Agreement Configuration - Booking & Hire Document

From Catalyst
Jump to: navigation, search

The Platinum System " Booking & Hire" allows the layout of your booking agreements to be configured to print the details you require. This is done using a system of "tokens" which represent the items you wish to print, and their positions on the document.

Layout Tokens

Tokens are indicated by the character '~' followed by a number (the token identifier).

These identifiers may be up to 3 digits in length in the range 1 to 999. Tokens each have specific uses, which are listed below.

Parameters

Some tokens may also be given parameters. The number of parameters vary for each token. To specify a token with parameters the token must be followed by a comma then parameter. Each parameter is similarly divided from the next by a comma (no terminating comma is required).

Document Areas

For the purposes of configuration, the document layouts are divided into 3 main areas: "Headings", "Body" & "Footings".

Area tokens are used on booking agreements that are designed to show more than one hired item on the same document.

Some booking agreement documents are designed to only show one item. This is common when used for hiring units. For these documents, area tokens should not be used.

Area Tokens

~100 Configuration Section Start
~199 Configuration Section End
~200 Heading Block (First Page) Start
~299 Heading Block (First Page) End
~300 Heading Block (Continuation) Start
~399 Heading Block (Continuation) End
~400 Footing Block (Continuation) Start
~499 Footing Block (Continuation) End
~500 Footing Block (Last Page) Start
~599 Footing Block (Last Page) End
~600 Body Block Start
~699 Body Block End

Tokens

General Tokens

These can appear in either Headings or Footings.

~1
(30 characters)
Account Name
~2,n
(30 characters)
Account Address Line
n = 1 -> 5
The line of the address.
~3
(6 characters)
Account Code
~4,n Telephone Number/Email Address
n = 0
(15 characters)
Telephone Number.
n = 1
(20 characters)
Mobile Number.
n = 2
(60 characters)
Email Address.
~5
(15 characters)
Fax Number
~6,n,m Account Notes Line
n = 1 -> 5
The line of the notes.
m = 0
(40 characters)
Print Notes information.
m = 1
(10 characters)
Print Notes prompt.
~7
(3 characters)
Page Number
~8,n User Date
n = 0
(10 characters)
Short format. e.g. 'DD/MM/CCYY'.
n = 1
(32 characters)
Long Format. e.g. 'Friday, 31st January 20??'.
~9
(8 characters)
Booking Number
~11,n
(40 characters)
Company Name
n = 1 -> 2
The line of the name.
~12,n
(50 characters)
Company Address
n = 1 -> 5
The line of the address.
~13,n
(one line)
Heading Line
n = 1 -> 2
Heading text.
~14,n
(one line)
Footing Line
n = 1 -> 3
Footing text.
~61
(8 characters)
User/Group Name
~75,n,m,l Form Length
This code must be on it's own line, as everything else on a line that has this token will be ignored.
n
Current line number.
m
Form Length.
l
Form Break.
~201
(30 characters)
Booking Reference
~202,n Start Date
n = 0
(10 characters)
Short format. e.g. 'DD/MM/CCYY'.
n = 1
(32 characters)
Long Format. e.g. 'Friday, 31st January 20??'.
~203 Start Time
~204,n End Date
n = 0
(10 characters)
Short format. e.g. 'DD/MM/CCYY'.
n = 1
(32 characters)
Long Format. e.g. 'Friday, 31st January 20??'.
~205 End Time
~206 Booking Period
~235,n Account Date of Birth
n = 0
(10 characters)
Short format. e.g. 'DD/MM/CCYY'.
n = 1
(32 characters)
Long Format. e.g. 'Friday, 31st January 20??'.
~236,n Account Country
n = 0
(30 characters)
Country Name.
n = 1
(3 characters)
Country Code.

Body Block

General Information

'~6nn,1,2,3,"4",5' where '~6nn' represents an item, described below, which you wish to be printed in the document body.

All have up to five parameters :-

Parm 1 - 'n'
Column Position across from the left of the page.
Parm 2 - 'm'
Unused. (Used by other Systems, but should be set to '0' here if a third parameter is used).
Parm 3 - 'l'
Varies by Token. If not used, and parms 4 or above are needed, should be skipped by placing the commas next to each other. i.e. ~6nn,1,2,,"4",5.
Generally, for numeric tokens, which print by default to two decimal places.
  • '0' - Quantity : Trailing Zeroes are Stripped off. Currency : Zero figures are not printed.
  • '1' - Quantity : Trailing Zeroes are NOT Stripped. Currency : Zero figures are printed.
  • '2' - As '0', but allow 3 decimal places.
  • '3' - As '1', but allow 3 decimal places.
Parm 4 - 'x'
Optional. Varies by token. If used should be contained in quotes. If not used and parm 5 or above required, should be skipped in the same way as parm 3. i.e. ~6nn,1,2,3,,5
Parm 5 - 'k'
Column, when '~105' is used. See above. Up to 10 columns are allowed, limited by the "col" parameter after '~105'. If the body token is to refer to the line total, or main text item, then this parameter should be '0' (the default). If it is to refer to the value for a specific column then it should be given the value 1 - 10.

These body tokens can also be used as general tokens for booking agreements designed to only show one item. When using these tokens for such documents, ignore parameters 1 & 2 and give the optional 3rd parameter as the 1st parameter where appropriate.

Body Tokens

~601,n
(10 characters)
Item Quantity
~602,n,m,l Nett Amount
~603,n,m,l
(10 characters)
Unit Price
~604,n
(10 characters)
Tax Amount
~605,n
(10 characters)
Amount after Tax
~606,n,m,l
(1 character)
Tax Band
l = 0
Prints A - D.
l = 1
Prints 1 - 4.
~608
(15 characters)
Stock Code/Unit Model
~609,n,m,l
(40 characters)
Stock Description / Unit Description
l = 0
Prints all required lines.
l = 1 -> 4
The line of the description.
~613
(30 characters)
Hire Item Name
~627
(3 characters)
Unit Manufacturer Code
~628
(30 characters)
Unit Manufacturer Description
~629
(10 characters)
Unit Registration
~631
(8 characters)
Unit Stock Number
~633
(15 characters)
Unit Colour
~634
(8 characters)
Unit Mileage
~637
(60 characters)
Price description

Print Style Tokens

The following print style codes must have 3 spaces after them as these codes always 6 characters wide.

~79
(6 characters)
Expand
~80
(6 characters)
Unexpand
~81
(6 characters)
Compact
~82
(6 characters)
Uncompact
~83
(6 characters)
Double Strike On
~84
(6 characters)
Double Strike Off
~86
(6 characters)
Paper Forward
~87
(6 characters)
Paper Backward
~88,n
(up to 32 characters)
Insert print style

This print style code doesn't need any spaces after it as it will the width of the print code to insert.

n = 1 -> 999
Corresponds to the print code ID in the "Print Code Amendments".


Feedback
Thank you for using our Knowledge Base, we value your feedback. Did you find this article useful? 'Yes' or 'No'
Keywords AND Misspellings
Layout, Token, Format, Document, Setup, Config, Configuration, Booking, Agreement