Formatting
Formatting is used to control what content and how that content is printed on print documents. This control allows, among other things, the printing of headings and the hiding of components.
Formatting can be used in the following sales documents:
- Sales quotes
- Sales orders
- Blanket orders
- Sales invoices
- Sales credit memos
- Customer Subscription Contracts (if Microsoft Subscription Billing is used)
Formatting can no longer be changed in posted documents. It will be applied when posting and when creating the subsequent document. Thus the formatting is copied from the sales quote to the sales order. The formatting can again be adjusted in the sales order.
Changing the formatting
The formatting can be customized in the lines of the documents as follows:
- The Print Line field controls whether a line should be printed. The line amount goes into the document amount regardless of whether a line is printed.
- Line Format Style field specifies the output of the line or whether it should be printed bold, italic or normal. On Sales Quotes, this field is also set automatically to Italic by the Alternative and Optional Positions feature from DYCE IT-Business Toolkit when a line is marked as an alternative or optional position.
- Print Discount % controls whether the discount % from the line is printed on the document.
- Print Quantity Only option prints the line with the quantity only. Unit Price, Discount % and line amount will not be printed or will be printed with the value 0.
- A page break can be inserted via New page. The line with the indicator is always printed on a new page.
The page break that can be triggered via the New page field only affects RDL layouts for technical reasons. Page breaks cannot be realized with WORD layouts using this method.
Headings can be used to easily structure sales quotes, order confirmations and invoices to increase readability. A heading can be easily created using the Line Format Style and New Page fields. Enter a line of text and select the Bold option in the Line Format Style field. If the heading is to start on a new page, set the indicator accordingly.
Formatting for bundles
Bundles are, from a system point of view, independent products consisting of different components. In most cases the components should be printed without price, italic or not at all. In these cases, formatting quickly creates an easy-to-read print document.
To print the bundle without the components, simply uncheck Print Line in the component lines. This will print only the bundle, while all the necessary components are created in the lines and can be worked with.
If the components are to be printed without prices, this can be controlled by the Print Quantity Only field. To highlight the bundle, change the Line Format Style in the bundle line to Bold. Readability and clarity of the print document will be increased.
Defaults via Assembly BOMs
The fields Print Line, Line Format Style, Print Discount % and Print Quantity Only are also available in the Assembly BOM lines (assembly parts). This makes it possible to define specifications for the formatting of the sales lines to be created in advance, both for bundles stored as master data and for any other item with an Assembly BOM. When the Assembly BOM is exploded in a sales document, for example with the Explode BOM action, the specifications are transferred to the sales lines, but can be changed there afterwards.
New Assembly BOM lines get default print settings depending on the parent item:
- Bundle: Print Line and Print Discount % are off, so the components are not printed.
- Other items: Print Line and Print Discount % are on, so the components are printed with their prices and discounts.
Print Quantity Only is off in both cases.