| Insert excerpt |
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| Def - Report - Sales Confirmation |
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| Def - Report - Sales Confirmation |
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| nopanel | true |
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|
...
...
This report is designed to page break per unique sales transaction.
This section only prints at the top of the first page of each new transaction.
| Fields | Description |
| BILL TO | | Insert excerpt |
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| Rpt - Bill To Block (SO) |
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| Rpt - Bill To Block (SO) |
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| nopanel | true |
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|
| CARRIER | | Insert excerpt |
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| Rpt - Carrier Name | Rpt - Carrier Name | nopanel | true
This is formatted as:
- Customer Name
- Address Line 1, 2, 3
- City, State, Zip
- Country
This can only be edited by changing the Customers bill to address on the Custome Record View.
|---|
| DELIVER ON | | Insert excerpt |
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| Rpt - Deliver On Date |
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| Rpt - Deliver On Date |
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| nopanel | true |
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|
|
| DUE ORDER DATE | | Insert excerpt |
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| Rpt - Due Doc DateRpt - Due |
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| Doc Date |
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| nopanel | true |
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|
|
| ORDER DATE# | | Insert excerpt |
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| Doc Date | Doc DateTransaction ID |
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| Transaction ID |
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| nopanel | true |
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|
|
| ORDER PO # | | Insert excerpt |
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| Transaction ID | Transaction IDRpt - PO # |
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| Rpt - PO # |
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| nopanel | true |
|---|
|
|
| PAYMENT TERMSREMIT TO | Payment Terms Payment Terms| Remit To Block (SO) | | nopanel | true |
|---|
|
This is formatted as: - Company Name
- Address Line 1, 2, 3
- City, State, Zip
- Phone #
|
| SHIP BY | | Insert excerpt |
|---|
| Rpt - PO #Ship By Date |
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| Rpt - PO #Ship By Date |
|---|
| nopanel | true |
|---|
|
|
| REMIT SHIP TO | Remit Remit | Ship To Block (SO) | | nopanel | true |
|---|
|
This is formatted as: - Address Name
- Address Line 1, 2, 3
- City, State, Zip
- Country
|
This report does not contain a page header.
Body - Order Header
| Fields | Description |
|---|
| CARRIER | | Insert excerpt |
|---|
| Rpt - Carrier Name |
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| Rpt - Carrier Name |
|---|
| nopanel | true |
|---|
|
If the entire order is being shipped from a single Site, and there is a Carrier assigned, or from multiple Sites but all with the same Carrier, this will be the Carrier Name. If the order is shipping from multiple sites, and there are more than one Carriers assigned, this will display as "Multiple Carriers". |
| DUE DATE | | Insert excerpt |
|---|
| Rpt - Due Date |
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| Rpt - Due Date |
|---|
| nopanel | true |
|---|
|
This can only be edited by changing the Payment Terms or the 'Ship By' date on the transaction. |
| PAAYMENT TERMS | | Insert excerpt |
|---|
| Rpt - Payment Terms |
|---|
| Rpt - Payment Terms |
|---|
| nopanel | true |
|---|
|
|
| SALESPERSON | | Insert excerpt |
|---|
| Rpt - Salesperson - Outside |
|---|
| Rpt - Salesperson - Outside |
|---|
| nopanel | true |
|---|
|
|
| SHIPPED FROM | | Insert excerpt |
|---|
| Rpt - Shipped From Name |
|---|
| Rpt - Shipped From Name |
|---|
| nopanel | true |
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|
If the entire order is being shipped from a single Site, this will be the Site Name. If the order is shipping from multiple sites this will display as "Multiple Sites". |
Body - Item Details
Line items are displayed as follows:
- Line items assigned an 'Item Type' of "Inventory" or "Misc." display individually in the detail section. The quantities and amounts displayed are based on the ORDERED values, not on the allocated values. These lines are ordered by the 'Seq' assigned on the items grid of the sales order record view.
- Line items assigned an 'Item Type' of "Tax" are summarized together, and the sum of their extended amounts display in the 'TAX' box. They are not shown individually in the detail section.
- Line items assigned an 'Item Type' of "Freight" are summarized together, and the sum of their extended amounts display in the 'FREIGHT' box. They are not shown individually in the detail section.
| Fields | Description |
|---|
| ITEM DESCRIPTION | | Insert excerpt |
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| Rpt - Item & Description (SO) |
|---|
| Rpt - Item & Description (SO) |
|---|
| nopanel | true |
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|
|
| EXT. AMOUNT | | Insert excerpt |
|---|
| Rpt - Item & Description (SO) |
|---|
| Rpt - Item & Description (SO) |
|---|
| nopanel | true |
|---|
|
This column includes a subtotal formatted to two decimal places. |
| ORD. UNITS | | Insert excerpt |
|---|
| Rpt - Units - Ordered (SO) |
|---|
| Rpt - Units - Ordered (SO) |
|---|
| nopanel | true |
|---|
|
This column includes a subtotal when one or more of the items contains 'Units'. The subtotal is formatted to the decimal precision of the item with the largest Units decimal precision. |
| ORD. UNITS UOM | | Insert excerpt |
|---|
| Rpt - Units - UOM (SO) |
|---|
| Rpt - Units - UOM (SO) |
|---|
| nopanel | true |
|---|
|
|
SHIP BY - Ship By Date| - Weight - Ordered (SO) | | Rpt |
|---|
|
|
- Ship By Date| - Weight - Ordered (SO) | | nopanel | true |
|---|
|
|
SHIP TOThis column includes a subtotal when one or more of the items contains 'Weight'. The subtotal is formatted to the decimal precision of the item with the largest Weight decimal precision. |
| ORD. WEIGHT UOM | |
Ship To Block Ship To Block SHIPPED FROM Shipped From Name - Shipped From Name| - Price - UOM (SO) | | nopanel | true |
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|
|
Items
...
Item Detail Subtotals
| Fields | Description |
|---|
| SUB TOTAL |
|
| TAX |
|
| FREIGHT |
|
| INVOICE TOTAL |
|
Notes
The notes only print at the bottom of the last page.
The following Note Types print if populated:
- Transaction - "Billing" note
This data prints on the bottom of every page.
- Page X of Y. This resets for every transaction
Related Topics
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