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Use this form to define form note parameters for quotations, confirmations, picking lists, packing slips, invoices, free text invoices, and interest notes.

Navigating the form

The following tables provide descriptions for the controls in this form.

Tabs

Tab

Description

Overview tab

View and enter general information to set up forms.

View and enter information about the layout of quotations and the details that will be included in a quotation.

View and enter information about the layout of confirmations and the details that will be included in a confirmation.

View and enter information about which documents to include when printing picking lists and the details that will be included in a picking list.

View and enter information about the layout of packing slips and the details that will be included in a packing slip.

View and enter information about the layout of invoices and the details that will be included in an invoice.

View and enter information about the layout of free text invoices and the details that will be included in a free text invoice.

View and enter information about the layout of interest notes.

View and enter information about the layout of collection letters.

Buttons

Button

Description

Set up printer destinations and footer text for originals and copies of the various sales documents.

Fields

Field

Description

Specify item number in external documents, for example packing slips or invoices.

This is a unique user-defined code that is assigned when items are created. We recommend that you not use special characters or spaces in the item number.

Item numbers can be system generated by linking the item number to the Number sequences (form).

Prints both the item name and description.

Select whether to overwrite or add the external description to the item description.

Prints the amount in triangulation currency.

Prints the totals on the first or last page.

Specify the detail level of the sales tax specification print.

Prints taxable and tax exempt balance in forms.

Specifies how to print item dimensions.

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Indicate which symbol should be used as a separator between item numbers and item dimensions.

Specify paper format for the current report.

Include which documents when printing sheets?

Identification of the document type.

Select to view inventory levels per configuration.

Prints the dimension.

Select to view the batch number.

Select to view the pallet ID.

Select to view the serial number.

Specify the paper format.

Select which documents to include when printing sheets.

Select the document type to include when printing sheets.

Select which documents to include when printing sheets.

Select the document type to include when printing sheets.

Select to view the warehouse.

Specify the paper format for the current report.

Select which documents to include when printing sheets.

Select the document type to include when printing sheets.

Select to view the location.

Show shipping details on the packing slip.

Show only the first shipping line.

Specifies whether to print information about backorders on packing lists.

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Save a copy of the report in the print archive.

Specify paper format for the current report.

Select the giro money transfer slip to print for the sales invoice.

Print packing slip specifications on the invoice.

Print tax exempt number on the invoice.

Select which documents to include when printing sheets.

Select the document type to include when printing sheets.

Specify the paper format for the free text invoice.

Select the giro money transfer slip to print for the free text invoice.

Select this check box to print a tax exempt number on the free text invoice.

Select this check box to print the local currency amount on the free text invoice.

This field is available only if the Singapore country\region configuration key is selected.

Select which documents to include when printing sheets.

  • – Do not include attached documents.

  • – Include documents that are attached to lines.

  • – Include documents that are attached to the header.

  • – Include documents that are attached to both the lines and the header.

Select the document type to include when printing sheets.

Note Note

The document type that you select must be associated with a group.

Displays the dimension.

Select to view the warehouse.

Specifies whether to print information about backorders on invoices.

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Specify the paper format for the interest note.

Select the giro money transfer slip to print for the interest note.

Select this check box to print a tax exempt number on interest notes and collection letters.

Specify paper format for the collection letter.

Select the giro money transfer slip to print for the collection letter.

Select this check box to print a tax exempt number on interest notes and collection letters.

See Also