Enabling automatic form printing
If your organization uses Reports , various forms can be created for orders, such as job tickets, request confirmations, internal or external order forms and quotations. These forms are available for end users in the Forms dialog box in Work Orders and Reservations . End users can open the Forms dialog box manually or the Planon administrator can configure that the Forms window is displayed automatically if an order reaches a particular status.
 | For more information on creating template forms, see the Reports documentation. For more information on using forms, see the Work Orders documentation. |
Example
You want the Forms dialog box to be opened automatically if a requisition reaches the Requisition confirmed status. To achieve this, proceed as follows:
Procedure
1. In Work Orders , open the Forms dialog box and link a template form to the correct order type (in this example: Requisition). Make sure that the correct user status is selected in the User status field (in this example: the Requisition confirmed status).
2. In Field definer , go to the Business objects selection level and set the Orders business object Under construction.
3. Select the required order type, in this example Requisitions.
4. Go to > .
5. Select the status for which you want to have the form automatically printed (in this example: Requisition confirmed).
6. Set the Print form option to Yes.
7. In the Mail merge report field, select the correct template form (in this example: Confirmation) from the pick list listing all template forms that correspond to the current status.
8. Click Save.
9. Go to the Business Objects selection level and put the Orders business object back to Completed.
In Work Orders , the Forms dialog box will now be opened automatically if a requisition is set to the Requisition confirmed status.