Column Setup

As a Business Manager
I want to set up a column template that shows Item No., Description, Quantity, Unit of Measure, Unit Price, Line Discount %, and Line Amount on printed sales invoices
So that the invoice lines present all commercially relevant information in a clean tabular format

Setup:

1. Open Columns Setup, create a new template, e.g. SALES-STD, with Template Number 7 (seven columns).
2. Open Fields (Columns page). For each of the 7 column rows, assign a Setup code and a Width.
3. For each column, open the Fields action on that row to go to Extended Description Fields. Set Table No to the Sales Invoice Line table and select the relevant Field (No., Description, Quantity, Unit of Measure Code, Unit Price, Line Discount %, Line Amount).
4. Mark the Description column as Text Column on the Columns page, and set Adjust Automatically on it so it fills available space.
5. Assign Align = Right on the numeric columns (Quantity, Unit Price, Discount %, Line Amount); Left on the text columns.
6. In Document Customizer Content, set Columns to SALES-STD for the Sales Invoice row.

As a Business Manager
I want to show the item's vendor item number (from the Item table) as a column on the printed picking instruction
So that warehouse staff can cross-reference the document with vendor labelling without looking up items separately

Setup:

1. Open the Extended Description Fields page for the relevant column.
2. Set Table No to the document line table (e.g. Sales Line).
3. Set Field to the Item No. field on the sales line (used as the lookup key).
4. Set Using Table to the Item table.
5. Set Using Field to the Vendor Item No. field on the Item table.
6. The system will look up the item record by Item No. and display the Vendor Item No. in the column.

As a Business Manager
I want to leave the discount column blank when the line discount is 0%, rather than printing "0"
So that documents are cleaner and recipients are not confused by zero values in discount columns

Setup:

1. Open the Extended Description Fields page for the discount column.
2. Enable Blank if Zero on the field row.
3. Save. Lines with 0% discount will now show a blank cell in that column.

As a Business Manager
I want to prefix the quantity value with the word "Qty:" directly in the column cell, so the column can be used without a header in certain compact document layouts
So that the document remains readable even when column headers are suppressed

Setup:

1. Open the Extended Description Fields page for the quantity column.
2. Assign a Caption code (e.g. a caption with translation "Qty:" in ENU and "Antal:" in DAN).
3. Enable Add Caption To Line.
4. Optionally enable Blank caption if no value if you do not want the "Qty:" label when there is no value.
5. Save and run a test report to verify the inline label.

As a Business Manager
I want to show both the item's Description and its Variant Code stacked in a single description column, so that variant information appears below the main description without needing an extra column
So that the document provides full product detail without widening the layout

Setup:

1. Open the Extended Description Fields page for the description column.
2. Add a first row with the Description field. Set Caption if desired.
3. Add a second row with the Variant Code field.
4. The system renders both fields one below the other within the same column cell. Set Blank caption if no value on the Variant Code row if variants are not always populated.

Note: Multiple rows in Extended Description Fields are stacked vertically within the column. The column width and row height from the Columns Setup and Layout determine how much space is available. Set the row height generously if stacking multiple lines.

As a Business Manager
I want to include a column on the warehouse picking list that shows a small image of each item
So that pickers can visually identify items, reducing picking errors

Setup:

1. Open the Columns page for the relevant template.
2. On the column row designated for images, enable Picture Column. (A column can only be one type: Picture, Barcode, or Text — enabling one disables the others.)
3. Open Fields for that column in Extended Description Fields.
4. Set Table No to the document line table. Set Field to the Item No. field (used as the key).
5. Set Using Table to the Item table. Set Using Field to the Picture field (MediaSet type) on the Item table.
6. The system will retrieve and render the item picture. Control the image size via Target Image Size in Document Customizer Content (Original Size or Custom Size with a pixel limit).

Note: Only one picture is allowed per Picture Column. If multiple Extended Description Fields rows are configured for a Picture Column, the system will error. Image rendering requires JPEG or bitmap format; very large images will be automatically downscaled if Target Image Size is set.

