Creating or copying report templates

  1. From the menu, select Setup > Report Template.

    The list of system-defined templates is displayed.

  2. Optionally, to refresh the report template page items, click Refresh (Alt + R).
  3. In the Setup toolbar, click New (Alt + N).
  4. Alternatively, to copy an existing template, right-click on the report template to use as reference and select Copy.
  5. Specify this information:
    Code
    Specify the name of the report.
    Name
    Specify the name of the report.
    Entity
    Specify if it is Style, Material, or Trim.
    Sub Entity
    If you select Style as value for Entity, you can select a sub entity.

    When you select a sub entity, users are presented with additional selection criteria based on the sub entity that you select here.

    Type
    Select Details if you want one file to be generated but can have multiple reports (ideal for creating a Techpack) per item (style, material, or trim).

    Select List to generate one file as a single report that may contain multiple items.

    IDM Doc File
    Specify the file name of the report or click the folder icon and select the file that you want to use
    XSL File
    Specify the file name of the XSL file or click the folder icon and select the file that you want to use.

    Upload customized XSL files to define the sorting and order of data in the generated Style, Material, or Trim reports. You can create an XSL file that uses more than one field as the basis for sorting.

    Download sorting examples using XSL
    Optionally, click this button to download a zipped file containing several examples of XSL files that use different Style fields as the basis for sorting.

    See XSL file reference.

    GroupBy
    Specify two fields that will group the list of data, separated by a comma.

    The fields that you specify must be defined in this field and in the XML field.

    In the XML field, they should be defined between <Label> and before <DataArea>. For field names that have more than one word, you must specify them in the GroupBy and XML fields without spaces. For example, if you use User Defined Field 1 to group the list of data, you should specify it in the GroupBy and XML fields as UserDefinedField1.

    Only a maximum of two fields are allowed.

    Sequence
    Specify the order by which this template will appear in a sequence of compound reports.

    The sequence in the report favorites takes precedence over this value.

    When you generate a report by selecting individually from the Style, Material, or Trim grid view, the generated PDF follows your selection from the grid.

    Active
    Select the option to set the creation or copy as an active template.
    XML
    The content of this field depends on the selected Entity, Sub Entity, and Type.

    A validation function prevents the saving of report templates with XML content exceeding 100K characters. When you encounter this limit, a toast message is displayed: "Unable to save the record because the XML contains more than 100 thousand characters. Remove the unnecessary XML fields to speed up the report generation process."

    Note: 
    • Always include the Material Construction Details XML when using the Material Composition XML field from Material Overview. Otherwise, concatenated composition values will not be retrieved.
    • There are two style XML fields that are calculated based on other fields:
      • Style > Colorways > Colorway > ColorwayProductString = product of Style Overview Retail Price and Style Colorways Quantity
      • Style > Colorways > Colorway > TotalQtyString = sum of Style Colorways Quantity

      If you require more calculated XML fields, please submit an enhancement request.

    • If a style, material or trim record is associated to a style record as BOM components, then you can create a report template joining data of the style record and its BOM components. You can use the XML fields under these sections to get the BOM components data:
      • Style > BOM > BOMVersion > BOMLine > BOMStyleRef
      • Style > BOM > BOMVersion > BOMLine > BOMMaterialRef
      • Style > BOM > BOMVersion > BOMLine > BOMTrimRef
    • Elements for extra size columns and color headers are also included in the XML field capabilities for more comprehensive information on the sample pages. XML reports, along with the system-defined sample and comments report, include these extra size columns and color headers. Additionally, the sequence of sizes in the report mirrors the sequence displayed in the user interface. This feature ensures a more user-friendly and informative reporting experience.
    • You can mark the Comments XML element to indicate the visibility status, distinguishing between public and private. This feature is included in the system-defined sample and comments report, which contains an indicator for this purpose. Additionally, in the custom reports, you can use the updated reports XML to display this indicator, enhancing the clarity and functionality of both public and private comments.
    • The XML for the Style, Material, and Trim report templates incorporate the fields from the SKU table. The XML contains this default text: <WithSKUMatrix>false</WithSKUMatrix>. By default, this is set to "false" to avoid unnecessary database checks for SKU data during report generation if the report template does not use SKU-related fields. To include SKU data in the report, simply change the value to "true."
  6. Click Save (Alt + S) or Save and Close (Alt + V).
  7. Optionally, you can edit the template. Open the Document Management page and select the template file.
    Note: You can find the Infor PLM for Fashion templates under the Document Type. Select FPLM Report Template from the drop-down menu.
  8. Click Download.
  9. To edit the template, open the file in Microsoft Word.
  10. Rename the edited template and then save the file in your local.
  11. Reopen the Document Management page and select Add Document and then select FPLM Report Template.
  12. Select Blank. Drag or drop the edited template file to upload it. Click Save.
    The edited template will be listed in the available options when generating reports.
    Note: If you have added style BOM line User Defined Field 1, User Defined Field 2, or User Defined Field 3, you must update your reports.

    See Conversion of user defined fields in style BOM lines.

  13. Optionally, to remove a template, right-click on the item from the Report Template list and select Delete.
    To delete multiple items, click the Multi-Select icon and select settings to delete. Click Delete (Alt + D).