Introduction

In some instances you may require setting a default document type when printing a Barcode from a screen in Sage 200, instead of selecting the document from the Drop down Menu

Versions Applicable

-SDC 1.10 above

 SDM 7.1 above

Method

Firstly you need to you find the Sage XML File with correlates to the Screen within Sage 

This can be found via the explorer and user account

C:\Users\[USER]\AppData\Local\Draycir\Spindle Document Capture\Client\Sage 200 Integration

In our example we will use the following file "Sage.MMS.SOP.AmendOrderDetailsForm" If you need to establish the correct naming convention for the XML file, use the method described in this KBA: KBA-02-02-008 - Overlapping Controls

Copy the file out of its location to a working folder and open it in the text editor of your choice.

it will look like the following:

<?xml version="1.0"?>
<FormUserPreferenceConfiguration>
  <Version>1.0.0.0</Version>
  <DefaultCaptureAction>PrintBarcode</DefaultCaptureAction>
</FormUserPreferenceConfiguration>

What you will need to do is replace the text in the file with the following and save into the new location as described below 

<?xml version="1.0"?>
<FormIntegrationConfiguration>
  <Version>1.0.0.0</Version>
  <LinkType>Sales Order</LinkType>
  <DefaultTemplateSelection>Proof of Delivery</DefaultTemplateSelection>
</FormIntegrationConfiguration>

Please note the bold document name has been changed to the new default document type as required.

Save the document into C:\ProgramData\Draycir\Spindle Document Capture\Client\Sage 200 Integration

Where necessary, create the folders Client and Sage 200 Integration

To check, navigate to the following path on the local machine

Making the change take effect

Close Sage down and check the Task Manager details tab for a running SDC UI Host.exe. If running, end this task:

When you go back into Amend Order and create the barcode as shown below you will be able to see the "Proof of delivery" set as the default