View source for Invoice/Credit Configuration - Accounts Document


The Platinum System "Sales Ledger" allows the layout of your Invoices and Credits to be configured to print the details you require. This is done using a system of "tokens" which represent the items you wish to print, and their positions on the document.

== Layout Data File Names ==
The default layout files are stored in the {{FilePath|sxco1\docs}} folder, (or {{FilePath|sxco2}}, {{FilePath|sxco3}}, etc).

=== Invoice ===
;{{FilePath|SL_PLAWN.INV}}
:Plain Paper (Windows Version)
;{{FilePath|SL_PLA.INV}}
:Plain Paper
;{{FilePath|SL_PRE.INV}}
:Pre-Printed
;{{FilePath|SL_OWN.INV}}
:Own Brand
;{{FilePath|SL_LET.INV}}
:Letter Head
=== Credit Note ===
;{{FilePath|SL_PLAWN.CRE}}
:Plain Paper (Windows Version)
;{{FilePath|SL_PLA.CRE}}
:Plain Paper
;{{FilePath|SL_PRE.CRE}}
:Pre-Printed
;{{FilePath|SL_OWN.CRE}}
:Own Brand
;{{FilePath|SL_LET.CRE}}
:Letter Head
== Token File Names ==
These are copied down into the main data directory when they are needed for the first time by Platinum, and from that point the layouts are as follows:

;{{FilePath|SXLD050.EPL}}
:Invoice
;{{FilePath|SXLD051.EPL}}
:Credit Note
== Layout Tokens ==
Tokens are indicated by the character {{DataValue|~}} followed by a number (the token identifier).

These identifiers may be up to 3 digits in length in the range 1 to 999. Tokens each have specific uses, which are listed below.

=== Parameters ===
Some tokens may also be given parameters. The number of parameters vary for each token. To specify a token with parameters the token must be followed by a comma then parameter. Each parameter is similarly divided from the next by a comma (no terminating comma is required).

== Document Areas ==
For the purposes of configuration, the invoice/credit layouts are divided into 3 main areas: {{DataPrompt|Headings}}, {{DataPrompt|Body}} & {{DataPrompt|Footings}}.

=== Area Tokens ===
{| cellspacing="5" width="95%" valign="baseline"
!width="15%"|
!|
!|

|- valign="baseline"
| '''~100'''
| '''Configuration Section Start'''
|- valign="baseline"
| '''~199'''
| '''Configuration Section End'''
|- valign="baseline"
| '''~200'''
| '''Heading Block (First Page) Start'''
|- valign="baseline"
| '''~299'''
| '''Heading Block (First Page) End'''
|- valign="baseline"
| '''~300'''
| '''Heading Block (Continuation) Start'''
|- valign="baseline"
| '''~399'''
| '''Heading Block (Continuation) End'''
|- valign="baseline"
| '''~400'''
| '''Footing Block (Continuation) Start'''
|- valign="baseline"
| '''~499'''
| '''Footing Block (Continuation) End'''
|- valign="baseline"
| '''~500'''
| '''Footing Block (Last Page) Start'''
|- valign="baseline"
| '''~599'''
| '''Footing Block (Last Page) End'''
|- valign="baseline"
| '''~600'''
| '''Body Block Start'''
|- valign="baseline"
| '''~699'''
| '''Body Block End'''
|- valign="baseline"
| '''~700'''
| '''Totals Configuration Block Start'''
|- valign="baseline"
| '''~799'''
| '''Totals Configuration Block End'''
|- valign="baseline"
| '''~800'''
| '''Tax Configuration Block Start'''
|- valign="baseline"
| '''~899'''
| '''Tax Configuration Block End'''
|}
== Tokens ==
=== General Tokens ===
These can appear in either Headers or Footers.

