What are document formats?

Document formats serve three main purposes:

  • they point to a report file that is available for a business function, and define some of the parameters and default options for the report.
  • they hold the transaction references.
  • they are the entry point for the Consolidation Rules.

Linking a function to a report

A document format provides the link between the report you select in a SunSystems process or form, and the reporting process that produces the report. A document format is required for every report that is produced by a process or a forms action.

A document format specifies the following information which is used to produce the report:

  • the name and location of the report file.
  • the type of report being produced, for example, a report or a document.
  • general default run time details, for example, the default printer, number of copies, language, whether the report is to be displayed, printed or stored in a file.
  • general parameter control details, for example, whether the parameters should be saved for reuse, whether the parameters should be displayed or printed.
  • document printing options, for example, reprint options, test page options, and pre-printed stationery options.
  • Financials processing options, for example, to set an allocation marker or document date after printing.
  • Order Fulfilment reprint processing options.
  • tax reporting description details.