Sales Confirmation Report

Owned by Tom Williams
Last updated: Jan 06, 2022
2 min read

A Sales Confirmation is a document sent from the supplier (you) to the customer's buyer to confirm that the order has been received and accepted. Although this can be printed for any sales transaction in any status, it is intended to be printed for sales orders that have just been keyed into the system, before any lot allocations or shipping have been done.  

Report Setup

  • Display Name: Sales Confirmation
  • Functional Area: Sales
  • Launch From: Print Dialog
  • Version: 20211205

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

Displays the billing name, address, and phone number for the Customer. This comes from the Customer Address ID identified with an 'Address Type' of "Billing" or "Both". 

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 ONDisplays the date the order (or Shipment) should be delivered on.
ORDER DATEIdentifies the date of the transaction.
ORDER #Identifies the unique Transaction ID for each transaction.
PO #Identifies the Purchase Order number associated to the transaction.
REMIT TO

Displays the company name, address, and phone number where payments should be sent to.

This is formatted as:

  1. Company Name
  2. Address Line 1, 2, 3
  3. City, State, Zip
  4. Phone # 
SHIP BYDisplays the date the order (or Shipment) should be shipped.
SHIP TO

Displays the ship to name, address, and phone number where the order will be shipped.

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

Identifies the Carrier Name of the carrier that is assigned to the transaction or shipment.

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

Identifies the date that the transaction must be paid by.

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

PAAYMENT TERMSIdentifies the Payment Terms assigned to the transaction.
SALESPERSON

Identifies the name of the outside salesperson associated with the transaction.

SHIPPED FROM

Identifies the name of the site (warehouse, cold storage, cooler, etc.) the order will ship from. 

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

Displays the Item ID and Item Description formatted as [Item ID]: [Item Description]

EXT. AMOUNT

Displays the Item ID and Item Description formatted as [Item ID]: [Item Description]

This column includes a subtotal formatted to two decimal places. 

ORD. UNITS

Identifies the 'Ordered Units' for the line item, formatted to the Item's 'Unit Decimals'. This represents the requested quantity, not the allocated quantity.

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 UOMIdentifies the unit of measure that the units for the line item have been ordered or allocated in.
ORD. WEIGHT

Identifies the 'Ordered Weight' for the line item, formatted to the Item's 'Weight Decimals'. This represents the requested weight, not the allocated weight.

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 UOMIdentifies the unit of measure that the weight for the line item has been ordered or allocated in.
PRICE
PRICE UOMIdentifies the unit of measure that the price for the line item is based on.


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



 Page Definitions

Page Definitions


 Technical Details

Technical Details