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Invoice Reprints Using TrueForms

Invoices can be reprinted from the website. Web site requests are sent to your ERP System and then printed using TrueForms. 

Pre-requisites

  1. TrueForms Director is installed in your ERP environment
  2. For PRONTO,  version 670 or above is required
  3. A version of the Commerce Vision program proledb.spl dated after 27/11/13
  4. Shell access to the ERP Server
  5. A knowledge of ERP System Administration
  6. UNIX editor skills such as vi skills

If you do not have all of the above, please contact Commerce Vision to discuss your needs.

 

Step-by-step guide 

In PRONTO ERP:

  1. Ensure the latest proledb.spl import program is installed.
  2. Set up a new entry in the $PRONTO/lib/printers file as follows:
    cssinvoice, type=trueform, lpr=/xxx/lbin/cssinvoice $1, no_ff, no_form_type,
    where xxx is the pronto directory (e.g. /home/pronto/lbin/cssinvoice would be the full path if /home/pronto was the PRONTO directory)
  3. cd $PRONTO/lbin
  4. vi cssinvoice
  5. insert the following code: (use i for insert)
    cat $1 >/tmp/cssinvoice 
  6. Save the file (:wq!)
  7. chmod +x cssinvoice
  8. Determine the PRONTO virtual printer for emails from TrueForms - its normally called "email" or "ztf-email" or similar
  9. Login to PRONTO
  10. Access the Override program table (SYS.M359)
  11. Enter the following codes:
    1. CSS_EMAIL: set the the name of the virtual printer (from h. above)
    2. CSS_FR_EM: the name of the from address (e.g. accounts)
    3. CSS_FR_DM: the domain name (e.g. bhp.com.au) - this would make the full from email = accounts@bhp.com.au
    4. CSS_INVPRT: set to TF 
  12. Ensure the Commerce Vision user (normally commvisi) does not have the "spool" option set in the Credit Release Officers table (SYS.X053).

On the Integrator:

  1. Go to "Settings"
  2. Go to "Advanced" tab
  3. Check the "Check Invoice Reprints" box

On the Website:

  1. Login as an Administrator.
  2. Go to "Preferences"
  3. Go to "Browse"
  4. Tick "Allow ERP Invoice Reprint"
  5. Click "Update"
  6. Create a new content template for the message to show customers once the request has been made
  7. Go to "Content' - "Assign Default Templates"
  8. Assign the new template to "Invoice Re-print Confirmation Template"
  9. Click Update

 

Path to Credit Limit Officers Table:

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