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This article contains all the MailMerge tables for the purchase process. Each table contains MailMerge fields that can be used to edit purchase document templates. Please see Template editing for a video tutorial of the template editing process and familiarise yourself with how to Manage Document and Email Templates before editing your templates. Purchase document templates can be downloaded from Settings → Document and email templates → Purchase


Production process MailMerge fields are used in the following template types: Production Order, Production Order Traveler, Production Run Pick List, Production Run Receiving Note. 


The DEAR Production module is an area of ongoing development and this area may experience frequent updates and changes. 


NOTE: DEAR have a dedicated support team for resolving template issues, don't hesitate to contact DEAR Support for help.


Prerequisites


Table of Contents


Important table structure information

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All sections in a template must be contained within TableStart and TableEnd tags. This defines which table the mail merge fields data will be pulled from. 

  • Templates will start and end with the parent TableStart and TableEnd tags, e.g. «TableStart:Purchase» and «TableEnd:Purchase». Child TableStart and TableEnd tags can be placed within the parent tags. 
  • Tables that may have multiple lines generated in them, for example, tables with sale order lines, purchase order lines, or additional Charges, will have TableStart and TableEnd tags within the table itself. e.g. «TableStart:POLines» and «TableEnd:POLines». These are child tags that will be found within the parent tags. 
  • TableStart and TableEnd tags that end in Details (POLineDetails, InvoiceDetails etc.) are for matrix documents, e.g. Purchase Order Matrix, Invoice Matrix. 


If you need to customise standard templates, make sure that the opening tag for any table «TableStart:NAME» has the matching closing tag «TableEnd:NAME», or your template will not work. Try to change the structure as little as possible to preserve the template functionality. 


Parent table fields can be used in child tables but child table fields can only be used within the child table. Parent table fields can be used in child tables but child table fields can only be used within the child table. In the sample table, Purchase is the parent table and POLines is the child table. 


Sample Structure:


«TableStart:Purchase» 

«Company» 

Purchase Order: «PONumber»


#CodeProduct DescriptionSupplier CodeUnitQuantityPriceDiscountAmount
«TableStart:POLines»«ID»«ItemCode»«ItemDescription »«SupplierItemCode »«Unit »«Quantity »«Price »«Discount»%«Total»«TableEnd:POLines »

«TableEnd:Purchase»


The most important thing to remember when making changes to templates is to change the FIELD CODE, not the FIELD NAME


Right-click any <<field name>> and click Toggle Field Codes to show the field code (displayed as {MERGEFIELD field code}). 

Windows users can toggle all field codes by holding down ALT + F9.

Mac users can toggle all field codes by pressing OPTION + F9.


FIELD NAMES: Don't change these.



FIELD CODES: Change these.



Once you have made your changes to the field code, right-click and click Update Field for the changes to take effect. 


Production Process MailMerge Fields

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Production process MailMerge fields are used in the following template types: .


ProductionOrder

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These field codes can be used between the «TableStart:ProductionOrder» and «TableEnd:ProductionOrder» tags. This is the parent MailMerge table for the other production tables. Parent fields can be used anywhere between the parent start and end tags. 


Production process MailMerge fields are used in the following template types: Production Order, Production Order Traveler, Production Run Pick List, Production Run Receiving Note. 

Field Code

Description

ProductionOrderID

Production Order Task ID

OrderNumber

Production Order Number

ProductCode

SKU of the product to be produced

ProductName

Name of the product to be produced

Unit

Units of the product to be produced

Quantity

Task Quantity

QuantityNumeric

Task Quantity in Numbers

Barcode

Item barcode for the product to be produced

ProductDescription

Product description

ShortDescription

Product Short Description

AdditionalAttribute1

Product Additional Attribute 1

AdditionalAttribute2

Product Additional Attribute 2

AdditionalAttribute3

Product Additional Attribute 3

AdditionalAttribute4

Product Additional Attribute 4

AdditionalAttribute5

Product Additional Attribute 5

AdditionalAttribute6

Product Additional Attribute 6

AdditionalAttribute7

Product Additional Attribute 7

AdditionalAttribute8

Product Additional Attribute 8

AdditionalAttribute9

Product Additional Attribute 9

AdditionalAttribute10

Product Additional Attribute 10

ProductImage

Product Image. Use this mail merge to display image «Image:ProductImage»

