Report Layouts

Deacom comes with a standard group of reports or documents that handle essential printouts such as Vendor invoices, Sales Order confirmations, Job pick lists, Bills of Lading, and several others. Customers may use these default reports as delivered when processing transactions and printouts in the system or these reports can be replaced with configurable reports that allow organizations to meet their reporting and document needs. New reports cannot be added but existing reports can be modified. This keeps the original report and adds the user-configured version as a record.

Several best practice pages cover the process of modifying the reports listed below and various fields that may be available. Pages that exist specific to a report listed are noted in the Description of that report. Beginning in version 17.00.009, Report Variables on Report Layouts and Part Forms have been enhanced to allow users to specify values prior to printing documents. If this feature is utilized, then the Report Parameters form will be displayed, allowing users to confirm default values, or if necessary enter new ones. Users can also specify if parameter entries are required. For additional information on this feature and process details on modifying other reports, refer to the Managing Report Layouts best practice page.

System Navigation

Print Outs > Maintenance > Report Layouts

Report Layouts form

Button/Field Description

Button/Field	Description
New	This button is not used for Report Layouts and therefore has no purpose if clicked. It is listed only because it is a standard button on forms.
Modify	Opens the Printing Defaults form, which is used to manage the selected report and add user-configured versions.

Within the Report Layouts form, all system standard reports and any user-configured versions are listed. The list below contains the default Report Layouts currently available within Deacom together with details regarding the transactions which generate the reports.

