How to Find Attributes To Use In Merge Documents
How to Find Attributes To Use In Merge Documents
Document templates can be created to use for Dunning Letters, Storage Proposals, Storage Invoices, or any notice or letter to be presented to a client.
Open System Administration > Utilities > Execute D3 Commands
Click on the ‘v’ and choose ATTR (attributes)
Type the File Name or press F6 to select. In this example the CM (Customer Master) was chosen.
Click on the green Process icon and the print controller will open and the list can be previewed
Merge fields must be entered exactly as displayed in Dictionary Item Name and placed between
carets ^^.
The Max Length of each attribute is important because an item that has a length of 20, may not merge correctly if entered at the end of a line.
Here is an actual template for a Storage Proposal using the SC (Storage Contract) file.
DOCKAGE CONTRACT
| May 4, 2023 ^CUST.NAME^ ^add1^ ^ADD2^ ^CITY^, ^STATE^ ^ZIP^ Proposal # ^id^ | Boat Information | |
| Boat Name: | ^BOAT.NAME^ | |
| Boat Make: | ^BOAT.MAKE^ ^BOAT.MODEL^ | |
| Registration: | ^BM.REG^ | |
| Hull Serial #: | ^BOAT.SERIAL^ | |
| LOA/Beam/Draft | ^BOAT.LEN^/ ^BM.BEAM^ /^BM.DR^ |
Billing Information
| Bill Code | Description | Amount or PerFt | Extension |
| ^CODE^ | ^CODE.DESC^ | ^AMT^ | ^BILL.CODE.EXT1^ |
| ^CODE2^ | ^BILL.CODE.EXT2^ | ||
| ^BILL.CODE.EXT3^ | |||
| ^BILL.CODE.EXT4^ | |||
| ^BILL.CODE.EXT5^ | |||
| ^BILL.CODE.EXT6^ | |||
| Sales Tax | ^SALES.TAX^ | ||
| Total | $^PROP.TOTAL^ |
| Standard Payments Due: | Deposit Due | ^INSTALLMENT.DATES^I ^INST.DATE.2^ ^INST.DATE.3^ ^INST.DATE.4^ | ^INSTALLMENT.AMOUNT^ ^INST.AMOUNT.2^ ^INST.AMOUNT.3^ ^INST.AMOUNT.4^ |
| Balance Due | ^DUE.DATE^ | ^AT.BALANCE^ |
This contract requires a DEPOSIT and a copy of your INSURANCE CERTIFICATE in order to be accepted by DockMaster Marina.
The undersigned accepts and agrees to the terms of this Contract, inclusive of the Rules and Regulations which are part and parcel of the Contract terms.
Vessel Owner or Agent:
| Signature | Print Name | Date |
**If at any point you run into any issues, feel free to email [email protected] for assistance.**