Document print: Ex Doc-Attacher

Attaching of external PDF documents to a specific report with use of different logics
In DaVinci the Ex Doc-Attacher can be used to attach external PDF documents to a report.
The user can chose different assignment criteria to attach the document only under specified conditions to a specific report.
As example there are added two conditions in the Ex Doc-Attacher.
If the condition is true, the PDF document gets attached to report with the output.

Depositing PDF documents for the Ex Doc-Attacher

External documents can be deposited and administrated in the system settings  Basic data / Travels in the category Documents.
With a right mouse click and "New…" new documents can be set up.







Input fields:
Code: For each document a unique identification code has to be set (max. 10 chars)
Type:Select „External documents" to use it in the Ex Doc-Attacher
Description:Name for the document which is displayed in the Ex Doc-Attacher module
Attachment: File path of the PDF document on a network share or local directory
Disabled: If the flag is activated, this document can't be chosen in the Ex Doc-Attacher anymore

Hint: It is suggested to keep the document names as short as possible.

Example configuration of the Ex Doc-Attacher

To open the Ex Doc-Attacher module select „Configuration  Outputs  External documents"



The Ex Doc-Attacher module is separated in different areas.
On the left, the filter criteria can be configured. If the filter criteria are set, all documents assignments which meet these criteria will be shown or excluded, depending on the chosen operator.
In the middle the PDF document can be assigned and set up with specific output criteria.
On the right, details of the marked item are indicated.
At the bottom, the print history for the marked item is shown.



In the tab "Booking code" it is shown, which documents are assigned to a selected booking code.

Configuration of search filters in the Ex Doc-Attacher

With a right mouse click on the left grid, filter criteria can be set user specific, for searching assigned PDF documents.
Each criterion can be set up with a different operator in the first drop down box:
n all = exact hits > higher than < smaller than

Configuration of Attaching-Logics

In the middle grid a new logic can be set up with choosing "New…" when right clicking.


External documents can be assigned to a certain report type like confirmation or voucher etc.
To print the document as attachment only with specific bookings, different booking criteria can be set up, so the PDF documents are printed only if the criteria are matching with the booking.
Input fields assignment parameters:
Name: free name as identification of the logic
Document: documents which were set up in basic data/travel can be chosen
Print per: choice between participant, service and booking
Print type: documents indicated in the output management can be chosen
Output on:Type of Output can be chosen. Mail, Printer, Fax; multiple choice possible
Booking criteria:
The user can choose the booking criteria which have to match, so the PDF gets issued.
Reprint:
As reprint it can be set "always print new", "print only once" or "reprint if next change" which makes it possible that after a specific change like Flight or cabin number, booking state, participant name, adding or deleting of a participant or service, the document should be printed.


Example: Attaching of a visa
With the first confirmation/invoice per participant the visa should be attached once to the e-mail, if the booking code KAL-SIM is booked:








Example: Attaching an insurance policy
The policy should be attached to the confirmation/invoice with each booking and should be send by e-mail each time an insurance service was booked. After each change in the booking concerning booking price or participant name, it should be printed/send again.



Example booking 230 with flight and insurance:

The confirmation/invoice was mailed and the insurance policy was attached to the e-mail:


Example booking 231 of booking code KAL-SIM without insurance service:



With confirmation/invoice only the visa is attached (per participant):

If the booking is reissued and the confirmation/invoice is mailed again, the visa is not attached again, as the setting „print once only" was selected in the reprint criteria:

Agency types in the Ex Doc-Attacher

The dialog Assignment of external documents contains a filter which makes it possible to choose between retailer and tour operator:

This is useful if different documents should be attached to different agency types.

In the agency this criterion can be found under the tab "Agency/Travel Agency  Calculation"
E.g. Agency 2 with agency type „Tour Operator" Agency 3 with agency type "Retailer"

Example booking 201 with agency 2 (Agency type „Tour Operator"):

The invoice was sent to the travel agency by mail. As external document the insurance policy VAEN was attached which was indicated with agency type "Tour Operator":

Example booking 202 with agency 3 (Agency type „Retailer"):

The invoice was sent to the client by mail. As external document the insurance policy VMDE was attached which was indicated with agency type "Retailer":