{| cellspacing="5" width="95%" valign="baseline"
!width="15%"|
!|
!|

|- valign="baseline"
| '''~1'''
| <div style="float:right; margin-left:1em; font-style:italic;">(30 characters)</div>'''Account Name'''
|- valign="baseline"
| '''~2''',n
| <div style="float:right; margin-left:1em; font-style:italic;">(30 characters)</div>'''Account Address Line'''
;n = 1 -> 5
:The line of the address.
|- valign="baseline"
| '''~3'''
| <div style="float:right; margin-left:1em; font-style:italic;">(6 characters)</div>'''Account Code'''
|- valign="baseline"
| '''~4''',n
| '''Telephone Number'''
;n = 0
:<div style="float:right; margin-left:1em; font-style:italic;">(15 characters)</div>Telephone Number.
;n = 1
:<div style="float:right; margin-left:1em; font-style:italic;">(20 characters)</div>Mobile Number.
|- valign="baseline"
| '''~5'''
| <div style="float:right; margin-left:1em; font-style:italic;">(15 characters)</div>'''Fax Number'''
|- valign="baseline"
| '''~6''',n,m
| '''Account Notes Line'''
;n = 1 -> 5
:The line of the notes.
;m = 0
:<div style="float:right; margin-left:1em; font-style:italic;">(40 characters)</div>Print Notes information.
;m = 1
:<div style="float:right; margin-left:1em; font-style:italic;">(10 characters)</div>Print Notes prompt.
|- valign="baseline"
| '''~7'''
| <div style="float:right; margin-left:1em; font-style:italic;">(3 characters)</div>'''Page Number'''
|- valign="baseline"
| '''~8''',n
| '''User Date'''
;n = 0
:<div style="float:right; margin-left:1em; font-style:italic;">(10 characters)</div>Short format. e.g. {{DataValue|DD/MM/CCYY}}.
;n = 1
:<div style="float:right; margin-left:1em; font-style:italic;">(32 characters)</div>Long Format. e.g. {{DataValue|Friday, 31st January 20??}}.
|- valign="baseline"
| '''~9''',n
| <div style="float:right; margin-left:1em; font-style:italic;">(8 characters)</div>'''Document Number'''
;n = 0
:Print in all cases.
;n = 1
:Blank if not in Heading.
|- valign="baseline"
| '''~10''',n
| '''Document Date'''
;n = 0
:<div style="float:right; margin-left:1em; font-style:italic;">(10 characters)</div>Short format. e.g. {{DataValue|DD/MM/CCYY}}.
;n = 1
:<div style="float:right; margin-left:1em; font-style:italic;">(32 characters)</div>Long Format. e.g. {{DataValue|Friday, 31st January 20??}}.
|- valign="baseline"
| '''~11''',n
| <div style="float:right; margin-left:1em; font-style:italic;">(40 characters)</div>'''Company Name'''
;n = 1 -> 2
:The line of the name.
|- valign="baseline"
| '''~12''',n
| <div style="float:right; margin-left:1em; font-style:italic;">(50 characters)</div>'''Company Address'''
;n = 1 -> 5
:The line of the address.
|- valign="baseline"
| '''~13''',n
| <div style="float:right; margin-left:1em; font-style:italic;">(one line)</div>'''Heading Line'''
;n = 1 -> 2
:Heading text.
|- valign="baseline"
| '''~14''',n
| <div style="float:right; margin-left:1em; font-style:italic;">(one line)</div>'''Footing Line'''
;n = 1 -> 3
:Heading text.
|- valign="baseline"
| '''~15'''
| <div style="float:right; margin-left:1em; font-style:italic;">(11 characters)</div>'''Heading Document Type'''
|- valign="baseline"
| '''~16''',n
| <div style="float:right; margin-left:1em; font-style:italic;">(10 characters)</div>'''Freetype Prompt'''
;n = 1 -> 6
:Prompt index.
|- valign="baseline"
| '''~17'''
| '''Top Left hand corner of Totals Block'''
Use if totals are to be printed in self configuring block. See below.
