Budget Book Document Section

Overview

The Document Section entity of the Budget Book Builder is where users define each section of the Budget Book such as cover pages, Microsoft Word, Microsoft Excel, Custom Reports, Crystal Reports, Jasper Reports, Images or PDF.  Each section has an order in which it will be generated from the Document parent record.

 

Navigation

Budget Book Builder ► Budget Book Document Section

 

Document Section screen Fields and Tab

Field

Description

Code

This is a unique identifier that is automatically assigned by the system or manually entered by user depending on parameter.

Document

Select the Document ID that has this section.

Document Section Workflow Status

Defines the current status of the section whether it is Created, Approved or yet to be Approved. Auto assigned by the system.

Workflow Process Transition

Next available status for approval of the section.

Is Active

It is ‘True’ by default. If it is switched to ‘FALSE’, then this Document Section is no longer active cannot be used in future transaction

Show Page Number

If TRUE then the page number will be displayed in the Section as per the template. If FALSE the page number will not be displayed in the Section.

Is Cover Page

If checked Cover page is available

Display in Table of Contents

Indicates if the document section description is to be included in the Table of Contents.

Parent Document Section

Used to display the hierarchy under the Table of Contents.

File Type

The type of the file to be selected for the section.

Order

To define Section printing order. System validate that Order cannot be repeated in Document Sections for the same Document.

Orientation

The orientation of the created section. It can be portrait or landscape.

Start on New Page

When is TRUE, the Section will be printed starting at a beginning of new page. When is FALSE the Section will be printed following the previous Section.

Name

A short description of the Document Section.

Description

A detailed description of the Document Section.

Display Title

If checked, indicates that the section title will be printed.

Different Odd and Even Pages

If checked, indicates that the header and footer will be in odd and even order in the pages of the document section.

Create Blank Page if Odd

When is TRUE, if Section complete on an odd page then system will add a blank page. When is FALSE the System will not print additional page at the end of the Section.

Display Header

If checked, indicates that the Header will be printed with the document section.

Display Footer

If checked, indicates that the footer will be printed with the document section.

File

Holds the file attachment.

Institution

Identified the Institution whom handles the section.

Header Size (In Inches)

Header size in inches to be used during Merge, to determine the size of the page Header added during merge.

Footer Size (In Inches)

Footer size in inches to be used during Merge, to determine the size of the page Footer added during merge.