Document Configuration - Unit Workshop Document
The Platinum System " Unit Workshop" allows the layout of your Invoices, Credits, Quotations and Payment Receipts 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..
Contents
Layout Data File Names
The layout files are stored in the 'SXCo1\Docs' folder, (or 'SXCo2', 'SXCo3', etc).
Invoice
- 'WS_PLAWN.INV'
- Plain Paper (Windows Version)
- 'WS_PLA.INV'
- Plain Paper
- 'WS_LET.INV'
- Letter Head
Credit Note
- 'WS_PLAWN.CRE'
- Plain Paper (Windows Version)
- 'WS_PLA.CRE'
- Plain Paper
- 'WS_LET.CRE'
- Letter Head
Quotations
- 'WS_PLA.QUO'
- Plain Paper
- 'WS_LET.CNF'
- Letter Head
Receipts
- 'WS_PLA.REC'
- Plain Paper
Token File Names
These are copied down into the main data directory when they are needed for the first time by Platinum, and from that point the layouts are as follows:
- 'SXWS017.EPL'
- Invoice
- 'SXWS018.EPL'
- Credit Note
- 'SXWS019.EPL'
- Quotation
- 'SXWS020.EPL'
- Payment Receipt
- 'SXWS023.EPL'
- Invoice (Warranty)
- 'SXWS024.EPL'
- Credit Note (Warranty)
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 invoice/credit/quotation/receipts layouts are divided into 3 main areas: "Headings", "Body" & "Footings".
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 | |
| ~700 | Totals Configuration Block Start | |
| ~799 | Totals Configuration Block End | |
| ~800 | Tax Configuration Block Start | |
| ~899 | Tax Configuration Block End |
Tokens
General Tokens
These can appear in either Headers or Footers.
| ~1,n | (30 characters) Account Name
| |||||||||
| ~2,n,m | (30 characters) Account Address
| |||||||||
| ~3,n | (30 characters) Account Code
| |||||||||
| ~4,n,m | Telephone Number / Email Address
| |||||||||
| ~5,n | (15 characters) Fax Number
| |||||||||
| ~6,n,m,l | Account Notes Line
| |||||||||
| ~7 | (3 characters) Page Number
| |||||||||
| ~9,n | (8 characters) Document Number
| |||||||||
| ~10,n | Document Date
| |||||||||
| ~11,n | (40 characters) Company Name
| |||||||||
| ~12,n | (50 characters) Company Address
| |||||||||
| ~13,n | (one line) Heading Line
| |||||||||
| ~14,n | (one line) Footing Line
| |||||||||
| ~15 | (11 characters) Heading Document Type
| |||||||||
| ~16 | Skip block until next ~16
Print Spaces if "Document" is intended for both the Owner and Insurer. i.e. They both have something to contribute to the total. | |||||||||
| ~17 | Top Left hand corner of Totals Block
Use if totals are to be printed in self configuring block. See below. | |||||||||
| ~18 | Top Left hand corner of Tax Details Block
Use if tax is to be printed in self configuring block. See below. | |||||||||
| ~19 | (10 characters) Total: Amount Before Tax or Blanket Discount
| |||||||||
| ~22 | (10 characters) Total: Tax Amount
| |||||||||
| ~23 | (10 characters) Total: Amount after Tax and Blanket Discounts
| |||||||||
| ~25 | (10 characters) Total: Amount Paid
| |||||||||
| ~117 | (10 characters) Total: Amount Paid (including change)
| |||||||||
| ~118 | (10 characters) Change Given
| |||||||||
| ~120,n,"x",m | Payments Tendered Layout
| |||||||||
| ~26 | (10 characters) Total: Amount Outstanding after Payment
| |||||||||
| ~27,n | (5 characters) Percentage Charged at Tax Rate
| |||||||||
| ~28,n | (10 characters) Description for Tax Rate
| |||||||||
| ~29,n | (10 characters) Amount Taxed at Tax Rate
| |||||||||
| ~30,n | (10 characters) Amount of Tax Charged at Tax Rate
| |||||||||
| ~31,n | (10 characters) Amount after Tax at Tax Rate
| |||||||||
| ~32,n | (25 characters) Unit Image Path
| |||||||||
| ~33,n | (30 characters) Account Name
| |||||||||
| ~34 | (10 characters) System Parameters word for distance.
