Document form

Configuration Gate Documents Documents view Document form

The Document form enables you to create and edit gate document types. A gate document type defines the document type usage, such as Reefer for documents used by the reefer mechanic, and the format of the printed gate document, which is determined by the associated printer layout XSL file.

N4 provides a standard printer layout XSL file when a new document type is added. Use any open source XML editor to edit the standard printer layout XSL file according to your requirements. For more information, see XML data elements (on page 1).

To print a gate document at a specified gate stage, you must include the CreateDocument (on page 1) and PrintDocument (on page 1) business tasks in the gate transaction type forms for that gate stage. To print a truck visit gate document, include the CreateTruckVisitDocument (on page 1) business task in the truck visit form for that gate stage.

You can also restrict the type of gate document printed using a specific printer. For example, you can ensure that the reefer ticket is always printed at a specific printer in the reefer mechanics' shed. You can associate a gate document type with a gate lane printer using the Gate Lane Printer form (on page 1) or with a console printer using a Gate Console form (on page 1).

In addition, N4 supports printing both on the server and the client side. To enable printing on the client side for a Navis hosted environment, the ROADGATE005 (TICKET_PRINTING_MODE) (on page 1) setting must be set to CLIENT at the Operator scope level.

To add or edit a gate document type:

1. In the Document Type ID field, enter an ID that uniquely identifies the gate document type.

2. From the Document Type Usage drop-down list, select one of the following:

• Any: The gate document is generated for all containers, such as a drop-off or an EIR ticket.

This Document Type Usage cannot be used for a trouble ticket. To define a document type for a trouble ticket, you must select the Document Type Usage as Trouble.

• Hazardous: The gate document is generated only if the container has hazardous cargo.

• Reefer: The gate document is generated only for reefer containers.

• Trouble: The gate document is generated only if the gate transaction status is Trouble.

Selecting a usage for a gate document ensures that the correct document is printed for each gate transaction.

For example, if the goods in a container are not hazardous, the document with Hazardous usage will not be generated and the print command will be ignored.

3. In the Description field, enter a description of the purpose of the gate document type.

4. Click Save.

When you save a new gate document type, N4 associates the standard printer layout XSL file with it. You can edit the printer layout XSL file according to your requirements.

To edit the printer layout XSL file associated with a gate document type:

1. In the Documents view, double-click the gate document type for which you want to edit the printer layout XSL file.

The Document form is displayed in the edit mode.

2. Click Export File to export the standard printer layout XSL file.

The Export XML Configuration dialog box is displayed.

3. Select the folder in which you want to save the existing printer layout file, in the File Name field enter a file name with the .xsl extension, and click Save.

You must save the file with a .xsl extension.

This also closes the Export XML Configuration dialog box.

4. Use an XML editor to edit the printer layout XSL file according to your requirements.

5. In the Document form, click Import File to import the modified printer layout XSL file.

The Import XML Configuration dialog box is displayed.

You need to import a printer layout XSL file only when you create a new gate document format or when you modify the printer layout XSL file associated with the selected gate document.

6. Select the modified printer layout XSL file, and click Open.

This also closes the Import XML Configuration dialog box.

To remove a loaded file, click Clear.

7. Click Save.

If you use a Gateway server to print gate documents, you must recycle the Gateway server after you import a modified printer layout XSL file for the changes to take effect.