changed to forms and options logo comes from the rules

Changed to Forms and options

How to change invoice and other form layouts

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.



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.



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.



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



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



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?



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



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.



Order User defined field 1…5 printing on the invoice orders.

Invoice Notes



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



Company Specific Terms Rules Setup, Maintenance, Company Location.

All Company Specific terms.



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.



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



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



But when you have DETAIL…. The full header prints on all pages….

changed to forms and options logo comes from the rules

Documents