Difference between revisions of "Document Configuration - Order Processing Document"
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− | The Platinum System | + | The Platinum System {{Menu|Order Processing}} allows the layout of your outgoing Order Processing documents 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. |
This article is for the following documents :- | This article is for the following documents :- | ||
Line 94: | Line 94: | ||
| <div style="float:right; margin-left:1em; font-style:italic;">(30 characters)</div>'''Account Name''' | | <div style="float:right; margin-left:1em; font-style:italic;">(30 characters)</div>'''Account Name''' | ||
|- valign="baseline" | |- valign="baseline" | ||
− | | '''~2''',n | + | | '''~2''',n,m |
− | | | + | | '''Account/Depot Address Line''' |
;n = 1 -> 5 | ;n = 1 -> 5 | ||
:The line of the address. | :The line of the address. | ||
+ | ;m = 0 | ||
+ | :<div style="float:right; margin-left:1em; font-style:italic;">(30 characters)</div>First 30 characters of address line. | ||
+ | ;m = 1 -> 50 | ||
+ | :<div style="float:right; margin-left:1em; font-style:italic;">(Up to 50)</div>Access address lines longer than 30 characters. | ||
|- valign="baseline" | |- valign="baseline" | ||
| '''~3''',n | | '''~3''',n | ||
Line 197: | Line 201: | ||
| <div style="float:right; margin-left:1em; font-style:italic;">(10 characters)</div>'''Total: Amount after Tax and Blanket Discounts''' | | <div style="float:right; margin-left:1em; font-style:italic;">(10 characters)</div>'''Total: Amount after Tax and Blanket Discounts''' | ||
|- valign="baseline" | |- valign="baseline" | ||
− | | '''~27''' | + | | '''~27''' |
| <div style="float:right; margin-left:1em; font-style:italic;">(5 characters)</div>'''Percentage Charged at Tax Rate''' | | <div style="float:right; margin-left:1em; font-style:italic;">(5 characters)</div>'''Percentage Charged at Tax Rate''' | ||
− | |||
− | |||
|- valign="baseline" | |- valign="baseline" | ||
− | | '''~28''' | + | | '''~28''' |
| <div style="float:right; margin-left:1em; font-style:italic;">(10 characters)</div>'''Description for Tax Rate''' | | <div style="float:right; margin-left:1em; font-style:italic;">(10 characters)</div>'''Description for Tax Rate''' | ||
− | |||
− | |||
|- valign="baseline" | |- valign="baseline" | ||
− | | '''~29''' | + | | '''~29''' |
| <div style="float:right; margin-left:1em; font-style:italic;">(10 characters)</div>'''Amount Taxed at Tax Rate''' | | <div style="float:right; margin-left:1em; font-style:italic;">(10 characters)</div>'''Amount Taxed at Tax Rate''' | ||
− | |||
− | |||
|- valign="baseline" | |- valign="baseline" | ||
− | | '''~30''' | + | | '''~30''' |
| <div style="float:right; margin-left:1em; font-style:italic;">(10 characters)</div>'''Amount of Tax Charged at Tax Rate''' | | <div style="float:right; margin-left:1em; font-style:italic;">(10 characters)</div>'''Amount of Tax Charged at Tax Rate''' | ||
− | |||
− | |||
|- valign="baseline" | |- valign="baseline" | ||
− | | '''~31''' | + | | '''~31''' |
| <div style="float:right; margin-left:1em; font-style:italic;">(10 characters)</div>'''Amount after Tax at Tax Rate''' | | <div style="float:right; margin-left:1em; font-style:italic;">(10 characters)</div>'''Amount after Tax at Tax Rate''' | ||
− | |||
− | |||
|- valign="baseline" | |- valign="baseline" | ||
| '''~32''' | | '''~32''' | ||
Line 238: | Line 232: | ||
| '''~44''',n | | '''~44''',n | ||