|- valign="baseline"
| '''~18'''
| '''Top Left hand corner of Tax Details Block'''
Use if tax is to be printed in self configuring block. See below.
|- valign="baseline"
| '''~19'''
| <div style="float:right; margin-left:1em; font-style:italic;">(10 characters)</div>'''Total: Amount Before Tax or Blanket Discount'''
|- valign="baseline"
| '''~20'''
| <div style="float:right; margin-left:1em; font-style:italic;">(10 characters)</div>'''Total: Blanket Discount Amount'''
|- valign="baseline"
| '''~21'''
| <div style="float:right; margin-left:1em; font-style:italic;">(10 characters)</div>'''Total: Pre Tax After Applied Blanket Discount'''
|- valign="baseline"
| '''~22'''
| <div style="float:right; margin-left:1em; font-style:italic;">(10 characters)</div>'''Total: Tax Amount'''
|- valign="baseline"
| '''~23'''
| <div style="float:right; margin-left:1em; font-style:italic;">(10 characters)</div>'''Total: Amount after Tax and Blanket Discounts'''
|- valign="baseline"
| '''~24'''
| <div style="float:right; margin-left:1em; font-style:italic;">(6 characters)</div>'''Blanket Discount Percentage'''
|- valign="baseline"
| '''~25'''
| <div style="float:right; margin-left:1em; font-style:italic;">(10 characters)</div>'''Total: Amount Paid'''
|- valign="baseline"
| '''~26'''
| <div style="float:right; margin-left:1em; font-style:italic;">(10 characters)</div>'''Total: Amount Outstanding after Payment'''
|- valign="baseline"
| '''~27''',n
| <div style="float:right; margin-left:1em; font-style:italic;">(5 characters)</div>'''Percentage Charged at Tax Rate'''
;n = 1 -> 4
:The Tax Rate.
|- valign="baseline"
| '''~28''',n
| <div style="float:right; margin-left:1em; font-style:italic;">(10 characters)</div>'''Description for Tax Rate'''
;n = 1 -> 4
:The Tax Rate.
|- valign="baseline"
| '''~29''',n
| <div style="float:right; margin-left:1em; font-style:italic;">(10 characters)</div>'''Amount Taxed at Tax Rate'''
;n = 1 -> 4
:The Tax Rate.
|- valign="baseline"
| '''~30''',n
| <div style="float:right; margin-left:1em; font-style:italic;">(10 characters)</div>'''Amount of Tax Charged at Tax Rate'''
;n = 1 -> 4
:The Tax Rate.
|- valign="baseline"
| '''~31''',n
| <div style="float:right; margin-left:1em; font-style:italic;">(10 characters)</div>'''Amount after Tax at Tax Rate'''
;n = 1 -> 4
:The Tax Rate.
|- valign="baseline"
| '''~32'''
| <div style="float:right; margin-left:1em; font-style:italic;">(3 characters)</div>'''Total Number of Pages'''
|- valign="baseline"
| '''~33'''
| <div style="float:right; margin-left:1em; font-style:italic;">(6 characters)</div>'''Account Group'''
|- valign="baseline"
| '''~34''',n,"x"
| '''Print this Line of Text if Invoice Style n'''
;n = 1
:No Quantities Specified. This will default to print the freetype Invoice Heading as before, but if a line of text is given after the second comma that will print instead.
;n = 2
:Quantities are specified for at least one item and the print line and headings adjust accordingly. This will default to print the current quantity heading text, else use the text given after the comma.
;"x"
:The text to print on the document.
|- valign="baseline"
| '''~35''',n,"x"
| '''Settlement Discount Layout'''
;n
:The column number about which the text will be centered.
;"x"
:A line of descriptive text which may contain the following tokens (without padding spaces):
{| cellspacing="5" width="95%" valign="baseline"
!width="15%"|
!|
!|

