Setting up Company-Specific Reports

This section describes how to set up company-specific reports.
Perform the following steps to set up the reports:

• Basic Settings for Reports
• Setting up Report Header
• Setting up Report Footer
• Replace Standard Reports with Company-Specific Reports

Basic Settings for Reports

This section describes the basic settings for reports recommended by us and how to save those settings.

• Use the quick search (ALT+Q) to find the page ForNAV Setup.
• The page ForNAV Setup is displayed.
• Navigate to the Equipment DMS FastTab.
• Use the Address Separator field to enter a character that will be used to separate addresses. By default, the • character is used here.
• Navigate to the Tax Setup FastTab.
• In the VAR Report Type field, select Always from the drop-down menu.

You have successfully set up the basics.

Setting up Report Header

This section describes how to set up the report header for a company-specific report.
We would recommend to use an image file with a resolution of 2000 x 400 pixels for the report header.
To set up the report header, proceed as follows:

• Use the quick search (ALT+Q) to find the page ForNAV Setup.
• The page ForNAV Setup is displayed.
• In the menu bar, click on Actions > Equipment DMS > Header/Footer Picture.
• The page Header/Footer Picture is displayed.
• Click on View layout options on the right-hand side.
• Select List.
• To create a new header line, click on New in the menu bar.
• Select Header from the list.
• Open the factbox pane on the right-hand side (ALT+F2).
• Click on the area heading Picture.
• Select Import.
• Upload a picture for the header.
• In the Area field, you can select a specific area for the header picture.
• In the Responsibility Center field, you can select a specific responsibility center for the header picture.

You have successfully set up the report header. The picture you have uploaded will be used in company-specific reports. You can also copy a header/footer picture from an existing header/footer line. Open the page Header/Footer Picture via the quick search (ALT+Q) in our ERP solution. Then, click on the line you would like to add a picture to and select Copy Pictures from from the menubar. In the new window you can select a header/footer picture from an existing line that will be copied to the new line.

Setting up Report Footer

This section describes how to set up the report footer for a company-specific report.
We would recommend to use an image file with a resolution of 1650 x 170 pixels for the report footer.
To set up the report footer, proceed as follows:

• Use the quick search (ALT+Q) to find the page ForNAV Setup.
• The page ForNAV Setup is displayed.
• Click Actions > Equipment DMS > Header/Footer Picture in the menu bar.
• Select Header/Footer Picture.
• Click New in the menu bar.
• Select Footer from the list.
• Open the factbox pane on the right-hand side (ALT+F2).
• Click on the area heading Picture.
• Select Import.
• Upload a picture for the footer.
• In the Area field, you can select a specific area for the footer picture.
• In the Responsibility Center Code field, you can select a specific responsibility center for the footer picture.

You have successfully set up the report footer. The picture you have uploaded will be used in company-specific reports. You can also copy a header/footer picture from an existing header/footer line. Open the page Header/Footer Picture via the quick search (ALT+Q) in our ERP solution. Then, click on the line you would like to add a picture to and select Copy Pictures from from the menubar. In the new window you can select a header/footer picture from an existing line that will be copied to the new line.

Replacing Standard Reports with Company-Specific Reports

This section describes how to replace standard reports with company-specific reports, Before you continue, you have to carry out the Basic Settings for Reports and set up a header as well as a footer.

To replace all standard reports with company-specific reports, proceed as follows:

• Use the quick search (ALT+Q) to find the page ForNAV Setup.
• The page ForNAV Setup is displayed.
• Click Actions > Equipment DMS > Replace Standard Reports in the menu bar.
• A dialog window opens where you will be asked if you want to replace the current reports with the Equipment DMS reports.
• To confirm the process click Yes.

Provided that you have set up a header/footer for the reports, all standard reports will be replaced by company-specific reports.