsoft Dynamics GP

company database (EX: TWO) as the default, but it is not required.

Step 3. Set Datasource on Report

a. Open the sample report using the Crystal Report Designer.

b. From the toolbar, click Database.

c. From the dropdown menu, select ‘Set Datasource Location…’

d. From the ‘Replace with’ list at the bottom of the window, expand ‘Create New Connection’.

e. Expand ‘ODBC (RDO)’.

f. From the ODBC (RDO) window, Select the ASIFPTemp DSN from the Data Source Name list, and

then click ‘Next’.

g. From ‘Connection Information’, enter a valid User ID and Password.

h. From the Database dropdown list, select your Company Database.

i. Click ‘Finish’.

j. Back on the Set Datasource Location window, expand ‘report’ in the ‘Current Data Source’ list.

k. Highlight the DSN listed.

l. From the ‘Replace with’ list, highlight the ASIFPTemp DSN listed below ‘ODBC (RDO).

m. When both DSNs have been highlighted, click ‘Update’.

n. Click ‘Close’ when finished.

Step 4. Add SQL Objects, as Needed

If additional Tables, Views or Stored Procedures are needed, follow the Crystal Reports Application

documentation for adding tables in the Crystal Report Designer using the ASIFPTemp DSN.

Step 5. Save the Report

Save the Crystal Report in the directory used in the Forms Printer setup.

NOTE: Repeat Steps II through V for each Sample Report you need to modify.

Step 6. Remove the Temporary DSN

Once each of the reports you intend to modify have been corrected, delete the ASIFPTemp DSN

created in Step I. This allows the generic report to be printed from multiple company databases using

the DSN used to log into Microsoft Dynamics GP.

SQL Reporting Services Sample Reports

Installed Sample Reports

The Forms Printer SQL Reporting Services templates are installed into the following folder:

[Dynamics GP Application Folder]\Forms Printer\SRS Report Templates

Within that subfolder are several subfolders for the supported Dynamics GP series.

Modifying Sample SSRS Reports

Note that the sample reports are provided as a reference only so that you have a quick and easy way to

evaluate or demo the product. Changes to, and support of, these reports is subject to normal support

incident policy and Accountable Software makes no claim as the accuracy or supportability of the report

content.

The SQL Server Reporting Services (SSRS) reports that ship with Forms Printer are samples intended to be

used as templates for designing reporting solutions. They will need to be modified before use with Forms

Printer in a production environment.

The reports may be customized and deployed using the SQL Server Business Intelligence Development Studio

application, the Report Builder Available from the SSRS Report Manager web page, or the Visual Studio

application.

Use the following steps to customize a Forms Printer SSRS report, and deploy it to your Report Server, for use

by Forms Printer in Dynamics GP.

Steps for Customizing SSRS Sample Reports

Step 1. Create New Report Server Project.

Modification of an SSRS report first requires the creation of a new Report Server project in your application.

Launch either Business Intelligence Development Studio or Visual Studio.

Create a new Report Server project by using the Report Server template. The Report Server template can be

found under Business Intelligence Projects in the New Project window.

Step 2. Create New Shared Data Source

All Forms Printer SSRS reports are configured to use a data source called GPCompany for data retrieval. You

will need to create this data source in your project. The new data source should point to a Dynamics GP

company database on your SQL Server. To create the data source, right click on the Shared Data Sources

folder in the Solution Explorer window and select the context menu item to add a new data source. Name the

data source GPCompany and set the connection string to point to a Dynamics GP company database in your

SQL Server.

Step 3. Add Forms Printer SSRS Report to Project

Next, you will need to add the SSRS report that you wish to modify into your project. In the Solution Explorer

window, right click on the Reports folder and select Add, then Existing Item. Browse the file system to find

the Dynamics GP install folder. The Forms Printer SSRS reports are located in Dynamics GP Series sub folders

of the folder SSRS Report Templates, a sub folder of the Dynamics GP client application folder.

Add the report(s) that you wish to modify. The report layout, and SQL query can then be modified as desired.

All parameters that are passed to each report by Forms Printer are already defined in the report.

Note that the order and data type of the report parameters are important for proper execution of

the report by Forms Printer.

Step 4. Deploy Modified Report to Report Server

Once you have completed customizing the report, it can be deployed to your Report Server. Before deploying

the report, configure the deployment properties of the project in order to specify the location of the Report

Server and the target folders on the Report Server for your report and data source. The deployment

properties can be set by opening the project property page from the project menu or from the project folder

context menu in the Solution Explorer window.

Once the deployment properties have been set, the report can be deployed to the Report Server by selecting

Deploy from the Build menu or from the context menu of the report in the Solution Explorer window.

After the deployment has completed successfully, the report can be selected for use in the Forms Printer

Setup window in Dynamics GP.

Deploying Unmodified Forms Printer SSRS Reports to a Report Server

There may be circumstances when you wish to deploy an unmodified Forms Printer SSRS report to your

Reporting Services Report Server, for instance, when preparing a product demonstration. In such cases, the

Reporting Services Report Manager web application can be used to perform the task. The Report Manager

application allows report files to be uploaded to the Report Server database, which is equivalent to

publishing the reports. Follow these steps to deploy a Forms Printer SSRS report to the Reporting Services

Report Server, for later use by Forms Printer in Dynamics GP.

1. Upload Report File To Report Server

Launch your web browser and navigate to the Reporting Services Report Manager web application.

By default, the URL is http://<servername>/Reports. Click the Upload File link on the Contents tab

of the Home page, or on any folder page. This will open the Upload File web page. Browse to the

report file on your file system that you wish to upload and select it. The Forms Printer SSRS reports

are located in the Stub SRS Reports folder beneath the Dynamics GP install folder.

Press OK to upload the report file into the Report Server database.

2. Configure Report Data Source

Once a report has been published on the Report Server using the Report Manager, you will need to

configure its data source. All Forms Printer SSRS reports are configured to use a data source called

GPCompany for data retrieval. If this data source does not exist on your Report Server, then you can

associate the report with any existing data source that points to a GP company database. To do this,

click on the link for the report in Report Manager to open the report. Next click on the Properties tab

at the top of the page, and then click on the Data Source tab at the side of the page. In the Data

Sources page you can browse and select an existing GP company data source for your report.

After you have applied the change to the data source of your report, the report is ready for use by Forms

Printer. The report can be selected for use in the Forms Printer Setup window in Dynamics GP.

Multi Company SQL Server Reporting Services Reports

We recommend two techniques for configuring SSRS reports for use in a multi company environment.

1. Publish a Copy Of Each Report For Each Company

Using the Report Manager Web application, a report can be published to multiple folder locations on the

Report Server, with each copy configured to use a different company specific data source.

2. Configure Each Report to Dynamically Select a Company at Run Time

Using the report designer application, the data source definition of the report can be modified to use the

value of a report parameter, in order to specify the company database in which to execute the report query.

This will require changing the report from using a shared data source to using an embedded data source. The

connection string of the embedded data source can be defined as an expression that dynamically sets the

company database from a report parameter value. Below is a screenshot of the Data source window using a

dynamic connection string.

Use the following steps to configure a particular report to use a report parameter value for company

selection:

1. Open the report in a Report Server project in Business Intelligence Development Studio or Visual

Studio.

2. Select the Data tab of the report in the design surface.

3. Open the Dataset window for the GP Company dataset, by clicking on the ellipsis button next to

the Dataset drop down list in the Data tab.

4. Open the Data Source window for the dataset, by clicking on the Data Source ellipsis button in

the Query tab of the Dataset window.

5. Uncheck the Use shared data source reference check box.

6. Set the data source type to Microsoft SQL Server.

7. Enter an expression for the connection string, setting the Initial Catalog to be the value of the

report parameter that specifies the current company database in Dynamics GP:

8. ="Data Source=localhost; Initial Catalog=" & Parameters!CompanyID.Value

9. Specify the credentials for the data source.

10. Save and publish the report to the Report Server.

Report Requirements and Considerations

The reports you choose to use when printing with Forms Printer Base System can be simple modifications to

the Crystal or SRS report templates shipped with Forms Printer or they can be created from scratch in your

tool of choice.

In either case it is important to note that ALL Forms Printer reports have certain requirements and critical

considerations regarding their design and content.

Report Requirements

The requirements for reports to be printed using Forms Printer are all based upon the report’s parameters.

Reports used in Forms Printer will error if the following parameter requirements are not met. The

requirements are:

1. The Minimum Parameter Count - Your report may have more than the required parameters but

may not have fewer than those indicated in the templates or errors will occur and the report will

not print.

2. The Parameter Order

3. The Parameter’s Data Type

Important Considerations

Along with Parameter Requirements, each report has important considerations which must be understood,

and in MOST cases, heeded so that the report can display as intended. These important considerations

include:

1. Report Tables

2. Report Table Joins

3. Report Selection Criteria

While a report used in Forms Printer will not error without the suggested tables, joins and selection criteria,

there is a VERY likely chance that the report will not display the correct data intended by the Dynamics GP

printing process if any of these considerations are not followed.

Forms Printer Plus

Overview

Once the Configuration of Forms Printer is complete, the next step is to add Forms Printer Plus reports,

choosing how the report should be launched, selecting the report to be run, mapping fields from the window

to the report, and deciding on delivery to file, printer and E-mail.

To begin this process, open the Forms Printer Plus Setup Window, launch the Forms Printer Plus Setup

Wizard by clicking on the New button on the Forms Printer Plus Setup window.

Once you have created a report setup, it will appear in the Forms Printer Plus Setup treeview and you will be

able to edit its various options directly in each tab of Forms Printer Plus Setup. For details on the Forms

Printer Plus Setup window tabs, see the section below detailing the Forms Printer Plus Setup Wizard.

Forms Printer Plus Setup Window

The Forms Printer Plus Setup window is used to view and modify previously defined report setups as well as

to launch the Forms Printer Plus Setup Wizard where new reports can be defined.

Window Navigation

To access the setup information, use the Menu item:

Microsoft Dynamics GP > Tools > Setup > Company > Forms Printer Plus

The screenshot below shows the menu path.

Window Buttons

Buttons

Description

Save

Saves any changes made to window values.

New

This button opens the Forms Printer Plus Setup Wizard where a new report

setup can be defined.

Delete

Deletes the currently selected report from the tree view.

Report Engine Setup

Displays the Report Engine Setup menu options for setup of the available

reporting tools. Note that this window is shared with Forms Printer and Plus. If

using both products, setup only needs to be done once.

Window Fields

Fields

Description

Tree view

This treeview list is used to display and modify the list of reports that are setup in

Forms Printer Plus. The tree view lists defined reports using the hierarchy of

Product, Series, Form, Company, and Report display name.

Setup Options Pane

This editable page shows the tabs used to modify the various settings for the

record selected in the treeview.

Window Example

This screenshot shows the Forms Printer Plus Setup window as it will appear before adding report records.

Forms Printer Plus Setup Wizard

The Forms Printer Plus Wizard is used to create new report setups. After launching the wizard from Forms

Printer Plus Setup, you will navigate through each tab, defining the required information on that tab. Once

complete, click the Next button to be taken to the net tab in the sequence.

Each tab includes a brief explanation of the tab’s functionality as well as the same set of basic navigation

buttons defined below.

Wizard Buttons

Button

Description

Cancel Closes the Setup wizard without saving the report setup.

Previous Navigates back one tab in the setup process.

Next Navigates to the next tab in the setup process.

Save

After entering all required setup information, this button closes the wizard and

creates the new report setup, displayed in the Forms Printer Plus Setup window.

This treeview will display

created reports setups

using

Product >

Series >

Form >

Company >

Report Display Name

This pane will display the various

Report Setup Tabs

Used to view and modify created reports setups

Wizard Tabs

Using the Wizard buttons allows the user to navigate through each of the Wizard tabs, choosing options for

setup.

Welcome Tab

The Welcome tab displays a brief description of the steps that will be performed in the Setup Wizard.

Window Example - Welcome

Company Tab

The Company tab is used to define in which company(s) the defined report should be run.

Tab Buttons

Button

Description

Companies

This radio group is used to determine whether the report setup will be available in

All Companies or within a Specific Company. By default, the setup will be available

in all companies. To define the setup for an individual company, mark the Specific

Company radio option then use the Specific Company list to choose the company in

which the setup will be available.

Tab Fields

Field

Description

Select Company

This list box, enabled when the Specific Company radio button is selected,

displays the available companies within Dynamics GP. If the report setup being

created is intended to be available in a single company, use this list to choose the

company in which the report will be available.

