Use this screen to select print parameters and choose format options and placement defaults for printing sales order acknowledgments, packing slips, and invoices. You can print all sales order forms on pre-printed laser or line printer forms, or on formless laser sheets.
Use the formless printing option to print company logos. The logo is printed in the upper left-hand corner of the acknowledgment, packing slip, or invoice. The company logo must exist as a bitmap file with a size that does not exceed 32,000 bytes.
Set up this screen when initializing Costpoint Sales Order Entry, and maintain it whenever sales order print options need to be changed.
Use the options in this group box to designate items for the sales order acknowledgment, packing slip, and invoice.
Select this checkbox to have the page number (x) and total number of pages (y) print on the purchase order in the format "page x of y" in the upper right hand corner. Leave this checkbox blank to print individual page numbers.
Select this checkbox to have the prime contract number for the project, which is charged on the sales order line, print on the acknowledgment, packing slip, and invoice. You must first enter a value in the Project To Charge field (in the Header Accounts subtask of the Enter Sales Orders screen) for the prime contract number to print. Otherwise, you must establish the project to charge for the sales group abbreviation entered on the order line.
Select this checkbox to print the customer modification number entered in the sales order header on the acknowledgment, packing slip, and invoice.
Select this checkbox the print a customer's signature block on the sales order acknowledgment.
Select this checkbox to print the remit-to address on the sales order acknowledgment and invoice.
Select this checkbox to print the volume discount clause on the sales order acknowledgment and invoice.
Select this checkbox to print the terms discount clause on the invoice.
Select this checkbox to print the deliver-to name entered in the sales order line on the acknowledgment and packing slip. The deliver-to name for the first line item will be printed in a pre-formatted text box in the header portion of the acknowledgment and packing slip. Subsequent line items with a deliver-to name that differs from the first line item will be printed on the forms.
Select this checkbox to print the miscellaneous type code and its description on the acknowledgment, packing slip, and invoice. Set up the miscellaneous type codes in the Sales Order Line Charge Types screen.
Select this checkbox to print the customer item number on the acknowledgment, packing slip, and invoice.
Select this checkbox to enable the option of printing the company's tax ID and tax date (if applicable) when creating an invoice. This checkbox also applies when printing sales order acknowledgements; however, only the tax ID will print.
Select this checkbox to print the model number entered in the sales order on the acknowledgment, packing slip, and invoice.
Select this checkbox to print the national stock number entered in the sales order on the acknowledgment, packing slip, and invoice.
Select this checkbox to print the order reference number entered in the sales order on the acknowledgment, packing slip, and invoice. The order reference number includes the requisition number associated with the sales order line and the manufacturing order number for the line.
Select this checkbox to print calculated sales tax/VAT amounts for individual sales order line items on the acknowledgment, packing slip, and invoice. The total sales tax/VAT amount will be printed on the acknowledgment and invoice regardless of the checkbox status. If you select the Give Option to Print Amts on PS checkbox in this screen, you will have an option to print amounts (when you print from the Print Packing Slips and Print DD250 Packing Slips screens). You must choose that option to print sales tax/VAT amounts for the line or for the total order on the packing slip.
Select this checkbox to print the sales order line number on the DD250 packing slip and invoice. It will also print the CLIN ID under the item description. If you do not select this checkbox, the CLIN ID will appear in block #15, Item No, with a 4-2-4 split, the first four digits in the left hand column, the middle two digits in the right hand column, and the last four digits in the left hand column, under the first four digits.
Select this checkbox to make the option to print amounts on packing slips available in the Print Packing Slips and Print DD250 Packing Slips screens.
Select this checkbox to print the government Accounting Classification Reference Number (ACRN) entered for the sales order line on the sales order acknowledgment, packing slip, invoice, and DD250 documents. The ACRN will print beneath the sales order line notes.
Leave this checkbox blank to suppress printing the ACRN on sales order documents.
Select this checkbox to print the MILSTRIP number entered for the sales order line item on the sales order acknowledgment, packing slip, invoice, and DD250 documents.
Leave this checkbox blank to suppress printing the MILSTRIP number on all sales order documents.
Select this checkbox to print the ship to address for the sales order line on the invoice.
Select this checkbox to enable the option of printing sales order line numbers on standard packing slips and invoices. Selecting this checkbox will affect the printouts generated from the Print Packing Slips, Print Invoices, and Create Invoices screens.
Select this checkbox to enable the option of printing sales tax/VAT percentages at the line level. The sales tax/VAT percentage rate (with two decimal places) will appear next to the "Tax/VAT" amount for each line, only if Line Sales Tax/VAT Rate option is also selected. Selecting this checkbox will affect the printouts generated from the Print Invoices, Create Invoices, Print Sales Order Acknowledgments, and Print Packing Slips screens.
Use this group box to print a bold series of asterisks (****) around certain text or descriptive labels to highlight them on the sales order acknowledgment, packing slip, and/or invoice. You can set up each of the three sales order form types with different print options as follows.
Select the appropriate checkbox to highlight the form title on the acknowledgement, packing slip, or invoice when the applicable sales order form is printed.
Select the appropriate checkbox to highlight the word "Duplicate," which appears on acknowledgments, packing slips, and invoices that have been previously printed.
Select the appropriate checkbox to highlight the header standard text on the acknowledgement, packing slip, or invoice, if applicable.
Select the appropriate checkbox to highlight header notes on the acknowledgement, packing slip, or invoice, if applicable.
Use the drop-down boxes in this group box to select the format for the acknowledgement, packing slip, or invoice. Valid options are "Formless Laser Portrait," "Formless Laser Landscape," "Pre-Printed Laser," and "Pre-Printed Line Printer." Format types can be different for each type of sales order form.
If sales order forms are to be printed to a laser printer, you should use at least a LaserJet III print driver to minimize formatting problems.
Use this pushbutton to open the Defaults subtask.