The Document Manager screen, located in the Maintenance menu, is the report hub for the bill of lading, international paperwork and non-carrier specific manifest reports. This screen is the foundation for company documents. It is used to define the various documents in the system as defaults, set where they are located, and define their default printer behavior.
The hierarchy of four screens involved with setting up reports and printing:
Document Manager
Carriers | Documents
Workstations | Documents
Customers | Documents.
During the installation of Print Monitor, Crystal Reports run time was also installed with report templates for International Paperwork, Generic Carrier Label, Bill of Lading, Manifest Reports and HazMat paperwork. These report templates are typically located in folder C:\Reports on the server where the Print Monitor is installed.
The folder where the Print Monitor looks for print jobs was also created and is typically located at C:\PrintFiles. This is where you can see the files that were created for printing and use the log file to trouble shoot printing issues. If the .mon file changes to .bad; there is an issue with the print job. If it was sent to the printer successfully then the .mon file will be deleted or moved to the archive folder depending on the user’s print mon settings.
If the Print Monitor is installed where the Web Server is installed, the Windows Integration Service is not needed to move the print jobs. To determine where the Web Server is installed, you can use query SELECT @@SERVERNAME AS 'servername' in SQL or in the Query Manager.
Examples of Forms can be found in Help under Procedures | Forms Examples.
Description :
A unique document description created by the user.
Document Type:
This drop down is used to define the document type. The options of this drop down are populated by Administration | Miscellaneous Codes | Addl Info screen.
BOL
Certificate or Origin
Commercial Invoice
Container Label (LTL Carrier Label)
Hazmat IATA
Hazmat Manifest
Manifest Labels
Manifest Reports
Misc Export Docs
Pack List - Not Used in Epicor Manifest
Pallet Label - Not Used in Epicor Manifest
Pick Ticket - Not Used in Epicor Manifest
Shippers Letter of Instruction
See below for current list of forms available.
NOTE Regarding Carrier | Documents and Workstations | Documents Tab:
A carrier label is a shipping label. A carrier form is a form that could be sent back by a carrier i.e. a Hazmat form from FedEx. The two types allow the user to choose a laser printer for the form and label printer for the label.
Document Source:
The browse button will let the user search for the Crystal Reports files that were imported during installation of the Print Monitor. Once a report is selected it will be used to generate the document based off of the specific shipment data. This is a required field on this screen but does not require a path.
#/ Copies:
This field is used to indicate the number of copies of this document to print This will be overridden by any Carriers | Documents, Workstations | Documents or Customer | Documents settings with the same Document Type if indicated.
Output Type:
Choose the output type of the document. This will most likely be Printer, but other options are available. The output type and destination will also be overridden by any Workstations | Documents settings with the same Document Type if indicated.
This drop down is used to define the following output style of the document:
Email - Not Used in Epicor Manifest
Excel - Not Used in Epicor Manifest
Native - Not Used in Epicor Manifest
None - Document will not print
PDF - Not Used in Epicor Manifest
Printer - Document will print to below selected Destination.
Word - Not Used in Epicor Manifest
Destination:
Defines the default printer or other context based on the output type such as a directory location to place a file. Clicking the Printer button will display the available printers. Label printer name should not contain any spaces and if the printer shared name is different be sure to input the shared name in this field.
Countries Grid:
The country list can be used to automate which document will be printed or available for printing based on the recipient Country. Please note that not selecting any countries will exhibit the same behavior as if all countries are selected.
Current list of .rpt forms available:
B13A Form.rpt
BOL.rpt
BOL_VICS.rpt
BOL_VICS_w_PC_Count.rpt
BOL_w_PC_Count.rpt
CanadaCommInv_Goods.rpt
CanadaCommInv_Goods_BillableFreightCharges.rpt
CanadaCustoms_Item.rpt
CanadaCustoms_Item_BillableFreightCharges.rpt
CommInv_FFWD_Item.rpt
CommInv_FFWD_Item_BillableFreightCharges.rpt
CommInv_FFWD_Item_NFRT.rpt
CommInv_Goods.rpt
CommInv_Goods_BillableFreightCharges.rpt
CommInv_Goods_NFRT.rpt
CommInv_Item.rpt
CommInv_Item_BillableFreightCharges.rpt
CommInv_Item_NFRT.rpt
CommonCarrierLabel.rpt
ExportPackList.rpt
HazMatCert.rpt
HazMatIATA.rpt
ManifestDetail.rpt
ManifestSummary.rpt
NAFTACertOfOrig.rpt
PackingList.rpt
PalletLabel.rpt
SED.rpt
SLI.rpt
SpeeDeeLabel.rpt
SpeeDeeManifest.rpt
StdCertOfOrig.rpt