Print Substitution Groups

Print Substitution Groups are used in situations where certain groups of facilities, Items, or Ship-to Customers require printouts and documents different than the generic Report Layouts and Part Forms used. Each group can contain all of the documents which need to be substituted for that group of customers or items, whether it be Part Forms, Job Documents, or Sales Documents. Deacom offers two different methods to override Reports and Part Forms; on an individual basis on Item Master records or Customer Part Cross References, and on a group basis via the use of Print Substitution Groups. The first method is useful for individual exceptions while the second method is more useful in situations where an entire sub-class of items or customers need the same type of document(s) instead of the generic reports/forms. Refer to Using Print Substitution Groups for information on assignment options, how to setup groups, and how to assign groups.

System Navigation

Print Outs > Maintenance > Print Substitution Groups

Edit Print Substitutions form

Opened via the "New" or "Modify" buttons on the Print Substitution Groups form.

Field/Flag	Description
Name	Displays the name of the group.
Active	If checked, this record is active. Only active records may be used in the system.
Add	If clicked, opens the Edit Print Substitution form, which is used to add a new substitution record to the group.
Modify	If clicked, opens the Edit Print Substitution form, which is used to modify the highlighted substitution record.
Delete	If clicked, deletes the highlighted line from the group.

Edit Print Substitution form

Opened via the "Add" or "Modify" buttons on the Edit Print Substitutions form, this form is used to identify the base Report or Part Form and the specific name of its substitute.

General tab

Button/Field	Description
Edit Report	If clicked, opens the Report Designer for the "Substitute Report" selected. For information on using the Report Designer, refer to Managing Report Layouts.
Substitution Type	Pick list used to select the type of substitute being made. Options are: Formula Formula 2-4 Job Document Part Form Purchase Document Sales Document
Base Report	Pick list used to select the Report that will be substituted out. Options will differ based on the "Substitution Type" selected.
Substitute Report	Indicates the exact name of the Report Layout that will be substituted in for the "Base Report" selected. Example: If creating a group to substitute documents in Spanish for those in English and this record is for an invoice, this field would read something like "u_Spanish_Invoice", depending on the naming convention used when the Report was initially created.
Base Part Form	Search field used to select the Part Form that will be substituted out. Only available when "Substitution Type" is set to "Part Form".
Substitute Part Form	Search field used to select the Part Form that will be substituted in for the "Base Part Form" selected. Only available when "Substitution Type" is set to "Part Form".
Base Category (requires Document Management license)	Search field used to select the Document Category that will be substituted out. Only available when "Substitution Type" is set to "Sales Document".
Substitute Category (requires Document Management license)	Search field used to select the Document Category that will be substituted in for the "Base Category" selected. Only available when "Substitution Type" is set to "Sales Document".

User Fields tab

Deacom allows the creation of user-defined fields that, once created, are available on various master data records such as items, Vendors, and Ship-to Companies. These fields allow companies to enter and store information outside of the fields provided in the system. User fields may be added via Tools > Maintenance > User Fields. For more information, refer to Configuring User Fields and User Calculations.

Note: When printing a Part Form or Report Layout that is a Print Substitution, the system will make the Print Substitution user fields available to the respective Part Form or Report Layout and use these user fields instead of the Part Form or Report Layout user fields.