|- valign="baseline"
| '''~36'''
| <div style="float:right; margin-left:1em; font-style:italic;">(6 characters)</div>'''Settlement Discount Percentage'''
|- valign="baseline"
| '''~37'''
| <div style="float:right; margin-left:1em; font-style:italic;">(10 characters)</div>'''Settlement Discount Amount'''
|- valign="baseline"
| '''~38'''
| <div style="float:right; margin-left:1em; font-style:italic;">(3 characters)</div>'''Settlement Discount Period in Days'''
|}
|- valign="baseline"
| '''~39''',n,"x"
| '''Payments Tendered Layout'''
;n
:The column number about which the text will be centered.
;"x"
:A line of descriptive text which may contain the following tokens (without padding spaces):
{| cellspacing="5" width="95%" valign="baseline"
!width="15%"|
!|
!|

|- valign="baseline"
| '''~40'''
| <div style="float:right; margin-left:1em; font-style:italic;">(10 characters)</div>'''Amount Paid'''
|- valign="baseline"
| '''~41'''
| <div style="float:right; margin-left:1em; font-style:italic;">(6 characters)</div>'''Payment Code'''
|- valign="baseline"
| '''~42'''
| <div style="float:right; margin-left:1em; font-style:italic;">(30 characters)</div>'''Payment Description'''
|}
|- valign="baseline"
| '''~43''',n
| <div style="float:right; margin-left:1em; font-style:italic;">(10 characters)</div>'''Freetype prompt without ':''''
;n = 1 -> 6
:Prompt index.
|- valign="baseline"
| '''~43''',n
| <div style="float:right; margin-left:1em; font-style:italic;">(30 characters)</div>'''Freetype Text'''
;n = 1 -> 6
:Line index.
|- valign="baseline"
| '''~45''',n
| <div style="float:right; margin-left:1em; font-style:italic;">(5 characters)</div>'''Current Time'''
;n = 0
:<div style="float:right; margin-left:1em; font-style:italic;">(5 characters)</div>24 Hour format. e.g. {{DataValue|HH:MM}}.
;n = 1
:<div style="float:right; margin-left:1em; font-style:italic;">(7 characters)</div>am/pm format. e.g. {{DataValue|HH:MMpm}}.
|- valign="baseline"
| '''~61'''
| <div style="float:right; margin-left:1em; font-style:italic;">(8 characters)</div>'''User/Group Name'''
|- valign="baseline"
| '''~64'''
| <div style="float:right; margin-left:1em; font-style:italic;">(10 characters)</div>'''Carriage Amount'''
|- valign="baseline"
| '''~211'''
| <div style="float:right; margin-left:1em; font-style:italic;">(10 characters)</div>'''Account Reference'''
|- valign="baseline"
| '''~213''',n
| <div style="float:right; margin-left:1em; font-style:italic;">(1 character)</div>'''Account Analysis Code'''
;n = 1 -> 3
:Analysis Code index.
|- valign="baseline"
| '''~214''',n
| <div style="float:right; margin-left:1em; font-style:italic;">(15 characters)</div>'''Account Analysis Description'''
;n = 1 -> 3
:Analysis Description index.
|- valign="baseline"
| '''~215''',n
| <div style="float:right; margin-left:1em; font-style:italic;">(60 characters)</div>'''Account Extra Notes'''
;n = 1 -> 999
:Account Extra Note line index.
|- valign="baseline"
| '''~216'''
| '''Skip block until next ~216'''
Print Spaces if a Credit Card Transaction is not involved.
|- valign="baseline"
| '''~217'''
| <div style="float:right; margin-left:1em; font-style:italic;">(30 characters)</div>'''Credit Card Holder Name'''
|- valign="baseline"
| '''~218'''
| <div style="float:right; margin-left:1em; font-style:italic;">(20 characters)</div>'''Credit Card Number'''
|- valign="baseline"
| '''~219'''
| <div style="float:right; margin-left:1em; font-style:italic;">(5 characters)</div>'''Credit Card Expiry Date, as MM/YY'''
|- valign="baseline"
| '''~220'''
| <div style="float:right; margin-left:1em; font-style:italic;">(10 characters)</div>'''Credit Card Authorisation Code'''
|- valign="baseline"
| '''~221'''
| <div style="float:right; margin-left:1em; font-style:italic;">(2 characters)</div>'''Credit Card Issue Number'''
|- valign="baseline"
| '''~222'''
| <div style="float:right; margin-left:1em; font-style:italic;">(5 characters)</div>'''Credit Card Valid From Date, as MM/YY'''
|- valign="baseline"
| '''~223'''
| <div style="float:right; margin-left:1em; font-style:italic;">(15 characters)</div>'''System Merchant Number'''
|- valign="baseline"
| '''~224'''
| <div style="float:right; margin-left:1em; font-style:italic;">(15 characters)</div>'''Transaction Comment'''
|- valign="baseline"
| '''~234'''
| <div style="float:right; margin-left:1em; font-style:italic;">(30 characters)</div>'''Account V.A.T. Registration Number'''
|- valign="baseline"
| '''~237'''
| <div style="float:right; margin-left:1em; font-style:italic;">(3 characters)</div>'''Account Status'''
|- valign="baseline"
| '''~238'''
| <div style="float:right; margin-left:1em; font-style:italic;">(30 characters)</div>'''Account Status Description'''
|}
=== Configuration Tokens ===
These affect the overall layout of the invoice/credit , and should be grouped together at the head of the layout file.

==== Document Blocks ====
The block information can either be supplied by you, in which case you should leave the parameters blank to begin with, and fill the values in when you are happy with the rest of the file; or the compiler can track the values down itself, which will marginally slow down the compilation process.

{| cellspacing="5" width="95%" valign="baseline"
!width="15%"|
!|
!|

|- valign="baseline"
| '''~101''',n,m
| '''1st Page Heading Block'''
;n
:Start Line (i.e. Line for {{DataValue|~200}}).
;m
:End Line (i.e. Line for {{DataValue|~299}}).
|- valign="baseline"
| '''~102''',n,m
| '''Continuation Page Heading Block'''
;n
:Start Line (i.e. Line for {{DataValue|~300}}).
;m
:End Line (i.e. Line for {{DataValue|~399}}).
|- valign="baseline"
| '''~103''',n,m
| '''Continued Page Footing Block'''
;n
:Start Line (i.e. Line for {{DataValue|~400}}).
;m
:End Line (i.e. Line for {{DataValue|~499}}).
|- valign="baseline"
| '''~104''',n,m
| '''Final Page Footing Block'''
;n
:Start Line (i.e. Line for {{DataValue|~500}}).
;m
:End Line (i.e. Line for {{DataValue|~599}}).
|}
==== Document Configuration ====
{| cellspacing="5" width="95%" valign="baseline"
!width="15%"|
!|
!|

