System Maintenance Menu -> Configure System Settings -> Operations Tab -> Inventory -> Groups -> Group Maintenance Schedule -> Work Order Service Notes File window / SERVICE INSTR button -> Directory Browser
System Maintenance Menu -> Configure System Settings -> Operations Tab -> Inventory -> Group Safety Sheet Names -> Directory Browser
System Maintenance Menu -> Configure System Settings -> System -> Company & Divisions -> Company Parameters -> Customer Forms -> Jasper Appearance and Formatting window -> EDIT FORMS button -> Directory Browser
System Maintenance Menu -> Configure System Settings -> System -> Company & Divisions -> Company Parameters -> Customer Forms -> Jasper Appearance and Formatting window -> Terms and Conditions ->PDF Filenames -> Directory Browser
Work Order Menu -> Maintenance Scheduling -> Maintenance Schedule / Update Maintenance Schedule -> Work Order Service Notes File window -> Directory Browser
Accounts Payable Menu -> A/P Payments -> Direct Payments -> Print Payment Register and Post ->Print Payment Register and Post -> DOWNLOAD button -> Directory Browser
This Directory Browser window can be used to manage files
and move them to/from the Server/Client using different directories
based on the file type and use.
Following are some external file options that can be linked to SRM
data:
The Safety Sheet will then be appended to the end of the
contract PDF, making it all one document when the document is
printed.
To select a PDF file to link to the Groups, double-click on the appropriate record, or
highlight the record and click the SELECT FILE
button.
W.O. Service Notes can be selected from the window on the Work Order Service Notes File field in the Group Maintenance Schedule window of the Group, or in Maintenance Schedule and Update Maintenance Schedule, from the existing list of the available W.O. Service Notes pdf files in the Directory For WO Svc Notes defined in the Company Miscellaneous Parameters.
The W.O. Service Notes will then be printed as a PDF when the maintenance Work Order is printed.
The files must be in PDF format on the server and are listed
with the file information.
To select a PDF file to link to the Groups, double-click on the appropriate record, or
highlight the record and click the SELECT FILE
button.
Customized Jasper Forms can be managed from the EDIT FORMS button on the Jasper Appearance and Formatting window in the Company Customer Forms.
Manage A/P Banking files for use with Direct Payments for Bank of Australia, Bank of NZ,
or Wesptpac.
Files can be downloaded to the Client or deleted from the pro4data
directory on the Server.
The list can be resorted by any column in ascending or
descending order, by clicking in the column heading.
Columns can also be dragged and dropped to reposition them as
required.
Copy a File to the Client:
The DOWNLOAD button can be used to copy a file listed
in this window from the Server to the Client temp directory.
Delete a File from the Server List:
The DELETE button can be used to remove an unused
file from the list.
Confirmation is required.
Print Safety Sheet List:
The PRINT button can be used to print a list of the
available files with the directory and statistic information.
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