You can print sales order, return of merchant authorisation (RMA) order, and service order confirmation slips in this screen. When you 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 503 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 field, 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 field is derived from E-mail at 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 field is enabled only if you have selected the E-mail option. This field cannot be edited if you have selected multiple records (only for sales order confirmations).
Type the e-mail address of a recipient to send a carbon copy of the sales order confirmation to that person. To send a carbon copy of the sales order confirmation to more than one recipient, type a semicolon (;) after every e-mail address that you add.
Note: This field is only available for sales order confirmations and cannot be edited if you have selected multiple records.
Type the e-mail address of a recipient to send a blind carbon copy of the sales order confirmation to that person. To send a blind carbon copy of the sales order confirmation to more than one recipient , type a semicolon (;) after every e-mail address that you add.
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.
Note: This field is enabled only if you have selected the E-mail option.
Type the long description of the e-mail.
Type or select a cover letter code to attach a cover letter with the e-mail. This is available only if you have selected PDF at Store attachment as under the General section in Documents settings, and you have not selected the Use multiple layouts check box under the Fulfillment section in 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 you have selected multiple sales orders, RMA orders, or service orders for printing.
Type or select a layout. A confirmation note layout is displayed by default. This information is mandatory.
Note: The default confirmation note layout is defined at Confirmation under the Logistics section at System > General > Settings in Document settings. Also, this field is available only if you have not selected the Use multiple layouts check box in the Fulfilment section at System > General > Settings under Order settings.
Type or select a collective layout for the confirmation slip. This information is mandatory. One email will be sent with multiple layouts if you have selected the Email option at Output. 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 field is available only if you have selected the Use multiple layouts check box in the Fulfilment section at System >General > Settings, under Order settings.
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 field is available only if you have not selected the Use multiple layouts check box in the Fulfilment section at System >General > Settings under Order settings.
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 fields. These fields are enabled if you have selected the Free text lines check box in the To be printed section.
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 fields 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 fulfilment 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 exit.
Click this to print the order confirmation slip.
Click this to view the order confirmation slip before printing.