Picking Sheet Printing - Fields Home | FAQs & Troubleshooting

 

Picking Sheet Printing

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:

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.

Note If Country Code is an option in the Select field, and your source documents have no value in the Country Code field, the default Country Code entered in Company Maintenance is used as selection criteria for those documents.

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").

 

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.