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Mill7 provides a default CAF report.

 

The default CAF report is based on data entered at Firms, Persons and Relation management.

 

To enter the data a CAF wizard has been developed as well. The wizard shows all screens and fields necessary to enter the data needed to build up the CAF report.

 

Relationmanagement files and fields used on the report and the wizard should be activated in your own environment. You can activate files and fields through the supervisor menu.

See also the general help topic relation management.

The caf report and wizard can be adjusted to custom use when other files or fields are needed.

 

The default CAF report and CAF wizard are based on a default Relation management database.

Because the Mill7 Relation management database can be set to your preferences, it may be that relevant data in your database is not being reported or shown on a wizard screen.

This can be the case for differences in File names, field names and table codes.

You can create your own report and wizard by using the default as an example.

 

Adjust default report an wizard

With a license for crystal reports you can change the report yourself.

To do so you need crystal reports version 8.5.

The custom CAF report must be stored in the Mill7\reports\custom folder.

For support, please contact the Millogic helpdesk.

 

The wizard can easily adjusted with for example the Windows Notepad program.

The custom wizard must be stored in the Mill7\data folder.

For support, please contact the Millogic helpdesk.

 

CAF report

To be able to use the CAF report the following line must be added to the custom menu: CAF report, Client acceptance form.rpt.

You can do this through the Supervisor menu> Adjust custom menu.

 

The report can be executed by the custom menu and shows the CAF for the company selected in Relation management. The report can also be executed as part of the wizard. In that case in the wizard the variable report_xx must be used.

 

CAF wizard

To be able to use the wizard the following line must be added to the custom menu: CAF wizard, CAF wizard.wzr.

The wizard can be executed by the custom menu.

 

General procedure wizard

After the startup screen a firm must be selected first as entity.

It is possible to create a new entity. Mill7 will then activate Relation management and create a debtor.

 

Any previously entered data will be shown on the following screens. Through the wizard screens the data can be supplemented and changed.

Data entered through the wizard is saved immediately in the database and does not need to be confirmed.

 

The wizard screen exists of 3 parts:

–entering data

–help information

–navigation panel

 

Use the <next> and <previous> buttons to browse through the screens.

By using the navigation panel it is possible to go directly to a section.

 

Note can be entered by using the <note> button

 

At the document screens for entity, UBO and UPC a yellow folder button can be used to store a document link.

 

Default settings and codes

Names of screens, files and fields can be different from those in your own environment. In that case check the listed reference to file and field numbers.

Where necessary you have to adjust your relation management settings or the CAF report and CAF wizard.

The following default variables, files, fields and table encodings are used:

 

Used variables

See the help topic wizards for all possibilities.

 

User_groups=0,1,2

Only users with rights for group 0, 1 en 2 can use the wizard.

 

Select_status_entity=PROS

Only entities with status=PROS (field 15 in file F111) can be maintained through to wizard.

 

Status_default=PROS

New entities will receive default the Status PROS. (field 15 in file F111).
Other variables that can be used to set a default value are: Default_currency_invoicing,  Default_entity_type, Default_service_company_code en Default_VAT_code_client_invoice.

 

Documents_entity_xx=XXXX

List of common document types for the entity. xx indicates a sequence number and XXXX is a document code from table 145 of field 8 in file F144.

The wizard uses the following documentcodes: VERM, DOEL, STRUCT, MANAGR, COMP, INTERNET

 

Document_list=UBO  and Documents_entity_optional_from=xx

Documents listed till xx are required for the entity and will be created automatically. Other documents can be added through the add document button.

 

Documents_firms_xx=XXXX

List of common document types for a UPC. xx indicates a sequence number and XXXX is a document code from table 145 of field 8 in file F144.

The wizard uses the following documentcodes: STRUCT, PROOFOWNER, PROOFREP, PROOFEXIST, COC, COMP, INTERNET

 

Document_list=UBO  en Documents_firms_optional_from=xx

Documents listed till xx are required for the UPC and will be created automatically. Other documents can be added through the add document button.

 

Documents_persons_xx=XXXX

List of common document types for a UBO. xx indicates a sequence number and XXXX is a document code from table 145 of field 8 in file F144.

The wizard uses the following documentcodes: PASS, WCH, LOR, ORG, INTRO, CV

 

Document_list=UBO  en Documents_persons_optional_from=xx

Documents listed till xx are required for the UBO and will be created automatically. Other documents can be added through the add document button

 

Doc_synch=1

Document data entered at the entity, UPC and UBO will be synchronized with al other existing records (file F144)  for that person/company (field 12) for that type of document (field 8).

 

Used files and fields

 

Report

In a wizard the variable Report_xx can be used to include one or more reports.

In the CAF wizard the following reports is included on screen 17:

 

Screen_17=Report_01

Report_01=Client Acceptance Form.rpt, Client Acceptance Form