Window Example

Note: Once a report setup is created and saved using the “All Companies” selection, you will NOT be able to define a

report setup using the Specific Company selection using the same Window and Button as a setup using the ‘All

Companies’ selection. You can define multiple reports for the same window using the Additional menu or other

buttons.

Window Tab

The Window tab is used to select the window to which the Forms Printer Plus report should be attached.

Tab Buttons

Button

Description

Help Me Choose

This button puts the wizard into a “Picker” mode that assists the user in selecting

the window on which the report will be available. See the Help Me Choose

Window Picker for details.

Window Lookup

This button opens the Window Lookup window allowing the user to manually

select the window on which the report will be available. See the Window Lookup

Window for details.

Tab Fields

Field

Description

Product

This display only text fields shows the product in which the window returned by

either the Help Me Choose process or the Window Lookup exists.

Series

This display only text fields shows the series of the window returned by either the

Help Me Choose process or the Window Lookup.

Form

This display only text fields shows the Form of the window returned by either the

Help Me Choose process or the Window Lookup.

Window

This display only text fields shows the window returned by either the Help Me

Choose process or the Window Lookup.

Window Example

Window Lookup Window

The Window Lookup window, aside from having an awkward name, is used to select the window on which a

Forms Printer Plus report will be available. The selection of the window is made manually on this window by

choosing the source product, series, and form.

Note: If unsure of the Product, Series, Form or window, the Help Me Choose option provides a ‘point and click’ selector

that will identify these elements automatically.

Tab Buttons

Button

Description

Select This button closes the Window Lookup window and returns the selected information to the wizard.

Cancel This button closes the Window Lookup window without returning information to the wizard.

Tab Fields

Field

Description

Product

This dropdown list displays a list of products included in the current Dynamics GP system.

Use it to select the product in which the intended window exists.

Series

Once the Product is selected, this dropdown lists the series that exist in that product. Use it

to select the series in which the intended.

Forms

Once the Series is chosen, this list shows the available forms within the selected series and

product. Use it to select the form on which the intended window exists.

Window

Once the Form is selected, this list displays the windows available on the selected form. Use

it to choose the window on which the report should be available.

Window Example

Help Me Choose - Window Picker

The Help Me Choose button puts the wizard into a “Picker mode”. When opened from the Window tab, this

mode is used to click on the window on which the Forms Printer Plus report is to be available. To choose the

GP window using the picker, first click on the Help Me Choose button from the Window tab. Dynamics GP

will be brought to the foreground and Picker mode is indicated by a change in the cursor to the image shown

below:

While in Picker Mode, navigate Dynamics GP through the normal menu selection or other navigation

methods and open the window on which the report is to be attached. Once open, click on the window to

select it and return the window information back to the Forms Printer Plus Window tab.

Below is an example of a Dynamics GP window about to be selected in Picker mode.

Note: You may find that not all fields on the window are selectable with the Picker. If this is the case, use the Field

Lookup window to manually select from a list of available fields.

While in Picker mode, you can cancel and return to the wizard by clicking the Cancel Picker button on the

Window tab.

Print Initiation Tab

The Print Initiation tab is used to determine the process by which the report will be run. The choice is made

to have the report run from the Additional menu or from a button on the window selected on the Window

tab.

Tab Buttons

Button

Description

Help Me Choose

This button puts the wizard into a “Picker” mode that assists the user in selecting

the button to be used in launching the report. See the Help Me Choose Field Picker

for details.

Field Lookup

This button opens the Field Lookup window allowing the user to manually select

button to be used in launching the report. See the Field Lookup Window for

details.

Tab Fields

Field

Description

Product This displays the product containing the selected window.

Window This displays the selected window.

Print From

This radio group determines whether the report will be run from the Additional

menu or from a button on the window.

Additional Menu

This radio button option is the default. When selected, the report will be available

from the window from the Additional menu on the selected window.

Menu Name

Enabled when the Additional Menu radio button is selected, this field is used to

enter text as it should appear on the menu when selecting the report to run.

Window Button

This radio button option is selected when the report is to be run by clicking on a

button on the selected window.

Window Button

Displayed and enabled when the Window Button radio button is selected, this field

displays the name of the window button chosen by either the Lookup of Picker

process.

Note: When set to Window Button for the Print From setting, Forms Printer Plus will run the report defined after the

other normal processing defined for the selected button.

Window Example

Field Lookup Window

The Field Lookup window, when opened from the Print Initiation tab is used to select the button from which

the Forms Printer Plus report will be run. The selection of the button is made manually on this window by

choosing from the list of buttons available on the window chosen on the Window tab.

Note: If unsure of the button, the Help Me Choose option provides a ‘point and click’ selector that will identify the

button by clicking on it.

Picker mode can be canceled at any time by returning to the Forms Printer Plus Setup or Wizard and clicking the

Cancel Picker button shown in place of the Help Me Choose button.

Window Buttons

Button

Description

Select

This button closes the Field Lookup window and returns the selected information to

the wizard.

Cancel

This button closes the Field Lookup window without returning information to the

wizard.

Window Fields

Field

Description

Form Displays the form name of the selected window.

Window Displays the name of the selected window on which the report will be run.

Include Local Fields

This checkbox changes which fields are shown in the Fields list. With the box

checked, all fields created as part of the current form will be shown along with

table fields and window controls, such as buttons, dropdown lists, etc.

Fields

This list displays all of the buttons available on the selected window. Choose the

desired button and then click the Select button to close the Field Lookup window

and return the selection to the wizard.

Window Example – Field Lookup

Help Me Choose - Button Picker

The Help Me Choose button puts the wizard into a “Picker mode”. When opened from the Print Initiation

tab, this mode is used to click on the button from which the Forms Printer Plus report is to be run. To choose

the button using the picker, first click on the Help Me Choose button from the Print Initiation tab. Dynamics

GP will be brought to the foreground. If the window chosen from the Window tab was not closed, it should

be the focused window. If it isn’t, navigate Dynamics GP through the normal menu selection or other

navigation methods and open the window chosen on the Window tab.

Once the window is open, Picker mode will be indicated by a change in the cursor to the image shown below:

Click on the desired window button to select it and return the button information back to the Forms Printer

Plus Print Initiation tab.

Note: In Dynamics GP 2015 R2, a new window ribbon bar was implemented. The Forms Printer Plus Button Picker

WILL NOT recognize buttons on this ribbon. You will need to use the Field Lookup window and select the print

button manually if using the R2 ribbon bar.

Because the window has already been selected in the Window tab, Picker Mode will not allow any button except

those on the selected window to be returned to the wizard.

Picker mode can be canceled at any by returning to the Forms Printer Plus Setup or Wizard and clicking the

Cancel Picker button shown in place of the Help Me Choose button.

You may find that not all fields on the window are selectable with the Picker. If this is the case, use the Field

Lookup window to manually select from a list of available fields.

Report Tab

The Report tab is used to determine whether the Forms Printer Plus report will be a Crystal or SSRS report.

With that determination made, the path to the Crystal Report or the selection of the published SSRS report is

made.

Tab Buttons

Button

Description

Report Lookup

This button opens either the Open window to select the physical Crystal report file or

the SSRS report list to select the published SSRS report depending upon the selection

made in the Report Type radio group.

Tab Fields

Field

Description

Report Type

This radio group is used to select between the available report types: Crystal

Reports or SQL Reporting Services reports.

Crystal Report

This default radio option enables the Report Path Lookup button to browse the file

system for the physical Crystal Report .rpt file.

Note: Crystal Reports added through Forms Printer Plus follow the same “generic” data

connection rules as those used in Forms Printer Base. See the Crystal Report Setup

section for details.

SQL Reporting Services

This option enables the Report Path Lookup button to open the Select Report

window listing the published SSRS reports.

Report Path

This text field displays the path / url and name of the report selected by the Report

Lookup button.

Window Example

Parameters Tab

The Parameters tab is used to display the parameters on the selected report and choose how the values for

those parameters will be supplied. The value passed to the report’s parameters can come from manually

entered values entered by the user at the time the report prints, manually entered input when the report

setup is defined, or from field values on the selected window.

Tab Buttons

Button

Description

Help Me Choose

This button puts the wizard into a “Picker” mode that assists the user in selecting

the button to be used in launching the report. See the Help Me Choose Field Picker

for details.

Field Lookup

This button opens the Field Lookup window allowing the user to manually select

button to be used in launching the report. See the Field Lookup Window for

details.

Tab Fields

Field

Description

Parameters

This field lists each of the parameters found on the report selected on the Report

tab.

How parameter values

are obtained

This radio group determines how the parameter selected in the Parameters list

will be populated at the time the report runs.

Data Type This read only field shows the data type of the parameter as defined in the report.

Prompt for value using

the following text

This radio button option and text box enable the selected parameter value to be

supplied by the end user manually. The text entered into the text field will be

presented to the user in a dialog box where they must type a value to be passed to

the selected parameter.

Use the following value

This radio button option enables a text box where a value for the parameter can

be defined and saved during setup.

Get the value from the

following window field

This radio button option and text box enable the selected parameter value to be

supplied from a field value on the window selected on the Window tab.

The field to be used can be selected manually using the Field Lookup Parameter

window or by point and click with the Help Me Choose Parameter Field Picker.

Use Default value from

the report

This radio button is enabled if the selected report parameter has a predefined

default value. This selection allows Forms Printer Plus to ‘ignore’ the selected

parameter and not try to pass a value to it.

Current User ID

This radio button allows you to pass the User ID of the currently logged in user to a

parameter on the report.

Current Company ID

This radio button allows the Company ID string to be passed to a report

parameter. This enables the company to be referenced for Datasource access in

printing SSRS reports. In SSRS and Crystal Reports it provides a way to

programmatically access company specific information or control formatting

based on company.

Note: If the selected report has more than one parameter, you will need to select each parameter individually in the

parameters list by clicking on it to highlight it. Then, define the manner in which its value is to be obtained by

selecting the desired radio button option and supplying the required value.

Window Example

Field Lookup – Parameter Window

The Parameter Field Lookup window, when opened from the Print Initiation tab is used to select the button

from which the Forms Printer Plus report will be run. The selection of the button is made manually on this

window by choosing from the list of buttons available on the window chosen on the Window tab.

Note: If unsure of the button, the Help Me Choose option provides a ‘point and click’ selector that will identify the

button by clicking on it.

Picker mode can be canceled at any time by returning to the Forms Printer Plus Setup or Wizard and clicking the

Cancel Picker button shown in place of the Help Me Choose button.

Window Buttons

Button

Description

Select

This button closes the Field Lookup window and returns the selected information to

the wizard.

Cancel

This button closes the Field Lookup window without returning information to the

wizard.

Window Fields

Field

Description

Form Displays the form name of the selected window.

Window Displays the name of the selected window on which the report will be run.

Include Local Fields

This checkbox changes which fields are shown in the Fields list. With the box

checked, all fields created as part of the current form will be shown along with

table fields and window controls, such as buttons, dropdown lists, etc.

Fields

This list displays all of the fields available from the selected window which can be

chosen to supply the parameter value. Choose the desired field and then click the

Select button to close the Field Lookup window and return the selection to the

wizard.

Window Example

Help Me Choose – Parameter Field Picker

The Help Me Choose button puts the wizard into a “Picker mode”. When opened from the Parameter tab,

this mode is used to map parameters on the select report with fields on the window that can supply that

value to the parameter. To choose the field using the picker, first click on the Help Me Choose button from

the Parameter tab. Dynamics GP will be brought to the foreground. If the window chosen from the Window

tab was not closed, it should be the focused window. If it isn’t, navigate Dynamics GP through the normal

menu selection or other navigation methods and open the window chosen on the Window tab.

Once the window is open, Picker mode will be indicated by a change in the cursor to the image shown below:

Click on the desired Field to select it and return the field information back to the Forms Printer Plus

Parameter tab.

Note: Only fields visible on the window can be selected while in Picker mode. Many other hidden fields are available

with valid data and may be desired as the source of a parameter’s value. To select any of these hidden fields, you

must use the Field Lookup where the entire list of fields on the window are displayed.

Because the window has already been selected in the Window tab, Picker Mode will not allow any field except

those on the selected window to be returned to the wizard.

Picker mode can be canceled at any time by returning to the Forms Printer Plus Setup or Wizard and clicking the

Cancel Picker button shown in pace of the Help Me Choose button.

Delivery Options Tab

The Delivery Options tab is used to define default options relating to report dissemination. When printing a

Forms Printer Plus report, the end user will be presented with a Report Options window where Preview,

Print, and To File options will be available. In addition, the option to Deliver will also be available from the

Print Options menu. The settings for this selection are determined on the Delivery Options tab. All settings

determined in this setup become the default when Deliver is selected from the Report Options window and

all delivery options apply automatically without the need for end user intervention or selection.

