Synergetic Data Systems Inc.

SDSI has developed a rule file for Infor TakeStock, based upon samples provided by users of this product. This rule file provides document print formatting functionality, as well as optional barcoding and archiving features. Document delivery features, for email and/or fax delivery, are under development.

SDSI is awaiting information regarding how TakeStock integrates with the UnForm 7 client, uf70c.

If you encounter any problems with this rule file, send a sample text print file and your copy of the rule file to support@synergetic-data.com, so that we can analyze and correct any problems.

The takestock-7.rul, takestock-7m.rul, and eDocEngine.rul files

Important Note
The TakeStock rule file set is dependent on features introduced in UnForm 7.0.09, so you MUST be running that version or later to use this rule file.

Download these files and save them as .rul files in the UnForm server directory:

takestock-7.rul - document enhancements
takestock-7m.rul - archiving attributes
eDocEngine.rul - scanner barcoding, (future) delivery enhancements

By default, archiving commands are turned on in the takestock-7m.rul file if UnForm was licensed to support archiving. Some attention must be paid to the way we have set this up, as you might choose to use different library names or customize the category indexing to suit your needs. You should consider archiving as a "beta test" while you develop and test your changes. To change archiving attributes, modify the code blocks in the takestock-7m.rul file, which contains a rule sets that match those found in the takestock-7.rul file.

To change library names, for example, look for lines like this one in the [Acknowledgement/Quote] rule set:

	ufa_libpath$="TKS_Sales"

This line defines a variable ufa_libpath$, setting its value to "TKS_Sales". This variable is later used in the archive command. You will find many ufa_xxx$ variables in merged code blocks that can be modified if necessary.

The archive control is placed in the second rule file in order to allow more flexibility in updating visual document enhancements without affecting archiving changes, which we anticipate will be more common in the field than the visual enhancements.

To turn off archiving, simply comment the archive commands (#archive) in takestock-7m.rul. Note that archiving is an optional component of UnForm, so if your license does not support archiving, the archive commands will not operate. Comment the archive commands like this:

if uf.arcenabled
	#archive {ufa_libpath$},{ufa_doctype$},...
endif

Likewise, if you wish to turn off the scanning copy that contains barcodes, change (uncomment) the '#if copy=SCANNING_COPY' code to 'if copy=SCANNING_COPY' in the various rule sets, as seen below:

precopy {
         # to turn off scanning copy, remove the # from next line
         if copy=SCANNING_COPY then skip=1 
         }

Sample Documents

Sample Description

ap_check.pdf A/P Check

ar_stmt.pdf A/R Statement

ic_bol.pdf Bill of Lading

ic_trans_tkt.pdf Transfer Ticket

po.pdf Purchase Order

prod_tkt.pdf Production Ticket

so_ack.pdf Sales Acknowledgement

so_counter_inv.pdf Counter Invoice

so_inv_nobo.pdf Invoice (no backorder column)

so_inv_w_bo.pdf Invoice (with backorder column)

so_pick_tkt.pdf Pick Ticket

so_quote.pdf Quote

Sample	Description
ap_check.pdf	A/P Check
ar_stmt.pdf	A/R Statement
ic_bol.pdf	Bill of Lading
ic_trans_tkt.pdf	Transfer Ticket
po.pdf	Purchase Order
prod_tkt.pdf	Production Ticket
so_ack.pdf	Sales Acknowledgement
so_counter_inv.pdf	Counter Invoice
so_inv_nobo.pdf	Invoice (no backorder column)
so_inv_w_bo.pdf	Invoice (with backorder column)
so_pick_tkt.pdf	Pick Ticket
so_quote.pdf	Quote

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