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.
Order
Type to Print
Select an order type
to print.
-
Select
All to print picking sheets for all order and quote types.
-
Select
Standard Orders to print picking sheets for standard sales orders
only.
-
Select
Back Orders to print picking sheets for back orders only.
-
Select
Master Orders to print picking sheets for master orders only.
-
Select
Repeating Orders to print picking sheets for repeating orders only.
-
Select
Price Quotes to print picking sheets for price quotes only. If the Customer Relationship
Management module is set up, selecting Price Quotes prints
picking sheets for both Sage CRM customer quotes and Sage CRM prospect
quotes.
Print
Orders on Hold
Select this check box to print picking sheets
for orders on hold. Clear this check box if you do not want to print picking
sheets for orders on hold.
Print
Orders for Customers on Credit Hold
Select this check box to print picking sheets
for orders on credit hold. Clear this check box if you do not want to
print picking sheets for orders on credit hold.
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.
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.
Include
Unauthorized/Expired Credit Card Orders
Select this check box to print picking sheets
for all sales orders, including those with a credit card payment type
and an unauthorized or expired status. Clear this check box to include
only those sales orders that have an authorization that is valid and has
not expired.
Include
Back Ordered Quantity in Quantity Ordered
Select this check box if you do not want the
back ordered quantity subtracted from the quantity ordered for standard
orders. The back ordered quantity will print on the picking sheets. Clear
this check box if you want the back ordered quantity subtracted from the
quantity ordered for standard orders.
Include
Back Ordered Lines
Select this check box to print line items for
which the entire quantity is back ordered for standard orders. The back
ordered quantity will print on the picking sheets for all back ordered
lines. Clear this check box to exclude line items for which the entire
quantity is back ordered for standard orders.
Print
Lot/Serial Distributions
Select this check box to print the lot and
serial distributions for each item on the picking sheet. Clear this check
box to exclude lot/serial distributions. This field is available only
if the Enable Lot/Serial Distribution check box is selected in Sales
Order Options.
Additional Item Types to Print
Select the check boxes corresponding to the
items types to print in addition to inventory items. Clear all check boxes
to print inventory items only. For more information about item types,
see Miscellaneous
Item Maintenance.
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:
| 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:
| 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").
Keep Window Open After Print
Select this check box to keep this window open
after you print. Clear this check box if you want this window to close
automatically after you print.
Note The selection for
this check box is set by user and workstation.
Keep Window Open After Preview
Select this check box to keep this window open
after you preview the report or form. Clear this check box if you want
this window to automatically close after you preview the report or form.
Note The selection for
this check box is set by user and workstation.
When you are finished printing, click Print Add’l Documents to print
the next form, report, or register in your printing sequence. This button
appears only if your system is set up to automatically prompt you to print
other forms, reports, or registers after you print documents from this
window.
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.
Picking
Sheet Printing
