Document Format (DFS) - Transaction reference

This is the name of the Transaction Reference Format set up using Transaction Reference (TRS). When the document format is used in definitions such as Sales Types, Picking List, or Dispatch Note, the transaction reference in this field is used to number that transaction. For example, if this document format is used at the Sales Order entry stage of a Sales Type, then transactions are numbered according to this Transaction Reference.

Transaction reference formats can be used in Financials to assign unique payment reference numbers to payments, for example cheque numbers, and to provide continuous page numbers on the Daybook Listing (DYL).

Determines whether reprints are done using either the original numbering sequence or a new one. For example, to reprint cheques with the original cheque numbers, this field must be set to 'Original Sequence Number'.

Allows a new sequence number to be entered at run time. For example, this can be used to enter the first cheque number to be printed on payment documents.

This determines the sequence option that applies to the report. Three options are available to control the print reference sequencing:

• Normal Printing - no special sequencing is required. The sequence number is pre-calculated, based on each change of group.
• Pre-Printed Stationery - select this option if the stationery includes pre-printed reference numbers and it is not possible to pre-determine how many rows will fit a page. Using this setting means that sequence numbers will not be pre-calculated by the routine, but will be calculated when the report is rendered. In those cases, the page events within the report must be set to trigger the execution of stored procedures and the write-back of sequence numbers.
• Page Level Sequencing - select this option to pre-calculate the sequence number sequence and page numbers used in the document. The increment to the sequence number may be based on the Number of Lines per Page setting, and the number written back to transactions is dependent on the Sequence Number Position setting. Only use these settings if the rows on the report are set to a fixed height and cannot be expanded dynamically, for example, if standard text is used and the text box is set to grow vertically or rows are split by some other criteria.

Enter the number of lines to be shown on each page of the document. If the number of lines is set to more lines than the report can print on a page, the remaining lines will be printed on an overflow page.

Options are: Undefined, First Page on Group, Last Page on Group, and Every Page. The Undefined option works in the same way as the Normal Printing setting above.

You can use Pre-Printed Stationery and match the sequence number on the stationery, and write that to the transactions. This is set up by setting the Pre-Printed Sequence field to Page Level Sequencing, and defining the required information in the Number of Lines per Page and Sequence Number Position fields.

The Number of Lines per Page is used to calculate the number of pages required for each group; so if 45 lines for each account and 20 lines per page are used, this produces the following sequence numbers written back to the transactions depending on the Sequence Number Position setting. The term Group in this context generally means Account.