LinesInRuns

Number of Lines in Run

OrderCost

Cost of Order

ShopFloorName

Shop Floor Name where production takes place

SaleOrderNumber

Sale Order Number which generated production order if applicable

Status

Production Task Status

PlannedDate

Production Order Planned Date

ReleaseDate

Production Order Release Date

RequiredByDate

Production Order Required By Date 

CompletionDate

Production Order Completion Date

DatePrinted

Current Date of printing document

StartDate

Production Order Start Date

SaleCustomerName

Sale Customer Name

SaleBillingAddressLine1

Customer Billing Address Line1

SaleBillingAddressLine2

Customer Billing Address Line2

SaleCustomerEmail

Customer Email

SaleShippingAddressLine1

Full Shipping Address Part 1 (ShippingLine1 + Shipping Line2)

SaleShippingAddressLine2

Shipping Address Part 2 (City, State, Post code)

SaleOrderDate

Sale Order Date

SaleTerms

Sale / Payment terms

SaleCustomerReference

Sale Customer Reference

SaleRequiredByDate

Sale Required By Date

Company

Company name

Line1

Company Address Line1

Line2

Company Address Line2

Line3

Company Address Line3

MyName

Company Contact Name

MyPhone

Company Phone

MyFax

Company Fax

MyEmail

Company Email

MyWebsite

Company Website

PlannedBy

Date Production Order needs to be planned

ReleasedBy

Date Production Order needs to be released

 

OrderOperations

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These field codes can be used between the «TableStart:OrderOperations» and «TableEnd:OrderOperations» tags. This is a parent table for the OrderOperationComponents, OrderOperationResources, and OrderOperationNotes table and a child table for the ProductionOrder table. Parent MailMerge table fields can be used between child table start and end tags but child MailMerge table fields can only be used between the child table start and end tags. 


OrderOperations TableStart tags, TableEnd tags and field codes are used to generate tables of operation details for the whole production order. 

Field Code

Description

ID

Task ID

OperationID

Operation ID

ProductionOrderID

Production Order ID

Sequence

Operation sequence

Name

Operation name

CycleTime

Operation cycle Time

UnitsPerCycle

Units Per Cycle

UnitsPerCycleNumeric

Units Per Cycle Numeric

WorkCenterID

Work Center ID

WorkCenterName

Work Center Name

WorkCenterCode

Work Center Code

TotalCost

Total Cost

TotalCostNumeric

Total Cost Numeric

LinesInComponents

Total component lines in operation

LinesInResources

Total resource lines in operation

LinesInNotes

Total note lines in operation


OrderOperationComponents

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These field codes can be used between the «TableStart:OrderOperationComponents» and «TableEnd:OrderOperationComponents» tags. This is a child MailMerge table. Parent MailMerge tables (ProductionOrder and OperationOrders) fields can be used between child table start and end tags but child MailMerge table fields can only be used between the child table start and end tags.


OrderOperationComponents TableStart tags, TableEnd tags and field codes are used to generate tables of components required for a production operation for the whole production order. 

Field Code

Description

ID

Production Order Task ID

OperationID

Production Order Operation ID

ProductID

Component product ID

ProductCode

SKU of the component

ProductName

Name of the component

Unit

Units of the component

Quantity

Component Quantity

QuantityNumeric

Component Quantity in Numbers

Barcode

Component barcode

ProductDescription

Product description

ShortDescription

Product Short Description

AdditionalAttribute1

Product Additional Attribute 1

AdditionalAttribute2

Product Additional Attribute 2

AdditionalAttribute3

Product Additional Attribute 3

AdditionalAttribute4

Product Additional Attribute 4

AdditionalAttribute5

Product Additional Attribute 5

AdditionalAttribute6

Product Additional Attribute 6

AdditionalAttribute7

Product Additional Attribute 7

AdditionalAttribute8

Product Additional Attribute 8

AdditionalAttribute9

Product Additional Attribute 9

AdditionalAttribute10

Product Additional Attribute 10

ProductImage

Product Image. Use this mail merge to display image «Image:ProductImage»

WastageQty

Wastage Qty

WastageQtyNumeric

Wastage Qty Numeric

WastagePercent

Wastage Percent

WastagePercentNumeric

Wastage Percent Numeric

TotalCost

Total Cost

TotalCostNumeric

Total Cost Numeric

 

OrderOperationResources

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These field codes can be used between the «TableStart:OrderOperationResources» and «TableEnd:OrderOperationResources» tags. This is a child MailMerge table. Parent MailMerge tables (ProductionOrder and OperationOrders) fields can be used between child table start and end tags but child MailMerge table fields can only be used between the child table start and end tags.


OrderOperationResources TableStart tags, TableEnd tags and field codes are used to generate tables of resources required for a production operation.

