Quantum VS Help: System Administration

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Price Book Flags: Documentation Record

The Documentation tab of the Price Book Flags control record has various flags relating to layout and whether headers/trailers will be displayed on your sales and purchasing documents.

 

To set up/edit the Price Book Flags - Documentation record:

 

1.      Do the following, as described in Price Book Flags Maintenance:

 

2.      With the Documentation tab/header selected, select the appropriate options under the various available fields using the following as a guide:

 

SysAd_PriceBookFlagsDoc.gif

 

Note: You may use your [Tab] key to move from one field to the next.

Field

Definition (* = secure field)

 

Documentation Layout Flags

 

Cash Sale Layout / Picking Layout / Collected Layout / Delivered Layout / Direct Layout / Invoice Layout *

 

For each listed document type you may select one of the following options:

 

  • Either: check the PDF field in order to convert the document to XML format in order to output the document as a PDF file via the XML to PDF Print Service.

  • Or: if the document type is not to be output as a PDF document, leave the PDF field unchecked then select the number of lines to be printed.

 

Note: Some layouts are site-specific (i.e. developed for a particular customer) whereas others are standard. The appropriate layout value will be advised by your EDP Quantum VS implementer. For further details see Printing Maintenance.

Header / Trailer Flags

 

Acknowledgement / Advice Note / Picking Note / Delivery Note / Invoice / SRN / Credit Note Headers & Trailers

 

Check the fields as applicable in order to display headers and/or trailers on the following document types:

 

  • Acknowledgement Notes

  • Advice Notes

  • Picking Notes

  • Despatch (Delivery) Notes

  • Invoices

  • Supplier Return Notes

  • Credit Notes

 

The actual header and trailer text may be created in Terms And Conditions Maintenance.

 

Discount Headings *

 

Check this field if you wish to have discount headings printed onto external sales documents.

 

 

Note: * = secure field

 

3.      When you have finished setting up the Price Book Flags - Selling Record, click Save on the Toolbar - Sub Menu to save the amended record, or select other Price Book Flags tabs/headers for viewing/editing as appropriate.

 

NEXT: Price Book Flags: Batch Trace Record