Changed to Forms and options Logo comes from the Rules ...
Transcript of Changed to Forms and options Logo comes from the Rules ...
Changed to Forms and options
How to change invoice and other form layouts Page 1
For Sales order entry, Purchase Order, Receivables, CRM quotes and Point of Sales entry. Many changes can be done on the forms with out touching the code. All forms have these options like Invoice, Sales Order, Quote and picking ticket. This manual describes the process of changing those formats. Invoice basic format looks like this, but you can have many variables of this standard format. Logo comes from the Rules Setup, Maintenance, Company Locations
Options to print columns and discounts can be turned off in rules setup, Table, Invoice Print options.
Changed to Forms and options
How to change invoice and other form layouts Page 2
Other items like BATCH, User Def2… can be turned on or off in the Rules Setup Table, Order User defined fields, 1, 2, 3. See next page. Invoice Notes The basic changes are by turning on and off flags setup in the Rules setup, Table.
Changed to Forms and options
How to change invoice and other form layouts Page 3
Here is the complete list of field flags, if you are missing any of these you can just click Add NEW and add a new record.
Changed to Forms and options
How to change invoice and other form layouts Page 4
Description Name Print Note
Display Discount column ItemDisc N Discount changed to ItemDisc.
Display MFG Row MFGDisplay N Display Taxes if Zero TaxZero N if taxes are zero, do we display the field?
Display Shipping Cost ShipZero N if shipping cost is zero, do we display it?
Print Customer Fax Number on form? CustFax N Print Customer Fax number on form?
Display Location LocDisplay N Location: my location display on Top?
Display Fax number FaxDisplay N Do we display Fax Number? Decimal places for quantity DecQty 2 How many decimal places for quantity? Decimal Places for Unit Price DecUprice 3 Decimal Places for Unit Price
Display Shipto Number ShipToNum N Display OrderType OrderType Y Display OrderDate OrderDate Y Display ShipDate ShipDate N Display ShipVia ShipVia Y Display Quantity Quantity Y Display UOM UOM Y Display UnitPrice UnitPrice Y Display DueDate DueDate N Display Terms Terms Y Display Purchase Order PO Y Display Serial Column SerialDisp Y do we Display Serial Column?
display the model number ModelNum N display the model number
Display Model Number Detail ModelNumDetail N Display Model Number Detail
website website N Display Company Website on printout
Display SmCompany SmCompany N Display SmCompany
Display SmCustomer SmCustomer N do we display SmCustomer
Display Company Email email N display company Email
Display Customer Tax id CustTaxId N Display Customer Tax id
Display Company Tax Id CompanyTaxId N Display Company Tax Id
print the Order type on the top TopOrderType Y
print the Order type on the top under the invoice label
Display Case Pack Qty CasePack N Adds Case Pack Qty column
Display Current Time TimeStamp N Displays time stamp on invoice
Changed to Forms and options
How to change invoice and other form layouts Page 5
What to print for the proforma invoice Proforma
Invoice Proforma What to print for the proforma invoice
Ordnum Ordnum Y Tracking # trac_num N Tracking #
Add Signature to Invoice ADDSIGN N Add signature to the invoice
Print Retail PRTRETAIL N Print Retail before unit price retail is price 1 on the ic item table
Barcode BARCODE N Barcode
order submitted person OrderSub N account representative AccRep N Quonum Quonum N Dimensions sizes Dimensions N Dimensions turn on size
print line numbers PLINE N Display Line Item
descriptions Compress DESCDISP N Used to display MFG,UPC,Color,Size,Style,Height of items
UPCQTY UPCQTY N this will print the upc quantity if the uom uom are different.
