Setting up document formats

A document format provides the link between the SunSystems Financials or Order Fulfilment report request and the SunSystems Reporting Services functionality which generates the report. The document format identifies the Report file (.srdl file) used to produce the report and the report parameters and other details required.

Note:  Document formats are also used to hold transaction references and provide an entry point for Consolidation Rules.
A document format must be defined for every Report executable that may be called by another SunSystems function.
Note: Reports that are run directly from Report Manager or from menu shortcuts do not require a Document Format.

When you run a report that requires a document format, the report parameters are generally entered on the Document Format parameters form rather than in the Report Manager Parameters form. Many of the settings you define here for a document format, provide the default report parameters values that appear on Document Formats.

Document Format (DFS)

The Document Format form contains the following:

  • Header Information
  • Registration
  • General - Runtime Defaults
  • General - Other Settings
  • Documents
  • Transaction Reference
  • Financials Processing
  • Consolidation Rules
  • Tax Filters