System ➔ General ➔ Settings ➔ Documents settings
In Exact Globe Next, you can set your preferred layouts for your documents. You can choose to retain the predefined document settings or create new layouts for your documents. Additionally, you can also combine new and default layout settings to print your documents.
The information in this document is based on product update 422 and higher. If you have versions lower than this, certain features explained here will not be applicable.
Select the file format to be used when attaching the covering letter in e-mails. There are two options available which include Image and HTML. If you select Image when e-mailing a document with an attached covering letter, the covering letter will be displayed as an image. The covering letter received is aligned in a proper format which does not require any adjustment to its contents or layout.
Note: The Image format will be applicable only to covering letters.
Click Zoom and you will see the Reminders screen. This screen shows you all the layouts selected for Reminder 1-9. The Debtor reminder layout 1 means that this layout will be used when you print the debtor reminder for the first time, while the Debtor reminder layout 2 will be used as the layout to print the debtor reminder for the second time and so on.
Click Select to select the layout you want to use for each reminder. After you click Select, you will see the Layout screen. Besides selecting the layout to be used, you can also preview an existing layout, create a new layout, edit an existing layout, copy an existing layout or delete a layout at the Layout screen. The reminder layout is used in Finance ➔ Account receivable ➔ Reminders ➔ Print.
To link a layout to a specific debtor, click Link layouts to debtors. Click Close to exit.
Click Select to select the layouts for debtor and creditor labels. You can generate a preview of the selected labels, create debtor and creditor labels, edit the existing labels as well as copy the existing labels. Click Link layouts to debtors to link the labels to specific debtors and click Link layouts to creditors to link labels to specific creditors. The debtor label layout is used in Finance ➔ Account receivable ➔ Labels while the creditor label layout is used in Finance ➔ Account payable ➔ Labels.
Click Select to select the layout for debtor statements. This layout is used in Finance ➔ Accounts receivable ➔ Debtor statements.
In this section, you can set the layouts for payment documents.
Select the standard layout for your payments by clicking Select. This layout will be used for the payment process in Cash flow ➔ Payments ➔ Process.
Select the standard layout for payment specification by clicking Select. This layout is used for printing of the payment specification which is set at Cash Flow ➔ Payments ➔ Payment specification. Click Link layouts to creditors to link payment specifications to specific creditors.
Select the layout for receipts by clicking Select. This layout is used in Cash flow ➔ Entries ➔ Cash flow.
Select the deposit report layout by clicking Select. This layout is used in Cash flow ➔ Miscellaneous ➔ Instrument status.
Select the default layout for the SDD pre-notification letter by clicking Select. This layout is used in Cash Flow ➔ Collections ➔ SDD management. Click Link layouts to creditors to link the specific layouts to the creditors.
Select the quotation layout by clicking Select. This function is only available if you have the E-Quotation module. This layout is used in CRM ➔ Entries ➔ Quotations.
Click Word merge to create and maintain layouts for letters. For more information, see Creating and maintaining letters.
Select the layout for payroll slips by clicking Select. This layout is used in Payroll ➔ Entries ➔ Print / Process.
Select the resource labels layout by clicking Select. This layout is used in Payroll ➔ Human resources ➔ Labels.
Click Letter Template: Maintain to create and maintain layouts for letters. For more information, see Creating and maintaining letters.
Select the layout for service slips by clicking Select. This layout is used in Service ➔ Entries ➔ Service slips.
Select the layout for item labels by clicking Select. This layout is used in Invoice ➔ Items ➔ Labels, Order ➔ Items ➔ Labels, and Purchase ➔ Items ➔ Labels.
Select the layout for purchase orders by clicking Select. Click Link layouts to creditors to link the purchase order layout to specific creditors. This layout is used in Purchase ➔ Entries ➔ Purchase orders.
Select the layout for blanket SOs by clicking Select. This layout is used in Order ➔ Entries ➔ Blanket orders ➔ Print / Process.
Select the layout for blanket POs by clicking Select. This layout is used in Purchase ➔ Entries ➔ Blanket purchase orders ➔ Print / Process.
Select the layout for item receipts by clicking Select. This layout is used in Purchase ➔ Entries ➔ Receipts.