e.g. "Mileage" or "Kilometers" | |||||||||
| ~35 | (10 characters) Unit Key Number
| |||||||||
| ~36 | (8 characters) Unit Engine Size
| |||||||||
| ~37 | (3 characters) Unit Manufacturer Code
| |||||||||
| ~38 | (10 characters) Unit Registration Date
| |||||||||
| ~39,n,m | Sale Unit Model
| |||||||||
| ~40 | (10 characters) Unit MOT Expiry Date
| |||||||||
| ~41 | (30 characters) Unit Manufacturer Name
| |||||||||
| ~42,n | Sale Unit Location
| |||||||||
| ~43 | (10 characters) Unit Purchase Date
| |||||||||
| ~44,n | (10 characters) Unit Sales Date
| |||||||||
| ~45,n | (5 characters) Current Time
| |||||||||
| ~46 | (20 characters) Job Reference
| |||||||||
| ~47,n | Unit Description
| |||||||||
| ~48 | (10 characters) Unit Registration Number
| |||||||||
| ~49 | (30 characters) Unit V.I.N. Number
| |||||||||
| ~50 | (30 characters) Unit Engine Number
| |||||||||
| ~51 | (8 characters) Job Number
| |||||||||
| ~52,n | (8 characters) Unit Distance
| |||||||||
| ~53 | Skip line unless Insurance Document | |||||||||
| ~54 | Skip line unless Owner Document | |||||||||
| ~55 | (6 characters) Prints the (Country Determined) word for Tax
| |||||||||
| ~56 | (3 characters) Do not print this line if blank
| |||||||||
| ~57 | Skip block until next ~57
Print Spaces if all Items have a date equal to the User Date (e.g. headings.). | |||||||||
| ~58 | Skip block until next ~58
Print Spaces if no Items have an individual discount applied (e.g. headings.). | |||||||||
| ~59 | Skip block until next ~59
Print Spaces if there is no insurance information on this document (owner only document). | |||||||||
| ~60 | Skip block until next ~60
Print Spaces if there is no owner information on this document (insurance only document). | |||||||||
| ~61 | (8 characters) User/Group Name
| |||||||||
| ~62 | (15 characters) Unit Colour
| |||||||||
| ~63 | (30 characters) Unit Chassis Number
| |||||||||
| ~64 | (4 characters) Unit Build Year
| |||||||||
| ~65,n | (8 characters) Job Due Date
| |||||||||
| ~65,n | (8 characters) Job Received Date
| |||||||||
| ~65,n | (8 characters) Job Start Date
| |||||||||
| ~68,n | (50 characters) Job Brief Description
| |||||||||
| ~69,n,m | (65 characters) Job Detailed / General Notes
| |||||||||
| ~70,n | (25 characters) Output Control
| |||||||||
| ~71 | (25 characters) Job Status
| |||||||||
| ~72 | (25 characters) Job Status Description
| |||||||||
| ~73 | (25 characters) Insurance or Warranty Claim Number
| |||||||||
| ~74 | (25 characters) Insurance Policy Type
| |||||||||
| ~75 | (25 characters) Insurance Excess
| |||||||||
| ~76 | (25 characters) Insurance Broker
| |||||||||
| ~77,n | (25 characters) Insurance Notes Line
| |||||||||
| ~78 | (25 characters) Insurance Policy/Warranty Contract Number
| |||||||||
| ~201,n | (10 characters) Owner Nett
| |||||||||
| ~202,n | (10 characters) Owner V.A.T.
| |||||||||
| ~202,n | (10 characters) Owner Gross
| |||||||||
| ~204 | (10 characters) Owner Payments
| |||||||||
| ~205 | (10 characters) Owner Outstanding
Gross - Payments = Outstanding. | |||||||||
| ~206,n | (10 characters) Insurer Nett
| |||||||||
| ~207,n | (10 characters) Insurer V.A.T.
