Document Viewer

The Document Viewer form displays documents and reports. The Viewer provides access to document links and attachments when present. Some documents have multiple "styles" or formats that can change the appearance and information presented on the document. You can modify the document style using the alternate mouse menu (usually a right-click) in the Viewer window.

Document_Viewer

Links

This option opens a sliding panel on the left-hand side of the Viewer to display document links. Document links only apply to documents, not reports; however, some reports do have links to documents embedded within them.

Viewer_Links

Links use a "tree" control that is comprised of nodes that may "branch" off the tree. When a document listed in the tree has links, the node for that document displays either a "+" or "-" next to the node. The "+" means the node has child nodes that are not being shown. The "-" indicates that the child nodes are currently displayed (visible). Clicking the "+" or "-" toggles the display and either shows or hides the child nodes (document links). As documents are viewed, the new documents links are displayed in addition to any previous documents links that were selected.

Viewer_Links2

Hovering over a document link displays a "tool tip" listing the document's description and type. Clicking the document ID or description results in that document being displayed in the Viewer.

Attach (Attachments)

The Viewer's attachment button is only enabled when the current document has attachments. In these cases, the attachment icon is also displayed. Attachments only apply to documents, not reports.

Viewer_Attach

Choosing the "Attach" button displays the "Attachment Maintenance" dialog that allows a user to view the attachment. Changes to the attachments listed are not allowed. New attachments can be added using the Attach (F5) function from the Documents form, Attachment Maintenance (Main Menu, Maintenance, Utilities), or from transactions supporting attachments.

Changing the Document Style

Some document types have multiple styles. You can view these styles by using the alternate menu. The following table lists all document formats currently available. All other document types currently offer a default format only. Here are a few quick points about document styles in general:

✓Styles are assigned by printer in the Devices database (Maintenance, Database).

✓Default Styles are meant to be the standard and most commonly used format.

✓File copies tend to include information that would not normally be shown to customers (such as item costs and profit information).

✓Dispatch versions relate to documents with delivery status (dates, etc.).

✓Yard copies only list items assigned to Yard Codes.

✓The Remaining style used for Point of Sale documents lists ALL unsold items.

✓The Backorder version for Point of Sale documents only includes items that were specifically designated for backorder during invoicing.*

*There are different types of backorders: "ordered vs. sold" is used in Point of Sale and "ordered vs. received" is used with Purchasing. "Remaining" styles are similar to a backorder.


Document		Style Formats
PS Invoices	1.	Default (Invoice)
	2.	File Copy (Includes Costs)
	3.	Dispatch
	4.	Yard
	5.	Cash Ticket
	6.	Backorder
	7.	Dispatch Backorder
	8.	Store
	9.	Combo
	10.	Remaining
	11.	Mail*
	12.	Pick Ticket
	13.	Mail Memo*
	14.	Customer Open
	15.	Delivery Ticket
	16.	Invoice Savings
	17.	No Price
	18.	Contract

PS Orders	0.	Order (Default)
	1.	Dispatch
	2.	Backorder
	3.	Dispatch Backorder
	4.	File Copy (Includes Costs)
	5.	Remaining
	6.	Pick Ticket
	7.	Store
	8.	Packing Slip
	9.	Order Savings

PS Quotes	0.	Quote (Default)
	1.	File Copy (Includes Costs)
	2.	Quote Savings

PS Open Tickets	0.	Ticket
	1.	Pick Ticket
	2.	Dispatch
	3.	Yard
	4.	Delivery Slip
	5.	Ticket Savings

PS Charge Returns	1.	Default (Invoice)
	2.	File Copy (Includes Costs)
	3.	Mail*

PS Installed Sale	1.	Customer Copy
	2.	Store Copy (Analysis)
	3.	Contract

PO Inventory Receipts	1.	Default (Receipt)
	2.	Receipt Backorder
	3.	Receipt Backorder Adders

PO Purchase Orders	1.	Standard
	2.	Branch Allocations
	3.	No Cost
	4.	Margin

AR Posting	1.	Detail
	2.	Summary (Default)

AP Billing Invoice	1.	EDI
	2.	Summary (Default)

AP Vendor Credit	1.	EDI
	2.	Summary (Default)

GL Journal	1.	Detail
	2.	Summary (Default)

*Mail formats can be used for printed documents that will be folded and mailed using a windowed envelope. In this case, the delivery and sold-to addresses are printed one above the other so that either may be used.

Document Viewer Toolbar

The following table lists icons and options used on the Document Viewer toolbar and explains what they do:

Print

The Viewer's Print button opens the standard Microsoft Windows® print dialog. This can be used to print a copy of the current document or report. It also provides the ability to print selected page, pages, or a range of pages (these options are only enabled for multi-page documents and reports). Printer selections are determined by the printers available in Microsoft Windows for your computer (server, PC, client, etc.) and are neither dependent upon or determined by the application. Any issues printing or questions regarding individual printer options would need to be resolved or handled by your company.

