The Print: Service orders screen is displayed when Process is clicked in the Realizations screen (go to Service ➔ Entries ➔ Realizations, select the relevant service order, and then click Realizations). This screen allows you to process the realization of service items in the service order. You can also print the delivery note, email the delivery note to the debtor, and/or generate and print the invoice.
This section displays the information of the service order such as the order number, debtor name, selection code, reference number, order date, and requested date of the service items.
Select this to print test copies of the delivery notes.
Note: The selected service order will not be processed.
Select this to print the final copy of the delivery note. By default, this option is selected.
Note: The selected service order will be processed.
Select this if you only want to process the 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.
This is the e-mail address of the debtor who will receive the delivery note. Depending on the selection at E-mail, the e-mail address can be that of the debtor, delivery debtor, or invoice debtor. By default, the e-mail address of the debtor selected at E-mail will be displayed, which is derived from the Service orders screen (go to Service ➔ Entries ➔ Service orders, select the relevant service order, and then click Open). 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 in the debtor maintenance (go to Finance ➔ Accounts receivable ➔ Maintain, select the relevant debtor, and then click Open) but the changed e-mail address will be reflected in the Address data screen (go to Service ➔ Entries ➔ Service orders, select the relevant service order, click Open, and then click ). If Delivery debtor is selected in E-mail, click at Delivery debtor in the Service orders screen (go to Service ➔ Entries ➔ Service orders, select the relevant service order, and then click Open).
Type the subject of the e-mail. This is mandatory. The debtor’s reference number, as defined in the service order, is displayed below the Subject field.
Type the long description of the e-mail such as the message of the e-mail.
Select this check box to generate the invoice for the service order. By default, this check box is selected.
Select this check box to generate and print the invoice only for the realized service items in the service order.
Note: This check box is enabled only if the Generate invoices check box is selected.
Type or select the selection code for the service order.
Note: This field is enabled only if the Generate invoices check box is selected.
Select this check box if you want the invoice to include service order lines with the amount of “0”.
Select this check box to print the generated invoice.
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. For more information, see Invoice settings. If the Authorize invoices check box is selected, the generated invoice must be authorized at Invoice ➔ Entries ➔ Authorize before the invoice can be printed. If this check box is selected, the Print invoices screen will be displayed once Start is clicked. For more information, see Overview of invoices to be printed and processed. This check box is enabled only if the Generate invoices check box is selected.
The current date is displayed. This box cannot be edited.
This check box is not enabled for the printing of delivery notes.
Type or select a layout for the delivery note. By default, the delivery note layout displayed is based on the Delivery note defined at System ➔ General ➔ Settings, under Documents settings. This is mandatory. For more information, see Documents settings.
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 Fulfillment section. For more information, see Order settings.
Type or select a collective layout for the delivery notes. This 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.
Note: This field is available only if you have selected the Use multiple layouts check box at System ➔ General ➔ Settings, under Order settings, in the Fulfillment section. For more information, see Order settings.
Type the number of copies of the delivery note that you want to print. This is mandatory and should be between 1 and 99.
Select this check box to print the packing lists.
Type or select a layout for the packing lists. By default, the packing list layout displayed is based on the Fulfillment defined at System ➔ General ➔ Settings, under Documents settings. This is mandatory. For more information, see Documents settings.
Note: This field is enabled only if the Packing list check box is selected.
You can type additional information for the delivery note at Free text line 1, Free text line 2, and Free text line 3. These fields 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 delivery note. Once this check box is selected, the Free text lines 1, Free text lines 2, and Free text lines 3 fields in the Options section will be enabled.
Select this check box to include service order lines that have a realization date later than the service order date to be printed on the delivery note. For example, if the service order date is January 20, 2006, the realization date for Service Item A is on January 20, 2006, and the realization date for Service Item B is on January 23, 2006, Service Item B will also be printed on the delivery note if this check box is selected.
Select this check box if you want service order lines that are realized (completed) to be printed on the delivery note.
Select this check box to combine the same service items with the same service order information into one line on the delivery note. Only the same 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 service items with the quantity of “0” in the delivery note.
Select this check box for cash payments or any other entries that are not matched to any invoice or payment (payment for the service order has not been made).
Note: If this check box is not selected, only the total payment amount for the 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, and/or generate and print the invoice for the service order.
Click this to exit.