Use this screen to print a hard copy of the sales order, which can be sent to the customer for confirmation.
You can print the sales order acknowledgment on pre-printed forms or formless using a laser or a line printer. Formless printing permits landscape or portrait views.
The formless printing option includes the capability of printing company logos. The logo is printed in the upper left-hand corner of the acknowledgment. The company logo must be a bitmap file that does not exceed 32,000 bytes. The bitmap file must be called OEFORM.BMP and should be in the Costpoint program directory or the user's network search path.
Print sales order acknowledgments at any time. You can include or exclude previously printed acknowledgments. If there is a duplicate acknowledgment, "DUPLICATE" will print across the top of the acknowledgment form.
Be sure to check the settings in the Sales Order Print Options screen for printing parameters and format options so that SO acknowledgments can be printed correctly from this screen. For example, selecting the Line Sales Tax/VAT checkbox will calculate sales tax/VAT percentages at the line level; selecting the Tax ID and Tax Date checkbox will print the customer's tax ID (but not the tax date) on sales order acknowledgements.
Use this drop-down box to select the category by which to print sales order acknowledgments. Valid values are "Catalog," "Project," "Customer," and "Sales Order." Once you select the category from this drop-down box, use the Range Option to indicate which acknowledgments will print for the Catalog, Project, Customer, or Sales Order range.
Enter, or use the drop-down box to select, the range of acknowledgments that you want to print based on the value in the Select By drop-down box. The options in this drop-down box include "All," "One," "Range," "From Beginning," and "To End." The default for this field is "All."
Enter, or use Lookup to select, the starting value/ID for the range. This field is available if you selected "One," "Range," or "To End" from the Range Option drop-down box.
Enter, or use Lookup to select, the ending value/ID for the range. This field is available if you selected "Range" or "From Beginning" from the Range Option drop-down box.
This field is currently unavailable.
This field is currently unavailable.
This is an optional field. If you are using Costpoint Multicurrency, enter, or use lookup to select, the default transactional currency. If you enter a transaction currency code, only sales order acknowledgments with a matching transaction currency (within the limitations of the other selection criteria) will be printed. If you leave this field blank, the printouts will be based on the limitations of the selection criteria only, and will print the trans currency corresponding to the sales order acknowledgment. If the specified range contains several different transaction currencies, each sales order acknowledgement will print the corresponding transaction currency and amounts will be in the associated format. The currency code is printed in the header section just above the column titles of the document. If you are not using Costpoint Multicurrency, all amounts will print in the functional currency. For each line, the EC commodity code will print as a separate entry in the same area as other miscellaneous information about the item if it has been entered in the Enter Sales Orders screen.
Select this checkbox to enable list mode, in which you can set up multiple range selections for pick list generation. After entering a Range Option, use the Apply pushbutton to add the option to the list. Select the Remove pushbutton to delete a range option from the list.
Use the drop-down box to select one of the four available print format options. The options include "Formless Laser Portrait," "Formless Laser Landscape," "Pre-Printed Laser," and "Pre-Printed Line Printer." This field defaults from the Sales Order Print Options screen and can be changed.
Select this checkbox to include previously printed acknowledgments in this print run, provided they are within the selection criteria. If you selected the Ackn Printed checkbox in the Header Information subtask of the Enter Sales Orders screen, that order will be considered previously printed. If you reprint the order, the word "DUPLICATE" prints on the hard copy. Once this printing process is completed, the system updates the printed flag in the Header Information subtask of the Enter Sales Orders screen. If the Duplicate checkbox is selected for the acknowledgment in the Highlight group box in the Sales Order Print Options screen, "DUPLICATE" will appear as emphasized text.
Leave this checkbox empty to include only sales orders that have not been previously printed.
Select this checkbox to print the order acknowledgment with the same information that is printed when this checkbox is left empty. If you select this checkbox, the system is prevented from updating the Ackn Printed checkbox in the Header Information subtask of the Enter Sales Orders screen.
Select this checkbox to print the notes on the acknowledgment entered for the order in the Header Information subtask of the Enter Sales Orders screen. If you do not select this checkbox, the header notes will not print. Select this checkbox to enable the radio buttons in the Header Notes Placement group box. This checkbox defaults with the status of the radio button in the Header Notes group box for the Acknowledgment in the Placement Defaults group box in the Defaults subtask in the Sales Order Print Options screen, but can be changed. Also, you may specify whether or not you want the header notes printed in a highlighted font by selecting the Acknowledgment, Header Notes checkbox in the Highlight group box in the Sales Order Print Options screen.
Select this checkbox to print only those sales orders requiring acknowledgement for the customer. The sales order Header Information (entered in the Enter Sales Orders screen) will automatically update to reflect the printed copy.
Select this checkbox to print those sales order lines with line components on the acknowledgement. Selecting this option can override default selections made in the Print Components group box in the Defaults subtask of the Sales Order Print Options screen. If you select this checkbox, SO line components will print underneath the Sales Order Item, description, and long description lines. For each component, the item, revision, U/M, order quantity and description will print in the normal positions. The component line number and price information will not print, but the component lines will be sorted in component line number sequence under the SO line. If the Number of Users field is populated for the SO line in the Enter Sales Orders screen (i.e., for software sales and royalties), this information will also print with the item.
Use this group box to determine the placement of any standard text associated with the sales orders. This radio button setting defaults from the option selected for the acknowledgment in the Standard Text group box in the Defaults subtask in the Sales Order Print Options screen. Valid options are:
Select this radio button to print all standard text on the top of the form, before any of the line item information is printed.
Select this radio button to print all standard text on the bottom of the form, after all line item information has been printed.
Use this group box to determine the placement of any header notes associated with the sales orders. This option is available only if you selected the Print Sales Order Header Notes checkbox in this screen. Whether or not the header notes appear on the acknowledgment depends on the option selected in the Header Notes group box in the Defaults subtask in the Sales Order Print Options screen. The system-defined options are as follows:
Select this radio button to print all header notes on the top of the form, before any of the line item information is printed.
Select this radio button to print all header notes on the bottom of the form, after all line item information has been printed.