Binnen Twinfield kunnen facturen gemaakt worden op basis van Word sjabloon. Deze sjablonen kunnen eenvoudig met behulp van Word gewijzigd worden. In de volgende YouTube video is te zien hoe dit gerealiseerd kan worden:
http://youtu.be/hk8rol6sgJY
We maken bij Pronamic echter geen gebruik van Word, maar van OpenOffice en/of LibreOffice. Als we de sjablonen met deze programma’s wijzigden dan ontstonden er helaas problemen. Hierdoor konden we bij Pronamic de Twinfield factuur sjablonen helaas niet wijzigen.
In de Twinfield Knowledge Base staan verschillende voorbeelden van hoe een factuur sjabloon er uit moet zien:
- Hoe maak ik een Word-factuur, een aanmaning of een betaalspecificatie?
- How do I create a Word-invoice, a dunning or a payment specification?
Nederlandse sjablonen
| Bestand | Grootte | Laatst gewijzigd |
|---|---|---|
| uitleg_Word_sjabloon.doc | 123KB | 06/08/2012 13:18 |
| sjabloon-NL-FactuurExclBTW-4.1.docx | 15KB | 16/07/2012 13:48 |
| sjabloon-NL-TimePlus-1.2.dot | 48KB | 30/06/2011 13:12 |
| sjabloon-NL-Time-1.3.dot | 45KB | 30/06/2011 13:12 |
| sjabloon-NL-FactuurInclBTW-4.1.dot | 47KB | 30/06/2011 13:12 |
| sjabloon-NL-BetalenIncasseren-1.2.dot | 35KB | 30/06/2011 13:11 |
| sjabloon-NL-Aanmaning-1.6.dot | 37KB | 30/06/2011 13:10 |
Engelse sjablonen
| Bestand | Grootte | Laatst gewijzigd |
|---|---|---|
| ChequeTemplate.doc | 46KB | 27/09/2012 12:21 |
| explanation_Word_template.doc | 126KB | 06/08/2012 13:20 |
| template-EN-TimePlus-1.3.dot | 58KB | 30/06/2011 16:42 |
| template-EN-Time-1.4.dot | 47KB | 30/06/2011 16:41 |
| template-EN-PayCollect-1.2.dot | 36KB | 30/06/2011 16:41 |
| template-EN-Invoice-VatIncl-4.1.dot | 46KB | 30/06/2011 16:40 |
| template-EN-Invoice-VatExcl-4.1.dot | 46KB | 30/06/2011 16:39 |
| template-EN-Dunning-1.6.dot | 36KB | 30/06/2011 16:39 |
In het uitleg document van Twinfield wordt aangegeven dat de volgende samenvoeg velden beschikbaar zijn:
HeaderStart HeaderEnd FooterStart FooterEnd addressinv_name addressinv_addr1 addressinv_addr2 addressinv_addr3 addressinv_postcode addressinv_city addressinv_country_@code addressinv_country addressinv_addr4 addressinv_addr5 addressdel_name addressdel_addr1 addressdel_addr2 addressdel_addr3 addressdel_postcode addressdel_city addressdel_country_@code addressdel_country addressdel_addr4 addressdel_addr5 header_invdate header_duedate header_perfdate header_invnum header_vatnumber header_customer header_customername header_period header_headerdescr header_footerdescr header_printstatus header_paycode bank_name bank_account header_print header_printcount header_usrcode_@name header_authoriser_@name TableStart:lines TableEnd:lines lines_line_@id header_currency lines_line_artcode lines_line_subcode lines_line_name lines_line_sname lines_line_extref1 lines_line_extref2 lines_line_extref3 lines_line_dim2 lines_line_dim2_@name lines_line_dim3 lines_line_dim3_@name lines_line_dim4 lines_line_dim4_@name lines_line_fincode lines_line_finnumber lines_line_acpay_@name lines_line_perfdate lines_line_qty lines_line_descr lines_line_unitsprice_@regional lines_line_unitspriceinc_@regional lines_line_currency lines_line_taxrate lines_line_taxvalue_@regional lines_line_invvalue_@regional lines_line_invvalueinc_@regional TableStart:taxlines TableEnd:taxlines calclines_taxline_currency calclines_taxline_taxname calclines_taxline_perftype calclines_taxline_perfyearmonth calclines_taxline_taxover_@regional calclines_taxline_taxvalue_@regional calclines_taxline_valueincl_@regional calclines_totalline_valueexcl_@regional calclines_totalline_taxvalue_@regional