Window Example

Window Fields and Controls

Fields

Description

To File

Mark this checkbox to have the report exported to a file each time it is

delivered, regardless of whether ‘File’ was selected as the destination on the

Report Destination window.

File Format

The File Format selection determines the format for the exported document.

Save Folder

Determines the directory in which Forms Printer Plus will create the exported

file. This is the path to the directory, and does not include the file name. This

folder can be determined in one of two ways:

1. Using the Folder Browse Button. Forms Printer Plus automatically

names the file to ensure a unique file name is created. The file is

named with the convention: Report Name System Date System

Time.format

Where Report Name is the Report Setup Name entered on the Review

tab.

For Example: My Plus Report 06 25 01 8 30 27AM.PDF

2. Using the editor window to build the folder path using manually

entered text and / or tags from window field values.

NOTE: Whether manually selected, entered, or built through tags, the folder

must exist. Forms Printer Plus will not create the folder.

Folder Path

This button opens the Folder Path window which allows the building of the

Export Directory when using the To File feature of Forms Printer Plus. See the

Folder Path section for more detail.

To Printer

Selecting the To Printer checkbox enables the Forms Printer Plus printer

output. Marking this option will send a copy of the report to the printer

whenever the Deliver option is used. Left unmarked, the report will only print

to the printer if the ‘Print’ option is selected on the

Report Destination

Window.

Print Using

Print Using determines where the document will be printed when used within

Microsoft Dynamics GP. The valid choices are described below.

Printer Saved On Report – Crystal Reports ONLY

This setting will direct the Crystal report to the printer saved in the

Crystal Report Designer Print Setup window when the report was

designed or modified. If the report has no defined printer or the

defined printer is not available from the workstation, the default

system printer will be used.

Default System Printer

This setting instructs Forms Printer Plus to print the selected report to

the default printer defined on the user’s workstation.

Ask Each Time Report Prints

This setting will allow you to select the printer at the time the report

is printed. Using this setting will direct the report to the selection

made during the printing process.

Specific Printer

The specific Printer option enables the Printer selection button where

a Print window can be opened and used to define the printer and its

default settings.

Copies To Print

Number of copies determines the quantity output to the printer when the

report is printed. This quantity will override any quantity selected from the

print dialog within the report print setup, or the system default print setup. If

using ‘Ask Each Time Report Prints’, then the number of copies entered in the

properties window will be used.

To Mail

Selecting the ‘To Mail’ checkbox, allows delivery of the selected document by

E-mail.

Use Outlook

Forms Printer Plus will automatically detect whether Microsoft Outlook is

installed, and enable or disable the Microsoft Outlook Radio button and some

of the E-mail options accordingly.

Note: If using SSRS as the Reporting Engine only Use Outlook is enabled.

Use Crystal MAPI

If Outlook is not detected and the Reporting engine is Crystal Reports, then

Forms Printer Plus will use the Crystal Reports MAPI mailing functionality, and

automatically mark the Crystal MAPI Radio button, disabling the option to use

Microsoft Outlook. Even if Outlook is installed, you may still choose to use

Crystal MAPI Mail by selecting the Crystal MAPI Radio button.

Because of the limits of the Crystal API, certain functionality is unavailable

when not using Outlook.

The functional limits when using Crystal MAPI functionality are:

1. You cannot specify an ‘E-mail From’ address.

The default profile will be used as the ‘From’ address.

2. You cannot name the attachment.

The attachment name will be the same as the Crystal Report used to

create it.

3. You cannot specify the Send Option.

The E-mail will be sent automatically to the recipient.

Mail From

The ‘E-mail From’ dropdown list will be enabled if Microsoft Outlook is

installed. This dropdown list is populated by default from the Outlook Global

Address List. Here you have the option to use the default Outlook User, or

specify a specific E-mail Address to use as the ‘Send On Behalf Of’ mail ‘From’.

If using an E-mail Address other than default user, the default user must have

‘Delegate’ permissions in Outlook. For more information about this topic,

please see the Outlook help documentation regarding Delegates.

Note: In order to use the ‘To Mail’ feature of the Forms Printer Plus

Delivery, the client workstation must have a Messaging Application

Programming Interface (MAPI) compliant E-mail application loaded.

The full version of Microsoft Outlook is currently the only supported

MAPI client According to the Crystal /Business Objects/SAP web site.

To have access to all of Forms Printer Plus’s E-mailing functionality, it

is recommended to use Microsoft Outlook 2000 or Greater.

Additional help with E-mail issues can be found in the Troubleshooting

E-mail Errors section of this document.

Mail To

The E-mail To radio group allows a selection of Prompt, Manual, or Scripted.

To have the printing user enter an E-mail address at the time the E-mail is

created, leave the default of ‘Prompt’. To enter a hardcoded E-mail at the time

of setup, mark the Manually entered option and enter a valid E-mail Address

or semi colon separated list of addresses.

Scripted Mail To Button

This link opens the Scripted E-mail List window allowing entry of a SQL script

which returns a custom list of Mail Tos.

Send Option

The Send Option dropdown list allows you to select the destination for the

created E-mail.

The selections for Send Options are described below.

• Send Directly to E-mail Recipient: Automatically sends the E-mail.

• Save To Outlook Drafts folder: Creates the E-mail in the Drafts folder.

E-mail must be sent manually.

• Save to Outlook Outbox: Creates the E-mail and saves it to the

Outbox. E-mail must be sent manually.

• Save to Outlook Outbox Delayed: Creates the E-mail and saves it to

the Outbox. E-mail will be sent automatically at the specified time

selected by the Hours to Delay option.

• Display created E-mail: Creates the E-mail displays the E-mail rather

than sending or saving it. Once any required modifications are made,

the E-mail can be modified and then saved or sent manually.

• Reply To Selected E-mail: By default, Forms Printer will prompt the

user notifying them that the Reply To Selected E-mail is about to run,

giving the user a chance to select the E-mail they wish to reply to.

After clicking Ok on the dialog, the document and E-mail body, as

defined in Forms Printer Setup, will be attached as a reply to the

user’s selected E-mail.

Note: Several important points need to be understood when using the Reply

To Selected E-mail feature:

1. The user must select an E-mail Item. A message will be generated if the

selected Item is not an E-mail which can be replied to giving the user

one additional chance to select the correct Reply To E-mail Item.

2. The feature is disabled when E-mailing a batch or range of documents.

The documents will be created as defined in Setup but will be saved to

the Drafts folder as new E-mails in the case of batch or range E-mailing.

3. The feature will work whether the user has already clicked Reply or not.

4. The feature works when using the Inline Reply or the Pop Out reply.

5. This feature ALWAYS uses the Reply All option when replying to the

selected E-mail.

6. The dialog notifying the user to select the Reply To E-mail can be

disabled in the Dex.ini. See ASIOUTLOOKREPLYPRESELECT for more

details on this setting.

Hours To Delay

The Hours to delay option is enabled when the Send Option dropdown list is

set to ‘Save to Outlook Outbox Delayed’. Setting this number adds the

specified number of hours to the current system time, and uses that to set the

E-mail’s delayed send property. For example, if the E-mail was created at

10:15 AM, and the Send option was set to Save To Outlook Outbox delayed,

with an Hours To Delay setting of 12, the E-mail would be created in the

Outbox, and would stay there until 10:15 PM, and then it would be E-mailed to

the selected Recipients.

Attachment Format

The Attachment Format dropdown list allows you to specify the format for the

E-mail attachment.

Attachment Name

The Attachment Name allows you to enter the text, as it will appear in the E-

mail for the attachment name. To create a calculated Attachment Name, open

the Subject and Attachment Name Editor window using the expansion button.

When creating an attachment name, the following characters should be

avoided, as they are invalid in the name of a file:

\ / ? * : “ <> |

See the Editor Window for specifics on creating a parameterized Attachment

Name.

Subject

E-mail Subject sets the text, as it will appear in the E-mail Subject line. To

create a calculated subject, open the E-mail Subject Editor window using the

expansion button. See the Editor Window for specifics on creating a

parameterized Subject.

Message

This field displays the Message as it will appear in the E-mail body. To create a

calculated Message, open the E-mail Message Editor window using the

expansion button. See the

Editor Window for specifics on creating a

parameterized Message.

Review Tab

The review tab provides includes a field for naming the report setup as well as a summary of the options

selected across all of the setup tabs in the wizard. Use it as an opportunity to check that the setup is as

expected.

*At this point you can move back and forth between the various setup tabs as needed to correct or adjust

settings.

Once completed, clicking the Save button will create the setup and return to the Forms Printer Plus Setup

window. If there are any issues, a dialog box identifying information that might be missing or incorrect is

displayed.

Window Fields

Field

Description

Report Setup Name This field is used to enter the display name of the report setup.

Review pane The review pane shows the selections made on the various windows.

Window Example

Note: Be aware that a change on one tab can have affects across all of the other tabs in the setup. A change to the

selected window or report for example can greatly change the setup thereby facilitating the need to redo most if

not all of the setup.

Forms Printer for Web Client

Forms Printer for Web Client allows for a limited set of Forms Printer Base, Project and Plus capabilities to be

available in the Dynamics GP Web Client. With Forms Printer for Web Client, the user can:

Print to Screen

When printing to screen, the document is saved to user's temp folder on server as a PDF. The PDF is then

transferred to the user’s selected client temporary folder and is opened on the client with the client’s default

PDF reader.

Note that Print to Screen works only when the Silverlight application has been trusted. If Silverlight has not

been trusted, the pdf document created will be saved to the client temporary folder.

Print to Printer

When printing to a printer, the document is saved to user's temp folder on server as a PDF. The PDF is

transferred to the user’s selected client temporary folder and is then printed on the client machine with the

user’s default printer.

Print to File

When printing to file, the document is saved to user's temporary folder on server in selected format. Then,

the document is transferred to user’s selected client temporary folder.

When choosing to print to file from the Web Client using Forms Printer, the file path on the Report

Destination window is disable and will be set to the user’s client temporary folder. The file format must be

selected from the File Format dropdown list which is populated using the Report Export formats for the

report engine in use. The file naming convention follows the Forms Printer standards for single documents,

batches and ranges as defined here: File Export.

Web Client Functional Differences

It is important to understand the differences between Forms Printer and Forms Printer for Web Client

functionality.

Forms Printer Setup

The Forms Printer Setup windows are not supported on the Web Client. All setup must be performed on a

local client machine.

Forms Printer Delivery System

In the Web Client, the Forms Printer Delivery setup does not apply. Forms Printer will replace the Report

Writer report with the report selected in Forms Printer Setup, including all levels from document through

Master Record setup.

Any predefined To File, To Printer, or To E-mail settings will be ignored in the Web Client. Only the user

selected Print to Screen, Printer or File options affect the report output.

Check Printing

The Forms Printer functionality for printing Payroll and Payables checks has been disabled in the Web Client.

Advanced Features

Database Functions

The Database Function feature for Forms Printer allows administrators of Forms Printer Setup to access a SQL

User-Defined function which generates a text output as part of Forms Printer’s Delivery setup.

Intended Use

The Database function feature can be used in the setup of the File Export path and name, the E-mail Subject,

E-mail Body, and E-mail Attachment Name for all reports in Forms Printer Base System which support File

Export and E-mail.

Important Restrictions

This feature has some important limitations on functionality that must be understood before attempting to

use the feature.

Those limitations include:

1. Scalar-valued Functions ONLY – The User-Defined SQL Function must be a scalar-valued function.

2. String / Text Output ONLY – The SQL Database Function must output a string or text.

Note: The User-Defined SQL Function can accept any data type, perform any operations needed, manipulate and

retrieve any data needed, so long as it ultimately passes back a string /text result. Returning formatted text, it

would be possible return more than one “row” of data generated by the function.

Database Context

It is important to understand the database context when using Database Functions in Forms Printer. When

using the Database Function Lookup window, three options for Database context are presented: Company,

System, and Entered. This is shown in the window snaphot below:

When using the Editor window’s Insert as shown below, the context of the Lookup will be used as the

function is added to the current Setup field.

Company Database

When selecting Company Database from the Database Function Lookup window, any function inserted into a

setup field will NOT have the company qualifier. For example:

{<DF>[dbo].[ASI_FormatDate](@inDate, @inFormat)

In this way, the function and setup can be used across multiple GP companies as long as the function exists in

all Company Databases.

