Omit Print of Account Items on Documents

If using, for example, Sales Order Processing to enter orders for a mixture of account customers and cash sales then you will often enter the delivery/invoice address whilst adding the order header (with copy items to default the address from the accounts file). Your document will show both addresses, the delivery address from the order header and the account address from the accounts file. Where this is the same, or the invoice is for a cash sale account, you may want to omit print of the details from the accounts file and this option allows this facility.

Installation

Database Changes

The system omits the print of account items based on a flag on the order header database – if the flag is set to ‘Y’ the items will print, if not set then they will be omitted.

To restructure the database select, from the main menu, Installation followed by Application Manager and then Restructure a Database. Choose the appropriate order processing application, set to change the live files and then select the order database.

Item Type Description

PRT-ACC-ITEMS ? Flag which, if set to Y, allows the document to print the items from the ‘Account Items to be Printed’ category.

You may want to pre-set selected accounts to print, in which case you may want to create a similar item on the accounts file and copy the flag from the account to the order header.

Document Design Manager

A new parameter has been added to the document definition to check a data item on the order header as to whether the account items are to be omitted. Only if the nominated item contains the value ‘Y’ are the account details omitted.

From the main menu select Installation followed by Application Manager and then Document Design Manager. Select the appropriate order processing application and then select the required documents sub-menu. Enter the document number of the document you wish to amend and select to update the layout.Once the document mask is displayed select Parameters from the toolbar and move to the parameter screen ‘Account Items to be Printed’.

Only Print ACC Items if HDR item Y

Enter the data item number, <F4-Select> is available if required, of the data item number to check as to whether to print the account items.