calclines_totalline_value_@regional lines_line_teq_week lines_line_teq_month lines_line_teq_quarter lines_line_dim1 lines_line_dim1_@name lines_line_dim1_@sname lines_line_dim1_@prjinvdescr lines_line_dim2_@sname lines_line_dim2_@prjinvdescr lines_line_transdate TableStart:timelines TableEnd:timelines time_line_user_@name time_line_user_@sname time_line_user time_line_transdate time_line_project_@name time_line_project_@sname time_line_project_@prjinvdescr time_line_project time_line_activity_@name time_line_activity_@sname time_line_activity_@actinvdescr time_line_activity time_line_descr time_line_qty time_line_price calclines_totalline_value_@predecimal calclines_totalline_value_@postdecimal header_customer_@account customer_custname customer_name customer_addr1 customer_addr2 customer_addr3 customer_postcode customer_city customer_country customer_country_@name customer_modified customer_dimcode customer_basecurrency customer_basecurrency_@name customer_basecurrency_@shortname customer_reportingcurrency customer_reportingcurrency_@name customer_reportingcurrency_@shortname customer_invoicecurrency customer_invoicecurrency_@name customer_invoicecurrency_@shortname customer_totalbasevalueopen customer_totalrepvalueopen customer_totalvalueopen TableStart:customer TableEnd:customer customer_detail_invnumber customer_detail_inpdate customer_detail_basevalueopen customer_detail_valueopen customer_detail_repvalueopen customer_detail_basevalue customer_detail_value customer_detail_repvalue customer_detail_basevaluepaid customer_detail_valuepaid customer_detail_repvaluepaid customer_detail_days customer_detail_duedate customer_detail_currency customer_detail_currency_@name customer_detail_currency_@shortname customer_detail_description customer_totalbasevalueopen_@predecimal customer_totalrepvalueopen_@predecimal customer_totalvalueopen_@predecimal customer_totalbasevalueopen_@postdecimal customer_totalrepvalueopen_@postdecimal customer_totalvalueopen_@postdecimal customer_account name addr1 addr2 addr3 addr4 addr5 postcode city country dimcode dimname date office_code office_name office_vatnumber office_address_line1 office_address_line2 office_address_line3 office_address_line4 office_address_line5 office_address_line6 office_address_zipcode office_address_city office_address_country office_address_telephone office_address_fax bank_code bank_ascription bank_iban bank_accountnumber bank_nationalbic bank_bic bank_address_line1 bank_address_line2 bank_address_line3 bank_address_line4 bank_address_line5 bank_address_line6 bank_address_zipcode bank_address_city bank_address_country bank_address_telephone bank_address_fax TableStart:details TableEnd:details details_detail_invdate details_detail_duedate details_detail_invnumber details_detail_origvalue details_detail_value details_detail_origbasevalue details_detail_basevalue details_detail_trscode_@name details_detail_trsnumber origvalue value currency valuetext TableStart:cheque_details TableEnd:cheque_details cheque_details_detail_invdate cheque_details_detail_duedate cheque_details_detail_invnumber cheque_details_detail_origvalue cheque_details_detail_value cheque_details_detail_origbasevalue cheque_details_detail_basevalue cheque_details_detail_trscode_@name cheque_details_detail_trsnumber millions hundreds_of_thousands tens_of_thousands thousands hundreds tens units cents
Helaas gaan deze Word samenvoeg velden verloren bij het opslaan van .doc bestanden in LibreOffice. Na veel uitzoekwerk bleek dit te komen doordat de samenvoeg velden niet gekoppeld zijn aan een database.