Default Report Name	Default System Report	Description	Related Pages
1099 Form	tax1099	Default layout when printing 1099 Forms via Accounting > 1099 Forms.	Generating 1099s
Aging	aging	Default layout when "Print" is clicked on the AR and AP Detail and Summary reports within Accounting Reporting and Customers. Contains past due information and amounts for Customers and Sales Orders.	Accounting and Finance Reporting Managing Accounts Receivables
Badge	badge	Default layout when printing a Worker's badge via Production > Maintenance > Workers.	Managing Workers
Batch Ticket	1-3 bom, bom2, bom3	Default layout when printing the Batch Ticket or the Bill of Materials for the item to be produced on a production Job. For Jobs that contain multiple lines, users have the option to use the Multi-line Batch Ticket if needed. Note: pr_unitwgt, pr_unitvol, pr_unitcub, and pr_unitlen are indicated as l_unitwgt, l_unitvol, l_unitcub, and l_unitlen on this report. Batch Ticket 2-3 are the default layouts for the second and third optional user-definable Batch Ticket reports that are available to print from Jobs or on several Production > Job Reporting reports. When printing any of the Batch Ticket 1-3 reports, the printed date from the job header will be populated.	Modifying Production Batch Ticket Finishing Inventory Production Reporting
Bill of Lading	lading	Default layout when printing the Bill Of Lading from Sales Orders or within the various reports in Sales > Order Reporting. Hazardous materials, those with an entry in the "Hazard Info" (pr_hazard) field on a Part's Item Master General 1 tab, are moved to the top of this report. If desired, users may configure this report to combine multiple Sales Orders that ship on the same day to the same Ship-to into a single bill of lading.	Modifying Bill of Lading Sales Reporting
Billing Statement 1	billstate1	Default layout when using the "Report Type" of "Open Orders" via Print Outs > Customer Statements, which displays all outstanding receivables regardless of age.	Managing Accounts Receivables
Billing Statement 2	billstate2	Default layout when using the "Report Type" of "Period Statement" via Print Outs > Customer Statements, which displays balance and payment information.	Managing Accounts Receivables
Billing Statement 3	billstate3	Default layout when using the "Report Type" of "Period Statement" and the "Detail Level" of "Sales Order Detail" via Print Outs > Customer Statements. This report contains the variable l_balanceforward, which is defined as the balance as of the day before the period specified on the pre-filter. Example: If the date on the statement pre-filter is 12/31/2018 and the fiscal year is set so that the period that 12/31/2018 is within is 12/01/2018 - 12/31/2018, the l_balanceforward variable should display the starting balance for that customer as of 11/30/2018. The following fields, from the dtcash2 table, are available to this report when the "Include Payments In Sales Order Detail" is checked: c2_credits, c2_debits, c2_type, c2_ordnum, and totamt, which is the calculation of c2_debits - c2_credits.
Calendar	calendar	Default layout when printing the schedule from the Daily Job Calendar form on the Job Calendar and Job Inventory Calendar.	Scheduling Production Jobs Using the Job Calendar
Check	lazcheck	Default layout when printing checks via Accounting > Manual Checks or Accounting > Check Run. Contains a variable called "l_detail", which controls the layout of the remittance detail section for all checks and may be modified using the "checkprintap" or "checkprintar" Grid Layouts. A pre-printed signature can be added to the check design if desired. Specific security exists to control access to this area. The check can be modified to accommodate any check; however we have found modifying the check layout can be very tedious and time consuming when the check stock has pre-printed check stubs. It is easiest to design checks that use check stock with the check in the middle and blank check stubs. Some of the check stock we have found the easiest to work with are listed below. Please note that you can also order the corresponding envelopes from these companies as well. https://www.deluxe.com SSLM145, SSLM108, and SSLM102 https://www.gosafeguard.com/business-checks sfms01043 https://checkdepot.net CDM424, CDM425, CDM453, and CDM451	Modifying Check Layout Processing Accounts Payable
Confirmation	confirm	Default layout when printing the Sales Order Confirmation for Sales Orders.	Entering Sales Orders
Contact	contact	Default layout when printing the Contact record in CRM Reporting.	Managing Contact Records
Cost Summary	costing	Default layout when printing the Sales > Order Reporting "Cost Summary" report or several other reports.	Sales Reporting
Delivery	delivery	Default layout when printing the Delivery report on Sales Orders or from several of the reports within Sales > Order Reporting.	Sales Reporting
Deposit	deposit	Default layout when printing a deposit ticket from the Accounting Reporting "Cash Receipts by Payment" report. Includes information for the company, number of checks deposited and corresponding amounts, and a summary section.	Accounting and Finance Reporting Receiving Payment for Sales Orders
Estimate	estimate	Default layout for the Estimate report on Sales Orders or from several of the reports within Sales > Order Reporting.	Sales Reporting
Final Staging List	staging2	Default layout for the final staging list available via Inventory > Final Staging.	Staging Material
Financial Statement, Financial Statement 2	finstate, finstate2	Default layout when printing any of the Financial Statement Layouts within Deacom, up to eighty columns, and set in the traditional portrait page setup. Financial Statement 2 is used automatically for statements that contain more than eighty columns and is set in the landscape page setup.	Modifying Financial Statements Generating Financial Statements
Formula	formula	Default layout used when printing a Bill of Materials report within Bills of Material or in several different locations where the Bill of Materials is available for printing. Beginning with build 14.7.68 any BOM Revision Item Master User Fields included in either the "Formula" or "Formula 2" reports must be preceded by "cUSERPROD". Example: "u_20" becomes "cUSERPROD.u_20". BOM Lines Item Master User Fields however are used with the typical "u_" convention. Beginning in version 16.02.126 t The "Print" button has been added to the Bills of Material report. When clicked, the Copies to Print form is displayed and the Selection field defaults to "One" representing the selecting record in the report. Users have the option to change the selection to "All" in order to print all records/lines on the report. Accessed and printed via: Inventory > Item Master > click "View" > select Part, click "View BOM" > (select Revision if necessary) click "Print BOM" Inventory > Bills of Material > select Part > click "Modify" > click "Print". Note: pr_unitwgt, pr_unitvol, pr_unitcub, and pr_unitlen are indicated as l_unitwgt, l_unitvol, l_unitcub, and l_unitlen on this report.	Modifying Formula Specifications Managing Formula Revisions
Formula 2-4	formula2-4	Default layouts that are duplicates of the Formula report and can be used to print an additional layout of the Formula report from the BOM. This report was specifically added to the system so that users can print a specification sheet for a BOM.	Modifying Formula Specifications Managing Formula Revisions
Invoice	invoice	Default layout for the invoice of a Sales Order or from several of the reports within Sales > Order Reporting.	Modifying Sales Order Invoice Invoicing Sales Orders Sales Reporting
