Versions Compared

Version Old Version 12 New Version Current
Changes made by

Tom Williams

Tom Williams

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

Insert excerpt
Def - Report - Sales Confirmation
Def - Report - Sales Confirmation
nopaneltrue
 

...

Table of Contents
typeflat

...

This report is designed to page break per unique sales transaction.

Report Header

This section only prints at the top of the first page of each new transaction.

FieldsDescription
BILL TO

Insert excerpt
Rpt - Bill To Block (SO)
Rpt - Bill To Block (SO)
nopaneltrue
 

This is formatted as:

  1. Customer Name
  2. Address Line 1, 2, 3
  3. City, State, Zip
  4. Country

This can only be edited by changing the Customers bill to address on the Custome Record View.

DELIVER ON
Insert excerpt
Rpt - Deliver On Date
Rpt - Deliver On Date
nopaneltrue
ORDER DATE
Insert excerpt
Doc Date
Doc Date
nopaneltrue
ORDER #
Insert excerpt
Transaction ID
Transaction ID
nopaneltrue
PO #
Insert excerpt
Rpt - PO #
Rpt - PO #
nopaneltrue
REMIT TO

Insert excerpt
Rpt - Remit To Block (SO)
Rpt - Remit To Block (SO)
nopaneltrue

This is formatted as:

  1. Company Name
  2. Address Line 1, 2, 3
  3. City, State, Zip
  4. Phone # 
SHIP BY
Insert excerpt
Rpt - Ship By Date
Rpt - Ship By Date
nopaneltrue
SHIP TO

Insert excerpt
Rpt - Ship To Block (SO)
Rpt - Ship To Block (SO)
nopaneltrue

This is formatted as:

  1. Address Name
  2. Address Line 1, 2, 3
  3. City, State, Zip
  4. Country

Page Header

This report does not contain a page header.

Body - Order Header

FieldsDescription
CARRIER

Insert excerpt
Rpt - Carrier Name
Rpt - Carrier Name
nopaneltrue

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".

DELIVER ON Insert excerptRpt - Deliver On DateRpt - Deliver On Datenopaneltrue
DUE DATE

Insert excerpt
Rpt - Due Date
Rpt - Due Date
nopaneltrue

This can only be edited by changing the Payment Terms or the 'Ship By' date on the transaction.

ORDER DATEDoc Date
PAAYMENT TERMS
Insert excerpt
Doc Date
Rpt - Payment Terms
Rpt - Payment Terms
nopaneltrue
ORDER #Transaction ID
SALESPERSON
Insert excerpt
Transaction ID
Rpt - Salesperson - Outside
Rpt - Salesperson - Outside
nopaneltrue
PAYMENT TERMS
SHIPPED FROM

Insert excerpt
Rpt -

Payment Terms

Shipped From Name
Rpt -

Payment Terms

Shipped From Name
nopaneltrue

PO #

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:

  1. 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.
  2. 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.
  3. 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.

...

FieldsDescription
ITEM DESCRIPTION

Insert excerpt
Rpt -

PO #

Item & Description (SO)
Rpt -

PO #

Item & Description (SO)
nopaneltrue

REMIT TO
EXT. AMOUNT

Insert excerpt
Rpt -

Remit To Block

Item & Description (SO)
Rpt -

Remit To Block

Item & Description (SO)
nopaneltrue

This

is formatted as:
  1. Company Name
  2. Address Line 1, 2, 3
  3. City, State, Zip
  4. Phone # 
SALESPERSON

column includes a subtotal formatted to two decimal places. 

ORD. UNITS

Insert excerpt
Rpt -

Salesperson - Outside

Units - Ordered (SO)
Rpt -

Salesperson - Outside

Units - Ordered (SO)
nopaneltrue

SHIP BY

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
- Ship By Date
- Units - UOM (SO)
Rpt
- Ship By Date
- Units - UOM (SO)
nopaneltrue
SHIP TO
ORD. WEIGHT

Insert excerpt
Rpt -

Ship To Block

Weight - Ordered (SO)
Rpt - Weight -

Ship To Block

Ordered (SO)
nopaneltrue

This

is formatted as:
  1. Address Name
  2. Address Line 1, 2, 3
  3. City, State, Zip
  4. Country
SHIPPED FROM

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
Insert excerpt
Rpt - Weight - UOM (SO)
Rpt - Weight - UOM (SO)
nopaneltrue
PRICE
PRICE UOM
Insert excerpt
Rpt -
Shipped From Name
Price - UOM (SO)
Rpt
- Shipped From Name
- Price - UOM (SO)
nopaneltrue

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".

Items


Item Detail Subtotals

FieldsDescription
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:

  1. Transaction - "Billing" note

Page Footer

This data prints on the bottom of every page.

  1. Page X of Y. This resets for every transaction

Related Topics



Expand
titlePage Definitions

Page Definitions


...