Field Code

Description

ID

Production Order Task ID

OperationID

Production Order Operation ID

ResourceID

Resource ID

ResourceCode

Resource Code

ResourceName

Resource Name

Quantity

Resource quantity for operation

ResourceCycleTime
Resource Cycle Time

TotalCost

Total Cost

TotalCostNumeric

Total Cost Numeric

 

OrderOperationNotes

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These field codes can be used between the «TableStart:OrderOperationNotes» and «TableEnd:OrderOperationNotes» tags. This is a child MailMerge table. Parent MailMerge tables (ProductionOrder and OperationOrders) fields can be used between child table start and end tags but child MailMerge table fields can only be used between the child table start and end tags.


OrderOperationNotes TableStart tags, TableEnd tags and field codes are used to generate tables of notes for a production operation.

Field Code

Description

ID

Production Order Task ID

OperationID

Production Order Operation ID

Note

Note

 

Runs

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These field codes can be used between the «TableStart:Runs» and «TableEnd:Runs» tags. This is a parent table for the RunOperations, RunPutAway, RunOperationComponents and RunOperationResources tables and a child table for the ProductionOrder table. Parent MailMerge table fields can be used between child table start and end tags but child MailMerge table fields can only be used between the child table start and end tags. 


Runs TableStart tags, TableEnd tags and field codes are used to display Production Run data. 

Field Code

Description

IDTask ID
RunID
Run ID

ProductionOrderID

Production Order Task ID

Number

Number

Status

Task Status 

Quantity

Task Quantity

QuantityNumeric

Task Quantity in Numbers

StartDate

Start Date

EndDate

End Date

ReceivedDate

Received Date

LinesInPutAway

Total put away lines in the run

LinesInOperations

Total operation lines in the run

ProductCode

SKU

ProductName

Name of the product

Unit

Product units

 

RunPutAway

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These field codes can be used between the «TableStart:RunPutAway» and «TableEnd:RunPutAway» tags. This is a child MailMerge table. Parent MailMerge tables (ProductionOrder) fields can be used between child table start and end tags but child MailMerge table fields can only be used between the child table start and end tags.


RunPutAway TableStart tags, TableEnd tags and field codes are used to display information about the product to be put away and put away quantities. 

Field Code

Description

ID

Production Order Task ID

RunID
Run ID
ProductID
Product ID

ProductCode

SKU of the product to be produced

ProductName

Name of the product to be produced

Unit

Units of the product to be produced

Quantity

Task Quantity

QuantityNumeric

Task Quantity in Numbers

Barcode

Item barcode for the product to be produced

ProductDescription

Product description

ShortDescription

Product Short Description

AdditionalAttribute1

Product Additional Attribute 1

AdditionalAttribute2

Product Additional Attribute 2

AdditionalAttribute3

Product Additional Attribute 3

AdditionalAttribute4

Product Additional Attribute 4

AdditionalAttribute5

Product Additional Attribute 5

AdditionalAttribute6

Product Additional Attribute 6

AdditionalAttribute7

Product Additional Attribute 7

AdditionalAttribute8

Product Additional Attribute 8

AdditionalAttribute9

Product Additional Attribute 9

AdditionalAttribute10

Product Additional Attribute 10

ProductImage

Product Image. Use this mail merge to display image «Image:ProductImage»

BatchNo

Batch No

ExpiryDate

Expiry Date

BinName

Bin Name where put away is performed

ReceivedDate

Put Away Date

 

RunOperations

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These field codes can be used between the «TableStart:RunOperations» and «TableEnd:RunOperations» tags. This is a parent table for the RunOperationComponents, and RunOperationResources tables and a child table for the ProductionOrder and Runs table. Parent MailMerge table fields can be used between child table start and end tags but child MailMerge table fields can only be used between the child table start and end tags. 


RunOperations TableStart tags, TableEnd tags and field codes are used to generate tables of operation details for a production run. 

Field Code

Description

ID

Production Order ID

OperationID

Operation ID

RunID

Run ID

StartDate
Start Date for the run
CompletionDateCompletion Date for the run

Sequence

Operation sequence

Name

Operation name

PlannedTime

Planned run time

ActualTimeActual run time

UnitsPerCycle

Units Per Cycle

UnitsPerCycleNumeric

Units Per Cycle Numeric

WorkCenterID

Work Center ID

WorkCenterName

Work Center Name

WorkCenterCode

Work Center Code

TotalCost

Total Cost

TotalCostNumeric

Total Cost Numeric

LinesInComponents

Total component lines in operation

LinesInResources

Total resource lines in operation


RunOperationComponents

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These field codes can be used between the «TableStart:RunOperationComponents» and «TableEnd:RunOperationComponents» tags. This is a child MailMerge table. Parent MailMerge tables (ProductionOrder and Runs) fields can be used between child table start and end tags but child MailMerge table fields can only be used between the child table start and end tags.