|- valign="baseline"
| '''~109''',n
| '''Body Print Style, Document Style 1'''
;n = 0
:Standard.
;n = 1
:Condensed.
|- valign="baseline"
| '''~110''',n
| '''Body Print Style, Document Style 2'''
;n = 0
:Standard.
;n = 1
:Condensed.
|- valign="baseline"
| '''~111''',n
| '''Line Skip'''
;n = 0
:No Line Skip.
;n = 1
:Line Skip between Items.
|- valign="baseline"
| '''~112''',n
| '''Heading Block'''
;n => 1
:The line to start printing.
|- valign="baseline"
| '''~113''',n,m
| '''Body Block'''
;n
:The line to start printing.
;m
:Depth (Number of lines to print).
|- valign="baseline"
| '''~114''',n
| '''Footing Block'''
;n
:The line to start printing.
|- valign="baseline"
| '''~115''',n
| '''Form Length'''
;n
:Number of Lines per Page.
|- valign="baseline"
| '''~116''',n
| '''Carriage Amount'''
;n = 0
:Carriage Prints in Totals Block after Discount has applied.
;n = 1
:Carriage Prints in Totals Block before Discount is applied.
;n = 2
:Carriage Prints on the Final Line of the Document Body and is Discounted.
;n = 3
:Carriage Prints in None of the above, and is not Discounted.
;n = 4
:Carriage Prints in None of the above, and is Discounted.
|- valign="baseline"
| '''~198'''
| '''Currency conversion configuration'''
*See Currency Conversions at the end of this article for more details.
|}
=== Body Block ===
==== General Information ====
{{DataValue|~6nn,1,2,3}} where {{DataValue|~6nn}} represents an item, described below, which you wish to be printed in the invoice/credit body.

All have up to three parameters :-

;Parm 1 - 'n'
:Column position for invoice/credit style 1
;Parm 2 - 'm'
:Column position for invoice/credit style 1
;Parm 3 - 'l'
:In the case of a zero total will print 0.00 instead of spaces. For Non-Currency figures, prevents stripping of zeroes after the decimal point. i.e. 1.00 instead of 1
==== Body Tokens ====
{| cellspacing="5" width="95%" valign="baseline"
!width="15%"|
!|
!|

|- valign="baseline"
| '''~601''',n
| <div style="float:right; margin-left:1em; font-style:italic;">(10 characters)</div>'''Item Quantity'''
|- valign="baseline"
| '''~602''',n,m,l
| '''Nett Amount'''
|- valign="baseline"
| '''~603''',n,m,l
| <div style="float:right; margin-left:1em; font-style:italic;">(10 characters)</div>'''Unit Price'''
|- valign="baseline"
| '''~604''',n
| <div style="float:right; margin-left:1em; font-style:italic;">(10 characters)</div>'''Tax Amount'''
|- valign="baseline"
| '''~605''',n
| <div style="float:right; margin-left:1em; font-style:italic;">(10 characters)</div>'''Amount after Tax'''
|- valign="baseline"
| '''~606''',n,m,l
| <div style="float:right; margin-left:1em; font-style:italic;">(1 character)</div>'''Tax Band'''
;l = 0
:Prints A - D.
;l = 1
:Prints 1 - 4.
|- valign="baseline"
| '''~607''',n
| <div style="float:right; margin-left:1em; font-style:italic;">(65 characters)</div>'''Item Description'''
|}
=== Totals Block ===
==== General Information ====
{{DataValue|~7nn,1,2,"x",4,5}} where {{DataValue|~7nn}} = token number.

All have up to five parameters :-

;Parm 1 - 'o'
:Line from Top of Block to print on.
;Parm 2 - 'n'
:Column from Left of Block to print.
;Parm 3 - 'x'
:Up to 15 Character Description.
;Parm 4 - 'm'
:*'0' - Description precedes Figures (default).
:*'1' - Description follows on from totals.
;Parm 5 - 'l'
:{{DataValue|0, 1 or 2}} - Printing conditions.
:In general, if items are configured to print one line after another, and {{DataPrompt|blanket discount}} does not apply, then if Parm 5 for blanket discount amount is set to {{DataValue|0}} then Blanket discount details will not be printed at all and the next line will shuffle up. If Parm 5 is set to {{DataValue|1}} and no blanket discount applies then zeroes will be printed, and if it is set to 2 then a blank line will be printed.
==== Totals Tokens ====
Some tokens below are suppressed on Tax Inclusive documents if {{DataValue|~119}} is included in the Configuration section.
{| cellspacing="5" width="95%" valign="baseline"
!width="15%"|
!|
!|

