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.
|
Select Key List Items on Assembly Selection
Viewed 1191 times since Wed, Sep 21, 2016
Alternate Stock Selling Units (SOP Only)
Viewed 1881 times since Thu, Mar 24, 2016
Replicate Order Confirm Detail Replicate
Viewed 1487 times since Fri, Jul 15, 2016
Record Last Order Details for Account and Stock
Viewed 2698 times since Fri, Jun 19, 2020
Save Purchase Order Cost during Document Processing (POP Only)
Viewed 1742 times since Wed, Sep 21, 2016
Create Order Line within Documents
Viewed 1620 times since Wed, Apr 20, 2016
Change Status – Confirmation Items
Viewed 3028 times since Fri, Jun 19, 2020
Extra Document Confirm Items
Viewed 1492 times since Thu, Feb 25, 2016
Contract Invoicing - Two, Three and Four Yearly Invoicing
Viewed 1499 times since Wed, Sep 21, 2016
Nominal Code as Document Confirm Item
Viewed 1537 times since Mon, May 16, 2016
|