Customer RMA Printing

Customer RMA Printing - Fields

Form Code

Enter a code to identify the printing format to use for this form, or click the Lookup button to list all form codes. Form codes can be established for different formats. To define a new format, enter a new form code. The Template Selection window appears, allowing you to select a template for the new format.

Click Designer to customize the form using Crystal Reports Designer. This button is available only if the Crystal Reports Designer software is installed on your workstation and the appropriate security is set up.

Note New form codes are saved for the current user and company. The last form code entered appears as the default code the next time this task is accessed.

Description

Type the description of the form code.

Number of Copies

Select the number of copies to print.

Collated

Select this check box to print each copy of the report or form in proper binding order when printing multiple copies. Clear this check box if you do not want to collate the report or form. This check box is available only if the value selected in the Number of Copies field is greater than 1.

Multi-Part Form Enabled

Select this check box to enable multi-part printing using the Multi Part Form Maintenance window. The Multi Part button is available only if this check box is selected. Clear this check box to disable multi-part printing.

Multi-part printing allows you to print your documents to multiple locations. This functionality takes the place of preprinted multiple part carbon/carbonless forms.

Print Comments

Select the type of comments to print.

Select Full to print the entire comment entered on the Lines tab of the applicable data entry window.

Select Partial to print only the first 100 characters of the comment entered on the Lines tab.

Select None if you do not want to print Lines tab comments.

Paperless Office Output

Select the appropriate option for printing, saving, or electronically delivering the form. The results of your selection depend on whether the Print, E-mail, and/or Fax check boxes are selected for each customer, vendor, or employee in Paperless Office Delivery Options.

Select...

...to perform the following when these check boxes are selected in Paperless Office Delivery Options for the customer, vendor, or employee

E-mail and/or Fax check box

Print check box

None

Print All

Hard copies of all selected forms are printed.

Hard copies of all selected forms are printed.

Hard copies of all selected forms are printed.

Electronically Deliver Only

The selected forms are saved as PDF and sent by e-mail and/or fax.

Nothing

Nothing

Print/PDF for Print Delivery Option

Nothing

The selected forms are saved as PDF and printed as hard copies.

The selected forms are saved as PDF and printed as hard copies.

Print/PDF All and Electronically Deliver

The selected forms are saved as PDF, printed as hard copies, and sent by e-mail and/or fax.

The selected forms are saved as PDF and printed as hard copies.

The selected forms are saved as PDF and printed as hard copies.

Print/PDF or Electronically Deliver

The selected forms are saved as PDF and sent by e-mail and/or fax.

The selected forms are saved as PDF and printed as hard copies.

The selected forms are saved as PDF and printed as hard copies.

Print/PDF All

The selected forms are saved as PDF and printed as hard copies.

The selected forms are saved as PDF and printed as hard copies.

The selected forms are saved as PDF and printed as hard copies.

PDF All

The selected forms are saved as PDF.

The selected forms are saved as PDF.

The selected forms are saved as PDF.

If you select an option that includes electronic delivery, click the Electronic Delivery button to select e-mail or fax options in Electronic Delivery for Forms.

Note This field is not available if Deferred is selected in the Printer/Output field.

Note For electronic delivery, the Print button is enabled only if the appropriate electronic delivery options are selected and the sender e-mail address is entered. The default sender address can be entered in Paperless Office Options or Company Maintenance, and it can be changed in Electronic Delivery for Forms.

Print Bill Options

Select this check box to print bill options on the form, including codes and descriptions. Clear this check box to exclude bill options on the form. This field is available only if the Bill of Materials module is installed.

Line Messages

Enter up to two lines of messages to print on the form.

Operand

Select an operand to limit your selection to a particular value or range of values. When selecting a value using the Lookup button or entering a value directly into the Value field (and moving out of the field), the operand automatically changes to Equal to. Likewise, when selecting a value using the Lookup button for a range or entering values directly into both Value fields, the operand automatically changes to Range.

The following operands are available:

Operand

Operand Function

All Selects all information for the Select Field.

Begins with Selects only the information for the Select Field that begins with the value entered in the Value field.

Ends with Selects only the information for the Select Field that ends with the value entered in the Value field.

Contains Selects only the information for the Select Field that contains the value entered in the Value field.

Less than Selects only the information for the Select Field that is less than, but not equal to, the value entered in the Value field.

Greater than Selects only the information for the Select Field that is greater than or equal to the value entered in the Value field.

Range

When Range is selected, two Value fields are used. Information is selected that is greater than or equal to the first value entered and less than or equal to the second value entered in the Value fields.

Note Entries in the "From" Value field may change to the entry made in the "To" Value field, if the "From" Value contains a lowercase letter and the "To" Value contains an uppercase letter. This occurs because lowercase letters are greater than uppercase letters. For example, if 01a is entered in the "From" Value field and 01C is entered in the "To" Value field, the "From" Value field changes to 01C.

Equal to

Selects only the information for the Select Field that is equal to the value entered in the Value field.

Not Equal to

Selects only the information for the Select Field that is not equal to the value entered in the Value field.

Additional operands are available for date Select fields. The system date is used to calculate the date ranges. When one of the date operands is selected, the Value fields automatically default to the appropriate dates.

You can use commas (,) to separate multiple values; however, if your selection values already contain commas, you must use alternate separators to separate them.

Note When alternate separators are used, the value list must end with the alternate separator character.

The alternate separators include the following:

~ ! @ # $ % ^ & * ( ) = [ ] \ ; " / _ + { } | : < > ?