| <div style="float:right; margin-left:1em; font-style:italic;">(30 characters)</div>'''Delivery Addresses''' | | <div style="float:right; margin-left:1em; font-style:italic;">(30 characters)</div>'''Delivery Addresses''' | ||
− | ;n = 1 -> | + | ;n = 1 -> 5 |
:The line of the address. | :The line of the address. | ||
|- valign="baseline" | |- valign="baseline" | ||
Line 249: | Line 243: | ||
|- valign="baseline" | |- valign="baseline" | ||
| '''~48''' | | '''~48''' | ||
− | | <div style="float:right; margin-left:1em; font-style:italic;">(8 characters)</div>'''Delivery Note Number''' | + | | <div style="float:right; margin-left:1em; font-style:italic;">(8 characters)</div>'''Delivery Note/Goods Received Note/Picking List Number''' |
|- valign="baseline" | |- valign="baseline" | ||
| '''~49''',n | | '''~49''',n | ||
Line 330: | Line 324: | ||
| '''~213''',n | | '''~213''',n | ||
| <div style="float:right; margin-left:1em; font-style:italic;">(1 character)</div>'''Account Analysis Code''' | | <div style="float:right; margin-left:1em; font-style:italic;">(1 character)</div>'''Account Analysis Code''' | ||
− | ;n = 1 -> | + | ;n = 1 -> 9 |
:Analysis Code index. | :Analysis Code index. | ||
|- valign="baseline" | |- valign="baseline" | ||
− | | '''~214''',n | + | | '''~214''',n,m |
− | | | + | | '''Account Analysis Description''' |
− | ;n = 1 -> | + | ;n = 1 -> 9 |
:Analysis Description index. | :Analysis Description index. | ||
+ | ;m = 0 | ||
+ | :<div style="float:right; margin-left:1em; font-style:italic;">(15 characters)</div>First 15 characters of description. | ||
+ | ;m = >0 | ||
+ | :<div style="float:right; margin-left:1em; font-style:italic;">(Up to 30)</div>The full description. | ||
|- valign="baseline" | |- valign="baseline" | ||
| '''~215''',n | | '''~215''',n | ||
Line 349: | Line 347: | ||
| '''~234''' | | '''~234''' | ||
| <div style="float:right; margin-left:1em; font-style:italic;">(30 characters)</div>'''Account V.A.T. Registration Number''' | | <div style="float:right; margin-left:1em; font-style:italic;">(30 characters)</div>'''Account V.A.T. Registration Number''' | ||
+ | |- valign="baseline" | ||
+ | | '''~248''' | ||
+ | | <div style="float:right; margin-left:1em; font-style:italic;">(3 characters)</div>'''Incoterm''' | ||
+ | |- valign="baseline" | ||
+ | | '''~249''' | ||
+ | | <div style="float:right; margin-left:1em; font-style:italic;">(17 characters)</div>'''EORI Number''' | ||
+ | |- valign="baseline" | ||
+ | | '''~255''',"x" | ||
+ | | '''Skip block until next ~255''' | ||
+ | Print spaces if the account does not have the given account attribute set. | ||
+ | ;"x" | ||
+ | :The code of the account attribute which must be set in order to print content. | ||
+ | |- valign="baseline" | ||
+ | | '''~256''',n,"x",m | ||
+ | | <div style="float:right; margin-left:1em; font-style:italic;">(30 characters)</div>'''Account Attribute''' | ||
+ | Print an account attribute code or description. | ||
+ | ;n | ||
+ | :The index of the account attribute category to print. For example, entering {{DataValue|1}} here would print the first attribute from the given category. | ||
+ | ;"x" | ||
+ | :The attribute category from which the acccount attribute to print is located. | ||
+ | ;m = 0 | ||
+ | :Print the attribute code | ||
+ | ;m = 1 -> 30 | ||
+ | :The number of characters to print from the attribute description. | ||
|- valign="baseline" | |- valign="baseline" | ||
| '''~401''' | | '''~401''' | ||
