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Sales Order and Quote History Printing (Quick Print)
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.
Included Original Quantity and Price
Select this check box to print the original quantity and price on the form. These amounts are provided as a reference only; they will not affect the totals.
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.
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.
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.