System Database

When selecting System Database from the Database Function Lookup window, any function inserted into a

setup field will have the Dynamcis GP System Database qualifier. For example:

{<DF>[DYNAMICS].[dbo].[ASI_FormatDate](@inDate, @inFormat)

In this way, the function and setup will always be executed in the context of the system database.

Entered Database

When selecting Company Database from the Database Function Lookup window, any function inserted into a

setup field will NOT have the company qualifier. For example:

{<DF>[AdventureWorks].[dbo].[ASI_FormatDate](@inDate, @inFormat)

In this way, the function and setup will always be executed in the context of the entered database.

Passing Parameters

Any value from the available Forms Printer fields list or hard coded values can be passed as parameters to the

named SQL Database Function. All HARDCODED string and date parameters must be surround by single

quotes. Tokens passed as parameters DO NOT need quotes as they will be evaluated by Forms Printer and set

as needed for their data type.

Possibilities

The Database Function feature opens up many possibilities for data access and use in Forms Printer Delivery.

You can use it to format fields in a custom way, as our example below shows. You can use it to access tables

and fields not currently in the available list, you can even use it to calculate the entire returned value for

something like the E-mail Subject, file export or E-mail body.

Database Function Examples

Scenario 1: Format a Date

We have a requirement to export our SOP Invoices in PDF format to a named network location and include as

part of the exported file name the SOP Document Date formatted as follows:

Four digit year, a dash separator, two digit day, a dash separator and Month Name as text

For Example, a US formatted date of 9/25/2018 needs to be:

2018-25-September

To accomplish this, we create the example ASI_FormatDate SQL function shown below in our GP Company

database “TWO”. The function accepts a date and formatting string. It passes back a string of the date year,

month and day values formatted using that passed in formatting string.

In our example, we have a drive called “X” with a subfolder called “SOP Invoices”. We want to export our SOP

invoices to that folder in PDF format with the word “Invoice”, the SOP Document Number, and our specially

formatted Document Date all part of the file name.

The full text we would enter into the Select Text Window in Forms Printer Setup would be:

X:\SOP Invoices\Invoice {<RF>'SOP Number' of table SOP_HDR_WORK,0}-

{<DF>[TWO].[dbo].[ASI_FormatDate]({<RF>'Document Date' of table SOP_HDR_WORK,0},

'year yyyy-dd-MMMM')}.pdf

Statement Breakdown

Statement Parts

Explanation

X:\SOP Invoices\Invoice

.pdf

Literal text parts of the export file and path.

{<RF>'SOP Number' of table SOP_HDR_WORK,0}

The SOP Document number token that will be part of

the file name.

{} The outer brackets of the Database Function.

<DF> The Database Function Type Indicator

[ASI_FormatDate]()

The name of the SQL Database function with open

and close parenthesis.

[TWO].[dbo].

The fully qualified database and owner of the SQL

Function.

'year yyyy-dd-MMMM'

An example string variable passed to the example SQL

Database Function.

{<RF>'Document Date' of table

SOP_HDR_WORK,0}

The Document Date Token that will be passed a s a

variable to the SQL Database function.

Result

The resulting example path and file name for invoice number “12345” dated 9/25/18 would be:

X:\SOP Invoices\Invoice 12345-2018-25-September.pdf

Example SQL Database Function

Below is an example SQL Database Function that uses the SQL Format Function to format any passed in date

to any valid passed in formatting string.

USE TWO

IF EXISTS (SELECT * FROM sys.objects WHERE object_id = OBJECT_ID(N'ASI_FormatDate')

AND type in (N'FN', N'IF', N'TF', N'FS', N'FT'))

BEGIN

DROP FUNCTION [dbo].[ASI_FormatDate]

END

-- ==========================================================================

-- Author: Dave Novak

-- Create date: 11-18-17

-- Description: Returns the passed date formatted

-- with the passed in custom formatting string

-- Notes: For more details on supported values

-- See Pre-defined Date and Time formats for the FORMAT Function

-- https://msdn.microsoft.com/en-us/library/ee634813.aspx

-- and

-- Custom Date and Time formats for the FORMAT Function

-- https://msdn.microsoft.com/en-us/library/ee634398.aspx

-- ==========================================================================

CREATE FUNCTION [dbo].[ASI_FormatDate]

(

-- Add the parameters for the function here

@inDate datetime,

@inFormat varchar(50)

)

RETURNS varchar(50)

BEGIN

-- Declare the return variable here

DECLARE @OutFormattedDate varchar(50)

SET @OutFormattedDate = FORMAT(@inDate, @inFormat)

-- Return the result of the function

RETURN @OutFormattedDate

END

--Give Access to GP Users

GRANT EXECUTE ON [dbo].[ASI_FormatDate] TO DYNGRP

Scenario 2: Return a Custom E-mail Subject

We have a requirement to access a date field in a custom table to determine the due date of our SOP Invoice

Transaction(s) and set the E-mail Subject according to the document’s due date status.

To accomplish this, we create the example ASI_GetPaymentE-mailSubject SQL function show below. The

function accepts the SOP Type integer and SOP Number String. It passes back a string formatted as Document

Date Month, a space, Document Date Year, a space a dash and a space, and a custom Payment message

which will then be used as the E-mail Subject.

The full text we would enter into the Select Text Window in Forms Printer Setup would be:

{<DF>[TWO].[dbo].[ASI_GetInvoiceE-mailSubject]( {<RF>'SOP Type' of table SOP_HDR_WORK,0},

{<RF>'SOP Number' of table SOP_HDR_WORK,0})} - Reminder of Upcoming Payment

Statement Breakdown

Statement Parts

Explanation

{<RF>'SOP Type' of table SOP_HDR_WORK,0}

SOP Type token that will be passed to the SQL Database

Function.

{<RF>'SOP Number' of table SOP_HDR_WORK,0} SOP Document token passed to the SQL Database function.

{} The outer brackets of the Database Function.

<DF> The Database Function Type Indicator

[ASI_ GetInvoiceE-mailSubject]()

Name of the SQL Database function with open and close

parenthesis.

[TWO].[dbo]. The fully qualified database and owner of the SQL Function.

- Reminder of Upcoming Payment Text included in the message

Result

The resulting E-mail Subject for an Invoice due last month but within the Grace Period might look like:

November 2018 – Payment Grace Period Reminder

Example SQL Database Function

Below is an example SQL Database Function that uses the SQL Format Function to format any passed in date

to any valid passed in formatting string.

IF EXISTS (SELECT * FROM sys.objects

WHERE object_id = OBJECT_ID(N' ASI_GetPaymentE-mailSubject')

AND type in (N'FN', N'IF', N'TF', N'FS', N'FT'))

BEGIN

DROP FUNCTION [dbo].[ASI_GetPaymentE-mailSubject]

END

CREATE FUNCTION [dbo].[ASI_GetPaymentE-mailSubject]

(

-- Add the parameters for the function here

@SOPType int,

@SOPNumber varchar(15)

)

RETURNS varchar(255)

BEGIN

-- Declare the return variable here

DECLARE @Subject varchar(255)

DECLARE @PaymentDateMonth varchar(9)

DECLARE @PaymentDateYear char(4)

DECLARE @MessageType varchar(200)

DECLARE @PaymentDate datetime

DECLARE @DateDiff int

-- Add the T-SQL statements to compute the return value here

SELECT @PaymentDateMonth = DATENAME(month,[DateDue]),

@PaymentDateYear = Year([DateDue]),

@PaymentDate = [DateDue]

FROM MyCustomTable

WHERE DocType = @SOPType AND InvoiceNumber = @SOPNumber

SELECT @DateDiff = DATEDIFF(day, @PaymentDate, GETDATE())

SELECT @MessageType =

CASE

WHEN @PaymentDate < DATEADD(day,-30,CAST(CONVERT(VARCHAR(10), GETDATE(), 111) AS

DATETIME)) THEN 'Past Due Payment'

WHEN @PaymentDate < CAST(CONVERT(VARCHAR(10), GETDATE(), 111) AS

DATETIME) THEN ' - payment Grace Period Reminder'

WHEN @PaymentDate < DATEADD(day,30,CAST(CONVERT(VARCHAR(10), GETDATE(), 111) AS

DATETIME)) THEN ' - Reminder of Payment Due This Month'

ELSE 'Reminder of Upcoming Payment'

END

SELECT @Subject = @PaymentDateMonth + ' ' + @PaymentDateYear + ' - ' + @MessageType

-- Return the result of the function

RETURN @Subject

END

--Give Access to GP Users

GRANT EXECUTE ON [dbo].[ASI_GetPaymentE-mailSubject] TO DYNGRP

HTML Formatted E-mailing

In addition to text E-mails, Forms Printer supports an HTML formatted E-mail Body. It uses standard HTML

and allows, with just a few restrictions, the ability to reference anything you might have in an HTML

formatted E-mail.

Important Notes

1. In order for Forms Printer to identify your HTML as markup, you must begin with the <html> tag.

2. There is not WYSIWYG editor for the HTML in Forms Printer so you can either write it directly in the

Message Editor window or more preferredly, you can paste in code created elsewhere.

3. You can reference images in your HTML using one of two methods. First, using paths to image files

on a public web server such as:

<img border="0" hspace="0" alt="Accountable Software" align="baseline"

src="https://www.accountable.com/Images/AccountableLogo.png">

Or, only if you first send the E-mail to drafts or to screen - you can reference a local file path that is

valid from your GP workstations. In this case, Outlook will embed the image upon creating the E-

mail. For example, this html path to a local image:

Becomes an embedded image such as this in the sent E-mail:

<img width=377 height=93 style='width:3.927in;height:.9687in'

id="Picture_x0020_1" src="cid:image001.png@01D36A19.754FFF60">

4. Due to improvements in the handling of the characters “{“ and “}”used in Forms Printer, the HTML

functionality now allows the use of those characters in the HTML. This means that elements can now

be defined using the <style> tag in the html document header.

Example HTML Code

<html>

Hello,

I have attached the invoice to your recent order {<RF>'SOP Number' of table SOP_HDR_WORK,0}.

Please follow these steps when making payment:

<ol>

<li>Review Invoice

<li>Contact us for ACH / Wire Information

<li>Send Payment Notification referencing your Invoice Number

</ol>

Best Regards, <div style="color:DarkSlateBlue; font-family:"Monotype Corsiva"; font-

size:26pt;">Stevie R. Vaughan</div>

Customer Service Representative

Accountable Software 70 Buckwalter Rd Suite 900 Royersford, PA 19468 Tel. (610)

983-3100

<img border="0" hspace="0" alt="" align="baseline"

src="https://www.accountable.com/Images/AccountableLogo.png">

The information contained in this message may be privileged, confidential and

protected from disclosure. If the reader of this message is not the intended recipient, or an

employee or agent responsible for delivering this message to the intended recipient, you are

hereby notified that any dissemination, distribution or copying of this communication is

strictly prohibited. If you have received this communication in error, please notify your

representative immediately and delete this message from your computer. Thank you.

</body>

</html>

Example HTML E-mail Result

Below is the generated E-mail created by the sample HTML.

Report Properties (Formerly Microsoft Dynamics GP Defaults)

Microsoft Dynamics GP Defaults File Settings Replaced By Report Properties

Forms Printer now uses the Report Properties Setup window to control the settings previously added as

Microsoft Dynamics GP Defaults File (Dex.ini) Settings. See

Report Properties Setup for details.

In addition to Forms Printer’s functionality found on the Setup window, a series of Microsoft Dynamics GP

Defaults File (Dex.ini) switches can also help configure Forms Printer for specific needs and environments.

The list of switches which are user serviceable are detailed below.

Note: Altering Forms Printer settings not documented here is not recommended. Please feel free to contact technical

support for assistance with using the Default File Settings.