| |||||||||
| ~208,n | (10 characters) Insurer Gross
| |||||||||
| ~209 | (10 characters) Insurer Payments
| |||||||||
| ~210 | (10 characters) Insurer Outstanding
Gross - Payments = Outstanding. | |||||||||
| ~211,n | (10 characters) Account Reference
| |||||||||
| ~212 | (8 characters) Unit Stock Number
| |||||||||
| ~213,n,m | (1 character) Account Analysis Code
| |||||||||
| ~214,n,m,l | Account Analysis Description
| |||||||||
| ~215,n,m | (60 characters) Account Extra Notes
| |||||||||
| ~216 | Skip block until next ~216
Print Spaces if a Credit Card Transaction is not involved. | |||||||||
| ~217 | (30 characters) Credit Card Holder Name
| |||||||||
| ~218 | (20 characters) Credit Card Number
| |||||||||
| ~219 | (5 characters) Credit Card Expiry Date, as MM/YY
| |||||||||
| ~220 | (10 characters) Credit Card Authorisation Code
| |||||||||
| ~221 | (2 characters) Credit Card Issue Number
| |||||||||
| ~222 | (5 characters) Credit Card Valid From Date, as MM/YY
| |||||||||
| ~223 | (15 characters) System Merchant Number
| |||||||||
| ~224 | (15 characters) Transaction Comment
| |||||||||
| ~234,n | (30 characters) Account V.A.T. Registration Number
| |||||||||
| ~235,n | (6 characters) Job Depot Code
| |||||||||
| ~236 | Skip block until next ~236
Print Spaces if there is no "betterment" information on this document. | |||||||||
| ~237 | (15 characters) Buying Group Reference
| |||||||||
| ~401 | (80 characters) Top Left hand corner of Credit Charge Text Block
The Credit Charge Text Block is defined in " Reports & Settings Maintenance Options System Administrator Credit Charge Settings" and configures itself according to the details of the current document. | |||||||||
| ~402 | (10 characters) Total: Amount of any Credit Charge Applicable to the Current Document.
| |||||||||
| ~403 | (10 characters) Total: Gross total for the current document, plus any applicable Credit Charge.
|
Configuration Tokens
These affect the overall layout of the invoice/credit/quotation/receipts , and should be grouped together at the head of the layout file.
Document Blocks
The block information can either be supplied by you, in which case you should leave the parameters blank to begin with, and fill the values in when you are happy with the rest of the file; or the compiler can track the values down itself, which will marginally slow down the compilation process.
| ~101,n,m | 1st Page Heading Block
| |
| ~102,n,m | Continuation Page Heading Block
| |
| ~103,n,m | Continued Page Footing Block
| |
| ~104,n,m | Final Page Footing Block
|
Document Configuration
| ~109,n | Normal and Slip Body Style
| ||
| ~111,n | Line Skip
| ||
| ~112,n | Heading Block
| ||
| ~113,n,m | Body Block
| ||
| ~114,n | Footing Block
| ||
| ~115,n | Form Length
| ||
| ~119 | Stops "V.A.T. Inclusive" Invoices printing Tax & Grand Total.
This is for items in the '~700' -> '~799' Totals Block, as these can look confusing. | ||
| ~124 | Print a Customer Statement
Automatically prints a customer statement to follow the invoice. No statement will be printed if the customer's account balance is zero following this invoice and any payments made along with it.