RunOperationComponents TableStart tags, TableEnd tags and field codes are used to generate tables of components required for a production run.

Field Code

Description

ID

Production Order Task ID

OperationID

Production Order Operation ID

ProductID

Component product ID

ProductCode

SKU of the component

ProductName

Name of the component

Unit

Units of the component

Quantity

Component Quantity

QuantityNumeric

Component Quantity in Numbers

Barcode

Component barcode

ProductDescription

Product description

ShortDescription

Product Short Description

AdditionalAttribute1

Product Additional Attribute 1

AdditionalAttribute2

Product Additional Attribute 2

AdditionalAttribute3

Product Additional Attribute 3

AdditionalAttribute4

Product Additional Attribute 4

AdditionalAttribute5

Product Additional Attribute 5

AdditionalAttribute6

Product Additional Attribute 6

AdditionalAttribute7

Product Additional Attribute 7

AdditionalAttribute8

Product Additional Attribute 8

AdditionalAttribute9

Product Additional Attribute 9

AdditionalAttribute10

Product Additional Attribute 10

ProductImage

Product Image. Use this mail merge to display image «Image:ProductImage»

BatchNo

Batch No

ExpiryDate

Expiry Date

BinName

Bin Name

TotalCost

Total Cost

TotalCostNumeric

Total Cost Numeric

 


RunOperationResources

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These field codes can be used between the «TableStart:RunOperationResources» and «TableEnd:RunOperationResources» tags. This is a child MailMerge table. Parent MailMerge tables (ProductionOrder and OperationOrders) fields can be used between child table start and end tags but child MailMerge table fields can only be used between the child table start and end tags.


RunOperationResources TableStart tags, TableEnd tags and field codes are used to generate tables of resources required for a production operation.

Field Code

Description

ID

Production Order Task ID

OperationID

Production Order Operation ID

ResourceID

Resource ID

ResourceCode

Resource Code

ResourceName

Resource Name

Quantity

Resource quantity for operation

ResourceCycleTime
Resource Cycle Time

TotalCost

Total Cost

TotalCostNumeric

Total Cost Numeric

 


ProductionLabelsBatch (BETA)

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These field codes can be used between the «TableStart:ProductionLabelsBatch» and «TableEnd:ProductionLabelsBatch» tags. This is a standalone MailMerge table. 


ProductionLabelsBatch TableStart tags, TableEnd tags and field codes are used to generate product labels for production items. 

Field Code

Description

ProductionOrderID

Production Order Task ID

ID

Task ID

ItemCode

SKU

ItemDescription

Name of the product

Unit

Units of the product to be produced

Quantity

Task Quantity

Location

Location

BatchOrSerialNumber
Batch Or Serial Number of product

Barcode

Item barcode for the product

ProductDescription

Product description

ShortDescription

Product Short Description

AdditionalAttribute1

Product Additional Attribute 1

AdditionalAttribute2

Product Additional Attribute 2

AdditionalAttribute3

Product Additional Attribute 3

AdditionalAttribute4

Product Additional Attribute 4

AdditionalAttribute5

Product Additional Attribute 5

AdditionalAttribute6

Product Additional Attribute 6

AdditionalAttribute7

Product Additional Attribute 7

AdditionalAttribute8

Product Additional Attribute 8

AdditionalAttribute9

Product Additional Attribute 9

AdditionalAttribute10

Product Additional Attribute 10

ProductImage

Product Image. Use this mail merge to display image «Image:ProductImage»

ExpiryDate

Expiry Date

StockLocator

Stock Locator

PriceTier1

Price tier 1

PriceTier2

Price tier 2

PriceTier3

Price tier 3

PriceTier4

Price tier 4

PriceTier5

Price tier 5

PriceTier6

Price tier 6

PriceTier7

Price tier 7

PriceTier8

Price tier 8

PriceTier9

Price tier 9

PriceTier10

Price tier 10

ItemWeight

Product Weight per 1 quantity 

TotalLineWeight

ItemWeight * Quantity 

WeightUnits

Weight Units

Category

Category

Brand

Brand

Option1

Product Family variant option 1 value

Option2

Product Family variant option 2 value

Option3

Product Family variant option 3 value

 


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