Defaults File List

Controlling the Print or Deliver Dialogs

Change Default Button on Print or Deliver Dialog ASIFPDEFAULTBUTTONDELIVER

Change the Print or Deliver Dialog Button Text ASIFPPrintOrDeliver_DialogDeliverButtonTxt

Change the Print or Deliver Dialog Message ASIFPPrintOrDeliver_DialogMsg

Suppress the Print or Deliver Dialog ASIFP_SOP_FORCE_PRINT_OR_DELIVER

Suppress the E-mail Delivery Results Dialog ASIFPEmailResultDialog

Controlling Other Dialogs and Error Logs

Control the Crystal Reports Print Dialogs ASINoPrintDialogs

Suppress the E-mail Error Report ASIFPNoEmailAddressErrorLog

Suppress the Per Customer Dialog ASIFP_PER_CUSTOMER_DELIVERY_NOASKDIALOG

Delay or suppress the ASI_Script Execute Dialog ASIFPVBSTIMEOUT

Controlling Outlook and E-mail Behavior

Show the Reply To Preselection Dialog ASIOUTLOOKREPLYPRESELECT

Control No E-mail Print Behavior ASIFPEMAILNOPRINTER

Control missing E-mail Attachment Behavior ASIFP_ERRORONMISSINGATTACHMENT

Allow One E-mail & One Attachment per Customer ASIFP_PER_CUSTOMER_DELIVERY

Disable Outlook Usage ASIFPUseOutlook

Prompt for Outlook Profile ASIOUTLOOKFORCEASKPROFILE

Set Outlook Profile to Specified Value ASIOUTLOOKFORCEMAPIPROFILE

Improve Print Performance ASIFP_CONSOLIDATEPRINTDELIVERY

Miscellaneous Administrative Settings

Keep Number of SOP50200 Records Small ASIFPCLEANUP

Force re-initialization ASIFPINITIAL

Use the .NET version of Crystal Components ASIUSECRINET

Disable Collections Triggers

ASIFPUSECOLLECTIONS

Controlling Print Behavior

Use Default Printer When Not Delivering ASI_FP_TOPRINTERDELIVERYONLY

Settings No Longer Used

Suppress the Print or Deliver Dialog ASIFP_SOP_DONTASK_JUST_PRINT

Consolidating SOP Printing by Customer ASIFPNAVLISTPRINT

Set E-mail From List ASIFPOutlookFolder

Scripted E-mail From and To Addresses

The Scripted E-mail From and Scripted E-mail To Addresses can be used to write a custom SQL Select

statement, SQL Stored Procedure, or SQL Function that returns E-mail addresses for the From, To, Cc, and Bcc

fields of E-mails delivered by Forms Printer.

Typical examples of the use of this functionality include instances when E-mail addresses are stored in a table

other than the Internet Addresses table, or a rule is needed to determine which E-mail address should be

returned based on information related to the document or master record.

Window Buttons

Buttons

Description

Save

This button saves the changes to the Script and closes the window.

Clear

This button removes the Script contents.

Delete

This button removes the Script contents and closes the window.

Window Fields and Controls

Fields

Description

Select Form Fields

The Select Form Fields List displays the form tables and fields available

to be used as parameters for the selected document type. Double

clicking on a field adds that field to the script text.

Select System Fields

The Select System Fields List displays system tables and fields available

to be used as parameters for the selected document type. Double

clicking on a field adds that field to the script text.

Select Global Fields

The Select Global Fields List displays global fields available to be used as

parameters for the selected document type. Double clicking on a field

adds that field to the script text.

Browse Data

The Browse Data button displays a list of the first 5 unique values in the

selected Form Table column. This is provided as an easy way to

determine the contents of a given field.

Script Input

The Script Input field allows the user to enter a valid SQL script.

Supported syntax includes SELECT AND EXEC statements for SQL Tables,

SQL Views, SQL Functions and Stored Procedures.

Script Help

The Script Help button opens the Scripted E-mail Help window which

displays a basic explanation on the use of the Scripted E-mail feature.

Test

The Run Query Button opens the Scripted E-mail Query Test window

where the entered script can be tested for syntax and proper data

return based on entered parameters.

Window Example – E-mail To

Window Example – E-mail From

Scripted E-mail Query Test

The Scripted E-mail Query Test window verifies the script entered on the Scripted E-mail List window. Any

error in the Script’s syntax, references or parameters will be displayed by a dialog box once the Run Query

button is pressed.

Window Fields

Fields

Description

Parameter Name

The Parameter name list shows parameters created by the entered script.

Parameter Value

The Parameter Value list allows you to enter values for each of the Parameter in

the script allow you to test the results for one or more records as needed.

Run Query

The Run Query Button executes the entered script passing to the script any

entered parameters.

Results

The results pane shows the returned data from the execution of the query. The

data is listed in the form of the returnable fields:

Mail From:

Displays a Mail From E-mail addresses returned by the script.

Mail To:

Displays a semicolon separated list of the E-mail To E-mail

addresses returned by the script.

CC To:

Displays a semicolon separated list of the CC To E-mail addresses

returned by the script.

BCC To:

Displays a semicolon separated list of the BCC To E-mail addresses

returned by the script.

Window Example

Important Notes on Scripted E-mail From and To Addresses:

1. The Scripted E-mail To Addresses can return 1 or more E-mail addresses for the E-mail To, CC, and

BCC fields. When the script finds more than 1 record matching the selection formula, the records will

be returned in a semicolon separated list. Scripted E-mail From must return a single E-mail address.

2. The result of executing the E-mail From Script is the single column Mail From.

The result of executing the E-mail To Script is a return of three columns:

o Mail To

o Cc

o Bcc

If you do not wish to include one or more of these, return a blank column from the script by using

empty quotes. For example, if we wanted to return the E-mail To and Bcc but not the Cc we would

enter something similar to:

SELECT

<EmailToField> AS MailTo,

'' AS CC,

<EmailBccField> AS BCC

FROM <EmailSourceTable>

3. The context of the script execution is based on the current Dynamics GP company. If you need to

execute the script in the context of a different database, you may add the database and owner

qualifiers.

For example, to execute a script in the Dynamics database with owner “dbo” you might use syntax:

SELECT

<EmailToField> AS MailTo,

<EmailCcField> AS CC,

<EmailBccField> AS BCC

FROM DYNAMICS.dbo.<EmailSourceTable>

4. The Scripted Address lists can be used to return all E-mail addresses for the E-mail. Or you can

combine them with the E-mail To option, and Additional Mail To Addresses from the Forms Printer

Setup Window.

To use the Scripted Address lists to return all of the E-mail addresses, select the Scripted Mail to List

option from the E-mail To dropdown list on the Forms Printer Setup window and leave the Additional

Mail to Addresses blank.

5. BE CAUTIOUS WHEN ENTERING YOUR SCRIPT. YOU ARE RESPONSIBLE FOR ENSURING THE PROPER

SCRIPT AND SELECTION CRITERIA HAVE BEEN ENTERED. AN INCOORECTLY ENTERED SCRIPT CAN

SEND E-MAILS TO INDIVIDUALS YOU DID NOT INTEND.

One way to test the script without the possibility of sending incorrect E-mails is to set the Send

Option to go to the Drafts folder. That way, you can verify the E-mails created by your script.

Pre and Post Processing Stored Procedures

With the addition of Pre and Post Processing Stored procedures, Forms Printer can now call named stored

procedures that administrators and implementors can use to execute custom processing as part of the Forms

Printer printing process.

At this time, there are two Pre-Processors, or processors that is run BEFORE Forms Printer runs the reports.

The Pre-Processors are used to determine which records to include and which records to exclude from the

print run. The Preprocessors are called once for each unique record in the table used by Forms Printer to

drive the report.

The Post Processor is called once after the reports are printed. It is called for ALL documents and document

types printed by Forms Printer. While there are currently only two specific pre-processors, the post processor

can be used to record information about any or all reports printed.

*Important Notes

1. You are not required to create any of these procedures. You only create the procedures you intend

to use.

2. You must MANUALLY create the Pre and or Post Stored Procedure in each GP Company database in

which you plan to use them.

3. The names of the Stored Procedures must be exactly as specified.

4. The parameters of the report must be exactly as specified in the example stored procedures.

5. You must allow execute permissions for the Stored Procedure to DYNGRP or at a minimum to those

GP users that will run statements.

6. If the Stored Procedure does not exist or fails for any reason, Forms Printer will CONTINUE and the

reports will be run WITHOUT applying any custom rules or post processing.

7. If you create the procedure but then decide not to use it, it is recommended that you delete or

rename the procedure as Forms Printer will call the procedure if it is found.

RM Statements Pre-Processing

The RM Statement Pre-Processing functionality allows implementors to create, and have Forms Printer

execute, , one of two SQL Stored Procedures that applies custom rules for determining which records to

include in a Statement print run. This custom processing occurs in addition to the restrictions that already

exist on the statement printing window in GP.

The two Stored Procedures are:

• ASIFP_RM_STATEMENT_PRE_PROCESSING _EXT: This is the extended version of the RM Statements

Preprocessing script. It includes an expanded set of parameters to identify the Customer, Report and

Statement ID as it is being delivered.

Note: The ASIFP_RM_STATEMENT_PRE_PROCESSING _EXT proc, if it is created, will be used IN PLACE OF the

ASIFP_RM_STATEMENT_PRE_PROCESSING proc, and the ASIFP_RM_STATEMENT_PRE_PROCESSING

procedure WILL NOT BE CALLED.

• ASIFP_RM_STATEMENT_PRE_PROCESSING: This is the basic version of the RM Statements Preprocessing

procedure and accepts a minimum number of parameters allowing for basic handling of preprocessing.

*Important Notes

1. You must MANUALLY create the Stored Procedure in each GP Company database in which you plan

to use the Statement Pre-Processing functionality.

2. The name of the Stored Procedure must be exactly as specified, either:

ASIFP_RM_STATEMENT_PRE_PROCESSING or ASIFP_RM_STATEMENT_PRE_PROCESSING_EXT

3. The parameters of the report must be exactly as specified in the example stored procedure.

4. You must allow execute permissions for the Stored Procedure to DYNGRP or at a minimum to those

GP users that will run statements.

5. If the Stored Procedure does not exist or fails for any reason, Forms Printer will CONTINUE and the

statements will be run WITHOUT applying any custom rules intended in the Pre-Processing Stored

Procedure.

6. Any Customer record that does not return a 1 from the pre-processor will not have records in the

ASI12304 and ASI12305 tables.

7. In order to use the Pre-Processor correctly, your report should be based, in part, on the ASI12304

and ASI12305 tables table although, you could use the Pre-Processor to call your own custom

processing of records.

ASIFP_RM_STATEMENT_PRE_PROCESSING Example

In the example below, when printing with Forms Printer, using a report with the name

“MyCustomStatement”, only the Statement for Customer Number “AARONFIT0001” will be included in the

statement processing.

CREATE PROCEDURE dbo.ASIFP_RM_STATEMENT_PRE_PROCESSING

@ReportPathandName VARCHAR(255),

@CustomerNumber VARCHAR(15)

BEGIN

DECLARE @Include bit = 1

DECLARE @localReportName VARCHAR(255)

-- TO DO:

-- Enter your calculation below

-- to set the returned parameter @Include to 0 (false) or 1 (true)

-- Optionally use the passed in @ReportPathanName to determine your rules

IF @ReportPathandName LIKE '%MyCustomStatement%'

BEGIN

SELECT @Include = CASE

WHEN @CustomerNumber = 'AARONFIT0001' THEN

ELSE

END

-- End of calculation

SELECT @Include

END

GRANT EXEC ON [dbo].[ASIFP_RM_STATEMENT_PRE_PROCESSING] TO DYNGRP

ASIFP_RM_STATEMENT_PRE_PROCESSING_EXT Example

CREATE PROCEDURE [dbo].ASIFP_RM_STATEMENT_PRE_PROCESSING_EXT

@ReportPath VARCHAR(255),

@CustomerNumber VARCHAR(15),

@ReportIndex integer,

@StatementID VARCHAR(15),

@Reprint integer -- 1 = "YES" 0 = "NO"

BEGIN

DECLARE @Include bit = 1

If @Reprint = 1

BEGIN

SELECT @Include =

CASE WHEN @CustomerNumber <> 'AARONFIT0001' -- ONLY INCLUDE

AARONFIT0001 Statements when reprinting

THEN 1

ELSE 0

END

ElSE -- Not a Reprinted Statement so always include

BEGIN

SET @Include=1

END

SELECT @Include

END

GRANT EXECUTE ON ASIFP_RM_STATEMENT_PRE_PROCESSING_EXT TO DYNGRP

SOP Document Pre-Processing

The SOP Document Pre-Processing functionality allows implementors to create, and have Forms Printer

execute, one of two SQL Stored Procedures that applies custom rules for determining which records to

include in a SOP Document print run.

The two Stored Procedures are:

• ASIFP_SOP_DOCUMENT_PRE_PROCESSING_EXT: This is the extended version of the SOP Preprocessing

script. It includes all of the parameters needed to identify the exact record in the SOP50200 table as it is

being delivered.

Note: The ASIFP_SOP_DOCUMENT_PRE_PROCESSING_EXT proc, if it is created, will be used IN PLACE OF the

ASIFP_SOP_DOCUMENT_PRE_PROCESSING proc, and the ASIFP_SOP_DOCUMENT_PRE_PROCESSING

procedure WILL NOT BE CALLED.

