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Tom Williams

Tom Williams

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Def - Report - Sales Confirmation
Def - Report - Sales Confirmation
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Table of Contents
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Header Fields

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.

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".

Rpt - Due
FieldsDescription
BILL TO

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Rpt - Bill To Block (SO)
Rpt - Bill To Block (SO)
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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.

CARRIER

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Rpt - Carrier NameRpt - Carrier Name
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DELIVER ON
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Rpt - Due Date
Insert excerpt
Rpt - Deliver On Date
Rpt - Deliver On Date
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DUE DATE
Date
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This can only be edited by changing the Payment Terms or the 'Ship By' date on the transaction.

ORDER DATE
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Doc Date
Doc Date
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ORDER #
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Insert excerpt
Transaction ID
Transaction ID
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PAYMENT TERMS
Rpt - Payment TermsRpt - Payment Terms
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PO #
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Rpt - PO #
Rpt - PO #
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REMIT TO

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Rpt - Remit To Block (SO)
Rpt - Remit To Block (SO)
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This is formatted as:

  1. Company Name
  2. Address Line 1, 2, 3
  3. City, State, Zip
  4. Phone # 
SALESPERSON Insert excerptRpt - Salesperson - OutsideRpt - Salesperson - Outside
nopaneltrueSHIP BY
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Rpt - Ship By Date
Rpt - Ship By Date
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SHIP TO

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Rpt - Ship To Block (SO)
Rpt - Ship To Block (SO)
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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
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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

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

PAAYMENT TERMS
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Rpt - Payment Terms
Rpt - Payment Terms
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SALESPERSON
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Rpt - Salesperson - Outside
Rpt - Salesperson - Outside
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SHIPPED FROM

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Rpt - Shipped From Name
Rpt - Shipped From Name
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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

The line items include the item ID, Item description, ordered quantities, prices, and extended amounts and they display 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

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Rpt - Item & Description (SO)
Rpt - Item & Description (SO)
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EXT. AMOUNT

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Rpt - Item & Description (SO)
Rpt - Item & Description (SO)
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This column includes a subtotal formatted to two decimal places. 

ORD. UNITS

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Rpt - Units - Ordered (SO)
Rpt - Units - Ordered (SO)
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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
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Rpt - Units - UOM (SO)
Rpt - Units - UOM (SO)
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ORD. WEIGHT

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Rpt - Weight - Ordered (SO)
Rpt - Weight - Ordered (SO)
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This 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
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Rpt - Weight - UOM (SO)
Rpt - Weight - UOM (SO)
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PRICE
PRICE UOM
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Rpt - Price - UOM (SO)
Rpt - Price - UOM (SO)
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Item Detail Subtotals

FieldsDescription

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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


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