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XML Form Library
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Last modified on 6/7/2019 1:24 PM by User.

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XML Form Library

Look through the list of available options.  Once you've decided on one that you wish to use, click on the attachment link and then follow the instructions in one of the documents below:

Projects/Quotes application

Name of report/form Description Where the report is found at Last Updated

Project Status

Removes the Estimated shipping date from the print of the Project Status report.
ProjectStatus.xml

Projects Section > Reports Menu > Project Status
Project Editor Screen > Reports Menu > Project Status

 

Project Status

Removes the Hold/Rel/Status/Date from the print of the Project Status report. ProjectStatus.xml
Projects Section > Reports Menu > Project Status
Project Editor Screen > Reports Menu > Project Status
2015-06-10

 

Quote Customer print

Moves the Date/From block to avoid longer names from being cutoff.
MFG Terms uses the actual name not just the MFG ID.QuoteCustomerCopy.xml
Quote Editor Screen > Print > Customer Copy
Project Editor Screen > Print > Customer Copy
04-02-2019

Quote Customer print

Prints quote with gridlines. (now includes blanks and breaks)
QuoteCustomerCopy.xml quote customer copy.pdf

Quote Editor Screen > Print > Customer Copy
Project Editor Screen > Print > Customer Copy

2016-02-23

Quote Customer print

Manufacturer terms with total frieght allowance in dollars
QuoteCustomerCopy.xml

Quote Editor Screen > Print > Customer Copy
Project Editor Screen > Print > Customer Copy

 

Quote Customer print

Removes the UQ Column from the quote (if it is causing issues for your group)

QuoteCustomerCopy.xml

QuoteCustomerCopyLandscape.xml

Quote Editor Screen > Print > Customer Copy
Project Editor Screen > Print > Customer Copy
12/18/2015

Quote Customer print

Removes the MFG freight term dollar amounts from the MFG terms section

QuoteCustomerCopy.xml

QuoteCustomerCopyLandscape.xml

Quote Editor Screen > Print > Customer Copy

Project Editor Screen > Print > Customer Copy

5/1/2013

Quote Customer print

Added tags to add pre-formatted quote terms as a final page. The user must supply a QuoteTCs.pdf

QuoteCustomerCopy.xml
Quote Editor Screen > Print > Customer Copy 7/9/2015

Quote Customer print

Replaces the UQ column with the PQ column.

  1. PQ column in original location at right of page - QuoteCustomerCopy.xml
  2. PQ column between Qty and Type columns - QuoteCustomerCopy.xml
Project Editor Screen > Print > Customer Copy 2015-05-21

Quote Customer print

Adds "Item" just under the catalog number. The contents of "Item" are from the MFG Part column in the matching row of the active price list. This allows the Manufacturers internal part number to be shown to the customer.

QuoteCustomerCopy.xml

Project Editor Screen > Print > Customer Copy 2014-07-29

Quote Customer print

Adds the Lamp column to the quote print. Landscape only.

QuoteCustomerCopyLandscape.xml

Project Editor Screen > Print > Customer Copy  2014-11-20
Quote Customer Print

Adds the Lead Time option to quote customer copies

QuoteCustomerCopy.xml

QuoteCustomerCopyLandscape.xml

Project Editor Screen > Print > Customer Copy 2015-11-09
Quote Customer Print

Removes the references to specifiers listed under expiration date in the "For" block.

QuoteCustomerCopy.xml

Project Editor Screen > Print > Customer Copy 2016-1-11
French Quote Customer Print

Some of the text is in French.

QuoteCustomerCopy.xml

QuoteCustomerCopyLandscape.xml

Project Editor Screen > Print > Customer Copy 2015-12-8
Quote Customer Print

Part is wider and description is to the right of part and wraps. Landscape only, and works with pdf and excel.

QuoteCustomerCopyLandscape.xml

Project Editor Screen > Print > Customer Copy 2016-1-15
Quote Customer Print

Part is wider and description is to the right of part and wraps. Line note is in its own column Landscape only, and works with pdf and optimized for excel.

