Setting up lease record pro forma print options

You can set the Print button in the lease record to have the option to print a pro forma invoice, and to retrieve a pro forma invoice that has already been created. You must do set up in multiple screens.

  1. Set the property parameter LEASEPROFORMAREPORT.
    1. Select Administration > Property > Property Configuration.
    2. Select the property, click the Parameters tab.
    3. Select the parameter LEASEPROFORMAREPORT, then select the Default check box. Specify the value of the parameter as BZLPFI and click Submit.
  2. Set the global code Lease Print Options.
    1. Select Administration > Configuration > Global Codes.
    2. On the Maintain Global Codes page, specify the System Code Types to Include System Code.
    3. Select Lease Print Options, set the lease record print options that you require to Active.
    Options Descriptions
    Pro Forma Invoice When set as active the Pro Forma Invoice option will be selectable from the Print button on the lease Record View tab.
    Retrieve Pro Forma Invoice When set as active the Retrieve Pro Forma Invoice option will be selectable from the Print button on the lease Record View tab.
  3. Optionally, you can specify printed pro forma invoices to include a pro forma invoice number. This is necessary in order to use the Retrieve Pro Forma Invoice option.
    1. Select Administration > Property > Sequence Numbers.
    2. Click the Lease tab.
    3. Select Pro Forma Invoice and specify a beginning sequence number in the Beginning Sequence Number field.
    4. Click Submit.
  4. Set the property parameter REPORTSAVELOCATION. This is the location to where the report will be saved so that it can be retrieved when selecting Retrieve Pro Forma Invoice from the Print button on the lease Record View tab.
    1. Select Administration > Property > Property Configuration.
    2. Select the property, click the Parameters tab.
    3. Select the parameter REPORTSAVELOCATION, specify the save location/path, for example: \\SERVERNAME\appname\reports\, then click Submit.
    Note: If the sequence number for the pro forma invoice is not configured the report save logic is not available and the invoice can only be printed and not retrieved.