|- valign="baseline"
| '''~701''',n,m,l
| <div style="float:right; margin-left:1em; font-style:italic;">(25 characters)</div>'''Total Amount Before Tax or Blanket Discounts'''
|- valign="baseline"
| '''~702''',n,m,l,k,j
| <div style="float:right; margin-left:1em; font-style:italic;">(25 characters)</div>'''Blanket Discount Amount'''
If the {{DataValue|S99.99}} is included in parameter 'l' it will be substituted with the percentage discount applied.
;j = 0
:Do not print when no Discount applies.
;j = 1
:Print even if no Discount applies.
;j = 2
:Print blank if no Discount applies.
|- valign="baseline"
| '''~703''',n,m,l,k,j
| <div style="float:right; margin-left:1em; font-style:italic;">(25 characters)</div>'''Pre Tax Amount after Blanket Discount'''
;j = 0
:Do not print when no Discount applies.
;j = 1
:Print even if no Discount applies.
;j = 2
:Print blank if no Discount applies.
|- valign="baseline"
| '''~704''',n,m,l
| <div style="float:right; margin-left:1em; font-style:italic;">(25 characters)</div>'''Total Tax Amount'''
Supressed on Tax Inclusive documents (see above).
|- valign="baseline"
| '''~705''',n,m,l
| <div style="float:right; margin-left:1em; font-style:italic;">(25 characters)</div>'''Total Amount after Tax and Blanket Discount'''
|- valign="baseline"
| '''~706''',n,m,l
| <div style="float:right; margin-left:1em; font-style:italic;">(25 characters)</div>'''Total Amount Paid'''
|- valign="baseline"
| '''~707''',n,m,l
| <div style="float:right; margin-left:1em; font-style:italic;">(25 characters)</div>'''Total Amount Outstanding after Payment'''
|- valign="baseline"
| '''~708''',n,m
| <div style="float:right; margin-left:1em; font-style:italic;">(25 characters)</div>'''"Equals" Lines'''
A line of {{DataValue|<nowiki>=</nowiki>}} signs where the figures would go in the other cases.
|- valign="baseline"
| '''~709''',n,m,l,k,j
| <div style="float:right; margin-left:1em; font-style:italic;">(25 characters)</div>'''Amount Charged at Tax Rate 1'''
If {{DataValue|99.99}} is included in the description it will be substituted with the percentage Tax applied.

Supressed on Tax Inclusive documents (see above).

;j = 0
:Do not print when no Tax incurred at this rate.
;j = 1
:Print even if no Tax incurred.
;j = 2
:Print blank if no Tax incurred.
|- valign="baseline"
| '''~710''',n,m,l,k,j
| <div style="float:right; margin-left:1em; font-style:italic;">(25 characters)</div>'''Amount Charged at Tax Rate 2'''
If {{DataValue|99.99}} is included in the description it will be substituted with the percentage Tax applied.

Supressed on Tax Inclusive documents (see above).

;j = 0
:Do not print when no Tax incurred at this rate.
;j = 1
:Print even if no Tax incurred.
;j = 2
:Print blank if no Tax incurred.
|- valign="baseline"
| '''~711''',n,m,l,k,j
| <div style="float:right; margin-left:1em; font-style:italic;">(25 characters)</div>'''Amount Charged at Tax Rate 3'''
If {{DataValue|99.99}} is included in the description it will be substituted with the percentage Tax applied.

Supressed on Tax Inclusive documents (see above).

;j = 0
:Do not print when no Tax incurred at this rate.
;j = 1
:Print even if no Tax incurred.
;j = 2
:Print Blank if no Tax incurred.
|- valign="baseline"
| '''~712''',n,m,l,k,j
| <div style="float:right; margin-left:1em; font-style:italic;">(25 characters)</div>'''Amount Charged at Tax Rate 4'''
If {{DataValue|99.99}} is included in the description it will be substituted with the percentage Tax applied.

Supressed on Tax Inclusive documents (see above).

