CONFIGURE SALES ORDER PRINT OPTIONS

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 prints 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.

To ensure proper alignment of printed objects, make sure that the Print Quality of the selected windows printer is set to 300 x 300 dots per inch.

Set up this screen when initializing Sales Order Entry, and maintain it whenever sales order print options need to be modified.

Location

Print

Use the options in this group box to designate items for the sales order acknowledgment, packing slip, and invoice.

Page X of Y

Select this check box 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 check box blank to print individual page numbers.

Prime Contract No

Select this check box 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 (on the Billing tab of the Manage 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.

Customer Mod No

Select this check box to print the customer modification number entered in the sales order header on the acknowledgment, packing slip, and invoice.

Signature Clause

Select this check box the print a customer's signature block on the sales order acknowledgment.

Remit-To Address

Select this check box to print the remit-to address on the sales order acknowledgment and invoice.

Vol Discount Clause

Select this check box to print the volume discount clause on the sales order acknowledgment and invoice.

Terms Discount Clause

Select this check box to print the terms discount clause on the invoice.

Deliver-To

Select this check box 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 prints 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 prints on the forms.

Misc Type Codes

Select this check box to print the miscellaneous type code and its description on the acknowledgment, packing slip, and invoice. Set up the miscellaneous type codes on the Manage Line Charge Types screen.

Customer Item No

Select this check box to print the customer item number on the acknowledgment, packing slip, and invoice.

Tax ID and Tax Date

Select this check box to enable the option of printing the company's tax ID and tax date (if applicable) when creating an invoice. This check box also applies when printing sales order acknowledgments; however, only the tax ID will print.

Model No

Select this check box to print the model number entered in the sales order on the acknowledgment, packing slip, and invoice.

NSN

Select this check box to print the national stock number (NSN) entered in the sales order on the acknowledgment, packing slip, and invoice.

Order Reference No

Select this check box 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.

Line Sales Tax/VAT

Select this check box 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 prints on the acknowledgment and invoice regardless of the check box status. If you select the Give Option to Print Amts on PS check box on this screen, you can 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.

Line No on DD250/WA250

Select this check box to print the sales order line number on the DD250/WA250 packing slip and invoice. It also prints the CLIN ID under the item description. If you do not select this check box, the CLIN ID displays 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.

Give Option to Print Amts on PS

Select this check box to enable the Print Amounts on Packing Slips check box on the Print Packing Slips and Print DD250 Packing Slips screens.

ACRN

Select this check box 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 prints beneath the sales order line notes.

Leave this check box blank to suppress printing the ACRN on sales order documents.

MILSTRIP

Select this check box to print the Military Standard Requisition and Issue Procedure (MILSTRIP) ID number entered for the sales order line item on the sales order acknowledgment, packing slip, invoice, and DD250 documents.

Leave this check box blank to suppress printing the MILSTRIP number on all sales order documents.

Ship To on Invoice Line

Select this check box to print the ship to address for the sales order line on the invoice.

SO Line Number

Select this check box to allow the printing of sales order line numbers on standard packing slips and invoices. Selecting this check box affects the printouts generated from the Print Packing Slips, Print Invoices, and Create Invoices screens.

Line Sales Tax/VAT Rate

Select this check box to allow printing of sales tax/VAT percentages at the line level. The sales tax/VAT percentage rate (with two decimal places) appears next to the Tax/VAT amount for each line, only if you also select Line Sales Tax/VAT Rate check box. Selecting this check box affects the printouts generated from the Print Invoices, Create Invoices, Print Sales Order Acknowledgments, and Print Packing Slips screens.

Highlight

Use this group box to highlight certain text or descriptive labels on the sales order acknowledgment, packing slip, or invoice. You can set up each of the three sales order form types with different print options.

Form Title

Use options on this row highlight the form title when the applicable sales order form is printed.

Acknowledgment

Select this check box to highlight the form title on acknowledgment forms.

Packing Slip

Select this check box to highlight the form title on packing slips.

Invoice

Select this check box to highlight the form title on sales order invoices.

Duplicate

Use options on this row to highlight the word "Duplicate," which appears on sales order forms that have been previously printed.

Acknowledgment

Select this check box to highlight the word "Duplicate" on acknowledgment forms.

Packing Slip

Select this check box to highlight the word "Duplicate" on packing slips.

Invoice

Select this check box to highlight the word "Duplicate" on sales order invoices.

Hdr Std Text

Use the options on this row highlight the header standard text on the applicable sales order form.

Acknowledgment

Select this check box to highlight the header standard text on acknowledgment forms.

Packing Slip

Select this check box to highlight the header standard text on packing slips.

Invoice

Select this check box to highlight the header standard text on sales order invoices.

Header Notes

Use options on this row to highlight header notes on the applicable sales order form.

