The Print: Sales orders screen allows you to print the delivery notes, send the delivery notes to the debtor by e-mail, and generate and print invoices. You can access this screen by clicking Print from the Print /Process screen or Service orders screen.
However, invoices can be printed only if authorization of invoices is not required. If authorization of invoices is required, you can only generate the invoices. The invoices can then be printed at Invoice ? Entries ? Print / Process after the generated invoice is authorized.
The information in this document is applicable to product update 404 and higher. If you have versions lower than this, certain features explained here will not be applicable.
Select this if you only want to process the sales order or service order without printing the delivery note.
Select this to print the delivery note.
Select this to send the delivery note by e-mail to the debtor. Select Debtor, Delivery debtor, or Invoice debtor as the recipient of the e-mail.
Select a printer that you want to use to print the delivery note. The selection available will be based on the form printer settings. For more information on form printer settings, see Form printer settings. If Default printer is defined in the form printer settings, the printer defined at Default printer at System ? General ? User settings, under the Output tab, will be used.
Note: This field is enabled only if the Printer option is selected.
This is the e-mail address of the debtor who will receive the delivery note. Depending on who is selected in the E-mail field, the e-mail address can be that of the debtor, delivery debtor, or invoice debtor. By default, the debtor’s e-mail address that is displayed in the field is derived from E-mail at the debtor maintenance (go to Finance ? Accounts receivable ? Maintain, select the relevant debtor, and then click Open, under the Contact tab). However, you can type a new e-mail address. If you want to send the delivery note to multiple e-mail addresses, insert a semicolon (;) between the e-mail addresses.
Note: Changes made to the e-mail address will not be reflected at the debtor maintenance (at Finance ? Accounts receivable ? Maintain) but the changed e-mail address will be reflected in the Address data screen (go to Order ? Entries ? Sales orders, select the relevant sales order, click Open, and then click Address) for the selected sales order, or Address data screen (go to Service ? Entries ? Service orders, select the relevant service order, click Open, and then click Address) for the selected service order.
Type the subject of the e-mail. This information is mandatory. The debtor’s reference number, as defined in the sales order or service order, is displayed below the Subject field.
Type the long description of the e-mail.
Type or select a covering letter code to attach a covering letter with the e-mail. This is available only if PDF is selected at Store attachment as in the General section of Documents settings and the Use multiple layouts check box is not selected in the Fulfilment section of Order settings. For more information, see Overview of layouts.
Select this check box to generate the invoice for the sales order or service order. By default, this check box is selected.
Note: The check box will always be cleared for sales orders that are shipped using StarShip. However, you can still select the check box if you need to generate an invoice for shipment using StarShip. For more information, see Creating and maintaining shipping methods.
Select All to generate the invoice for all the sales order lines that are in the sales order or service order lines that are in the service order.
Select Delivered to generate and print invoice for only the sales order or service order lines that are delivered to the debtor. When you select this option, you can also generate and print invoices for sales or service items delivered within a specific period by defining the Fulfilment date.
The Fulfilment date also derives its value automatically from the fulfillment date predefined in the Print / Process screen. Both methods can be used interchangeably to print invoices for order lines with specific fulfillment dates.
By default, the Delivered option is selected when the Fulfilment date field in the Print / Process screen is filled.
Note: The filtering of the fulfillment date for an order is not applicable to a sales order text line. Upon the generation of invoice based on the defined fulfillment date, the sales order text line will be invoiced if the fulfillment date of the text line is earlier than or equals to the transaction date.
Select Shipped to include only fully shipped order lines.
Note: This option is available only if you have the SE1343 – E-Shipping Manifest Integration and SE1200 – E-Order licenses and the corresponding sales order is also linked to a shipping method with the Use shipping manifest attribute. For more information, see Creating and maintaining shipping methods.
Type or select the selection code for the sales order or service order.
Select this check box if you want the invoice to include sales order or service order lines with “0” amount.
Select this check box to print the generated invoice. By default, this check box is selected.
Note: Invoices can only be printed if you have not selected the Authorize invoices check box at System ? General ? Settings, under Invoice settings, in the Authorize section. If the Authorize invoices check box is selected, the generated invoice will firstly have to be authorized at Invoice ? Entries ? Authorize before the invoice can be printed.
Select this check box if you want the invoice to include sales order or service order lines with credit note amount of less than “0”.
Type or select the delivery date that you want to be printed on the delivery note. By default, the current date is displayed.
Select this check box to change the layout of the delivery note.
Note: This check box is available only if multiple sales orders are selected for printing. If this check box is selected, the Layout field will be available for selection.
Type or select a collective layout for the delivery note. This information is mandatory. You can define collective layouts for delivery notes at System ? Logistics ? Layouts ? Multiple layouts for delivery notes. For more information, see Overview of collective layouts for logistics.
Type or select a layout for the delivery note. By default, a delivery note layout is displayed. This information is mandatory.
Note: The default delivery note layout is defined at System ? General ? Settings, under Document settings, at the Logistics section (Delivery note field). Also, this field is available only if you have not selected the Use multiple layouts check box at System ? General ? Settings, under Order settings, in the Fulfilment section.
Type the number of copies of the delivery note that you want to print. This information is mandatory and should be between 1 and 99.
Note: This field is available only if you have not selected the Use multiple layouts check box at System ? General ? Settings, under Order settings, in the Fulfilment section.
You can type extra information for the delivery note in the Free text line 1, Free text line 2, and Free text line 3 fields. These fields are enabled if you have selected the Free text lines check box under the To be printed section.
Select this check box to add remarks to the delivery note. Once this check box is selected, the Free text lines 1, Free text lines 2, and Free text lines 3 fields under the Options section will be enabled.
Select the this check box if you want to include sales order or service order lines that have a delivery date later than the sales order or service order date to be printed on the delivery note. For example, if the sales order or service order date is 20/01/2006, the fulfillment date for Item A is on 20/01/2006 and the fulfillment date for Item B is on 23/01/2006, Item B will also be printed on the delivery note if this check box is selected.
Select this check box if you want sales order or service order lines that are realized (completed) to be printed on the delivery note.
Select this check box to combine the same items with the same sales order or service order information into one line on the delivery note. Only the same sales or service items with the same information such as fulfillment date, sales price, and other information (except quantity) can be combined.
Select this check box to include items with the quantity of 0 in the delivery note.
Select this check box for cash payment or any other entries that are not matched to any invoice or payment (payment for the sales order or service order has not been made).
Note: If this check box is not selected, only the total payment amount for the sales order or service order will be displayed on the delivery note.
Click this to view the delivery note before printing.
Click this to print the delivery note.
Click this to exit.