;j = 0
:Do not print when no Tax incurred at this rate.
;j = 1
:Print even if no Tax incurred.
;j = 2
:Print blank if no Tax incurred.
|- valign="baseline"
| '''~714''',n,m,l,k,j
| <div style="float:right; margin-left:1em; font-style:italic;">(25 characters)</div>'''Carriage Amount'''
;j = 0
:Do not print when no Carriage applies.
;j = 1
:Print even if no Carriage applies.
;j = 2
:Print blank if no Carriage applies.
|- valign="baseline"
| '''~716''',n,m,l
| <div style="float:right; margin-left:1em; font-style:italic;">(25 characters)</div>'''Blanket Discount Amount'''
An alternative for {{DataValue|~702}} for Negative Discounts. (i.e. Surcharges.).

If the Discount is {{DataValue|0%}} or greater {{DataValue|~702}} will be used; if the Discount is less than {{DataValue|0%}} then {{DataValue|~716}} is used. If {{DataValue|~716}} is not supplied, {{DataValue|~702}} will be used.

|}
=== Tax Block ===
==== General Information ====
{| cellspacing="5" width="95%" valign="baseline"
!width="15%"|
!|
!|

|- valign="baseline"
| '''~801''',n,m
| '''Details for 1st Tax Band'''
;n
:Line from Block Top.
;m
:Column from Block Left.
|- valign="baseline"
| '''~801''',n,m
| '''Details for 2nd Tax Band'''
;n
:Line from Block Top.
;m
:Column from Block Left.
|- valign="baseline"
| '''~801''',n,m
| '''Details for 3rd Tax Band'''
;n
:Line from Block Top.
;m
:Column from Block Left.
|- valign="baseline"
| '''~801''',n,m
| '''Details for 4th Tax Band'''
;n
:Line from Block Top.
;m
:Column from Block Left.
|- valign="baseline"
| '''~805''',"x"
| <div style="float:right; margin-left:1em; font-style:italic;">(up to 160 characters)</div>'''Layout String'''
;"x"
:Up to 160 characters in length, defines how the text for each of the Four Tax bands will appear. Into this will be inserted variables appropriate to each Tax Band, withtheir positions in the string given by the parameter.
|}
==== Tax Tokens ====
{| cellspacing="5" width="95%" valign="baseline"
!width="15%"|
!|
!|

|- valign="baseline"
| '''~806''',n,m
| <div style="float:right; margin-left:1em; font-style:italic;">(1 character)</div>'''Tax Band Indicator'''
;n = 1 -> 4
:Tax Index
;m = 0
:{{DataValue|A}} to {{DataValue|D}}.
;m = 1
:{{DataValue|1}} to {{DataValue|4}}.
|- valign="baseline"
| '''~807''',n
| <div style="float:right; margin-left:1em; font-style:italic;">(5 characters)</div>'''Tax Percentage'''
;n = 1 -> 4
:Tax Index
|- valign="baseline"
| '''~808''',n
| <div style="float:right; margin-left:1em; font-style:italic;">(10 characters)</div>'''Tax Band description'''
;n = 1 -> 4
:Tax Index
|- valign="baseline"
| '''~809''',n
| <div style="float:right; margin-left:1em; font-style:italic;">(10 characters)</div>'''Amount Rated in this Tax Band'''
;n = 1 -> 4
:Tax Index
|- valign="baseline"
| '''~810''',n
| <div style="float:right; margin-left:1em; font-style:italic;">(10 characters)</div>'''Amount of Tax Charged on the Amount Rated'''
;n = 1 -> 4
:Tax Index
|- valign="baseline"
| '''~811''',n
| <div style="float:right; margin-left:1em; font-style:italic;">(10 characters)</div>'''Total Amount After Tax in this Band'''
;n = 1 -> 4
:Tax Index
|}
=== Print Style Tokens ===
The following print style codes must have 3 spaces after them as these codes always 6 characters wide.
{| cellspacing="5" width="95%" valign="baseline"
!width="15%"|
!|
!|

