Output

Overview#

Most views in BOS Enterprise have an Output option as part of the top row of buttons. This button can be customised and linked to a variety of outputs. The Output button could also offer users more than one report or template to choose from.

Creating and setting up Output Templates require a two-step approach:

1. A template must be designed in Form Designer (Main Menu > Home > Form Designer).
2. This report must be selected under the applicable heading.

Settings#

General Settings#

Setting: Output Options for Reports#

Process#

1. Select a Report from the dropdown list at the top. The available entries are:
   • Cashup
   • Compounds
   • Cost of Sales
   • Customer Age Analysis
   • Customers
   • Financial Statements
   • Inventory
   • Ledger
   • NCR
   • Planning Board – Tasks
   • Planning Board – Transactions
   • Pricing
   • Production
   • Service Manager
   • Stock Check
   • Supplier Age Analysis
   • Supplier Payments
   • Suppliers
   • Trial Balance
   • VAT Control
   • Workspace
2. Select a report or template.
   • Note: Some modules have several templates (e.g. Ledger has a template for the Detailed Ledger and one for Transactions).

Buttons Explained#

Fields Explained#

Setting: Output Options for Transactions#

Process#

1. Select a Transaction from the dropdown list at the top. All the created Transaction Types are listed. For example:
   • Asset Purchases (ASSET)
   • Cashup Shortfall (CU-)
   • Cashup Surplus (CU+)
   • Contract Billing (CB)
   • Costing (COST)
   • Customer Credit Notes (CC)
   • Customer Discounts (CD)
   • Customer Forex Gain (CFX+)
   • Customer Invoices (CI)
   • Customer Offset (COF)
   • Customer Overpayment (COP)
   • Customer Receipts (CR)
   • Customer Receipts – Debit Order (CR-DO)
   • Customer Receipts – Forex 1 (CRFX1)
   • Customer Receipts – Forex 2 (CRFX2)
   • Customer Refunds (CF)
   • Delivery Notes (DN)
   • Expenses (EXP)
   • General Journal (GJ)
   • Goods Issued (IGI)
   • Goods Received (PO) (IGRPO)
   • Goods Received (WO) (IGRWO)
   • Goods Returned (IGRT)
   • Other Income (INC)
   • Payroll – Expenses (PR-EXP)
   • Payroll – Payments (PR-PMT)
   • Periodic – Accrual to Inventory Finished Goods (P-ACR>FG)
   • Periodic – Accrual to Inventory Raws (P-ACR>RAW)
   • Periodic – Accrual to Purchase Materials (P-ACR>PURM)
   • Periodic – Accrual to Purchases Outsourced (P-ACR>PURO)
   • Periodic – Inventory Gain (P-INV+)
   • Periodic – Inventory Loss (P-INV-)
   • Periodic – Inventory Raws to Finished Goods (P-RAW>FG)
   • Periodic – Inventory to Cost of Sales (P-INV>COS)
   • Periodic – WIP Decrease (P-WIP-)
   • Periodic – WIP Increase (P-WIP+)
   • Purchase Orders (COS) (PO-COS)
   • Purchase Orders (EXP) (PO-EXP)
   • Purchase Orders (INV) (PO-INV)
   • Purchase Price Variance (PPV)
   • Purchase Return (IPRN)
   • Quotations (QT)
   • Requisitions (REQ)
   • Requisitions Inhouse (REQ)
   • Sales Orders (SO)
   • Sales Return (ISRT)
   • Supplier Debit Note (EXP) (SD-EXP)
   • Supplier Debit Note (INV) (SD-INV)
   • Supplier Discounts (SD)
   • Supplier Forex Gain (SFX+)
   • Supplier Forex Loss (SFX-)
   • Supplier Invoices (COS) (SI-COS)
   • Supplier Invoices (EXP) (SI-EXP)
   • Supplier Invoices (INV) (SI-INV)
   • Supplier Offset (SOF)
   • Supplier Overpayment (SOP)
   • Supplier Payments (SP)
   • Supplier Payments – Forex (SPFX1)
   • Supplier Payments – Forex (SPFX2)
   • Supplier Refund (SF)
   • Task Orders (TO)
   • Transfer Customer Deposits (TR-CD)
   • Transfer Issue (ITI)
   • Transfer Receive (ITR)
   • VAT Payment (VAT-PAY)
   • VAT Refund (VAT-REF)
   • Work Orders (WO)
2. Select a report or template.

Buttons Explained#

Fields Explained#

Onscreen Output Options#

Output > Print#

Opens the default printer and prints the selected Output for the transaction or view (report).

Output > Print (Show Dialogue)#

Opens a dialogue box to choose a printer, which can also be a PDF printer, and prints the selected Output for the transaction or view (report).

Preview#

• Displays the selected Output for the transaction or view (report) on screen.
• This display offers additional options, including:
  • Print: You can choose a printer to print to, including a PDF printer.
  • Export to File (save): You can choose a save location for the report in .pdf format on the server.

Email#

• The email interface opens with the selected Output for the transaction or view (report) attached in .pdf format.
• See Email for more information.