Note If you enter a value that contains a comma (for example, if a vendor number is 01-SAGE,WEST), then you must enclose the value with an alternate separator (for example, %01-SAGE,WEST%). Because the comma is a separator, if the value is not enclosed in alternate separators, the system can search for two incorrect values (for example, "01-SAGE" and "WEST", instead of "01-SAGE,WEST").

If your company uses commas in item codes, use an alternate separator to select one or multiple item codes.

Value

Enter a value based on the operand entered, or click the Lookup or Calendar button to select a value from the list. Multiple values can be entered by using a comma or alternate separators to separate values.

You can enter single or multiple values as follows:

Operand

Value

All Selects all information for the Select Field.

Begins with

Multiple values are separated by a comma or alternate separator. An OR condition is assumed.

Ends with

Multiple values are separated by a comma or alternate separator. An OR condition is assumed.

Contains

Multiple values are separated by a comma or alternate separator. An OR condition is assumed.

Less than Only single values are allowed.

Greater than Only single values are allowed.

Range Both Value fields are used to define a range. Only single values are allowed at each Value field.

Equal to Multiple values are separated by a comma or alternate separator. An OR condition is assumed.

Not Equal to

Multiple values are separated by a comma or alternate separator. An AND condition is assumed.

Note If you enter a value that contains a comma (for example, if a vendor number is 01-SAGE,WEST), then you must enclose the value with an alternate separator (for example, %01-SAGE,WEST%). Because the comma is a separator, if the value is not enclosed in alternate separators, the system can search for two incorrect values (for example, "01-SAGE" and "WEST", instead of "01-SAGE,WEST").

Printer/Output

Select a printer or output method. The following output methods are available:

Select Deferred to save the report or listing to your hard drive for printing at a future time using Deferred Printing.

Select Export to export to a file type, such as PDF or Excel. The file can then be saved to your hard drive.

Select Data Only Export to export only the data portion of the report (excluding header information) to a file type, such as PDF or Excel. The file can then be saved to your hard drive or e-mailed.

Note This option is available only if the report or listing contains header information.

Select Office Merge to export data to a Microsoft Word or Excel template. For more information, see Office Template Manager.

Select Paperless Office to e-mail, fax, or print the report as a PDF document. When you select this option and click Print, the Paperless Office Selection window appears and allows you to define recipient and message options.

Select...	...to perform the following when these check boxes are selected in Paperless Office Delivery Options for the customer, vendor, or employee
Select...	E-mail and/or Fax check box	Print check box	None
Print All	Hard copies of all selected forms are printed.	Hard copies of all selected forms are printed.	Hard copies of all selected forms are printed.
Electronically Deliver Only	The selected forms are saved as PDF and sent by e-mail and/or fax.	Nothing	Nothing
Print/PDF for Print Delivery Option	Nothing	The selected forms are saved as PDF and printed as hard copies.	The selected forms are saved as PDF and printed as hard copies.
Print/PDF All and Electronically Deliver	The selected forms are saved as PDF, printed as hard copies, and sent by e-mail and/or fax.	The selected forms are saved as PDF and printed as hard copies.	The selected forms are saved as PDF and printed as hard copies.
Print/PDF or Electronically Deliver	The selected forms are saved as PDF and sent by e-mail and/or fax.	The selected forms are saved as PDF and printed as hard copies.	The selected forms are saved as PDF and printed as hard copies.
Print/PDF All	The selected forms are saved as PDF and printed as hard copies.	The selected forms are saved as PDF and printed as hard copies.	The selected forms are saved as PDF and printed as hard copies.
PDF All	The selected forms are saved as PDF.	The selected forms are saved as PDF.	The selected forms are saved as PDF.

Operand	Operand Function
All	Selects all information for the Select Field.
Begins with	Selects only the information for the Select Field that begins with the value entered in the Value field.
Ends with	Selects only the information for the Select Field that ends with the value entered in the Value field.
Contains	Selects only the information for the Select Field that contains the value entered in the Value field.
Less than	Selects only the information for the Select Field that is less than, but not equal to, the value entered in the Value field.
Greater than	Selects only the information for the Select Field that is greater than or equal to the value entered in the Value field.
Range	When Range is selected, two Value fields are used. Information is selected that is greater than or equal to the first value entered and less than or equal to the second value entered in the Value fields. Note Entries in the "From" Value field may change to the entry made in the "To" Value field, if the "From" Value contains a lowercase letter and the "To" Value contains an uppercase letter. This occurs because lowercase letters are greater than uppercase letters. For example, if 01a is entered in the "From" Value field and 01C is entered in the "To" Value field, the "From" Value field changes to 01C.
Equal to	Selects only the information for the Select Field that is equal to the value entered in the Value field.
Not Equal to	Selects only the information for the Select Field that is not equal to the value entered in the Value field.

Operand	Value
All	Selects all information for the Select Field.
Begins with	Multiple values are separated by a comma or alternate separator. An OR condition is assumed.
Ends with	Multiple values are separated by a comma or alternate separator. An OR condition is assumed.
Contains	Multiple values are separated by a comma or alternate separator. An OR condition is assumed.
Less than	Only single values are allowed.
Greater than	Only single values are allowed.
Range	Both Value fields are used to define a range. Only single values are allowed at each Value field.
Equal to	Multiple values are separated by a comma or alternate separator. An OR condition is assumed.
Not Equal to	Multiple values are separated by a comma or alternate separator. An AND condition is assumed.