| ||
| ~198 | Currency conversion configuration
|
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 invoice/credit/quotation/receipts 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
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
| ||
| ~607,n,m,l | Item Date
| ||
| ~608 | (15 characters) Stock Code
| ||
| ~609,n,m,l | (30 characters) Stock Description
| ||
| ~610,n | (20 characters) Remarks
| ||
| ~611,n | (10 characters) Units
| ||
| ~612,n | (6 characters) Percentage Discount
| ||
| ~613,n | (10 characters) Betterment Amount
| ||
| ~614,n | (3 characters) Stock Group
| ||
| ~615,n | (10 characters) Weight
| ||
| ~616,n | (10 characters) Volume
| ||
| ~617,n,m,l | (1 character) Stock Analysis Code
| ||
| ~618,n | (10 characters) Price List Over-ride
| ||
| ~619,n,m,l | (15 characters) Short Description
| ||
| ~620,n | (6 characters) Depot Code
| ||
| ~621,n | (10 characters) Quantity in Stock
| ||
| ~622,n | (10 characters) Quantity on Back Order
| ||
| ~624,n | (20 characters) Location
| ||
| ~625,n,m,l,"x" | (10 characters) Sales Price
| ||
| ~626,n,m,l | (5 characters) Percentage Tax Charged
| ||
| ~627,n | (10 characters) System Tax band description
| ||
| ~630,n,m,l | (15 characters) Stock Analysis Description
| ||
| ~635,n | (3 characters) Item Price Group
| ||
| ~636,n | (30 characters) Item Price Group Description
| ||
| ~637,n | (3 characters) Item Category
| ||
| ~638,n | (30 characters) Item Category Description
| ||
| ~639,n,m,l | (60 characters) Description/Detailed Notes
Prints usual Stock Description for up to three lines, then all Detailed Notes.
| ||
| ~642,n | (30 characters) Stock Group Description
| ||
| ~643,n,m,l | (10 characters) Stock Barcode Number
|
Totals Block
General Information
'~7nn,1,2,"x",4,5' where '~7nn' = token number.
All have up to five parameters :-
- Parm 1 - 'o'
- Line from Top of Block to print on.
- Parm 2 - 'n'
- Column from Left of Block to print.
- Parm 3 - 'x'
- Up to 15 Character Description.
- Parm 4 - 'm'
-
- '0' - Description precedes Figures (default).
- '1' - Description follows on from totals.
- Parm 5 - 'l'
- '0, 1 or 2' - Printing conditions.
- In general, if items are configured to print one line after another, and "blanket discount" does not apply, then if Parm 5 for blanket discount amount is set to '0' then Blanket discount details will not be printed at all and the next line will shuffle up. If Parm 5 is set to '1' and no blanket discount applies then zeroes will be printed, and if it is set to 2 then a blank line will be printed.
Totals Tokens
Some tokens below are suppressed on Tax Inclusive documents if '~119' is included in the Configuration section.
| ~701,n,m,l | (25 characters) Total Amount Before Tax or Blanket Discounts
| |
| ~704,n,m,l | (25 characters) Total Tax Amount
Superseded on Tax Inclusive documents (see above). | |
| ~705,n,m,l | (25 characters) Total Amount after Tax and Blanket Discount
| |
| ~706,n,m,l | (25 characters) Total Amount Paid
| |
| ~707,n,m,l | (25 characters) Total Amount Outstanding after Payment
| |
| ~708,n,m | (25 characters) "Equals" Lines
A line of '=' signs where the figures would go in the other cases. | |
| ~709,n,m,l,k,j | (25 characters) Amount Charged at Tax Rate 1
If '99.99' is included in the description it will be substituted with the percentage Tax applied. Superseded on Tax Inclusive documents (see above).
| |
| ~710,n,m,l,k,j | (25 characters) Amount Charged at Tax Rate 2
If '99.99' is included in the description it will be substituted with the percentage Tax applied. Superseded on Tax Inclusive documents (see above).
| |
| ~711,n,m,l,k,j | (25 characters) Amount Charged at Tax Rate 3
If '99.99' is included in the description it will be substituted with the percentage Tax applied. Superseded on Tax Inclusive documents (see above).
| |
| ~712,n,m,l,k,j | (25 characters) Amount Charged at Tax Rate 4
If '99.99' is included in the description it will be substituted with the percentage Tax applied. Superseded on Tax Inclusive documents (see above).
| |
| ~713,n,m,"x",l,k | (25 characters) Tendered Amounts Breakdown
Prints a line for each sales centre with a payment posted to it.