QuoteCustomerCopyLandscape.xml

Project Editor Screen > Print > Customer Copy

2016-1-21

 

Manufacturer Version Quote Customer Print

Removes commission from showing on customer print

QuoteCustomerCopyRep.xml

Project Editor Screen > Print > Customer Copy 2016-1-26
Quote Customer Print

Added signature section below all other sections. Allows for signature, printed name, and date to be handwritten onto the printed quote

QuoteCustomerCopy.xml

Project Editor Screen > Print > Customer Copy 2018-10-10

Manufacturer Breakout

***Coming Soon***  Prints all manufacturer breakout information on 1 page instead of multiples

Quote Editor Screen > Print > Manufacturer Breakout
Project Editor Screen > Print > Manufacturer Breakout

 

Quote Office Copy

Simplified quote office copy. Only shows the "quoteable" columns (no Book, Base, etc.). Totals pge is simplified as well.
QuoteOfficeCopyLandscape.xml

Quote Editor Screen > Print > Office Copy
Project Editor Screen > Print > Office Copy

 

Quote Office Copy

Removed the Level columns from Office Copy (Level 1, Level 2, and Level 3 price and commission values)

QuoteOfficeCopyLandscape.xml

Quote Editor Screen > Print > Office Copy
Project Editor Screen > Print > Office Copy
2013-03-21
Quote Office Copy

Adds a Margin% column that calculates margin between each item's cost and sell price.

QuoteOfficeCopyLandscape.xml

Quote Editor Screen > Print > Office Copy
Project Editor Screen > Print > Office Copy
2015-12-10
Quote Office Copy

Mask MFG on resell line for quotes

Must change Company Name (Hard coded)

QuoteCustomerCopy.xml

QuoteCustomerCopyLandscape.xml

Quote Editor Screen > Print > Office Copy
Project Editor Screen > Print > Office Copy
2015-12-18
Quote Office Copy

For the terms to show you will need to place the attached pdf in your workgroup attachments as well. If your terms change in the future just print them to pdf and save them as Terms And Conditions. Then put them in the workgroup attachments.

QuoteCustomerCopy.xml

Quote Editor Screen > Print > Office Copy
Project Editor Screen > Print > Office Copy
2015-12-18
Quote Office Copy

Removes initials of each sales account and their corresponding splits

QuoteOfficeCopyLandscape.xml

Quote Editor Screen > Print > Office Copy 2016-1-21

Manufacturer Version Quote Customer Copy

Changes the UQ column to PQ

QuoteCustomerCopy.xml

Quote Editor Screen > Print > Customer copy 2017-7-25
Manufacturer Version Representative Copy

Removes earnings from the representative copy.

QuoteCustomerCopyRep.xml

Quote Editor Screen > Print > Customer Copy  

RFQ (Rep Version)

Adds coded note lines to print. 

QuoteMFGPriceRequest.xml

Quote Editor Screen > Print > Request for Quote

 

RFQ (Rep Version)

Removes specifiers from the RFQ print. 

QuoteMFGPriceRequest.xml

Quote Editor Screen > Print > Request for Quote  

Manufacturers/Customers application

Name of report/form Description Where the report is found at Last Updated

Customer Phone Book

Removes the group column and adds an Email address column for Customer level emails (as well as contact level emails)
CustomerPhoneBook.xmlCustomerPhoneBook.pdf
Customer Listing > Print Phone Book  

Manufacturer Phone Book

Adds email address column for Manufacturer level emails (and contact level emails)
PhoneBook.xmlMFGPhoneBook2.pdf
Manufacturer Listing > Print Phone Book  

Samples Application

 

Name of report/form Description Where the report is found at Last Updated

Labels 1x4

Adds the description field to the bottom of the label
SampleKit1x4.xml
Samples Listing > Reports > Print Labels  

Labels 2x4

Adds the description field to the bottom of the label

SampleKit2x4.xml

Samples Listing > Reports > Print Labels  
Labels 1x2.625 Adds the company name to the top of the label SampleKit1x2.625.xml Samples Listing > Reports > Print Labels 2015-09-02
Labels 2x4 Adds the company name to the top of the label SampleKit2x4.xml Samples Listing > Reports > Print Labels 2015-09-02

 

Submittals Application

Name of report/form Description Where the report is found at Last Updated

Submittal Portrait Page

Edits the submittal page's Agency logo with a smaller box (for more space for project/note information)
SubmittalPortriatPage.xmlEditedSubmittal1.pdf
Submittal Editor > Print (Cut sheet pages)  

Submittal Portrait Page

Slightly bigger than above, but still smaller box for agency logo
SubmittalPortriatPage.xmlEditedSubmittal2.pdf
Submittal Editor > Print (Cut sheet pages)  

Submittal Portrait Page

Larger box for Agency logo than the default (for larger logos)
SubmittalPortriatPage.xmlEditedSubmittal4.pdf
Submittal Editor > Print (Cut sheet pages)  

