System Data - Text Codes

Pgm: TEXTFM – Text Code; standard Treeview path: System > Global Tables > Text Code

Use this screen to define codes for messages to appear on special forms, like Payroll checks or Accounts Receivable statements.  When these codes are specified in association with the printing of the special form, the message associated with the code (entered on this screen) will appear on the special form.  For example, the text associated with code "01" might be "We appreciate your business!”  If code "01" is specified when preparing to print a special form, like a purchase order, the message "We appreciate your business!" would appear on each purchase order.

Individual messages must be set up for each company set up on the system.

Company

Enter the company for which form text codes are required. 

Type (Text Type Code)

Select/enter the text type code for the text message being defined.

Code (Text Code)

Enter a two-character code to identify the form text to be entered at the right.  Any combination of letters from A-Z or numbers from 0-9 is allowed.  The code entered will be used throughout all the applications of the system to define the message associated with the code.  For each message text entered, a code must be entered in this field.

Description

Enter the text to be associated with the form text code.  For example, this text could be a special message to be printed on specific forms for customers, suppliers, or employees.  Some common examples are:

• "2% Charged on Overdue Accounts"

• "All Goods have been quality inspected by the M.N.R."

For longer descriptions, use the [Edit Description] button. The Description field may be left blank, if desired.

Text code tags are available, on request, to be used in the description of some specific reports for pulling in dates, project codes, company names, etc. Currently, this feature is available on the SC Waiver Report located on the Print Check screen in the Accounts Payable module.

NOTE: Text code tags are not supported in CMiC Field. They are also not supported for MIP reports or all Jasper reports. They are currently only supported for specific waiver-related Jasper reports. The code for translating the tags is added in the specific package bodies for those Jasper reports (e.g., JSR_SC_WAIVER_CONDITNL.pb and JSR_SC_WAIVER_UNCONDI.pb).

The example below shows a description for a waiver using text code tags for latest invoice date, company name, and project name.

Example of text code using text code tags

The following text code tags are supported:

Text Code Tag	Description
<<COMPANY_NAME>>	Company Name
<<COMPANY_ADDRESS>>	Company Address
<<VENDOR_NAME>>	Vendor Name
<<VENDOR_ADDRESS>>	Vendor Address
<<PERIOD_TO>>	Latest Invoice Date
<<OWNER_NAME>>	Owner Name
<<OWNER_ADDRESS>>	Owner Address
<<BILL_PER_TO_DATE>>	Billing Period to Date
<<PROJECT_CODE>>	PM Project Code
<<PROJ_NAME>>	PM Project Name
<<CONTACT_NAME>>	Project Contact Name
<<PROJECT_ADDRESS>>	Project Address
<<CHQ_AMT>>	Check Amount (SC Un-Conditional Waiver Tag Only)
<<CHQ_AMT_WORDS>>	Check Amount in Words (SC Un-Conditional Waiver Tag Only)

[Edit Description] – Button

Clicking on the [Edit Description] button opens the Description field in a pop-up window where it is easier to edit larger portions of text.

Print Order

Enter the order in which this text code will appear on purchase orders.  This is a required field.  If the printing order does not matter, enter a “1” in this field.