Form Printers

Use the Form Printers function to print multiple copies of invoices, receipts, picking slips, etc. You can select a different printer for each copy.

Note: All Traverse forms, such as invoices, statements, checks, picking slips, purchase orders, payroll checks, and so forth are specially designed to print on laser printers. Many Traverse reports, master lists, and other material can be printed on dot matrix printers. However, unless a modification has been made to your system, the above forms only print properly on laser printers.

This function is workstation specific. You must set up the form printers on each workstation. Cloud hosted users can now access local printers without the use of a VPN Connection.

Note: The form printer settings from the business rules will be considered when the configuration at the user default level is empty.

To configure the Form Printer Setup Mode in the business rule, follow these steps:

Navigate to Company Setup > Business Rules > Application > System Manager > Miscellaneous.

  1. For the Form Printer Setup Mode, select By Workstation/By UserID/By Both.

  2. In the Form Printers page:

    • The Workstation Name column displays the current workstation name if the Form Printer Setup Mode is set to By Workstation, or By Both.

    • The Device Host ID displays the workstation name specified either in the User Defaults. If it is blank, the workstation name will be retrieved from the Service Integration configuration. If the workstation name is not available in the Service Integration configuration either, then the current workstation name is considered as the Device Host ID.

    • The Printer column lists the printers from the device host ID if cloud print is enabled. If cloud print is not enabled, the printer name will be the workstation name.

    • The User Name column displays the user ID if the Form Printer Setup Mode is set to By UserID or By Both.

Creating Form Printer Information

  1. Click the New button, on the toolbar, to open a blank form printer record.
  2. Select a form from the Forms field drop-down list.
  3. Enter the text to print on the invoice or picking slip in the Copy Text field.
  4. Enter the order in which to print the copy in the Order field. To print multiple copies of the same form, add multiple rows of the same form with the order number different for each copy. The numbers must be sequential and unique for each copy. For example Customer Copy 1, Office Copy 2 etc... they however can be to the same printer. If the numbers are not sequential the multiple copies of the form will not print.(If you leave each copy default to 1)
  5. Select the printer for which to print the invoice or picking slip from the Printer field. You can select a different printer for each copy. The printers available are the printers set up in Windows on the workstation.
  6. Select the tray for the selected printer from which you want the form to print in the Tray field. This selection only applies if the printer has multiple trays.
  7. Select the Active check box to print the copy; otherwise, clear the check box.
  8. Close the screen to save the new form.

Editing Form Printer Information

  1. Select a form to edit.
  2. Edit the fields as necessary.
  3. Close the screen to save any changes made to the form.

Deleting Form Printer Information

  1. Select a form to delete.
  2. Click the Delete button, on the toolbar, to delete the selected form.
  3. Click Yes at the "Are you sure you want to delete selected record(s)?" prompt.