send cxml data to website SENDCXML N this will send post the cxml invoice to the customers website for processing
Case Count CASECNT N
This will print Case count qty on the invoice, if less than 1 case then print BLANK
Description 2 summarized DESC2SUM N This will print description 2 on the same line as NAME but only 20 characters MAX
Replace name with Descripton1 NAMEREPLACE N Replace name with Descripton1
Bo Shipment BOSHIPMENT N
This will Print shipment Number in front of order Number as order Number - Bo Shipment
Bo Shipment number on INVOICE BOSHIPINVC N
This will Print shipment Number in front of INVOICE INVOICE - Bo Shipment
Display Discount code column DiscCode N Display Discount code column
Display DISPLAYCENTER DISPLAYCENTER N Display company info in center
Display multiple upc quantity and price MULQAP N Display multiple upc quantity and price
Display Quote Date quote_date N Display Quote Date
Display Require Date require_date N Display Require Date
Display Cancel Date cancel_date N Display Cancel Date
print the currency sign dollsign Y print the currency sign
Changed to Forms and options
How to change invoice and other form layouts Page 6
print the invoice number on body invmid N print the invoice number on body
print the invoice number on bottom secti invbottom N
print the invoice number on bottom section
print customer number as part of the bod custmid N
print customer number as part of the body
print customer number on header top custtop N print customer number on header top
Print the total line on line detail totalrec N Print the total line on line detail
print price field 1 PField1 N print price field 1
Print net price Netprice N this column shows price per after discount
Display Sales Order Notes SONOTES N to turn on sales order notes to show up above invoice notes default to not do this
this rule justifies the part number fiel justpart left
left right center needs to be inputted in print by default if this rule does not exist will keep existing justification
print sales order line notes on invoice solinenote Y
print sales order line notes on invoice and proforma
item_weight item_weight Y
print weight of item on line detail. also if this rule is on. calculate total weight as well
name_length_all name_length_all N name_length_all
print customer first and last name print_name N print customer first and last name
Item Instruct Notes ITEMINSTRUCT Y Item Instruct Notes
printing shipping_num shipping_num Y printing shipping_num
Number of lines per page num_lines_print 3
if rule exist, prints number of lines indicated on print before starting on new page with header
display terms description instead of ter disp_term_desc N
display terms description instead of term code
print pick ticket number p_pick_number.. Y print pick ticket number
print packing number p_pack_number.. Y print packing number
generate shipto or reference shipto_no_gen.. N
on bill to and ship to address box also generate either the ar_customers.cust_ref or ar_shipto.shipto_no
Display toll free number toll_free N Do we display toll free Number?
Changed to Forms and options
How to change invoice and other form layouts Page 7
PDF Print Format PDFPRINTFORM SUMMARY
DETAIL - show full headers on each page SUMMARY - DEFAULT show only the invoice number on top of each page
move total weight to left side of footer move_total_weight_display Y move total weight to left side of footer
print the tax code tax_code_display Y print the tax code
Print company tax id on header tax_id N Print company tax id on header
Changed to Forms and options
How to change invoice and other form layouts Page 8
With these changes you can turn on and off field, changes sizes of the unit prices, etc.
At the bottom of the invoice, you can have User defined order fields They can be turned off at the Rules setup, table, Order user defined fields. Sample invoice Note is located at Rules setup table, Invoice Notes. Invoice comment company is located at rules setup, maintenance, company location, edit the company. Each customer can have notes that shows up on the companies invoice, this is located under the customer maintenance screen, Receivables, customer find, EDIT. All terms and conditions are located as php template file under the server, template, terms.php.
Changed to Forms and options
How to change invoice and other form layouts Page 9
Order User defined field 1…5 printing on the invoice orders.
Invoice Notes
Changed to Forms and options
How to change invoice and other form layouts Page 10
Changed to Forms and options
How to change invoice and other form layouts Page 11
Terms on the invoice bottom can be added by the following: Customer Specific Terms, Company Specific Terms , All Company Specific terms.: Customer Specific Terms, Receivables, Customer Find, Edit Customer.Edit Invoice Comment
Changed to Forms and options
How to change invoice and other form layouts Page 12
Company Specific Terms Rules Setup, Maintenance, Company Location.
All Company Specific terms.
Changed to Forms and options
How to change invoice and other form layouts Page 13
Print options for sales order options configuration. Rules setup, Table, Invoice Print Options add the following options
Display the model number ModelNum Y Display Model Number DetailModelNumDetail Y Detail will display all the components and options selected during the printing of invoice and other documents. The ModelNum will only display the configured model number on the documents, where the Display Model Num Detail will display all the detail options selected, exactly how they are showing up on the screen during order entry and ecommerce cart processing.
Changed to Forms and options
How to change invoice and other form layouts Page 14
Font size of the document can be changed based upon business rules.
You can change the font size for the Header of the form or the Detail lines
Changed to Forms and options
How to change invoice and other form layouts Page 15
Other options for invoice and other forms is the formatting of the PDF form.
PDF Print Format PDFPRINTFORM SUMMARY
DETAIL - show full headers on each page SUMMARY - DEFAULT show only the invoice number on top of each page
Summary will print a simple small header for page 2… to the end… DETAIL will print the whole form header and the details. Small logo and header. Summary example… prints page numbers and summary header of the lines
Changed to Forms and options
How to change invoice and other form layouts Page 16
But when you have DETAIL…. The full header prints on all pages….