You can print sales order, return of merchant authorization (RMA) order, and service order confirmation slips in this screen. When there is a need to reprint an order confirmation, only charges for newly-added items and/or any line that has not been invoiced will be included in the order confirmation.
The information in this document is applicable to product update 417 and higher. If you have versions lower than this, certain features explained here will not be applicable.
Select this to print a test copy of the order confirmation slip.
Note: The sales order, RMA order, or service order confirmation will not be processed.
Select this to print a final copy of the order confirmation.
Note: The sales order, RMA order, or service order confirmation will be processed.
Note: This section is enabled if you have selected Final in the Print section.
Select this option to print the order confirmation slip.
Note: The Printer field will be enabled if this option is selected.
Select this option, and then select Debtor, Delivery debtor, or Invoice debtor to send the order confirmation slip by e-mail to the debtor.
Note: The Printer field will not be enabled if this option is selected.
Select the printer at Printer to print the order confirmation slip.
Note: This is enabled only if the Printer option is selected.
Type the e-mail address of the debtor who will receive the order confirmation slip. Depending on the type of debtor selected in the E-mail box, the e-mail address can be that of the debtor, delivery debtor, or invoice debtor. By default, the debtor’s e-mail address displayed in the box 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 different e-mail address. If you want to send the order confirmation slip to multiple e-mail addresses, insert a semicolon (;) between the e-mail addresses, for example, Peter@exact.com; Kirsten@exact.com.
Note: This is enabled only if the E-mail option is selected.
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 box.
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 Fulfillment section of Order settings. For more information, see Overview of layouts.
Select this check box to change the layout of the order confirmation slip.
Note: This check box is available only if multiple sales orders, RMA orders, or service orders are selected for printing.
Type or select a layout. By default, a confirmation note layout is displayed. This information is mandatory.
Note: The default confirmation note layout is defined at System ? General ? Settings, under Document settings, in the Logistics section (Confirmation box). Also, this box is available only if you have not selected the Use multiple layouts check box at System ? General ? Settings, under Order settings, in the Fulfillment section.
Type or select a collective layout for the confirmation slip. This information is mandatory. You can define collective layouts for confirmation slips at System ? Logistics ? Layouts ? Multiple layouts for confirmations. For more information, see Overview of collective layouts for logistics.
Note: This box is available only if you have selected the Use multiple layouts check box at System ? General ? Settings, under Order settings, in the Fulfillment section.
Type the number of copies of the confirmation slips you want to print. This information is mandatory and should be between 1 and 99.
Note: This box is available only if you have not selected the Use multiple layouts check box at System ? General ? Settings, under Order settings, in the Fulfillment section.
You can type extra information for the order confirmation slip in the Free text line 1, Free text line 2, and Free text line 3 boxes. These boxes are enabled if the Free text lines check box in the To be printed section is selected.
Select this check box to add remarks to the sales order or service order confirmation. Once this is selected, the Free text lines 1, Free text lines 2, and Free text lines 3 boxes under the Options section will be enabled.
Select this check box to combine the same items with the same sales order or service order information into one line on the sales order or service order confirmation. 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 sales order or service order confirmation.
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 is not selected, only the total payment amount for the sales order or service order will be displayed on the sales order or service order confirmation.
Click this to view the order confirmation slip before printing.
Click this to print the order confirmation slip.
Click this to exit.