Print Codes—Basic Data and Requirements Exercise

IMPORTANT

If you are a student, it is extremely important that you set up and work within your own site to maintain your data integrity. If you work within any other site, you will compromise your own exercise data as well as the data of other students. Predictable exercise results require that your data be isolated in your own site.

Main Exercise

Purpose: The purpose of this exercise is to familiarize you with the basic functionality of creating print codes, i.e. deciding whether or not to display the characteristics on the different reports connected to customer orders.

DSales Basic Data/Print Controls

Steps: To complete this exercise, perform the following steps in the sequence shown.

IFS Racing wants to display different characteristics on the following reports; customer order confirmation, delivery note, and customer invoice. On the customer order confirmation, all characteristics and additional price should be displayed. On the delivery note, only the characteristics need to be displayed. Finally, on the customer invoice only characteristics and, which price is included in the final sales price, will be displayed.

Select New (F5).
Enter the short code XXP for the new print code, i.e., print template.
Enter a description in your own choice.
Select Save (F12).
Select the Customer Order Confirmation line in the lower part of the window.
Select Print With Price All Characteristics in the Print Configuration column.
Select the Delivery Note line.
Select the Print Without Price option.
Select the Customer Invoice line.
Select the Print With Price Contributing Characteristics Only option.
Select Save (F12)

Note: Your template is now ready to be connected to any customer. This is done in the Customer/Order/Misc Customer Info tab.