Home » Categories » Solutions by Business Process » Order Processing and Invoicer |
Dunning Messages on Order Processing Documents |
Article Number: 2147 | Rating: Unrated | Last Updated: Mon, Jun 12, 2023 at 2:31 PM
|
Datafile 2016 Onwards Only
Often there is a requirement to include a message on documents issued to customers and suppliers – office hours changes, telephone and address changes, special offer notices and so on.
Currently these messages have to be updated on to the document layout as text items, this new feature allows for the document to be updated to include dunning messages as print items. If configured, on document selection, the system will display and subject to authority level settings, allow amendment of the message and save back to the document for next time.
If allowed to amend confirm required details and select OK to continue, if insufficient authority the message will be displayed for information only. ![]()
Installation Document Design ManagerTo configure the document sign on as the SYSTEM user, or any user with Installer access rights, and right click on the document menu option and select Configure Option. Alternatively select Installation from the main menu, followed by Application Manager and then Document Design Manager before selecting Sales or Purchase Order Documents and the required document category.
The system will list the available documents – enter the number of the document to update in the prompt at the bottom of the screen and the document mask will be displayed.
From the ribbon choose the Parameters option and then select the ACTION button to move to screen 6 – Final Document Totals before selecting NEXT to move to screen 6B for SOP Documents or 6A for POP Documents. ![]()
Text for Dunning Messages – enter, over up to five lines, the required default text for the dunning message.
Line / Column – set the print positions for the dunning message text. Note you can leave these items unset here and set later via the document mask. Adding the Dunning Message lines as Data Items from the Document Totals Category.
Authority Level to Change – set the authority level for the operator to be allowed to change the text at run-time. Authority levels are 0-9 where 0 is highest authority and 9 is the lowest. |
Attachments
![]() There are no attachments for this article.
|
Contract Invoicing - Two, Three and Four Yearly Invoicing
Viewed 1460 times since Wed, Sep 21, 2016
Order Entry - Prevent Changes to Price/Discount (SOP Only)
Viewed 53 times since Thu, Jan 2, 2025
Application Pick Lists - Change Order Status
Viewed 2230 times since Wed, Sep 21, 2016
Change Status – Confirmation Items
Viewed 3008 times since Fri, Jun 19, 2020
Order Detail Entry - Change Order Status (POP Only)
Viewed 6728 times since Wed, Sep 21, 2016
Staged Payment Schedule (SOP Only)
Viewed 2344 times since Fri, Apr 8, 2016
Order Detail Entry - Change Order Status
Viewed 1272 times since Wed, Sep 21, 2016
Quick Forms - Select by Alternate Account (SOP Only)
Viewed 72 times since Thu, Jan 2, 2025
Change Stock Location during Document
Viewed 1861 times since Wed, Apr 20, 2016
Save Purchase Order Cost during Document Processing (POP Only)
Viewed 1717 times since Wed, Sep 21, 2016
|