Printing a Transaction

CGI Advantage has advanced and sophisticated forms printing capabilities to use instead of just a browser print. There is the ability to print checks, invoices, purchase orders and much more. You will select various print options before sending the actual print transaction request. These options include the print job and resource to use, how many copies to print and whether to print on both sides. Your administrator will determine the print resources and the print jobs available. If setup, the print functions listed below can be used:

Print an Open Transaction - Allows you to print a transaction by selecting the Print action from the transaction level menu on an open transaction.
Print a Transaction from the Transaction Catalog - Allows you to print a transaction by selecting Print from the Other Actions sub menu in the record level menu.
Print Multiple Transactions using the Batch Print Process - The Batch Print Process allows authorized users to print multiple transactions of the same transaction code. If a transaction can be printed using the Print action within the transaction, then a transaction can be printed using the Batch Print Process (and vice versa). The individual Advantage application teams will design selection job(s) that cater to specific needs and applicable selection criteria for transactions that will utilize batch print. This selection job will be the first step in the Batch Print Process. The PO Batch Print chain job allows users to print multiple transactions of the PO Transaction Type at the same time. For more information on this chain job, refer to the CGI Advantage Procurement Run Sheets Guide. No other transactions can be printed using the Batch Print Process at this time.

View a Transaction in PDF Format

CGI Advantage has advanced and sophisticated forms printing capabilities. Within Advantage, you can view generated PDF checks, invoices, purchase orders and much more. You must select various options before sending the actual print transaction request. Your administrator determines the print resources and the print jobs available.

View PDF - Allows you to generate and view a PDF for the transaction. This action can be invoked from an open transaction from the transaction level menu choice of View PDF or from the Transaction Catalog with the record level menu, Other Actions sub menu, View PDF action.

System Administrators should refer to the “View PDF Action for Transactions” section in the CGI Advantage System Administration Guide for required setup.