Creating & Modifying Sections in Configuration Studio

Configuration Studio requires the document be divided into multiple sections: header, line-item, appended line, and footer.

Every page of a multiple-page document needs to be reviewed for accuracy in the definition of sections and fields that they display. Whether on the first page or on subsequent pages, areas that are not accurate need to be refined, modified, or recreated entirely.

Each section has an identifying color which you can change to another. Each is associated with a graphic box in the Document Sections panel on the right that shares that identifying color.

Along with changing their color, you can move sections to change the order of when they process. You can also rename them or remove them. You can also add new sections or resize them.

Within each section a number of fields are described. You can also work with the definitions of each field. That information is covered below. (See Creating & Modifying Fields).

When defining or redefining sections, first identify the section to define and then use menus to give the section clear definition. Keep in mind that all clear text on the document must be contained within a section. However, not all text needs to be defined as a field. Only field information requires processing, so only field information requires definition.

Sections Types

Generally, each document has three or more different sections: a header section, a line-item section, and a footer. It may also include sections into which you append notes to individual sections or the document as a whole.

• Header Sections are topmost and include information like the company’s name, its billing address, and shipping information.
  Header sections also include the row of column headings for the table of line items, which lies directly below the Header.
• Line-Item Sections include the product listings with all of the information on individual parts and products that are described by the column headings. A Master Line defines a product in a generic sense so that it can be differentiated by other details into more specific Standard For example, if a single product needs several different delivery dates, then designate it as a Master Line. Then beneath it, create a Standard Line for each of the individual lines with delivery dates.
  The Line-Item section does not include the column headings. (Column headings belong in the Header section, as stated above).
• Appended Line Sections contain miscellaneous information that can appear in the table of listings. Important or not, it is any information that does not conform to what the column headings describe for regular listings. For example, it does not refer to all of the column-heading descriptions such as Quantity, Part Number, or Supplier. This is information that does not need to be processed.
  If Appended Lines are included in the section you define as the Line Item, the configuration will not work properly.
• Footer Sections fall below any Listings or Appended Line sections, at the bottom of one or more pages. They may include a variety of different types of information, such as the company’s name, page number, and other related information. The main Footer section should include the total amounts for the listings in the Line-Item table. If the last page follows the main page, designate it as Footer Last Page.

Creating a Header Section

1. In the right panel, click Add a Section.
2. Locate your cursor at the top left corner of the document on your screen.
3. Click and hold your mouse button and drag downward until you have surrounded the column headings of the line-item table with the gray area that your cursor defines.
   Include the column headings of the listings or the configuration will not function properly.
4. Release your mouse button. The Heading section is outlined. A dialog box displays that asks for a name and the section type you want to define.
5. In the dialog box, click the Type drop-down menu and for the first page, select Header First Page. (For subsequent pages on multiple page documents, select Header Other Page).
6. Enter a name for the header.
   Any name is acceptable, but a name like “Header” or “Header First Page” may be practical.
7. Click Commit Change.

Creating a Line-Item Section

To create the Line-Item section, define only the first line item below the column headings at the top left of your screen. (The program automatically identifies all others that fit its pattern).

1. In the right panel, click Add a Section.
2. Locate your cursor at the top left of the first line-item listing on your screen, below the column headings of the listings.
3. Click and hold your mouse button while you sweep to the right and downward until you have surrounded the first listing with the grayed-out area your cursor defines.
   Select only the single line-item listing to represent all listings. Including more than one line item to serve as an example interferes with creating a usable configuration.
4. Release the mouse button. The Listing section is defined by a particular color. That color is shared with a rectangular panel on the right. A dialog box displays that asks for a name and the section type you want to define.
5. Click the drop-down menu and select Standard Line or Master Line.
   A Master Line defines a product in a generic sense so that it can be differentiated by other details into more specific Standard For example, if a single product needs several different delivery dates, then designate it as a Master Line. Then beneath it, create a Standard Line for each of the individual lines with delivery dates.
6. Enter a name for the listing.
   Any name is acceptable, but a name like “Line item” or “Listing” may be practical.
7. Click Commit Change.

Creating a Note Appended Section

Sometimes you may find that notes have been appended to the document. These are often written in the same area as the lines. So that these notes don’t interfere with the configuration of the other sections, you need to create a separate section for them. To create the Note Appended section, follow these steps:

1. In the right panel, click Add a Section.
2. Locate your cursor at the top left of the section where the notes you want to define as appended can be found. The note may be one or more sentences.
3. Click and hold your mouse button while you sweep to the right and downward until you have surrounded the appended note with the gray area your cursor defines.
4. Release the mouse button. The appended section is defined by a particular color. That color is shared with a rectangular panel on the right. A dialog box displays that asks for name and the section type you want to define.
5. Click the drop-down menu and for the first page, select Standard Line Append.
6. Enter a name for the Appended-Line section.
   Any name is acceptable, but something like “Appended note” is practical.
7. Click Commit Change.

Creating a Footer Section

Footers fall at the bottom of each page. You may encounter documents without footers. Or you may encounter multiple page documents without a footer on the front page. The main Footer section should include the total amounts for the listings in the Line-Item table. If the last page follows the main page, designate it as Footer Last Page. To define a footer sections, follow these steps:

1. In the right panel, click Add a Section.
2. Locate your cursor at the top left of the section where the footer is found, immediately below the product listings. This may include a number of types of company information, such as a corporate address or document information such as page numbers.
   Do not include appended notes as part of a footer. Doing so may interfere with the configuration of the document. Make a separate section for that appended information. (See Creating a Note Appended Section, above).
3. Click and hold your mouse button while you sweep to the right and downward until you have surrounded the footer with the grayed-out activation area.
4. Release the mouse button. The Footer section is defined by a particular color. That color is shared with a rectangular panel on the right. A dialog box displays that asks for name and the section type you want to define.
5. Click the drop-down menu and for the first page, select Line Item Footer, Footer Last Page, or Footer Other Page.
   The best practice is to use the footer with the line-item totals as the main footer designation, 'Line Item Footer'. If the last page follows this main totals page, then designate it 'Footer Last Page'.
6. Enter a name for the Footer section. (Any name is acceptable, but something like “Footer first,” or “Footer last,” or “Footer Other” is practical).
7. Click Commit Change.