📑 MS Office support - printing various documents

This function is available to users who have purchased the additional "MS Office Support" module.

Before reading the article, watch the introductory video about the "MS Office Support" module:

YouTube, RuTube

The "MS Office Support" function allows exporting standard information to MS Word (doc) and MS Excel (xls). The function can be used for automatic filling of contracts, invoices, acts, etc. To set up the function, you need to pre-configure the document template (Word, Excel, or OpenOffice Write).

The function also allows printing invoices, delivery notes, and standard form acts.

Fill in the organization information to be inserted into invoices, acts, delivery notes

Setup

You can add a prepared template to the program in the program menu "Settings" → "Open document list"

After you add a document template to the program, it will become available on the "Print" tab in the dropdown menu of the "Documents" button. For convenience, the "Documents" button is duplicated on the "Calculation" tab.

Before setup, make sure your trims are properly configured.

Fields that the program recognizes in the document template and replaces with corresponding values are listed below:

Order Data:

#.NumZakaz#. - Order number;

#.NumPotolok#. - Order/ceiling number;

#.DatePotolok#. - Order/drawing creation date (format as in program);

#.DatePotolokMonth#. - Order/drawing creation date (format March 7, 2012);

#.FacturaName#. - Material name;

#.FacturaColor#. - Material color;

#.CommentClient#. - Comment for client;

#.CommentMontage#. - Comment for installers;

#.CommentProizv#. - Comment for manufacturer;

#.ClientSumPotolok#. - Ceiling area for client;

#.ClientSumARTPotolok#. - Photo printing area for client;

#.ClientPerimetr#. - Room perimeter for client;

#.ClientPerimetrCurv#. - Curved sections perimeter;

#.ClientPerimetrCut#. - Cutouts perimeter;

#.ClientPerimetrCurvCut#. - Curved cutouts perimeter;

#.ClientCountPoint#. - Number of points for client;

#.ProizvRashodKVM#. - Film consumption in square meters;

#.ProizvRashodPM#. - Film consumption in linear meters;

#.ProizvSumPotolok#. - Canvas area for manufacturer;

#.ProizvSumCut#. - Cutouts area for manufacturer;

#.ProizvPerimetrCut#. - Cutouts perimeter for manufacturer;

#.ProizvPerimetrHarpoon#. - Harpoon perimeter, including cutouts for manufacturer;

#.ProizvLengthShov#. - Seam length for manufacturer;

#.ProizvCountPoint#. - Number of points for manufacturer;

#.FIOManager#. - Full name of manager who created the order

Client Data:

#.FIOClient#. - Client's full name;

#.StreetClient#. - Client's address;

#.TelClient#. - Client's phone;

#.PaspClientNum#. - client's passport number or TIN/KPP if created as legal entity;

#.PaspClientDate#. - client's passport issue date;

#.PaspClientWho#. - client's passport issuing authority or Bank details if created as legal entity;

#.PaspClientReg#. - client's registration;

Calculation Data:

#.CalcSumZakaz#. - Total order amount (in numbers), works with active Calculation function;

#.CalcSumZakazPropis#. - Total order amount (in words), works with active Calculation function;

#.CalcSumPredoplata#. - Order prepayment amount (in numbers), works with active Calculation function;

#.CalcSumPredoplataPropis#. - Order prepayment amount (in words), works with active Calculation function;

#.CalcSumDolg#. - Order debt amount (in numbers), works with active Calculation function;

#.CalcSumDolgPropis#. - Order debt amount (in words), works with active Calculation function;

#.CalcProcentAvans#. - Order prepayment percentage, works if Calculation function is active;

#.CalcNDS#. - VAT from order amount;

#.CalcNDSPropis#. - VAT in words;

Setting up MS Excel Document Templates

When filling out an MS Excel document, you must follow the style where field tags should be placed one per cell. If a cell contains additional text along with the tag, it will be replaced.

The document must be saved in "Excel 97-2003 Workbook (*.xls)" format.

To work with MS Excel documents, you need to perform preliminary setup in the document itself:

In the new template, you need to designate the area where information search and replacement will be performed. To do this, select the area where replacement will be performed, click the "Formulas" tab in the top menu → "Define Name".

In the dialog box that opens, enter the name "MAIN" (note that there are two underscores on both sides) and click "OK".

After this, the document must be saved in "Excel 97-2003 Workbook (*.xls)" format.

For setup in MS Office versions different from those shown in the figures, please contact EasyCeiling Technical Support.

What questions does this article answer?

  • What is the MS Office Support feature in EasyCeiling?

  • How to export data to MS Word and Excel documents?

  • What types of documents can be automatically generated?

  • How to set up document templates in EasyCeiling?

  • What fields can be used in document templates?

  • How to configure MS Excel document templates?

  • What order data can be included in documents?

  • What client information can be exported to documents?

  • How to handle calculation data in documents?

  • What are the requirements for Excel template setup?

  • How to manage document formatting and styles?

  • What are the best practices for template creation?

  • How to troubleshoot document generation issues?

  • What are the limitations of MS Office integration?