• ASIFP_SOP_DOCUMENT_PRE_PROCESSING: This is the basic version of the SOP Preprocessing procedure

and accepts a minimum number of parameters allowing for basic handling of preprocessing.

The first parameter to either SOP Pre-Processor Stored Procedure is Report Index. This unique Identifier can

be used to select from the ASI12389, ASI12390, and other tables to determine which report is being printed

and make decisions based the report’s setup information.

The result of the ASIFP_SOP_DOCUMENT_PRE_PROCESSING Stored Procedure is evaluated by Forms Printer

after each SOP Document is passed to it. If the return value is one (“1”), this indicates that the document

should be included in the print run and the record is left in the SOP50200 table. If a zero (“0”) is returned,

Forms Printer removes the record for that SOP Document from the SOP50200 table so that it will not be

included in the Print run.

*Important Notes

1. You must MANUALLY create the Stored Procedure in each GP Company database in which you plan

to use the Statement Pre-Processing functionality.

2. The name of the Stored Procedure must be exactly as specified, either :

ASIFP_SOP_DOCUMENT_PRE_PROCESSING or ASIFP_SOP_DOCUMENT_PRE_PROCESSING_EXT

3. The parameters of the report must be exactly as specified in the example stored procedure.

4. You must allow execute permissions for the Stored Procedure to DYNGRP or at a minimum to those

GP users that will run statements.

5. If the Stored Procedure does not exist or fails for any reason, Forms Printer will CONTINUE and the

SOP Documents will be run WITHOUT applying any custom rules intended in the Pre-Processing

Stored Procedure.

6. Any SOP Transaction record that does not return a 1 from the pre-processor will not have records in

the SOPO50200 table.

7. In order to use the Pre-Processor correctly, your report should be based, in part, on the SOP50200

table although, you could use the Pre-Processor to call your own custom processing of records.

8. If the stored procedure exists, it will be called every time a SOP Document is printed with Forms

Printer. It is up to you to properly handle the result from the proc.

ASIFP_SOP_DOCUMENT_PRE_PROCESSING Example

CREATE PROCEDURE [dbo].[ASIFP_SOP_DOCUMENT_PRE_PROCESSING]

@inReportIndex integer,

@SOPType integer,

@SOPNumber VARCHAR(21)

BEGIN

DECLARE @Include bit = 1

--CHECK SOME THINGS TO SEE IF @Include should be 0 (false)

SELECT @Include =

CASE

WHEN @SOPType = 3 then

ELSE

END

SELECT @Include

END

GRANT EXEC ON [dbo].[ASIFP_SOP_DOCUMENT_PRE_PROCESSING] TO DYNGRP

ASIFP_SOP_DOCUMENT_PRE_PROCESSING_EXT Example

CREATE PROCEDURE [dbo].[ASIFP_SOP_DOCUMENT_PRE_PROCESSING_EXT]

@inReportIndex integer,

@UserID VARCHAR(15),

@SequenceNumber integer,

@DocType integer,

@LocationCode VARCHAR(10),

@PrintSequence integer,

@SOPType integer,

@SOPNumber VARCHAR(21)

BEGIN

DECLARE @Include bit = 1

--CHECK SOME THINGS TO SEE IF @Include should be 0 (false)

SELECT @Include =

CASE

WHEN @SOPType = 3 then

ELSE

END

SELECT @Include

END

GRANT EXEC ON [dbo].[ASIFP_SOP_DOCUMENT_PRE_PROCESSING_EXT] TO DYNGRP

Post-Processing

The Post-Processing functionality allows implementors to create, and have Forms Printer execute, a SQL

Stored Procedure to run custom functionality at the completion of the Forms Printer print job.

*Important Notes

1. You must MANUALLY create the Stored Procedure in each GP Company database in which you plan

to use the Post-Processing functionality.

2. The name of the Stored Procedure must be exactly as specified: ASIFP_POST_PROCESSING

3. The parameters of the report must be exactly as specified in the example stored procedure.

4. You must allow execute permissions for the Stored Procedure to DYNGRP or at a minimum to those

GP users that will run statements.

5. If the Stored Procedure does not exist or fails for any reason, Forms Printer will CONTINUE and the

report process will complete WITHOUT the Pos-Processing Stored Procedure executing.

6. The Post Processor is called ONCE at the completion of the document print / delivery by Forms

Printer.

7. Based on the Report Index, or ReportGroupName you can determine which temporary table contains

the records delivered and use that information in your custom post process.

Example Stored Procedure

In the example below, when printing with Forms Printer, using a report from the “SOP_Forms” group, a

custom statement will be run and in all other cases nothing would occur.

CREATE PROCEDURE ASIFP_POST_PROCESSING

@PrintingUser varchar(15), --The GP User who printed the documents

@GPSystemDate datetime, -- The GP System Date

@ReportIndex int = 0, --SELECT ASI_Report_Index FROM ASI12389

@ReportGroupName varchar(255) = 0, -- See list below

@SequenceNumber integer, --If not Zero, is Print Job Sequence number in Temp Table

@DocType integer, -- If not zero, this is the Type ID printed in GP (SOP Only)

@UseDeliverySystem integer, -- 1 indicates this print job was done using Deliver

@HasEmailError integer, -- 1 Indicates at least one Error Occurred in Emailing

@HasExportError integer,-- 1 Indicates at least one Error Occurred Exporting File

@NumberofEmailsCreated integer, -- Number of Emails Created by Delivery Process

@NumberofEmailErrors integer, -- Number of Errors during Email Delivery

-- (which means creation NOT Outlook errors sending)

@NumberofDocumentsIncluded integer -- Total number of docs attached to Emails

BEGIN

DECLARE @PostProcessComplete bit = 1

SET NOCOUNT ON;

--Parameter

-- @ReportGroupName VALUES

--SOP_Forms

--Statement

--RM_Document

--POP_Purchase_Order

--PA_POP_Purchase_Order

--PM_Remittance

--Invoicing_Forms

--Mnfg_QA

--PA_Forms

-- Insert statements for procedure here

IF @ReportGroupName = 'SOP_Forms'

BEGIN

-- Possibly call an update or insert here

SELECT @PostProcessComplete = 1

END

ELSE

BEGIN

SELECT @PostProcessComplete = 0

END

GRANT EXEC ON ASIFP_POST_PROCESSING TO DYNGRP

Logging Forms Printer Delivery

Forms Printer allows a logging feature which will record information each time a user previews, prints, sends

to file, or Emails a document defined in Forms Printer Base System Setup. This includes recording documents

setup to use Crystal Reports, SSRS reports, as well as Report Writer reports.

Logging is turned off by default and must be enabled before logging occurs. See the Enable Forms Printer

Logging for details on how to set up Logging.

Understanding Log Types

When Forms Printer Logging is enabled, two types of logs are recorded: The Setup Log which records the

existing Forms Printer Setup, and the Transaction log which records information about the document being

delivered.

Setup Logging

The Setup Log takes a snapshot of the current Forms Printer Setup for the document being delivered. This

includes all report and delivery setup information including the file, print, and Email settings. And, this

snapshot records the setup level used, whether it was the report or company levels or per Master, Class or

SOP Document Type ID settings applied. See Logging Inquiry for details about viewing recorded information.

Transaction Delivery Logging

The Transaction Log records each transaction delivered, whether the delivery occurred as a single document

or as part of a batch, range, or multi-select Navigation delivery. The Transaction log records as much detail as

is available about each delivery job. See Logging Inquiry for details about viewing recorded information.

*Important Notes

1. Logging occurs each time the final Print button of the process is pressed. For example, logging of

Sales Transaction printing occurs when the Print button of the Sales Document Print Options window

is pressed and not when the Print button from Sales Transaction Entry is pressed because the Sales

Transaction Entry Print button opens the Sales Document Print Options window where printing

options are selected before printing is initiated.

2. While Forms Printer logs available information for each delivery, some information may be limited.

For example, printer settings are recorded but with some limitation as to the detail that can be

recorded depending on the printer selected during setup.

3. Forms Printer Logging does not record any errors, or information provided, once E-mails are created

and sent. For example: if, after sending an E-mail, it fails delivery on the receiver’s end. The failure

notice back from the receiver is not available to be logged by Forms Printer.

4. Only Forms Printer Base System reports are logged. Logging is not enabled for Forms Printer Plus.

Logging Inquiry

Logging Inquiry is used to view the logged Form Printer Job records and includes filters to narrow the search

for specific Jobs.

Window Buttons

Buttons

Description

List Jobs

Displays the Transaction Job Log records matching the selected restrictions.

Window Fields

Fields

Description

Master ID

This checkbox enables the Master ID entry field where a valid Master ID

can be entered to filter Job results.

Activity Date

This checkbox enables the Activity Date Picker where a date can be

selected to filter job results.

Company

This checkbox enables the Company dropdown where a Company can be

selected to filter job results.

Report Name

This checkbox enables the Report dropdown where a Report can be

selected to filter job results.

Document Number

This checkbox enables the Document Number entry field where a valid

Master ID can be entered to filter Job results.

User

This checkbox enables the User dropdown where a User can be selected to

filter job results.

Include Only Jobs with Errors

This checkbox filters results to only jobs from which errors occurred.

Sort by Job ID

This radio group allows the displayed list to be ordered by ascending or

descending order.

Job List Scrolling Window

The Job List Scrolling window displays the Job Log records meeting the entered restrictions. The fields

displayed in the scrolling window include:

Window Buttons

Buttons

Description

Job ID Detail Expansion Button

Displays the Transaction Job Log records matching the selected restrictions.

Scrolling Window Additional

Rows Hide / Show Button

Expands and collapses the additional rows in the Job Detail scrolling window.

Window Fields

Fields

Description

Job ID

The unique identifier for each delivery job logged.

Report Display Name

The name of the report delivered by this Job.

Company Name

The company from which the Job was initiated.

User ID

The ID of the user who initiated the delivery Job.

Activity Date

The date the Job occurred.

Selected Job Delivery Options

A brief description of the delivery methods selected for the Job.

Print From Form

The form which was used to print the Job.

Start Time

The time the Job was initiated.

End Time

The time the Job was completed.

Job Delivery Result

A brief description of the Job status.

Print From Window

The window which was used to print the Job.

Emails

The total number of Emails sent by the Job.

Documents

The total number of documents sent by the Job.

Errors

The total number of errors that occurred Emailing the Job.

Window Example

Delivery Job Detail Window

The Delivery Job Detail window displays the transactions included in the selected Job ID.

Window Fields

Fields

Description

Job ID

The unique ID of the selected Job.

User ID

The User who initiated the selected Job.

Activity Date

The date the Job was initiated.

Start Time

The time the Job was initiated.

End Time

The time the Job was completed.

Company

The Company from which the Job was initiated.

Report Name

The Report display name for the selected Job.

Printed From Form

The Form which was used to print the selected Job.

Print From Window

The window which was used to print the selected Job.

Tool

The report tool which was used to print the selected Job.

Printed in Batch

Displays the printed Batch ID if the Job was printed from SOP Batch Entry.

Delivery Options

Displays the default delivery methods used by the Job

Delivery Result

A brief description of the Job status.

Emails

The total number of Emails sent by the Job.

Documents

The total number of documents sent by the Job.

Errors

The total number of errors that occurred Emailing the Job.

Transaction Scrolling Window

Lists the transactions included in the selected Job.

Additional Delivery Detail

Text field displaying the results of the Transaction’s To File, To Printer, To

Mail, or Error when one of those buttons is clicked.

Window Example

Job Transaction Scrolling Window

The Job Transaction Scrolling window displays the Transaction Log records for the selected Job. The fields

displayed in the scrolling window include:

Window Buttons

Buttons

Image

Description

To Disk File Detail

Displays the Additional Detail of the transaction’s To File Delivery.

To Printer Detail

Displays the To Printer Delivery settings in the Additional Delivery Detail field.

To Mail Detail

Opens the E-mail Detail window and displays the To Mail Delivery information in the

Additional Detail field.

Error Button !

Indicates an error occurred delivering the specified transaction and displays that

error in the Additional Delivery Detail field.

Setup

Opens the Setup Log window for the selected transaction.

Window Fields

Fields

Description

Transaction ID

The unique identifier for each Transaction in the selected Job.

Document Number

String field showing the Logged transaction’s document number.

Master ID

String field showing the Logged transaction’s Customer or Vendor ID.

Delivery Types

Checkboxes showing Delivery methods used for the transaction and buttons to display

additional detail for each delivery used. See the Window Buttons section for more

detail.

Delivery Status

String showing the status of the transaction.

Error

Column displaying the Error Button with text “!” indicating when an error has occurred.

Setup

Column displaying the Setup Button.

