Using the Detail Object

The Detail object is combined with data fields of a Global or Subledger Template. For a simplified explanation of this object, click here. In the following example, we used a Global Template to create a form to produce a Quick Pay Check and attached a number of Procedures to enhance data entry and generate the underlying accounting transactions into the TXDetail table.

Preparing the Detail object

The Global Quick Pay Template

The GL field Procedure


The New Record Procedure


The Amount field Procedure

Please Note:
The Amount field Procedure shows the All rows option of the Query returns Inspector setting. An alternate and simpler Procedure would be to select the Single row option and using the aggregate function:


The Saving Record Procedure

The three Make TX objects have been numbered in order to help you relate to their respective Inspector settings:

Settings for Make TX #1

Settings for Make TX #2

Settings for Make TX #3

The last Make TX has the TX doc done switch to ON; this causes the group of generated records to be closed and a TX Number to be assigned to the generated record. This completed "document" can be viewed through the Accounting Data Entry window after loading it with Find:

In our example we specified an Invoice date of January 31, 2003 and a Check date of July 4, 2003. This created an imbalance between periods and the Zero Balancing ... By Period was invoked and provided the required period balancing entries (disabled in the Document lines browser). Also note the concatenated Reference which is the result of one of the instructions in a Calculation object of the Saving Record Procedure.


The Trigger-based Press Here To Procedure

Before triggering this Procedure with the Print Check button (a View field defined as a button), the record should be saved. If it was not, this Procedure will display an Alert panel. When this button is successfully engaged, it will print the Check using the Template and Procedure specifically designed for it.


The Print Template
The following Print Template was defined to fit an existing pre-printed Check form:


The Print Procedure

The Print Object calls for the ManCheck Print Template. When this object is selected, its Inspector view displays two columns:

In our example, we completed the Print Fields Inspector like this:

After the Print Report instruction has been carried out, the following panel is displayed:

Insert the pre-printed Check form into the printer and press the Print button. This will display the Print panel with all of its options. If you click on the Save button, this report will be saved as part of the Saved Reports (Run-time - Run Reports).


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