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Creating and maintaining collective layouts for logistics

Menu paths

  • To create the collective layouts used for invoices, go to System ➔ Logistics ➔ Layouts ➔ Multiple layouts for invoices and click New. To change the details of the collective layouts for invoices, go to System ➔ Logistics ➔ Layouts ➔ Multiple layouts for invoices, select the collective layout you want to change and click Open.
  • To create the collective layouts used for quotations, go to System ➔ Logistics ➔ Layouts ➔ Multiple layouts for quotations and click New. To change the details of the collective layouts for quotations, go to System ➔ Logistics ➔ Layouts ➔ Multiple layouts for quotations, select the collective layout you want to change and click Open.
  • To create the collective layouts used for confirmations, go to System ➔ Logistics ➔ Layouts ➔ Multiple layouts for confirmations and click New. To change the details of the collective layouts for confirmations, go to System ➔ Logistics ➔ Layouts ➔ Multiple layouts for confirmations, select the collective layout you want to change and click Open.
  • To create the collective layouts used for delivery notes, go to System ➔ Logistics ➔ Layouts ➔ Multiple layouts for delivery notes and click New. To change the details of the collective layouts for delivery notes, go to System ➔ Logistics ➔ Layouts ➔ Multiple layouts for delivery notes, select the collective layout you want to change and click Open.
  • To create the collective layouts used for customer return slips, go to System ➔ Logistics ➔ Layouts ➔ Multiple layouts for customer return slips and click New. To change the details of the collective layouts for customer return slips, go to System ➔ Logistics ➔ Layouts ➔ Multiple layouts for customer return slips, select the collective layout you want to change and click Open.
  • To create the collective layouts used for service slips, go to System ➔ Logistics ➔ Layouts ➔ Multiple layouts for service slips and click New. To change the details of the collective layouts for service slips, go to System ➔ Logistics ➔ Layouts ➔ Multiple layouts for service slips, select the collective layout you want to change and click Open.
  • To create the collective layouts used for purchase orders, go to System ➔ Logistics ➔ Layouts ➔ Multiple layouts for purchase orders and click New. To change the details of the collective layouts for purchase orders, go to System ➔ Logistics ➔ Layouts ➔ Multiple layouts for purchase orders, select the collective layout you want to change and click Open.
  • To create the collective layouts used for purchase receipts, go to System ➔ Logistics ➔ Layouts ➔ Multiple layouts for purchase receipts and click New. To change the details of the collective layouts for purchase receipts, go to System ➔ Logistics ➔ Layouts ➔ Multiple layouts for purchase receipts, select the collective layout you want to change and click Open.
  • To create the collective layouts used for supplier return slips, go to System ➔ Logistics ➔ Layouts ➔ Multiple layouts for supplier return slips and click New. To change the details of the collective layouts for supplier return slips, go to System ➔ Logistics ➔ Layouts ➔ Multiple layouts for supplier return slips, select the collective layout you want to change and click Open.
  • To create the collective layouts used for blanket purchase orders, go to System ➔ Logistics ➔ Layouts ➔ Multiple layouts for blanket purchase orders and click New. To change the details of the collective layouts for blanket purchase orders, go to System ➔ Logistics ➔ Layouts ➔ Multiple layouts for blanket purchase orders, select the collective layout you want to change and click Open.
  • To create the collective layouts used for production sheets, go to System ➔ Logistics ➔ Layouts ➔ Multiple layouts for production sheets and click New. To change the details of the collective layouts for production sheets, go to System ➔ Logistics ➔ Layouts ➔ Multiple layouts for production sheets, select the collective layout you want to change and click Open.

Note: The menu paths to create and maintain the collective layouts for quotations, confirmations, delivery notes, customer return slips, and service slips will only be available if you have selected the Use multiple layouts check box under the Fulfillment section in Order settings. For more information, see Order settings. The menu path to create and maintain the collective layouts for invoices will only be available if you have selected the Use multiple layouts check box under the Print section in Invoice settings. For more information, see Invoice settings. Meanwhile, the menu paths to create and maintain the collective layouts for purchase orders, purchase receipts, supplier return slips, and blanket purchase orders will only be available if you have selected the Use multiple layouts check box under the Receipt section in Purchase settings. For more information, see Purchase settings. The System ➔ Logistics ➔ Layouts ➔ Multiple layouts for production sheets menu path will be available if you have selected the Use multiple layouts check box under the Print section in Manufacturing settings. For more information, see Manufacturing settings.

Introduction

It is possible to create and maintain the collective layouts used for logistic documents such as invoices, quotations, delivery notes, confirmations, production sheets, service slips, customer return slips, purchase orders, purchase receipts, supplier return slips, and blanket purchase orders. For every collective layout, you can define the layouts to be used in the group and the number of copies for each layout to be printed.

Fields

Collective layout

Type the collective layout code. This is mandatory.

Description

Type the description of the collective layout.

Layout column

Press the F2 key to display the Select layout screen and then select the layout to be used as part of the collective layout.

Description column

Depending on the layout you have selected under the Layout column, the description of the layout will be displayed.

Number of copies column

Type the number of copies to be printed for the selected layout.

Buttons

New

Click this to create a collective layout.

Save

Click this to save the changes made to an existing collective layout or a newly created collective layout.

Close

Click this to exit.

Related documents

     
 Main Category: Attachments & notes  Document Type: Online help main
 Category:  Security  level: All - 0
 Sub category:  Document ID: 17.476.497
 Assortment:  Date: 26-09-2022
 Release: 390  Attachment:
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