Omit Values on Delivery Note


Datafile Software

Omit Values on Delivery Note

You may have some customers who require value information (price etc.) on their delivery note documents and others who insist on not having this value. You could use two separate documents but this relies on the operator selecting the correct document each time and mistakes can occur.

This new feature allows a flag on the customer record which can be set for the customers who require that values are not printed. When a delivery note is printed for these customers the value items (on the line and document totals) are omitted.

This option is also available for the Purchase Order Processing where, whilst the GRN is an internal document you may wish to omit values for particular suppliers.

Installation

Changes are required to the accounts file database structure, the database profiles and the account maintenance screen layout.

Restructure a Database

Changes are required to the sales (purchase) accounts database to hold the flag to omit print of values.

File Item Name Type Description

SLA/PLA OMIT-VALUES ? Flag, which if Y, will omit print of values on delivery / goods received note.

Set Database Profiles

The new accounts data item needs to be referenced within the Datafile Database Profiles. The parameter screen ‘Account Optional 4’ includes the prompt ‘Unpriced Del-Note’ which the new data item should be referenced against.


Application Screen Layouts

Changes are required to the customer / supplier accounts maintenance screen to allow input of the omit flag.

Document Design

No changes are required to the document design except in that the value fields omitted are those printed using the ‘Document Details’ and ‘Document Totals’ print categories. If printing values direct from the order header or order detail database then these items will continue to print.


Custom Fields

Article ID: 243
Created On: Tue, Jun 12, 2012 at 3:47 PM
Last Updated On: Wed, Jun 14, 2023 at 5:29 PM

Online URL: https://kb.datafile.co.uk/article/omit-values-on-delivery-note-243.html