Job Pick List	picklist, picklist2, picklist3	Default layout for the material Picking List on production Jobs. Designed to indicate the materials required to make the item specified on the Job according to the BOM. The "Pick List Facility" selection in Production > Options > WIP tab controls how Job requirements will be gathered when printing Job pick lists. When printed, the pick list will include any Lots that were staged to the selected Job. Job Pick List 2-3 are the default layouts for the second and third optional user-definable Job Pick List reports that are available to print from Jobs or on several Job Reporting reports. Note - when using this field with Job Picklists (including the picklist2 and picklist 3 reports), use TRANS(lj_jobnum, go.jobmask) to have the job number print correctly.	Modifying Production Pick List Picking Inventory
Listbox	listbox	Default layout for system Prompts. Example: When an insufficient inventory prompt is received, this specifies the order in which items appear on the prompt.	Managing System Languages
Multi-Line Master Batch Record	multibom	Default layout when printing the Multi-line Batch record from Job Reporting or from the Job. Used when users want each line in the Job to get its own BOM and QC information printed separately. Provides more QC and BOM information in situations where one production Job is necessary to complete the bulk product and packaged part as opposed to two separate Jobs. Existing batch tickets for single line Jobs will print as usual. When printing this report, the printed date from the job header will be populated.	Modifying Production Batch Ticket Finishing Inventory Production Reporting
Packing List	packlist	Default layout for the Packing List on Sales Orders or from several of the reports within Sales > Order Reporting.	Sales Reporting
Payment On Account	payacct	Default layout when applying a Payment on Account via the Accounting > Cash Receipts (formerly Sales Order Payments) transaction.	Receiving Payment for Sales Orders
Physical Inventory Form	invform	Default layout when printing Physical Inventory Forms via Print Outs > Physical Inventory Forms.	Completing a Physical Inventory
Pick List	salepick	Default layout for the Picking List on Sales Orders or from several of the reports within Sales > Order Reporting. Designed to sort items based on their default Location, captured via the field "prodloc", as defined on their Item Master General 1 tab.	Modifying Sales Order Pick List Picking Inventory
PO Confirmation	poconfirm	Default layout when using the Confirmation report on Purchase Orders or within several of the reports in Purchasing > Order Reporting.	PO Reporting
PO User 1-5	pouser1	Default layouts for the five optional user-definable Purchasing reports that are available to print from Purchase Orders or on several of the reports within Purchasing > Order Reporting.	PO Reporting
POS Receipt	posreceipt	Default layout for the Point of Sale receipt that is printed when a payment is received using the Deacom Point of Sale application.	Accepting POS Payments
Progress	progress	Default layout when printing Progress Billing Statements via Print Outs > Progress Billing.	Using Progress Billing Orders
Progress Billing Lines	progbill	Default layout when printing the Progress Billing Lines report on a Progress Billing item via Sales > Progress Billing.	Using Progress Billing Orders
Purchase Order	purchase	Default layout when using the Purchase Order report or print out on Purchase Orders or within several of the reports in Purchasing > Order Reporting.	Modifying Purchase Order Report PO Reporting
QC History	jobqc	Default layout when printing the QC history report on production Jobs or from several of the reports within Production > Job Reporting.	Entering Production and Stability QC Test Results Production Reporting
Quote	quote	Default layout for the Sales Order Quote on the Sales Order or from several of the reports within Sales > Order Reporting.	Modifying Sales Order Quote Sales Reporting
Receiver	receiver	Default layout when using the Purchasing Receiver report or Print Out on Purchase Orders or within several of the reports in Purchasing > Order Reporting.	Modifying Purchasing Receiver PO Reporting
Routing	routing	Default layout when printing the Job Routing report on production Jobs or from several of the reports within Production > Job Reporting.	Production Reporting
Sale Staging 1-2	salestaging, salestaging2	Default layout for the Sales Staging Picklists when reserving Sales Orders to staging. Sale Staging 2 is automatically used for picklists with more columns and prints in landscape mode, in order to accommodate more columns.	Staging Material Issuing and Reserving Material
Sales Configurator 1-7 (requires Sales Configurator license)	salefeat, salefeat2-7	Default layout when printing the list of Features for Finished Goods on Sales Orders or within several of the reports in Sales > Order Reporting. Sales Configurator 2-7 are the default layouts for the other six optional user-definable Sales Configurator reports. Two report variables, "f2_parent", (representing the feature parent) and "parentname" (representing the feature parent name) (beginning in version 17.01.098) are available to the Sales Configurator reports (Salefeat, Salefeat2, Salefeat3, Salefeat4 and Salefeat5 reports) via Print Outs > Maintenance > Report Layouts. These variables allow for grouping of the features based on feature configuration structure.	Building Sales Orders with the Product Configurator Sales Reporting
SO User 1-5	souser1	Default layouts for the five optional user-definable Sales reports that are available to print from Sales Orders or on several of the reports within Sales > Order Reporting.	Sales Reporting
Staging Picklist, Staging Picklist 2	staging, staging2	Default layout for the Job Staging Pick lists when using the Inventory > Pre-staging transaction Fields available to the Staging Picklist report are: prodnum, srcloc, userlot, catchwgt, serial, attrib1, attrib2, attrib3, expires, density, quant, pr_codenum, pr_descrip, stockunit, onhand, netreq, unitwgt, lj_linenum. Staging Picklist 2 is automatically used for pick lists with more columns and prints in landscape mode, in order to accommodate more columns. Fields available to the Staging Picklist 2 report are: recid, prodnum, cost, allonum, srcloc, userlot, lotnum, catchwgt, serial, attrib1, attrib2, attrib3, descrip, contunid, expires, density, quant, lj_jobnum, lj_prid, onhand, netreq, short1, pr_codenum, pr_descrip, stockunit, fincodenum, findescrip, dispnum, atrisk.	Staging Material
Statement	statemen	Default layout used when printing Customer Statements via Print Outs > Customer Statements.	Managing Accounts Receivables
Statement Detail	billstate3	Default layout used when printing the optional Statement Detail report when printing Customer Statements via Print Outs > Customer Statements. The option to select the detail report is handled via the "Detail Level" pick list on the Customer Statement pre-filter.	Managing Accounts Receivables
Toolbox, Toolbox 2	toolbox, toolbox2	Default layout for the "Print" icon on the Deacom toolbar, up to eighty columns, and prints in the standard portrait mode. Toolbox 2 is used automatically when printing a list/report that contains more than eighty columns and prints in landscape mode.	Basic Objects and User Interface
Transfer	transfer	Default layout for the Sales Order Transfer report or Print Out on Sales Orders or from several of the reports within Sales > Order Reporting.	Sales Reporting