|- valign="baseline"
| '''~79'''
| <div style="float:right; margin-left:1em; font-style:italic;">(6 characters)</div>'''Expand'''
|- valign="baseline"
| '''~80'''
| <div style="float:right; margin-left:1em; font-style:italic;">(6 characters)</div>'''Unexpand'''
|- valign="baseline"
| '''~81'''
| <div style="float:right; margin-left:1em; font-style:italic;">(6 characters)</div>'''Compact'''
|- valign="baseline"
| '''~82'''
| <div style="float:right; margin-left:1em; font-style:italic;">(6 characters)</div>'''Uncompact'''
|- valign="baseline"
| '''~83'''
| <div style="float:right; margin-left:1em; font-style:italic;">(6 characters)</div>'''Double Strike On'''
|- valign="baseline"
| '''~84'''
| <div style="float:right; margin-left:1em; font-style:italic;">(6 characters)</div>'''Double Strike Off'''
|- valign="baseline"
| '''~86'''
| <div style="float:right; margin-left:1em; font-style:italic;">(6 characters)</div>'''Paper Forward'''
|- valign="baseline"
| '''~87'''
| <div style="float:right; margin-left:1em; font-style:italic;">(6 characters)</div>'''Paper Backward'''
|- valign="baseline"
| '''~88''',n
| <div style="float:right; margin-left:1em; font-style:italic;">(up to 32 characters)</div>'''Insert print style'''
This print style code doesn't need any spaces after it as it will the width of the print code to insert.
;n = 1 -> 999
:Corresponds to the print code ID in the "Print Code Amendments".
|}
=== Currency Conversions ===
{{Information|text=
''Platinum'' "Elite" systems only. "Solo" systems will need to be upgraded to "Elite", contact your ''Platinum'' dealer or our sales team on (0116) 230 1500 or by using our [http://www.catalyst-uk.com/ccs/catalyst-computer-systems/sales/contact website] sales contact page for your upgrade path.
}}

All tokens that return a currency amount may now be modified to convert that amount into a different currency before printing. This is done by using a currency modifier after the token number but before any parameters. This modifier begins with a special symbol and may optionally be followed by a number and/or a three character currency code.

To get the relevant currency symbol to print on a document, the symbols '$' and '#' (hash symbol, but may have been misprinted as a pound sign) are used immediately after the token that you wish the currency conversion to take place. Using the '#' will suppress the printing of the currency symbol. This can be useful when printers don't have relevant symbols for some currencies.

{{Note|text=
Unless the relevant currency required is set up against the base rate in Currency Maintenance, no conversion will take place. Also, the customer needs to be correctly flagged for the appropriate Country.
}}

The number part of the modifier may be used to specify the maximum number of characters to print. Some currencies may involve quite large amounts and this number can be used to make sure there is enough room to print them. The three character currency code specifies which currency to convert the amount to. This may be omitted, in which case the currency specified for the account associated with the invoice/credit being printed will be used, if there is one.

{{Example|text=
Some examples using {{DataValue|~29,1}} amount taxed at tax rate 1.

;~29,1
:no conversion
:{{DataValue|*100.00}} - (where * is your usual currency symbol).
;~29$,1
:convert to the account currency (if there is one)
:{{DataValue|1005.18F}} - (e.g. French Francs.)
;~29$12,1
:convert to account currency and print to a width of 12
:{{DataValue|1005.18F}}
;~29$USD,1
:convert to currency USD (US Dollar)
:{{DataValue|$234.56}}
;~29#12USD,1
:same, but suppress the symbol and print to a width of 12
:{{DataValue|234.56}}
}}

==== Currency Configuration ====
There is an optional Currency Conversion configuration token which when used should be placed in the Configuration block. This token may have a currency modifier applied to it which will then be used by default throughout the document, although it can be overridden by modifiers applied to individual tokens.

{| cellspacing="5" width="95%" valign="baseline"
!width="15%"|
!|
!|

|- valign="baseline"
| '''~198x'''
| '''x = Default currency modifier (optional)'''
|}
==== Currency Tokens ====
There is a group of tokens that may be used in headers and footers to print details about the currency set up for the account associated with the document.

{| cellspacing="5" width="95%" valign="baseline"
!width="15%"|
!|
!|

|- valign="baseline"
| '''~293'''
| <div style="float:right; margin-left:1em; font-style:italic;">(12 characters)</div>'''Exchange rate from base currency to account currency'''
|- valign="baseline"
| '''~294'''
| <div style="float:right; margin-left:1em; font-style:italic;">(15 characters)</div>'''Sub-units of the currency set for this account'''
|- valign="baseline"
| '''~295'''
| <div style="float:right; margin-left:1em; font-style:italic;">(15 characters)</div>'''Units of the currency set for this account'''
|- valign="baseline"
| '''~296'''
| <div style="float:right; margin-left:1em; font-style:italic;">(30 characters)</div>'''Name of the currency set for this account'''
|- valign="baseline"
| '''~297'''
| <div style="float:right; margin-left:1em; font-style:italic;">(3 characters)</div>'''Code of the currency set for this account'''
|- valign="baseline"
| '''~298'''
| '''Skip block until next ~298'''
Should be used in pairs on a line. Everything between them is blanked out if there is no currency set for this account
|}
{{KB_Tags|Layout, Token, Format, Document, Setup, Config, Configuration, Invoice, Credit, Currency}}[[Category:Accounts Documents]]