Setup Log Window

The Setup Log window opens from the Setup button of the Job Transaction Scrolling Window and is used to

view a snapshot of the setup applied to delivery of the selected Transaction. From this window, it is possible

to determine the setup options as they were at the time of the transaction’s delivery.

Window Buttons

The Setup Log window includes six expansion buttons which open the Detail Window displaying the full detail

of the field to which they are attached. If the field is empty, that setup value was not used and the Detail

window will not open.

Window Example

Window Fields

Fields

Description

Job ID

The unique ID of the selected transaction.

Delivery ID

The User who initiated the selected transaction.

Report

The Report display name for the selected transaction.

Engine

The report tool which was used to print the selected transaction.

Path

The path and file name of the report file used for the selected transaction.

Company

Displays if the selected Transaction was printed based on the Company level of

setup. Note that if other levels are displayed below, the Company was not used.

Master ID

Displays if the current transaction’s set up was based on the Customer Number /

Vendor ID, Class ID, or SOP Document Type level of setup.

Class ID

SOP Document Type ID

To Disk File

Displays the options if delivery To File was set up for the selected transaction.

To Printer

Displays the options used if delivery To Printer was setup for the selected

transaction.

To Mail

Displays the options if delivery To Mail was setup for the selected transaction.

Detail Window

The Detail Window is opened from the Expansion buttons found on the Setup Log window. The window

display changes to show the setup of the different delivery options used for the selected transaction log

record.

Window Examples

Below are examples of the Detail window when opened from the different field Expansion buttons on the

Setup Log Window.

The Detail window opened to display the To Printer and If No Email Printer settings:

The Detail window opened to display the Scripted Mail To script:

The Detail window opened to display the Additional Addresses options:

The Detail window opened to display the Email Message.

The Detail window opened to display the list of E-mail Attachments.

Email Detail Window

The Email Detail window is opened from the To Mail Detail button of the Job Transaction Scrolling Window.

Here you can view the E-mail setup

Window Example

Window Buttons

Buttons

Description

View in Internet Explorer

Opens the Internet Explorer window to display the message. If the body the Email

Window Fields

Fields

Description

Job ID

Displays the unique identifier for the selected Job.

Delivery ID

Displays the unique identifier for the selected Transaction.

Email ID

Displays the unique identifier for the selected Email.

From

Displays the Email Address used as the selected Email’s Mail From.

Reply To

Displays the Email Address, if supplied, used as the selected Email’s Reply To Address.

To, Cc, and Bcc

Displays the Addresses used as the selected Email’s Mail To, Cc, and Bcc addresses.

Subject

Displays the selected Email’s Subject text with any tokens replaced with literal values.

Body

Displays the selected Email’s Body text with any tokens replaced with literal values.

Attachments

This scrolling window displays the list of attachments to the Email.

Email Attachments Scrolling Window

The Email Attachments Scrolling Window lists the file attachments of the selected Email. Columns shown

include the file Attachment Name, the file’s display name as attached to the Email, the file Attachment Type

as detailed below, and the Attachment File Path. The file path displayed indicates the original source for the

attachment. In the case of the Main Attachment, this path is the path to the temporary file created by Forms

Printer.

Window Fields

Fields

Description

Attachment Name

The display name of the file attached.

Attachment Type

Indicates whether the attachment was:

1. Main Attachment

2. Additional Attachments

3. GP Attachments

Attachment File Path

Displays the unique identifier for the selected Email.

Attachment Types

Main Attachment: The transaction or document being Emailed.

Additional Attachments: Any File Attachments defined in the Additional Attachments window of Forms

Printer Setup.

GP Attachments: Any files attached as part of the Document Attachment Management

functionality in GP and having marked the GP Attachments option in the

Additional Attachments window of Forms Printer Setup.

View in Internet Explorer

The Internet Explorer window opens when the View in Internet Explorer button is clicked from the Email

Detail window and displays the Email Body text of the logged Email.

If the Email body was designed to output an HTML formatted Email, the window will show the generated

HTML content.

Window Example

Logging Utilities

The Logging Utilities window is used to maintain the records in the Logging tables by removing records

determined to no longer be needed whether that is based on a date, the log type, or a specific report. After

making selection as to which records should be removed, clicking the Calculate button displays the total

number of setup and transaction log. When the Remove Logging Records button is clicked, a verify dialog is

presented as a final check on whether the deletion is intended.

Window Buttons

Buttons

Description

Calculate

Prior to removing records, the Calculate button fills the Count of

Records to be Removed field.

Remove Logging Records

Executes the deletion of the records as selected by the window

settings.

Window Fields

Fields

Description

Remove All Logging Records

Radio Button indicating all records, without restriction will be

deleted from the logs.

Remove Logging Records with

Options

Radio button allowing restrictions to be applied for which

records will be deleted from the logs.

Remove Transactions and Setup

Record

Radio button indicating records of both log file types will be

deleted from the logs.

Only Remove Setup Records

Radio button indicating records from the Setup Log will be

deleted but the transaction records will remain in the log tables.

Remove Records older than

This Date Picker allows a Date to be defined so that only records

older than the selected date are removed from the logs.

Remove Records for a selected

Report Format

This Dropdown list displays the Reports supported by Forms

Printer Base System allowing for the log records for a single

report to be deleted.

Count of Records to be Removed

Displays, based on the current window settings, the number of

Setup and Transaction log records Removing Logging Records

will delete.

Window Example

*Important Notes

1. You are not required to enable Logging to use Forms Printer.

2. Backing up of the Dynamics GP System database prior to using the Logging Utilities window is

recommended.

3. In environments where large volumes of transactions are delivered, the log files will grow very large.

4. It is up to the administrator to maintain the log files using the Logging Utilities.

5. If frequent truncation of the log files is necessary, it is recommended to schedule a job using SQL

Server Agent. See Creating a Scheduled Job in SQL Management Studio.

Creating a Scheduled Job in SQL Management Studio

Using the SQL Server Agent, a Job can be scheduled to maintain the Forms Printer Log files, removing records

automatically without the need to manually remove records using the Logging Utilities window.

Details for creating a scheduled Job can be found in SQL Server documentation. Below describes one part of

that setup, the Job Step Properties and the values used to call the Forms Printer Stored Procedure to remove

Logging records.

Window Example

Forms Printer Logging Utilities Stored Procedure

The Forms Printer Logging Utilities Stored Procedure which should be used to remove Logging records is

named ASI_FormsPrinter_TruncateLog and it is created in the Dynamics GP System database when Forms

Printer is initialized. The stored procedure accepts the parameters:

Parameter

Data type

Possible Values

@TruncateDate char(10)

Any Valid Date String

Pass ‘01/01/1900’ to remove all records

regardless of date recorded.

@ClearSetupLog int

Pass 1 to remove the Setup Log Files.

Pass 0 to leave Setup Log Files.

@ClearTransactionLog

int

Pass 1 to remove the Transaction Log Files.

Pass 0 to leave Transaction Log Files.

@ClearReportIndex

int

Pass as 0 to remove records for all report

formats. Pass any Valid Report Index from

the ASI12389 table to remove a single

report format’s log files.

@ExecType

int

1 REQUIRED VALUE

@JobID

int

0 REQUIRED VALUE

Command Example

An example of Command text to enter in the Job Step Properties window might be:

DECLARE @RC int

DECLARE @TruncateDate char(10) = GETDATE()-30

DECLARE @ClearSetupLog int = 1

DECLARE @ClearTransactionLog int =1

DECLARE @ClearReportIndex int = 0

DECLARE @ExecType int = 1

DECLARE @JobID int = 0

EXECUTE @RC = [dbo].[ASI_FormsPrinter_TruncateLog]

@TruncateDate

,@ClearSetupLog

,@ClearTransactionLog

,@ClearReportIndex

,@ExecType

,@JobID

Command Parameter Values Explained

• @TruncateDate value “GETDATE()-30” will remove records older than 30 days from the current date.

• @ClearSetupLog & @ClearTransactionLog value of 1 indicates records in both logs will be deleted.

• The value 0 for @ClearReportIndex indicates records for all report formats will be removed.

• @ExecType of 1 causes the procedure to remove the records.

• @JobID of 0 indicates all records meeting the passed criteria will be removed regardless of Job ID.

Technical Support

Troubleshooting Guide

Initialization Error

The Add-In Initialization Error occurs when there is a mismatch between the Forms Printer Add In dlls and the

Forms Printer dictionary (.dic) file versions. The most likely cause of this is error is that the Forms Printer

FPD1230.dic and ASI1655.dic files were not removed from the Dynamics GP client directory after the

installation process and prior to launching Dynamics GP.

The error dialog is shown below:

You can correct the error by removing or renaming the FPD1230.dic and ASI1655.dic files and then launching

Dynamics GP again.

Installation Errors

SQL Installation Errors

If you receive an unsuccessful message when installing on a SQL database, you may be able to determine

what SQL Table or Stored procedure is causing the initialization to fail by using "Dexterity SQL Logging" on the

workstation on which you are trying to initialize. This is done by editing the [General] section of the DEX.INI

file to include the following lines:

• SQLLogPath=c:\

• SQLLogSQLStmt=TRUE

• SQLLogODBCMessages=TRUE

Then log into Microsoft Dynamics GP and attempt to Initialize Forms Printer- a log file named c:\dexsql.log

will be created, and if you open it with notepad at the point of the error, you will see the SQL statement that

caused the error: You may be able to delete the ASI123* table (if it contains no data) and its associated

zDP_ASI123* stored procedures and then try again and see if you get past the issue.

If you can send that dexsql.log to us, we may be able to determine what is happening.

NOTE: After logging out of Microsoft Dynamics GP, be sure to remove the lines above from DEX.INI or set

them to FALSE so as to not affect performance of your system or fill up your disk with the log file.

Registration Errors

When entering Registration keys, a failure to register warning typically occurs for 3 main reasons:

Cause Resolution

Mistyped Registration Keys

Double check the keys entered and use cut and paste if possible.

Incorrect Site name

Double check the site name on the Registration Keys document

provided by Accountable Software. If there is a discrepancy from your

actual Site name, contact us to receive a new set of keys.

Incorrect User Count

Double check the number of licensed users enabled by the keys issued

and compare to your number of System Manager users. If the keys

enable fewer users you will need to contact Accountable for new keys.

Report Parameter Errors

The error ASI_SetParameters shown below occurs when the report being printed has fewer parameters than

is expected by Forms Printer.

This error is followed by the dialog below which displays the ParamNumber, and the ParamValue.

ParamNumber indicates which Parameter on the report has the issue. ParamValue indicates the value that

was passed to that report parameter.

To correct report parameter issues, compare the parameters of the report being printed to the matching

template report shipped with Forms Printer.

E-mail Setup Errors

In order to function properly, Forms Printer must find an Address list for possible lE-mail source addresses.

By default, it attempts to use Outlook and an Address List named “Global Address List”, which exists by

default in Microsoft Exchange environments. If Outlook or this address list is not found, errors will occur

during Forms Printer Setup.

The symptom, possible cause and resolution are listed below:

Symptom

Cause

Resolution

Forms Printer Setup

Window either does not

open or takes an

unusually long time to

open.

Error “Can’t get address

list object with this name

from Redemption object”

or similar.

Some functionality of

Mail delivery is restricted

similar to the restrictions

for Crystal MAPI.

Outlook is not

installed or in use

on the Client

machine.

If you are not using Outlook as your Mail Client, you may set

the ASIFPUseOutlook Dex.ini setting to FALSE. This will disable

the Outlook option completely, and Forms Printer will not try

to connect to Outlook in any way.

The client machine

fails or causes a

long delay while

trying to retrieve

the Exchange

ServerGlobal

Address List

The cause of the dialog is that Forms Printer is unable to

retrieve the Required Address List while communicating with

Outlook.

You can change which Address List Forms Printer attempts to

use by changing the ASIFPOutlookFolder setting in the Dex.ini

file. The list name entered in the Dex.ini must be a valid

Outlook Address List. For Example, you could change the list to

the Outlook ‘Contacts’ list by changing the Dex.ini setting to:

ASIFPOutlookFolder = Contacts where by default it is

ASIFPOutlookFolder = Global Address List.

If your environment is such that you cannot create a Contacts

or other common address list that would be available on each

workstation, you can set the Address List to use to be

“ASIFPOutlookFolder=NONE which will preserve most

functionality, but only allow sending from “Default Outlook

User”.

This option is useful when using Outlook Offline while testing

or demoing Forms Printer.