Printing Defaults form

Opened via the "Modify" button on the Report Layouts form, the Printing Defaults form is used to manage the selected report and add user-configured versions.

General tab

Button/Field/Flag	Description
Add	Opens the Printing Defaults form, which is used to add a new copy of the report that will print when this Report Layout is printed.
Modify	Opens the Printing Defaults form, which is used to edit the Caption of the report selected.
Delete	Deletes the selected copy of the report.
Active	Defaults to checked, allows the report to be viewed when searching.
Sort	Allows the user to sort the order in which the report copies will be printed.
Edit Report	Opens the Report Designer, which is used to modify the report and manage the fields, expressions, images, information, etc. that display on it. The Report Designer will open immediately unless the "User Report" field is blank, in which case the system will prompt the user to enter a value.
System Report	Displays the Deacom system report name, as listed in the Default System Report column in the above table.
User Report	Search field used to select the name of the user-configured report. If this field is populated, the system will use this version of the report and ignore the "System Report".
Name	Displays the name of the report as it will appear in the pick list throughout the system when users select this report to print. Populates based on the Default Report Name column in the above table.
Type	Pick list used to indicate the type of report. Options are: Job Other Purchase Sale
Language	Pick list used to determine if the document should display in the Language selected on the Bill-To or Ship-To of the Sales Order that the document is for. Useful in situations where captions on documents for customers are different than the language assigned to specific users.
Print Destination	Search field used to select a Print Destination to which this report will always be printed. Users cannot override this selection even if they select a different printer from their printer list.
Archive (requires Document Management license)	Pick list used to dictate if a copy of the report will be stored in the "View Docs" area of the record when generated. Options are: All - All printouts of this report will be archived. First - Only the first instance of this report will be archived. Last - Only the last instance of this report will be archived. None - This report is not archived. (Default) On the Copies To Print form, choosing a "Print To" option of "Variable Display" will not save an archived copy. When using this option, if moving from the "All" or "First" option to "Last", all prior archived reports will be removed. Archived items cannot be deleted.
Notes	Memo field used to store notes regarding how and/or when this report is used.
Sort Expression	Memo field used to store an expression to use to sort the information/parts on the form. Any field available to the report is available to the Sort Expression. The Sort Expression supersedes all other sort settings on the report. Fields whose datatypes are not strings need to be surrounded with STR() to sort correctly, e.g. STR(to_ordnum)
Email Expression	Memo field used to store an expression to insert into an email body when the selected document is printed to email. Can contain expression tags that will be evaluated before being put into the email body. These expressions must be wrapped in double angled brackets (<<expression>>) and can use any FoxPro functions normally available to expressions (IIF, ALLTRIM, STR, etc.). Any variables available to the report header and footer are available to expressions in this field as well. Can support HTML. The Email Expression can support plain text as well, but for any new lines, the HTML <br/> tag needs to be used or the entire text will be on one line. Can support Rich Text. The text can be bolded [b], italicized [i], underlined[u], or strikethrough [s]. Make sure the end of the stylized text is symbolized by [/x], x being the chosen Rich Text type. For more information, visit the Functions and Operators Library page.
Email Subject Expression	Optional text field used to store an expression to insert in the subject line when the selected document is printed to email. If not filled out, the default email subject line (typically the report name) will be used.
Default	If checked, this report will be the default selection when the Print To form is opened throughout the system. Only one Report Layout may be flagged as default.
Print All Attached Documents (requires Document Management license)	If checked, the system will print documents that are attached to the selected record when the report is printed. Supports situations such as printing attached formulation documents when generating a spec sheet from the BOM report.
Copy	Displays how many copies of the report will be printed by default. Copies are added and managed using the "Add", "Modify", and "Delete" buttons. This also applies when printing Document Groups. If multiple copies are indicated, they will be correctly included in the total required when printing the Document Group.
Caption	Displays the names of the different copies that will be printed. Copies are added and managed using the "Add", "Modify", and "Delete" buttons.

Note: The ability to print up subscript and superscript is enabled by using the following expressions:

Subscript - [sub]text[/sub]
Superscript - [sup]text[/sup]

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. User fields added to Report Layouts are available to be printed on their respective Report Layouts.