Maandelijks archief: februari 2013

Twinfield factuur sjabloon wijzigen in LibreOffice (OpenOffice)

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:

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.

LibreOffice - Mail merge fields

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.