Plugin: BX Service Print Archive

• Maintainer: Diego Ruiz - Thomas Bayen - Carlos Ruiz - BX Service GmbH
• Sponsor: BX Service GmbH
• Status: Beta, tested with release 10
• License: GPLv2
• Sources: GitHub

Description

This plugin takes care of two needs:

1. Verify if there’s an archived version of a printout when clicking print and notifying the user before proceeding to generate a new printout.
2. Automatically archives the first printout version of a completed document.

This might be particularly important in some countries where the law requires that always an exact copy of the invoice sent to the customer is stored.

Configuration

The auto archive and print-from archive functionality depends on the Document Type. Both options work only for windows with a Document Type field, and the automatic archiving works only for windows with a document status field.

In order to configure it, you need to open the Document Type window and navigate to the Document Type you want to configure. There are two flags at the bottom of the screen: "Notify when archive exists" and "Auto archive first printout".

Set them to yes accordingly and run Cache Reset.

When you check the Notify when archive exists flag a field is shown below asking for the notification type. You can choose between

• Forbid: Show an error message telling the user that the printing is forbidden.
• Warning: Show a warning message to the user asking if he wants to proceed.
• Empty: Don't show any error message. Clicking the print button would do nothing.

Note: Every time you change these values, you need to run cache reset for the changes to take effect

Usage

Once you have configured this. When the user clicks the print button the system:

• Verifies if there’s any archive for this record, if there is, a popup dialogue is shown to the user notifying him and asking if he wants to proceed.

The system checks if there’s any archive, not necessarily a copy of the printout. If the user wants to print the archived version, he needs to click on the archive toolbar button and print that one.

• When the document is completed and the user clicks print, the system checks if there’s already an archived document, if not, it archives the printout automatically.

Note: the plug-in does not archive when printing draft, in progress, invalid or closed documents.