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Basics of Forms Design
This class is designed for Prophet 21 users responsible for the maintenance and design of their business forms
Overview
Understand the basics of how your forms package works
Objectives
Manage the forms serverSetup the printer/drivers within the form design applicationOpen baseline uncompiled forms
This course will NOT cover…
Processes that print formsAdding or configuring printersProphet 21 navigation and functionalityModifying Forms
Adding textAdding imagesBar coding informationPlotting new data
Print form from Prophet 21 system
Data stream is dropped in Collector directory
P21 Parsing tool processes the data stream
_ds.dat file is created from parsing tool
Data is merged with .mdf file to print form
Any issues?Form prints
_ds.dat and err file are dropped in Error directory
Form does NOT print
No Yes
Definitions
File sent out of Prophet 21 to be processed by P21 parsing tool
.dat file
File created once it’s passed through the P21 parsing tool
_ds.dat file
Compiled form design – Merged with data stream to create the final output
.mdf
Uncompiled form used in Form Design application
.ifd
Definitions
Typically C:\jfsrvr\data or C:\jfsrvrDirectory that raw Prophet 21 data file is ‘dumped’ in for the forms package to process.
Collector directory
Provides instructions that the Print Agent uses to create the final output
PreambleAdmin tool to control central serverCentral Control
Directory that will hold all data files that were not printed successfully
Error directory
Forms
Invoices ChecksCustomer StatementsQuotesOrder AcknowledgementsPacking ListsPricedUnpriced
Pick TicketsPricedUnpriced
ProductionPurchase OrderReturn Pick TicketRMA AcknowledgementTransfers
Form Files10.5 and above forms reside in \jfsrvr\forms10.0 and below forms reside in \jfsrvr
Invoice Forms (Solution #5737)
Invoice.mdfBaseline form
Invoice_Detail_10001.mdf & Invoice_Summary_10001.mdf
Consolidated Invoices
Invoice_10002_10005.mdfInstallment PlansFloor Plans
File Priority
File Priority
File Priority
File Priority
Changes to Forms
Central Control
Central Control
Controls the Central Server
StartPauseResumeShut Down
Display
Current StatusQueue
Configuration of Central Process
Central Process
How does the data print on the form?
Access .ifd fileCompiled into an .mdf (included with the Prophet 21 install)
.idf files are NOT included with the Prophet 21 install
Enter a support case to get the .idf file you need
Opening a Form
Fields
POS1
TITLECOMPANY_NAME
CUSTOMER_NAMEFORMAT_BILL2_ADDR1
COD_LABEL
ORDER_TRANS_NUMBER
Form Layout
Boiler Plate 1
Boiler Plate 2
Boiler Plate 3
Subforms
Boilerplates and Subforms
‘Raw’ Data
.dat file - data sent out from Prophet 21
Parsed DataParsed Data
Transforms raw data into a field nominated data stream __ds.dat file
Parsed DataPrinter
Parsed Data
Form
.tif image to use for the LOGO
‘Calls’ the group LOGOXXXDEF
Preamble
Preamble
Parsed Data
The rest of header information starts to print^global refers to info that is the same on all pages
Data
Data
Subforms
Calling the Data
Detail Subform
QTY_ORDERED QTY_SHIPPED REMAINING_QTY INVOICE_LINE_ITEM_ID
ITEM_DESC
Detail Subform
POSITION field moves down the form as subforms are placed
Calling the Data
Calling the Data
Calling the Data
Preamble
Preamble
Designing Your Forms
Presentment Targets
Presentment Targets
HP LaserJet 4Generic WindowsPortable Document Format (PDF)
Presentment Targets
Print Preview and emailPortable Document Format
Used for uncollated multi-copy output
Generic Windows
Generates output for printers and pcl files that are submitted to VSI-Fax when faxing.
HP LaserJet 4Why?Presentment Target
Design
Toolbox
Modifying the Toolbar and Toolbox
Customize the Toolbox
AppShare
Open Form Design applicationSet Presentment Targets
Summary
DefinitionsHow the data prints on the formBoilerplatesSubformsPreamble
In the next class…
Modifying Forms WBTLearn how to modify your forms
Add static textAdd imagesControl formattingPut data on form
Begin using your modified forms
For More Information…
Prophet 21 Help FilesVisit Activant on the web: www.activant.com
View Educational Services course offeringsBrowse DocumentationSearch the Solutions databaseSubmit a Support case
Email Consulting Services [email protected]
Email Professional Services [email protected]
