Difference between revisions of "Mailshot Configuration - Accounts Document"
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| − | It should be noted that these mailshot letters via these token files are supported for historic purposes and have been replaced by the {{Menu|Reports & Settings}} | + | It should be noted that these mailshot letters via these token files are supported for historic purposes and have been replaced by the {{Menu|{{Menu|Reports & Settings}}|Account Mailshots}} option which uses the {{Menu|Report Generator}} for producing mailshots. |
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Revision as of 05:30, 28 October 2017
 | It should be noted that these mailshot letters via these token files are supported for historic purposes and have been replaced by the " " Reports & Settings" Account Mailshots" option which uses the " Report Generator" for producing mailshots. |
Contents
Tokens
General Tokens
| ~1 | (30 characters) Account Address Line 1
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| ~2 | (30 characters) Account Address Line 2
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| ~3 | (30 characters) Account Address Line 3
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| ~4 | (30 characters) Account Address Line 4
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| ~5 | (30 characters) Account Address Line 5
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| ~6 | (30 characters) Company Name
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| ~7,n | Telephone Number
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| ~8 | (15 characters) Fax Number
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| ~9 | (12 characters) Account Balance
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| ~10 | (10 characters) Credit Limit
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| ~11 | (5 characters) Discount Percentage
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| ~12 | (3 characters) Settlement Period
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| ~13 | (6 characters) Customer Code
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| ~14 | (10 characters) User Date
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| ~15 | (40 characters) Account Notes Line 1
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| ~15 | (40 characters) Account Notes Line 2
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| ~17 | (10 characters) Account Reference
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| ~18,n | (25 characters) Contact Name
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| ~40 | (40 characters) Your Company Name - Line 1
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| ~41 | (40 characters) Your Company Name - Line 2
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| ~42 | (50 characters) Your Company Address - Line 1
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| ~43 | (50 characters) Your Company Address - Line 2
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| ~44 | (50 characters) Your Company Address - Line 3
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| ~45 | (50 characters) Your Company Address - Line 4
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| ~46 | (50 characters) Your Company Address - Line 5
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| ~75,n,m,l | Form Length
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| ~76 | Form Feed
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| ~89 | Space Compression
Turn space compression on and off (default). Multiple spaces on a line will be compressed down into one space. |
Currency Conversions
| 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 [[1]] 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.
 | 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 document being printed will be used, if there is one.
 | Some examples using '~29,1' amount taxed at tax rate 1.
|
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.
| ~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.
| ~293 | (12 characters) Exchange rate from base currency to account currency
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| ~294 | (15 characters) Sub-units of the currency set for this account
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| ~295 | (15 characters) Units of the currency set for this account
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| ~296 | (30 characters) Name of the currency set for this account
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| ~297 | (3 characters) Code of the currency set for this account
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| ~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 |