Select the layout for receipt labels of purchased items by clicking Select. This layout is used in Purchase ➔ Entries ➔ Receipts.
Select the layout for return slips to suppliers by clicking Select. This layout is used in Purchase ➔ Entries ➔ Returns.
Select the layout for internal return slips for returns made by employees by clicking Select. This layout is used in Inventory ➔ Entries ➔ Fulfillment.
Select the layout for interbranch transfer delivery notes by clicking Select. This layout is used in Inventory ➔ Warehouse management ➔ Interbranch transfers.
Select the layout for order confirmation slips by clicking Select. Click Link layouts to debtors to link the layout to specific debtors. This layout is used in Order ➔ Entries ➔ Confirm.
Select the layout for Return to Merchant Authorization (RMA) order confirmations by clicking Select. This layout is used in Order ➔ Entries ➔ Confirm.
Select the picking list layout by clicking Select. This layout is used in Order ➔ Entries ➔ Picking list.
Select the layout for collective picking lists by clicking Select. This layout is used in Order ➔ Entries ➔ Picking list.
Select the layout for fulfillment slips by clicking Select. This layout is used in Order ➔ Entries ➔ Fulfillment.
Select the layout for delivery notes by clicking Select. Click Link layouts to debtors to link the layout to specific debtors. This layout is used in Order ➔ Entries ➔ Print / Process and Order ➔ Entries ➔ Fulfillment.
Select the layout for invoices by clicking Select. Click Link layouts to debtors to link the layout to specific debtors. This layout is used in Invoice ➔ Entries ➔ Print / Process.
Select the XSL style sheet to be used for electronic invoices by clicking Select. Click Link layouts to debtors to link the layout to specific debtors. This layout is used in Invoice ➔ Entries ➔ Print / Process.
Select the layout for direct invoices by clicking Select. This layout is used in Invoice ➔ Entries ➔ Print / Process.
Select the layout for credit notes by clicking Select. Click Link layouts to debtors to link the layout to specific debtors. This layout is used in Invoice ➔ Entries ➔ Print / Process.
The scenario for selecting layouts when printing credit notes will be as follows:
Master data
Expected behavior
Document settings: Credit note
Debtor maintenance - Debtor layout links screen: “Credit note”
Print invoices screen: “Layout” field
When printing trial, final, or previewing credit notes
Layout A
Layout B
Use Layout B.
Blank
Use Layout A.
Layout A.
Manually change to Layout C instead.
Use Layout C.
Blank.
Required to define the field, example, Layout C.
Use Layout C, as defined.
For the printing and processing of multiple credit notes or invoices (at Invoice ➔ Entries ➔ Print / Process), the layout that was linked to the debtor will be used. If there are no layouts linked to the debtors, the layout defined at Layout in the Print invoices screen will be used. By default, the layout defined for the invoice in the Documents settings screen will be displayed. Other layouts can be selected when processing credit notes or invoices, and the selected layout will be used for debtors without linked layouts.
Select the layout for direct credit notes by clicking Select. This layout is used in Invoice ➔ Entries ➔ Print / Process. If direct credit notes are printed at Invoice ➔ Entries ➔ Direct invoices, the default layout will be based on the scenario above (refer to the scenario for credit note). At debtor maintenance, you do not have to link the default layout for the direct credit notes. The linked layout for credit notes will also apply for direct credit notes.
Select the layout for POS layouts by clicking Select. This layout is used in POS ➔ Entries ➔ Cash register.
Select the layout for POS receipts by clicking Select. This layout is used in POS ➔ Entries ➔ Cash register.
Select the layout for Giro collection slips by clicking Select. This layout is used in Invoice ➔ Entries ➔ Giro collection slips.
Select the layout for customer return slips by clicking Select. This layout is used in Order ➔ Entries ➔ Fulfillment.
Select the layout for production order slips by clicking Select. This layout is used in Manufacturing ➔ Entries ➔ Instructions.
Select the layout for operation by clicking Select. This layout is used in Manufacturing ➔ Entries ➔ Print.
Select the layout for receipt labels of production items by clicking Select. This layout is used in Manufacturing ➔ Entries ➔ Receipts production.
Click this to view all the information of the changes you have made in the settings.
Click this to save all the changes you have made in documents settings.
Click this to exit.