Use the Customize Report program to associate formats, custom layouts, xml tags and tiers to reports. You can access the Customize Report program from Custom Report Layout menu.
When you run a report, you can select custom layouts from the Print Options menu or the Multiple Output Selection. Custom layouts can also be saved as templates.
Use these fields to customize reports.
The system displays the report program name at the top of the screen as the default.
1. Format
Select a format to associate with the customized report. For each format, users can create a custom layout (a format is a way that the report is run, like a sort order, or summary vs. detail). It’s important to note what report elements make up a format for that report. For instance, if you customize the Customer Listing’s General Info format, those changes will not apply to the Customer Listing’s History format.
2. Layout
Specify a layout to use to customize the report.
3. Description
Specify a description of the report layout.
4. System Layout
Indicate whether you want this report layout to be available as a system layout.
5. Max Width
Specify the maximum width in columns for the report layout.
6. Report XML Tag
Specify the XML tag for the report. (This is particularly useful for supply chain management needs.)
7. Format XML Tag
Specify the XML tag for the report format. The report format XML tag allows to print directly to a TCP/IP port or to a file with customized XML tags for each supply chain partner.
Tier Section
Each format contains tiers—the different groupings that contain data elements on the report. Highlight a tier in the line item browser and click Edit to modify this information. The Tier value is displayed, and if this line is a referenced Format and tier, indicates which Format and which Tier that line references. When the Tier being edited is a “Reference Tier”, the text “Ref Fmt/Tier:” followed by the format, a slash, and the tier from that format is displayed. This is important to know because a ‘referenced tier’ means that when you are changing the layout for a ‘referenced tier’, you are actually modifying the originating format and tier layout. This helps you know that changes made to this tier are actually changing the standard tier for all referenced tiers and so affects all Formats which use the tier or the reference to the tier.
You can edit these fields for each tier:
8. Suppress Printing:
Use the drop-down list to indicate how to suppress printing. You can select from:
D-Use Default—None of the tier’s fields will be printed, but the records will be processed. Sub-tiers will not be suppressed.
Y-Yes—Suppress Printing.
N-No—Print This Tier
9. Totals Only
Use the drop-down list to indicate how to print totals. You can select from:
D-Use Default— Print only a total line for each tier.
Y-Yes.
N-No
10. Beginning of Tier:
Use the drop-down list to choose spacing preferences for the beginning of the tier. You can select from:
D-Use Default.
N-Nothing
1—1 Line Feed
2—2 Line Feeds
3—3 Line Feeds
P—Page Break
11. End of Line:
Use the drop-down list to choose spacing preferences for after each line. . You can select from:
D-Use Default.
N-Suppress LF
L—Line Feed
1—1 Blank Line
2—2 Blank Lines
P—Page Break
12. End of Tier:
Use the drop-down list to choose spacing preferences for the end of the tier. You can select from:
D-Use Default.
N-Nothing
1—1 Line Feed
2—2 Line Feeds
3—3 Line Feeds
P—Page Break
13. Print Count
Use the drop-down list to choose print count settings. You can select from:
D-Use Default
Y-Yes.
N-No
14. Suppress Printing Totals
Note that setting this field to "Yes" will cause the totals not to print at that tier of the report. This does not impact the totals calculations, only whether or not they are printed at that level.
Use the drop-down list to choose print count settings. You can select from:
D-Use Default.
N-Nothing
1—1 Line Feed
2—2 Line Feeds
3—3 Line Feeds
P—Page Break
14. Print Column Headers at Top:
Use the drop-down list to choose print settings for column headers at the top of the page. You can select from:
D-Use Default
Y-Yes.—The headers print at the top of the page.
N-No—The headers print at the top of the tier.
15. Tier XML Tag:
Specify the Tier XML tag according to the requirements of your supply chain partner, if applicable.
16. Line XML Tag
Specify the Line XML tag according to the requirements of your supply chain partner, if applicable.
You cannot remove a tier from a customized report.
Click Layout to access the FACTS Report Designer, where you can change the layout for each tier
Click Security to access the Security Entry Screen (SMR999.S), where you can manage security for each field on the report layout.