As a IT Manager
I want to add a column to the picking list that renders the item's barcode so that handheld scanners can confirm picks directly from the printed document
So that pick confirmation is faster and error-free

Setup:

1. Open the Columns page for the picking template.
2. On the barcode column row, enable Barcode Column.
3. Open Fields for that column and set up the field that contains the barcode value (e.g. GTIN or Cross-Reference No. from the Item table via Using Table/Field).
4. In Document Customizer Layouts, for the relevant Layout Code and Report ID, set Barcode Type (1D or 2D), Barcode Font (e.g. Code128, EAN-13, QR-Code), and Barcode Font Size.
5. Save and run a test report to verify the barcode renders and scans correctly.

As a Business Manager
I want to fix the widths of all numeric columns precisely, while letting the description column automatically fill whatever space remains up to the 510 pt total
So that the document layout always fills the full page width regardless of how I adjust the numeric columns

Setup:

1. Open the Columns page for the template.
2. On the description column row, enable Adjust Automatically.
3. Set explicit widths on all other columns.
4. The description column's width will be automatically calculated as 510 pt minus the sum of all other columns' widths. Only one column per template can have Adjust Automatically enabled.

As a Accountant
I want to display a VAT specification table at the bottom of sales invoices showing VAT base, VAT %, and VAT amount per VAT rate
So that the invoice complies with local VAT reporting requirements

Setup:

1. Create a new Column Template specifically for VAT specification, e.g. VAT-SPEC.
2. In the Extended Description Fields for each column, set Table No to the VAT Amount Line table and select the relevant fields (VAT Base, VAT %, VAT Amount, Amount Including VAT).
3. For the VAT Amount column, enable Show Total so that the total VAT amount is included in the totals row.
4. In Document Customizer Content, assign this template to the VAT Specification Columns field for the relevant document.
5. Optionally create a separate template for VAT Spec. (LCY) Columns if you need a parallel section in the company's local currency.

As a Business Manager
I want to show serial and lot number tracking lines below each main document line, using a different (narrower) column layout
So that the printed shipment document provides a full item tracking appendix without cluttering the main columns

Setup:

1. Create a new Column Template for the supplementary section, e.g. SERIAL-SUPP, using the Item Tracking Line table as the source.
2. Define columns for Serial No., Lot No., Quantity (Handled), Expiration Date, and any other tracking fields needed.
3. In Document Customizer Content, assign this template to the Supplementary Columns field for the relevant document.
4. Enable Show Serial/Lot No. Appendix in Document Customizer Content to activate the appendix section on the report.

Note: The Supplementary Columns template uses the same Column/Extended Description Fields setup as the primary columns. The system renders supplementary rows indented below each parent line.

As a IT Manager
I want to prevent the Master Data Information app from adding extra lines to the column section for documents using a specific column template
So that documents that should not show MDI item attributes remain unaffected by the global MDI configuration

Setup:

1. Open Columns Setup and select the relevant template.
2. Enable Don't print Master Data.
3. Save. For documents assigned this column template, MDI will not inject additional lines into the column section.

Note: This option is only visible when Master Data Information (BC682) is installed and enabled.

As a Business Manager
I want to copy an existing column template as the starting point for a purchase order variant that shows different fields (e.g. Vendor Item No. instead of our Item No.)
So that I save setup time while maintaining a consistent base structure

Setup:

1. Open Columns Setup and select the template to copy.
2. Use the action Copy to new and enter a new template code.
3. The system creates a complete copy including all Columns rows and their Extended Description Fields.
4. Open the new template and modify the fields, widths, or captions as needed.
5. Assign the new template to the target document in Document Customizer Content.

As a IT Manager
I want to show the item description in the customer's language (from the Item Translation table) in the description column, falling back to the standard item description if no translation exists
So that international customers receive documents in their own language without manual intervention

Setup:

1. Open Extended Description Fields for the description column.
2. Set Table No and Field to the description field on the document line.
3. In Command Line, build an expression using LOOKUPRECORD and GETFIELDVALUE to look up the Item Translation table using the Item No. and Language Code, returning the translated description.
4. Use the Build Command Line action to construct and test the expression visually rather than writing it manually.
5. Save and run a test report with a document for a customer who has a language code set up, and verify the translated description appears.

Note: If no translation is found, the Command Line will return an empty string. Add a fallback by combining the Command Line result with the standard Description field: if the lookup returns blank, the system will fall back to rendering the Description directly via the Field setting.