| |
| ~715,n,m,l | (25 characters) Total Amount Before Tax or Blanket Discounts
An alternative for '~701' for Tax Inclusive documents. While both should be supplied, only one will print. This is intended to enable an alternative description. See also '~119' in the Configuration Tokens section. | |
| ~717,n,m,l | (25 characters) Total Amount Paid
| |
| ~718,n,m,l | (25 characters) Change Given
| |
| ~720,n,m,l | (25 characters) Credit Charge applicable to the current Document, if the Credit Charge is calculated on the Nett.
| |
| ~721,n,m,l | (25 characters) Credit Charge applicable to the current Document, if the Credit Charge is calculated on the Gross.
| |
| ~722,n,m,l | (25 characters) Gross total for the current Document plus any applicable Credit Charge.
|
Tax Block
General Information
| ~801,n,m | Details for 1st Tax Band
| |
| ~801,n,m | Details for 2nd Tax Band
| |
| ~801,n,m | Details for 3rd Tax Band
| |
| ~801,n,m | Details for 4th Tax Band
| |
| ~805,"x" | (up to 160 characters) Layout String
|
Tax Tokens
| ~806,n,m | (1 character) Tax Band Indicator
| |
| ~807,n | (5 characters) Tax Percentage
| |
| ~808,n | (10 characters) Tax Band description
| |
| ~809,n | (10 characters) Amount Rated in this Tax Band
| |
| ~810,n | (10 characters) Amount of Tax Charged on the Amount Rated
| |
| ~811,n | (10 characters) Total Amount After Tax in this Band
|
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.
|
Currency Conversions
 | Platinum "Elite" systems only. "Solo" systems will need to be upgraded to "Elite", contact your Platinum dealer or our sales team on (0116) 230 1500 or by using our website sales contact page for your upgrade path. |
All tokens that return a currency amount may now be modified to convert that amount into a different currency before printing. This is done by using a currency modifier after the token number but before any parameters. This modifier begins with a special symbol and may optionally be followed by a number and/or a three character currency code.
To get the relevant currency symbol to print on a document, the symbols '$' and '#' (hash symbol, but may have been misprinted as a pound sign) are used immediately after the token that you wish the currency conversion to take place. Using the '#' will suppress the printing of the currency symbol. This can be useful when printers don't have relevant symbols for some currencies.
 | Unless the relevant currency required is set up against the base rate in Currency Maintenance, no conversion will take place. Also, the customer needs to be correctly flagged for the appropriate Country. |
The number part of the modifier may be used to specify the maximum number of characters to print. Some currencies may involve quite large amounts and this number can be used to make sure there is enough room to print them. The three character currency code specifies which currency to convert the amount to. This may be omitted, in which case the currency specified for the account associated with the invoice/credit/quotation/receipts being printed will be used, if there is one.
 | Some examples using '~29,1' amount taxed at tax rate 1. Note that '~29' may not represent an amount in all document formats. This is just an example.
|
Currency Configuration
There is an optional Currency Conversion configuration token which when used should be placed in the Configuration block. This token may have a currency modifier applied to it which will then be used by default throughout the document, although it can be overridden by modifiers applied to individual tokens.
| ~198x | x = Default currency modifier (optional) |
Country/Currency Tokens
There is a group of tokens that may be used in headers and footers to print details about the country and currency set up for the account associated with the document.
| ~292,n | (3 characters) Country code/description for the document.
If the account in use has a specific country associated with it this will be used, otherwise the system default country will be output.
| |
| ~293 | (12 characters) Exchange rate from base currency to account currency
| |
| ~294 | (15 characters) Sub-units of the currency set for this account
| |
| ~295 | (15 characters) Units of the currency set for this account
| |
| ~296 | (30 characters) Name of the currency set for this account
| |
| ~297 | (3 characters) Code of the currency set for this account
| |
| ~298 | Skip block until next ~298
Should be used in pairs on a line. Everything between them is blanked out if there is no currency set for this account |