Submittal Portrait Page

Even larger box for agency logos
SubmittalPortriatPage.xmlEditedSubmittal5.pdf
Submittal Editor > Print (Cut sheet pages)  

Submittal Pages

Prints a submittal without the header fill (instead of yellow, it's white)
SubmittalPortriatPage.xmlSubmittalLandscapePage.xml

Submittal Editor > Print (Cut sheet pages) 2012-09-26

Submittal BOM

Removes the hyperlink in the SubmittalBOM.xml print. The index page link is removed in the SubmittalPortriatPage.xml 
SubmittalBOM.xml
SubmittalPortriatPage.xml

Submittal Editor > Print 2017-05-26

Submittal Portrait Page

Removes quote number under the type section.
SubmittalPortriatPage.xml

Submittal Editor > Print (Cut sheet pages) 2019-01-28

 

Payments Application

Name of report/form Description Where the report is found at Last Updated

Commissions for Account

Changes the excel output of the Commissions for Account report at the cost of the pdf output.
CommissionsForAccount.xmlUntitled.xls

Payments > Reports 4/18/2017


Commissions for Account

Removes splits from core form.
CommissionsForAccount.xml

   

Invoices Application

Name of report/form Description Where the report is found at Last Updated

Invoice Due Date

Default invoice print does not show due date, but does show terms (typically the payment terms). Use this form to also show the invoice due date:
InvoicePrint.xmlUntitled.pdf
NOTE: Must use W372A1 or later.
Print a customer invoice  

Hide Invoice Due Date

Default invoice print will show the due date. Use this form to hide the invoice due date:
InvoicePrint.xml

NOTE: Must use W525D4 or later.

Print a customer invoice 10/15/2013
Deposit Invoice Print

Adds the description of the part number below the line on a deposit invoice print

DepositInvoicePrint.xml

Print a Deposit Invoice 11/18/2015
Invoice Print

Removes the second "mail to" line in the remit to that may be refered to as a blank space. Moves the phone, fax, and State + City + Zip lines up to fill the spaces.
InvoicePrint.xml

Regular Invoice Print 10/11/2016
Deposit Invoice Print Prints Resell company instead of the distributor material was bought from.
DepositInvoicePrint.xml
Print a Deposit Invoice 5/15/2018

Invoice Print

Removes the line level manufacturer name from the print. 
InvoicePrint.xml

Print an invoice.  6/11/2018

Orders Application

Name of report/form Description Where the report is found at Last Updated

Order Status

Removes the "Est on Site" column from the print of the Order Status report.  
OrderStatus.xml

*Please note that this does not remove estimated dates that would be applied on the shipment line information.

Order Editor Screen > Report Menu > Order Status  

Order Status

Removes the Hold/Rel/Status/Date from the print of the Order Status report. 
OrderStatus.xml

Order Editor Screen > Report Menu > Order Status 2016-21-1

Order Customer Copy

Show Notes on Customer copy PO
This effects ALL order customer copy prints to show the PO notes.
CAUTION: Many users add commission calculations to the PO notes.
OrderCustomerCopy.xml

Order Editor Screen > Print > Customer Copy  

Resell Order MFG Copy

Allows specifiers to print on the MFG copy of the resell order form. 
SalesOrderFormR.xml

Resell Order Editor Screen > Print > MFG Copy 2018-26-9
Resell Order MFG Copy

Allows for the Manufacturer Address and the Account number to print on the MFG copy of the resell order form.

SalesOrderFormR.xml

Resell Order Editor Screen > Print > MFG Copy 2018-08-10

Order Customer Copy

Adds the End User PO# to the Customer copy for orders.
OrderCustomerCopy.xml

Order Editor Screen > Print > Customer Copy 2017-13-7

Inventory

 

Name of report/form

Description Where the report is found at Last Updated

Pick Print

Adds the line level notes to the pick print for MFG and Agency copies. PickAgencyCopy.xml PickMFGCopy.xml
  • Print a pick from the order or the pick editor
01/07/14

Misc

Name of report/form Description Where the report is found at Last Updated

2x4 labels

The default 2x4 label print contains the word "TO". This form is identical to the default, but the text "TO" has been removed.
2x4.xml
NOTE: Must use W379B1 or later.

  • Print Labels from any section in OASIS
 

Summary Reports

Name of report/form Description Where the report is found at Last Updated

Monthly order summary report

Customer names now take up two lines instead of one. Orders reports