You can edit the Address List and manually enter a list of as

many From Address choices as needed, by entering a comma

separated list. For Example, by changing the Dex.ini setting to:

ASIFPOutlookFolder = [email protected],

person2@yourdomain.com, person3@yourdomain.com

Forms Printer will then present these choices in the E-mail

From dropdown List of Forms Printer Setup.

Invalid TLV Record Error

When using Crystal Reports as the reporting engine, the “Invalid TLV Record” error is displayed for two

known reasons:

Cause Resolution

The Crystal Report

rpt file was saved

using a Crystal

Reports application

version that is not

compatible with the

version of Crystal

Reports dlls

registered on the

workstation.

Re-run the Forms Printer install on the workstation, ensuring the correct Forms Printer

and version of Crystal Reports is used.

Open and save the report in a version of Crystal compatible with the version installed

on the workstation.

NOTE:

Advanced users may wish to use the Registry Editor to check the registered version of

the Crystal dlls. That version can be found in the key:

HKEY_CLASSES_ROOT\CrystalRuntime.Application\CurVer

The Crystal Reports

dlls registered on the

workstation do not

match those installed

to the Dynamics GP

folder and being

used by Forms

Printer.

Note that this occurs

when an installation

discrepancy between

Crystal Reports XI

and Crystal Reports

XI “R2” (release 2)

exists.

Replace the dlls in the Dynamics GP folder with the version that matches the currently

registered Crystal dlls.

To replace these files first requires that the version registered is identified. To do this,

advanced users can use the Registry and follow these steps:

1. Find the key:

HKEY_CLASSES_ROOT\CrystalRuntime.Application.11\CLSID

2. Copy the listed GUID

3. Search for that GUID under the key: HKEY_CLASSES_ROOT\CLSID

4. When found, expand to see the folder InprocServer32

5. Click on the folder to see the results on the fight hand pane

6. Check the Data column value. Here will be displayed a path to the

registered Crystal dlls.

If the path is:

<drive>:\Program Files\Common Files\Business

Objects\3.0\bin\craxdrt.dll

Then the registered version is Crystal XI “r1”

If the path is:

<drive>: Program Files\Business Objects\Common\3.5\bin\craxdrt.dll

Then the registered version is Crystal XI “r2”

The resolution to this issue is to replace all dll files in the Dynamics GP client folder that

begin “CRPE” with the correct version identified by the above procedure. The correct

version of these files can be found at the paths listed above in blue. B sure to copy the

matching version identified in the registry.

Frequently Asked Questions

Question: Can I turn off the Print or Deliver or other Dialogs in Forms Printer Base System?

Answer: Yes, see the Microsoft Dynamics GP Defaults File Settings section of the User Guide.

Question: What version of Crystal Reports does Forms Printer install and support?

Answer: As of version 10.50 and greater, Forms Printer installs version XI (11) r2 of Crystal Reports. That installation

means that Forms Printer is compatible with versions 9, 10 and 11 (r1 and r2) of Crystal reports. Note that

Crystal 2008, 2012 and 2014 may also be used but any features added by these versions will not be available

through the Forms Printer version of the Crystal runtime. So, any reports designed in any of those versions can

be run with Forms Printer version 11.00.

Question: If we purchase Forms Printer, do we also have to purchase Crystal Reports?

Answer: Forms Printer installs all of the files required to run a Crystal Report on a client workstation that is running

Dynamics GP. In order to modify or create Crystal Reports you would typically purchase at least one copy of

Crystal Reports and install it on the report designer’s workstation. No other Dynamics GP users would need a

Crystal License.

Note: Crystal Reports licensing varies in the Terminal Server / Citrix environment. Please contact Business

Objects for details on licensing compliance if using either of those environments.

Question: Do we have to purchase Adobe Acrobat Writer to print to PDF with Forms Printer?

Answer: No. Forms Printer installs the Crystal runtime components and SQL Reporting Services files needed to export to

PDF. No additional license or product is needed.

Question: I don’t see the report I want to print when I go Into Forms Printer Setup, why not?

Answer: Forms Printer prints a very specific list of reports. If the report is not listed in the Forms Printer setup window,

you can use Forms Printer Plus to add the report to any window in your Dynamics GP solution.

Question: How do I know if I need new Registration Keys for Forms Printer?

Answer: New registration keys are required whenever you are installing a newer major version release of Dynamics GP,

whenever you are increasing your number of System Manager user licenses, and when your Registered Dynamics

GP Site name is changed.

Question: What version of SQL Server does Forms Printer support?

Answer: When using the Crystal Reports Engine, SQL Server 2000 and higher are compatible with Forms Printer.

In order to use SQL Reporting Services as the Reporting Engine you must be using SQL 2005 or higher.

Question: Can I E-mail using a Mail Client other than Outlook?

Answer: Forms Printer includes specific functionality to support Outlook and can only use Outlook when using the SQL

Server Reporting Services Engine.

When using the Crystal Reports Engine and Crystal MAPI, any E-mail client supported by Crystal Reports can be

used. Consult Business Objects’ documentation for E-mail clients supported by Crystal Reports.

Question: Why are there tables with names that begin with “ASI” in the report templates?

Answer: In order to mimic the functionality of the Dynamics GP printing processes, Forms Printer must often create SQL

Tables to store data that is generated during the Dynamics GP print process. When a template contains an “ASI”

named table, it is typically required in order to properly print the report.

Question: Can bar codes be used on Crystal Reports?

Answer: Yes. In order to use a bar code, you need to have a barcode font installed on all workstations that will print using

Forms Printer, and you must modify your report to use that bar code font for the field(s) to be bar coded.

Typically, you would use a calculated field that displayed the correct start and stop characters for the desired bar

code type.

Question: Which Forms Printer Report Setup name maps to which Check Format?

Answer: From the Print Payroll Checks window, you will see displayed the list of Check Formats. Below is a list of these

formats with their corresponding Forms Printer Setup name:

Check Format

Forms Printer Setup Name

Stub on Top - Continuous Employee Checks Stub on Top-D

Stub on Bottom - Continuous Employee Checks Stub on Bottom-D

Stub on Top and Bottom – Single Feed Employee Checks Stub on Bottom-L

Other - Continuous Employee Checks Other -D

Other - Single Feed Employee Checks Other -L

Question: Which Forms Printer Report template maps to which Project Accounting Report?

Answer: A list at the end of this document includes all of the Forms Printer Template file names and their corresponding

Project Accounting Report.

Question: Can Crystal Reports print a MICR bar code?

Answer: Yes. In order to use the MICR Font for check printing, you must purchase and install a version of the MICR font

then set the MICR field on the Crystal Report to use this Font Type. When printing MICR Checks, it is also

necessary to have a MICR toner cartridge installed in the printer. You may also want to purchase special Non-

duplicatable paper for your check stock.

Sources for MICR and barcode fonts:

http://www.bizfonts.com

http://www.micrfonts.com

http://www.adobe.com/type/main.html

These sources are provided for information only. Accountable Software does not endorse or support specific

products from these companies.

Project Accounting Report Mapping

Below is the list of Sample reports and the Project Accounting report these samples are designed to support. It is important during Forms Printer setup,

that the correct sample report be used when creating these mappings. These reports are not interchangeable, you must use the correct report, or you

will receive no data, incorrect data or an error.

Billing Format Name Forms Printer Setup / Report Writer Name

Forms Printer Template Report Name

T&M Summary A

PA Billing Summary A Report

PA Billing Summary A (.rpt or .rdl)

T&M Summary B

PA Billing Summary B Report Format

PA Billing Summary B (.rpt or .rdl)

T&M Summary C

PA Billing Summary C Report

PA Billing Summary C (.rpt or .rdl)

T&M Detailed A

PA Billing Detailed A Report Format

PA Billing Detailed A (.rpt or .rdl)

T&M Detailed B

PA Billing Detailed B Report

PA Billing Detailed B (.rpt or .rdl)

T&M Detailed C

PA Billing Detailed C Report

PA Billing Detailed C (.rpt or .rdl)

T&M Consulting Project

PA Billing Invoice Format - Invoice Format 1

PA Billing Invoice Format 1,2,5,6 (.rpt or .rdl)

T&M Consulting Project With Tax Detail

PA Billing Invoice Format - Invoice Format

PA Billing Invoice Format 1,2,5,6 (.rpt or .rdl)

T&M Consulting Contract

PA Billing Invoice Format - Invoice Format 3

PA Billing Invoice Format 3,4,7,8 (.rpt or .rdl)

T&M Consulting Contract With Tax Detail

PA Billing Invoice Format - Invoice Format

PA Billing Invoice Format 3,4,7,8 (.rpt or .rdl)

T&M Detailed Project

PA Billing Invoice Format - Invoice Format 5

PA Billing Invoice Format 1,2,5,6 (.rpt or .rdl)

T&M Detailed Project With Tax Detail

PA Billing Invoice Format - Invoice Format

PA Billing Invoice Format 1,2,5,6 (.rpt or .rdl)

T&M Detailed Contract

PA Billing Invoice Format - Invoice Format 7

PA Billing Invoice Format 3,4,7,8 (.rpt or .rdl)

T&M Detailed Contract with Tax Detail

PA Billing Invoice Format - Invoice Format

PA Billing Invoice Format 3,4,7,8 (.rpt or .rdl)

T&M Pre-Billing Worksheet

PA Billing Invoice Format - Invoice Format

PA Billing Invoice Format 9-14 (.rpt or .rdl)

T&M Basic

PA Billing Invoice Format - Invoice Format

PA Billing Invoice Format 9-14 (.rpt or .rdl)

T&M Invoice 1

PA Billing Invoice Format - Invoice Format 11

PA Billing Invoice Format 9-14 (.rpt or .rdl)

T&M Invoice 2

PA Billing Invoice Format - Invoice Format

PA Billing Invoice Format 9-14 (.rpt or .rdl)

T&M Invoice 3

PA Billing Invoice Format - Invoice Format 13

PA Billing Invoice Format 9-14 (.rpt or .rdl)

T&M Invoice 4

PA Billing Invoice Format - Invoice Format

PA Billing Invoice Format 9-14 (.rpt or .rdl)

CP/FP Document Level Invoice

PA Invoice Format CP/FP Document Level Invoice

PA Invoice Frmt CP-FP (.rpt or .rdl)

CP/FP Contract Level

PA Invoice Format CP/FP Contract Level

PA Invoice Frmt CP-FP (.rpt or .rdl)

Project Accounting Report Mapping (continued)

CP/FP Project Level Invoice

PA Invoice Format CP/FP Project Level Invoice

PA Invoice Frmt CP-FP (.rpt or .rdl)

CP/FP Contract/Project Level Invoice

PA Invoice Format CP/FP Contract Project Level

PA Invoice Frmt CP-FP (.rpt or .rdl)

CP/FP Pre-Billing Worksheet

PA Invoice Format CP/FP Pre Billing

PA Invoice Frmt CP-FP (.rpt or .rdl)

CP/FP Basic

PA Invoice Format CP/FP Basic

PA Invoice Frmt CP-FP (.rpt or .rdl)

CP/FP Invoice 1

PA Invoice Format CP/FP Invoice

PA Invoice Frmt CP-FP (.rpt or .rdl)

CP/FP Invoice 2

PA Invoice Format CP/FP Invoice 2

PA Invoice Frmt CP-FP (.rpt or .rdl)

Fee Document Level Invoice

PA Invoice Format Fee Document Level

PA Invoice Frmt Fee Document Level (.rpt or .rdl)

Fee Contract Level Invoice

PA Invoice Format Fee Contract Level Invoice

PA Invoice Frmt Fee Contract Level (.rpt or .rdl)

Fee Project Level Invoice

PA Invoice Format Fee Project Level

PA Invoice Frmt Fee Project Level (.rpt or .rdl)

Fee Contract/Project Level Invoice

PA Invoice Format Fee Contract/Project Level

PA Invoice Frmt Fee Contract - Project Level (.rpt or .rdl)

Detail Page - Document Level Invoice

PA Invoice Format Document Detail Page

PA Invoice Doc, Con, Proj, Con-Proj Detail (.rpt or .rdl)

Detail Page - Contract Level Invoice

PA Invoice Format Contract Detail Page 1

PA Invoice Doc, Con, Proj, Con-Proj Detail (.rpt or .rdl)

Detail Page - Project Level Invoice

PA Invoice Format Project Detail Page

PA Invoice Doc, Con, Proj, Con-Proj Detail (.rpt or .rdl)

Detail Page - Contract/Project Invoice

PA Invoice Format Contract/Project Detail Page 1

PA Invoice Doc, Con, Proj, Con-Proj Detail (.rpt or .rdl)

Summary Page - Document Level Invoice 1

PA Invoice Format Document Summary Page 1