Home » Categories » Multiple Categories

Document Processing - Print Sub-Totals

Order Processing documents have the options to include ‘sub-headers’ on change of a value. You might for example have a consolidated invoice covering multiple individual orders for the customer, or you might have separate sections based on a delivery date. This new feature extends this option so that you can have sub-totals for each break.


Installation

Document Design Manager

Additional parameters have been added to the document to allow sub-totals.

Installer users can right-click on the Order Acknowledgement, Delivery Note or Invoice application menu action and select toConfigure Option – the documents available will be displayed.

Alternatively, you can select Installation from the main menu followed by Application Manager and Document Design Manager. Choose the appropriate Order Processing application and then document type – the available documents are then listed for display.



To update a document, enter the document number required. If more than 12 documents press <Page-Down> to move to documents 13-24 and select the appropriate document number. The document mask will then be displayed.


To set the document sub totals click the Parametersoption on the ribbon and then use the ACTION button to move to parameter screen 4 Column Entries for Values



Print SubTotals – set to print document subtotals based on the change of item specified to ‘space a line against’ – a pop-up form will be displayed. Note if configuring against a multiple-order document set to space 1 line on change of the order reference and set to print a sub-total but do not print a header (the order header items can be configured for print on parameter screen 19).



Print Before Sub-Total – Space / Line – set whether to leave a blank line and/or draw a horizontal line before printing the document totals.

Print Space After Sub-Total Print – set whether to leave a blank line after the subtotal print.

The document detail ‘value’ items are then displayed – select which items you wish to sub-total.You should set the items as appropriate based on the detail items displayed.

Once set click OK to save the subtotal settings and click OK to return to the document mask. Can now choose to SAVE the document changes and <ESC> back out of the designer options.

Custom Fields
  • Release ID: 7.7
Attachments Attachments
There are no attachments for this article.
Related Articles RSS Feed
Email Documents – Include Order Details in Email Text
Viewed 981 times since Wed, Jun 13, 2012
Select via Stock Code and Negative Quantities
Viewed 1456 times since Tue, Jun 12, 2012
Reset Account Outstanding Values
Viewed 1711 times since Wed, Jul 4, 2012
Manual Document Processing
Viewed 1241 times since Tue, Jul 3, 2012
Order Entry / Document Accumulation Items
Viewed 1405 times since Wed, Jun 13, 2012
Detail Call Off
Viewed 2072 times since Wed, Jul 4, 2012
Job Costing Link at Order Header
Viewed 1807 times since Tue, Jul 3, 2012
Cost Price Checking – Checks by User-ID (SOP Only)
Viewed 5 times since Tue, Oct 22, 2024
Cleardown Options
Viewed 1191 times since Tue, Jul 3, 2012
Status – Amend an Order Status
Viewed 707 times since Tue, Jul 3, 2012