Acknowledgment

Select this check box to highlight the header notes on the sales order acknowledgment form.

Packing Slip

Select this check box to highlight the header notes on the sales order packing slip form.

Invoice

Select this check box to highlight the header notes on the sales order invoice form.

Defaults

Use fields and options in this group box to select the default location and format for printing notes on packing slips, invoices, and acknowledgments.

Placement Defaults

Header Notes

Use this group box to select the default location for header notes on packing slips, invoices, and acknowledgments. You can modify the default location selected here, if necessary, when you access the Print Packing Slips, Print Sales Order Acknowledgments, and Print Invoices screens, respectively.

Enter sales order header notes on the Other Info tab of the Manage Sales Orders screen. A sales order's header notes display for the packing slip on the Notes tab of the Manage Shipping Transactions screen. You can modify these notes, and it prints on the packing slip if you select the Print Packing Slip Header Notes check box in the Print Packing Slips screen.

Similarly, a sales order's header notes display for the invoice record on the Notes tab of the Manage Invoices screen. You can modify these notes, and it prints on the invoice if you selected the Print Invoice Header Notes check box on the Print Invoices screen. You can also print sales order header notes on sales order acknowledgments by selecting the Print Sales Order Header Notes check box on the Print Sales Order Acknowledgments screen. If applicable, sales order line notes always prints on packing slips, invoices, and SO acknowledgments.

Acknowledgment

Do Not Print

Select this option to suppress printing of the header notes on acknowledgment forms.

Top

Select this option to print the header notes at the top of the acknowledgment form, before any line item information is printed.

Bottom

Select this option to print the header notes at the bottom of the acknowledgment form, after the information for the last line item is printed.

Packing Slip

Do Not Print

Select this option to suppress printing of the header notes on packing slips.

Top

Select this option to print the header notes at the top of the packing slip, before any line item information is printed.

Bottom

Select this option to print the header notes at the bottom of the packing slip, after the information for the last line item is printed.

Invoice

Do Not Print

Select this option to suppress printing of the invoices.

Top

Select this option to print the header notes at the top of the invoice, before any line item information is printed.

Bottom

Select this option to print the header notes at the bottom of the invoices, after the information for the last line item is printed.

Standard Text

Use the options in this group box to select the default location for printing sales order standard text on the acknowledgment, packing slip, and invoice. Enter header standard text on the Header Standard Text subtask of the Manage Sales Orders screen. You can modify the standard text location selected here, if necessary, when printing the forms.

Acknowledgment

Top

Select this option to print the standard text at the top of the acknowledgment form, before any line item information is printed.

Bottom

Select this option to print the standard text at the bottom of the acknowledgment form, after the information for the last line item is printed.

Packing Slip

Top

Select this option to print the standard text at the top of the packing slip, before any line item information is printed.

Bottom

Select this option to print the standard text at the bottom of the packing slip, after the information for the last line item is printed.

Invoice

Top

Select this option to print the standard text at the top of the invoices, before any line item information is printed.

Bottom

Select this option to print the standard text at the bottom of the invoices, after the information for the last line item is printed.

Format Options

Use the drop-down lists in this group box to select the format for the applicable sales order form. You can select Formless Laser Portrait, Formless Laser Landscape, Pre-Printed Laser, or Pre-Printed Line Printer on each of the drop-down lists in this group box. Format types can be different for each type of sales order form.

If you need to print sales order forms to a laser printer, you should use at least a LaserJet III print driver to minimize formatting problems.

Acknowledgment

From the drop-down list, select a format for printing sales acknowledgments.

Packing Slip

From the drop-down list, select a format for printing packing slips.

Invoice

From the drop-down list, select a format for printing invoices.

Print Components

Use the options in this group box to select print options for printing sales order components on the acknowledgment, packing slip, and invoice. Enter component text on the Components subtask of the Manage Sales Orders screen. The options selected here default into the sales order line where you can override them, if necessary, when printing the forms.

Acknowledgment

Select this check box to print sales order components on the acknowledgments.

Packing Slips

Select this check box to print sales order components on packing slips.

Invoices

Select this check box to print sales order components on invoices.

Print Serial/Lot Numbers

Use the options in this group box to select print options for printing sales order serial numbers on the packing slip, invoice, DD250 Packing Slip, and DD250 Invoice. Enter serial numbers on the Configure Serial/Lot Settings screen. You can modify the options selected here, if necessary, when printing the forms.

Packing Slip

Select this check box to print sales order serial numbers on packing slips.

Invoice

Select this check box to print sales order serial numbers on invoices.

DD250/WA250 Packing Slip

Select this check box to print sales order serial numbers on DD250/WA250 packing slips.

DD250/WA250 Invoice

Select this check box to print sales order serial numbers on DD250/WA250 invoices.