Footer Templates Tab
This section includes the fields and descriptions for the Footer Templates tab.
Template Island
| Field | Description |
|---|---|
| Template No. | In this field, you can enter the number of the current template. The template number determines the sequence in which footer lines are transferred when a quote or an order matches multiple footer templates. If that is the case, the lines from all the matching footer templates will be transferred, and the footer template with the lowest number will be placed at the top, and so on. |
| Name | In this field, you can enter the name of the current footer template. |
Selection Criteria Island
| Field | Description |
|---|---|
| Ship to Customer | In these fields, you can enter a range of customer numbers. If the ship-to customer number of an order or a quote matches this range, and the quote or order matches the other criteria in this island, the footer lines from the table part of this window will be transferred to the quote or order. If you do not enter a range, this field is disregarded. |
| Bill to Customer | In these fields, you enter a range of customer numbers. If the bill-to customer number of an order or a quote matches this range, and the quote or order matches the other criteria in this island, the footer lines from the table part of this window will be transferred to the quote or order. If you do not enter a range, this field is disregarded. |
| Customer Group | In this field, you can select a customer group. If the bill-to customer number of an order or a quote belongs to this group, and the quote or order matches the other criteria in this island, the footer lines from the table part of this window will be transferred to the quote or order. |
| Order Mode | In this field, you can select an order mode. If this order mode is specified when the quote or order is created, and the quote or order matches the other criteria in this island, the footer lines from the table part of this window will be transferred to the quote or order. |
| Sales Rep. | In these fields, you enter a range of sales representatives. If the sales rep. specified on an order or a quote matches this range, and the quote or order matches the other criteria in this island, the footer lines from the table part of this window will be transferred to the quote or order. If you do not enter a range, this field is disregarded. |
| Language | In this field, you can select a language code. If this language code is specified when the quote or order is created, and the quote or order matches the other criteria in this island, the footer lines from the table part of this window will be transferred to the quote or order. |
| Enterprise | In this field, you can select an enterprise. If this enterprise is specified when the quote or order is created, and the quote or order matches the other criteria in this island, the footer lines from the table part of this window will be transferred to the quote or order. |
| Segment | In this field, you can select a segment. If this segment is specified when the quote or order is created, and the quote or order matches the other criteria in this island, the footer lines from the table part of this window will be transferred to the quote or order. |
| Area | In this field, you can select an area. If this area is specified when the quote or order is created, and the quote or order matches the other criteria in this island, the footer lines from the table part of this window will be transferred to the quote or order. |
| Destination No. | In these fields, you enter a range of destination numbers. If the destination number specified on an order or a quote matches this range, and the quote or order matches the other criteria in this island, the footer lines from the table part of this window will be transferred to the quote or order. If you do not enter a range, this field is disregarded. |
| Delivery Mode | In this field, you can select a delivery mode. If this delivery mode is specified when the quote or order is created, and the quote or order matches the other criteria in this island, the footer lines from the table part of this window will be transferred to the quote or order. |
| Delivery Terms | In this field, you can select delivery terms. If these delivery terms are specified when the quote or order is created, and the quote or order matches the other criteria in this island, the footer lines from the table part of this window will be transferred to the quote or order. |
| Carrier | In this field, you can select a carrier. If this carrier is specified when the quote or order is created, and the quote or order matches the other criteria in this island, the footer lines from the table part of this window will be transferred to the quote or order. |
| Consignment Type | In this field, you can select a consignment mode. If this consignment mode is specified when the quote or order is created, and the quote or order matches the other criteria in this island, the footer lines from the table part of this window will be transferred to the quote or order. |
| Company No. | In these fields, you enter a range of company numbers. If the number of the responsible company specified on an order or a quote matches this range, and the quote or order matches the other criteria in this island, the footer lines from the table part of this window will be transferred to the quote or order. |
| Created on | In these fields, you enter a range of dates. If the creation date of an order or a quote matches this range, and the quote or order matches the other criteria in this island, the footer lines from the table part of this window will be transferred to the quote or order. |
Remarks Island
In these fields, you can enter comments regarding the current footer template.
User Island
See the chapter “Getting Started” for a description of the fields in the island User.