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#4058 - 05/26/04 07:28 PM Payables and additional form specs
Softrak Support Offline

Adagio Action Team

Registered: 03/09/99
Posts: 11559
Loc: Vancouver, BC Canada
This was a question asked regarding the usage of Additional forms in Adagio Payables to print the details of a large volume of paid invoices, without printing many voided checks:

After checking the manual and the help screens, I am still not clear on how
to set up the use of the addtional forms.

I have created an Advice-only spec to use as the "additional form."

Do I need to create a check spec that does not print any detail lines on the advice portion (just a text line saying "See attached" or something like that?

How do I stop Payables from printing multiple voided checks? Do I set the number of detail lines in the spec options to 0 or 9999?


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#4059 - 05/26/04 07:34 PM Re: Payables and additional form specs
Softrak Support Offline

Adagio Action Team

Registered: 03/09/99
Posts: 11559
Loc: Vancouver, BC Canada
Here's an answer in the form of a couple of checklists:

For setting up the bank and doing the check run:

  1. Edit the bank(s) and determine if you want to include or bypass additional forms (on the specifications tab). Of course if you want additional forms, you do not want to bypass the message.
  2. Choose your check spec that does not print details as the default spec. Also choose the default spec you want to use for Additional forms, either for manual checks, system checks, or both.
  3. When it comes time to print your checks, do so as usual. For system check runs, you may want to separate high-volume from low volume vendors by using a field such as Report Group; do two check runs (one for each group) where only high-volume vendors use the Additional form specification.
  4. After checks have printed (as long as you don't bypass), you will be asked if you want to print Additional forms. Choose Yes.
  5. You then can print additional forms just as you would a check run. Use your default advice form or over-ride it with a different spec.
  6. Say OK when the forms print successfully, also just like checks.
  7. Clear the advice information, just like a check run.

For setting up the check specification to refer to an additional form for details:

  1. Set the max number of details to 1 (optional - it really doesn't matter as long as it's not zero).
  2. Don't have any fields or objects in the advice detail section(s).
  3. Edit the advice detail section properties and set the height to zero. Note that you still have to leave the detail section there (you cannot simply not include one) but it must have zero height.
  4. Re-adjust your advice header(s) and footer(s) so that they have proper size.
  5. Place the 'see attached form' label in either the header or footer section; it doesn't matter which you choose.

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