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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
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