Binnen LibreOffice kan er net als in Microsoft Word gewerkt worden met samenvoeg velden. In het LibreOffice worden deze samenvoeg velden ook wel “Mail merge fields” genoemd.
Deze “Mail merge fields” kunnen echter niet vrij ingevoerd worden. In plaats daarvan moeten er kolommen uit een database tabel geselecteerd worden. Door een CSV bestand aan te maken met alle beschikbare Twinfield samenvoeg velden is dit echter eenvoudig te realiseren.
HeaderStart,HeaderEnd,FooterStart,FooterEnd,addressinv_name,addressinv_addr1,addressinv_addr2,addressinv_addr3,addressinv_postcode,addressinv_city,addressinv_country_@code,addressinv_country,addressinv_addr4,addressinv_addr5,addressdel_name,addressdel_addr1,addressdel_addr2,addressdel_addr3,addressdel_postcode,addressdel_city,addressdel_country_@code,addressdel_country,addressdel_addr4,addressdel_addr5,header_invdate,header_duedate,header_perfdate,header_invnum,header_vatnumber,header_customer,header_customername,header_period,header_headerdescr,header_footerdescr,header_printstatus,header_paycode,bank_name,bank_account,header_print,header_printcount,header_usrcode_@name,header_authoriser_@name,TableStart:lines,TableEnd:lines,lines_line_@id,header_currency,lines_line_artcode,lines_line_subcode,lines_line_name,lines_line_sname,lines_line_extref1,lines_line_extref2,lines_line_extref3,lines_line_dim2,lines_line_dim2_@name,lines_line_dim3,lines_line_dim3_@name,lines_line_dim4,lines_line_dim4_@name,lines_line_fincode,lines_line_finnumber,lines_line_acpay_@name,lines_line_perfdate,lines_line_qty,lines_line_descr,lines_line_unitsprice_@regional,lines_line_unitspriceinc_@regional,lines_line_currency,lines_line_taxrate,lines_line_taxvalue_@regional,lines_line_invvalue_@regional,lines_line_invvalueinc_@regional,TableStart:taxlines,TableEnd:taxlines,calclines_taxline_currency,calclines_taxline_taxname,calclines_taxline_perftype,calclines_taxline_perfyearmonth,calclines_taxline_taxover_@regional,calclines_taxline_taxvalue_@regional,calclines_taxline_valueincl_@regional,calclines_totalline_valueexcl_@regional,calclines_totalline_taxvalue_@regional,calclines_totalline_value_@regional,lines_line_teq_week,lines_line_teq_month,lines_line_teq_quarter,lines_line_dim1,lines_line_dim1_@name,lines_line_dim1_@sname,lines_line_dim1_@prjinvdescr,lines_line_dim2_@sname,lines_line_dim2_@prjinvdescr,lines_line_transdate,TableStart:timelines,TableEnd:timelines,time_line_user_@name,time_line_user_@sname,time_line_user,time_line_transdate,time_line_project_@name,time_line_project_@sname,time_line_project_@prjinvdescr,time_line_project,time_line_activity_@name,time_line_activity_@sname,time_line_activity_@actinvdescr,time_line_activity,time_line_descr,time_line_qty,time_line_price,calclines_totalline_value_@predecimal,calclines_totalline_value_@postdecimal,header_customer_@account,customer_custname,customer_name,customer_addr1,customer_addr2,customer_addr3,customer_postcode,customer_city,customer_country,customer_country_@name,customer_modified,customer_dimcode,customer_basecurrency,customer_basecurrency_@name,customer_basecurrency_@shortname,customer_reportingcurrency,customer_reportingcurrency_@name,customer_reportingcurrency_@shortname,customer_invoicecurrency,customer_invoicecurrency_@name,customer_invoicecurrency_@shortname,customer_totalbasevalueopen,customer_totalrepvalueopen,customer_totalvalueopen,TableStart:customer,TableEnd:customer,customer_detail_invnumber,customer_detail_inpdate,customer_detail_basevalueopen,customer_detail_valueopen,customer_detail_repvalueopen,customer_detail_basevalue,customer_detail_value,customer_detail_repvalue,customer_detail_basevaluepaid,customer_detail_valuepaid,customer_detail_repvaluepaid,customer_detail_days,customer_detail_duedate,customer_detail_currency,customer_detail_currency_@name,customer_detail_currency_@shortname,customer_detail_description,customer_totalbasevalueopen_@predecimal,customer_totalrepvalueopen_@predecimal,customer_totalvalueopen_@predecimal,customer_totalbasevalueopen_@postdecimal,customer_totalrepvalueopen_@postdecimal,customer_totalvalueopen_@postdecimal,customer_account,name,addr1,addr2,addr3,addr4,addr5,postcode,city,country,dimcode,dimname,date,office_code,office_name,office_vatnumber,office_address_line1,office_address_line2,office_address_line3,office_address_line4,office_address_line5,office_address_line6,office_address_zipcode,office_address_city,office_address_country,office_address_telephone,office_address_fax,bank_code,bank_ascription,bank_iban,bank_accountnumber,bank_nationalbic,bank_bic,bank_address_line1,bank_address_line2,bank_address_line3,bank_address_line4,bank_address_line5,bank_address_line6,bank_address_zipcode,bank_address_city,bank_address_country,bank_address_telephone,bank_address_fax,TableStart:details,TableEnd:details,details_detail_invdate,details_detail_duedate,details_detail_invnumber,details_detail_origvalue,details_detail_value,details_detail_origbasevalue,details_detail_basevalue,details_detail_trscode_@name,details_detail_trsnumber,origvalue,value,currency,valuetext,TableStart:cheque_details,TableEnd:cheque_details,cheque_details_detail_invdate,cheque_details_detail_duedate,cheque_details_detail_invnumber,cheque_details_detail_origvalue,cheque_details_detail_value,cheque_details_detail_origbasevalue,cheque_details_detail_basevalue,cheque_details_detail_trscode_@name,cheque_details_detail_trsnumber,millions,hundreds_of_thousands,tens_of_thousands,thousands,hundreds,tens,units,cents
Dit bestand kan opslagen worden in Twinfield.csv en vervolgens gebruikt worden bij het invoegen van een “Mail merge field”. Vervolgens kun je je sjabloon helemaal naar wens inrichten en opslaan in het ODF Text Document (.odt) formaat.
Zodra het sjabloon geüpload moet worden naar Twinfield is een bestandsnaam met de extensie .doc, .dot, .docx of .dotx nodig. Bij het uploaden van andere bestanden zal Twinfield de volgende foutmelding weergeven:
Selecteer een DOC-, DOT-, DOCX- of DOTX-bestand.
Als we ons ODF Text Document echter opslaan volgens het “” of “” formaat geeft Twinfield de volgende foutmelding:
De Word-sjabloon bevat geen samenvoegvelden.
Daarom slaan we ons bestand niet op volgens dit formaat maar wijzigen we ons “bestandsnaam.odt” simpelweg naar “bestandsnaam.odt.dot”. Vreemd genoeg kan Twinfield het ODF Text Document met een geldige extensie gewoon correct verwerken.
Helaas werken niet alle aspecten van een ODF Text Document even goed in Word en dus Twinfield. Zo wordt de opmaak van afbeeldingen en frames niet altijd goed over genomen. Dit probleem is echter vrij eenvoudig te omzeilen door puur met een tabellen opmaak te werken.
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Heel hartelijk bedankt.