Microsoft Windows Print Dialog

This is a standard Windows dialog, not an application control, so it is subject to change and may appear differently based on your Microsoft Windows operating system.

Find

The Find tool is used for searching text within the current document or report. The control allows you to search either up or down from your current location in the document. Choose the "Find Next" button to begin your search or to look for additional matches within the displayed document or report. Matching text is highlighted with a blue background color. The "Cancel" button can be used to close the Find dialog (or click the "X" button in the upper right-hand corner of the dialog).

Find Dialog

Find what

This combination text-area and drop down allows you to enter your search text as well as reference any recent search (find) text you may have entered. Past search text is only saved temporarily and if you actually choose "Find Next" after entering the text.

Viewer_Find_Dialog2

Match whole word only

This option, if selected (checked), treats the entire text entered as a single phrase rather than individual words. This really only applies when a space exists between text characters in the "find what" text area. For example, if you wanted to search for "BOB SMITH" but not find all occurrences of either the words "BOB" and "SMITH," you would check this option.

Match Case

This option, if selected (checked), only looks for matches with the exact same case structure as the text typed in the "find what" text area. If checked and the search text was "Bob," the words "BOB" and "bob" would not be recognized as matches.

Direction (Up or Down)

Use these radio buttons to change or indicate the direction of the search.

Single Page

The Single Page Mode button changes the Document Viewer's scroll mode back to a single page view from continuous scroll. In "single page" mode, the vertical scroll bar on the right-hand side of the Viewer can only be used to scroll through the current page. Continuous Scroll (another option on the Viewer toolbar) allows the use of the vertical scroll bar for all pages of a document.

This option is not enabled when the Viewer is first initialized (opened). Single page view is the default, so until continuous scroll is indicated, this option won't be available.

Multiple Page

The Multi-Page Display button changes the Document Viewer's display so that multiple pages can be viewed in the Viewer panel. Options allow the users to select the number of pages to display up and down in the viewer panel. The more pages selected, the smaller the size of the images. Click and drag the mouse across the page icons to expand the page display to the desired format.

Continuous Scroll

This only applies to multi-page documents. When selected, this allows the vertical scroll bar to be used to scroll across pages instead of requiring use of the previous and next page buttons. Choose the "single page" icon to return to single page view (the default).

Zoom Out

This magnifying glass icon decreases the scale of the document displayed making it appear smaller. The scale is decreased to the next lower preset percentage value (as listed in the Zoom "Combo" drop down control).

Zoom In

The magnify icon increases the scale of the document displayed making it appear larger. The scale is increased to the next highest preset percentage value (as listed in the Zoom "Combo" drop down control).

Zoom Combo

The Zoom Combo is a text-area combined with a drop down control listing preset "zoom" values. Selection or entry of a value either increases or decreases the scale that the document or report image is displayed using. Select from preset sizes to resize the document in the viewer. Choices include the percentages: 10%, 25%, 50%, 75%, 100%, 200%, 400%, and 800%.

Viewer_Zoom_Combo

The "Page Width" sizes the document to the maximum possible width matching the current size (width) of the Viewer's display area but allows for vertical scrolling.

The "Whole Page" sizes the document so that the entire document fits within the current dimensions of the Viewer's display area.

For multi-page documents, use this button to move to the previous page. This is particularly useful when continuous scroll is not enabled. If the document only contains one page or you are viewing the first page, this button is disabled.

For multi-page documents, use this button to move to the next page. This is particularly useful when continuous scroll is not enabled. If the document only contains one page or you are viewing the last page, this button is disabled.

Page Number

This text-area has two (2) functions: (1) it displays the current page number as well as the total number of pages for the current document/report and (2) it allows the user to type in a specific page number to display.

Previous Document

The "PrevDoc" (Previous Document) button is provided for use when you have loaded multiple documents into the Viewer. One way documents are considered as "loaded" is when they have been displayed in the Viewer (linked documents are not considered a "view" unless the link has been selected and the document shown). Another way documents are considered loaded is when multiple selections are made from the Documents form and the View (F7) function is used to open or refresh the Viewer. Previously "loaded" or viewed documents are not retained when you close the Viewer.

Next Document

The "NextDoc" (Next Document) button is provided for use when you have loaded multiple documents into the Viewer. One way documents are considered as "loaded" is when they have been displayed in the Viewer (linked documents are not considered a "view" unless the link has been selected and the document shown). Another way documents are considered loaded is when multiple selections are made from the Documents form and the View (F7) function is used to open or refresh the Viewer. Previously "loaded" or viewed documents are not retained after you close the Viewer.