| <div style="float:right; margin-left:1em; font-style:italic;">(80 characters)</div>'''Top Left hand corner of Credit Charge Text Block''' | | <div style="float:right; margin-left:1em; font-style:italic;">(80 characters)</div>'''Top Left hand corner of Credit Charge Text Block''' | ||
− | The Credit Charge Text Block is defined in | + | The Credit Charge Text Block is defined in {{Menu|Reports & Settings|Maintenance Options|System Administrator|Credit Charge Settings}} and configures itself according to the details of the current document. |
|- valign="baseline" | |- valign="baseline" | ||
| '''~402''' | | '''~402''' | ||
Line 479: | Line 501: | ||
=== Body Block === | === Body Block === | ||
==== General Information ==== | ==== General Information ==== | ||
− | {{DataValue|~6nn,1,2,3,"4",5}} where {{DataValue|~6nn}} represents an item, described below, which you wish to be printed in the document body. | + | {{DataValue|~6nn,1,2,3,"4",5,6,"7"}} where {{DataValue|~6nn}} represents an item, described below, which you wish to be printed in the document body. |
− | All have up to | + | All have up to seven parameters :- |
;Parm 1 - 'n' | ;Parm 1 - 'n' | ||
Line 488: | Line 510: | ||
:Column Position across from the left of the page (Document Style 2). Delivery notes only. | :Column Position across from the left of the page (Document Style 2). Delivery notes only. | ||
;Parm 3 - 'l' | ;Parm 3 - 'l' | ||
− | :Varies by Token. If not used, and | + | :Varies by Token. If not used, and parm 4 or above are needed, should be skipped by placing the commas next to each other. i.e. ~6nn,1,2,,"4",5. |
:Generally, for numeric tokens, which print by default to two decimal places. | :Generally, for numeric tokens, which print by default to two decimal places. | ||
:*'0' - Quantity : Trailing Zeroes are Stripped off. Currency : Zero figures are not printed. | :*'0' - Quantity : Trailing Zeroes are Stripped off. Currency : Zero figures are not printed. | ||
Line 498: | Line 520: | ||
;Parm 5 - 'k' | ;Parm 5 - 'k' | ||
:Column, when {{DataValue|~105}} is used. See above. Up to 10 columns are allowed, limited by the "col" parameter after {{DataValue|~105}}. If the body token is to refer to the line total, or main text item, then this parameter should be {{DataValue|0}} (the default). If it is to refer to the value for a specific column then it should be given the value 1 - 10. | :Column, when {{DataValue|~105}} is used. See above. Up to 10 columns are allowed, limited by the "col" parameter after {{DataValue|~105}}. If the body token is to refer to the line total, or main text item, then this parameter should be {{DataValue|0}} (the default). If it is to refer to the value for a specific column then it should be given the value 1 - 10. | ||
+ | ;Parm 6 - 'j' | ||
+ | :Varies by Token. If not used, and parms 7 or above are needed, should be skipped by placing the commas next to each other. i.e. ~6nn,1,2,3,"4",5,,"7". | ||
+ | ;Parm 7 - 'w' | ||
+ | :Optional. Varies by token. If used should be contained in quotes. | ||
{{Information|text= | {{Information|text= | ||
Line 574: | Line 600: | ||
|- valign="baseline" | |- valign="baseline" | ||
| '''~624''',n | | '''~624''',n | ||
− | | <div style="float:right; margin-left:1em; font-style:italic;">( | + | | <div style="float:right; margin-left:1em; font-style:italic;">(20 characters)</div>'''Location''' |
|- valign="baseline" | |- valign="baseline" | ||
| '''~625''',n,m,l,"x" | | '''~625''',n,m,l,"x" | ||
Line 602: | Line 628: | ||
:Analysis Description index. | :Analysis Description index. | ||
|- valign="baseline" | |- valign="baseline" | ||
− | | '''~631''',n,m | + | | '''~631''',n,m |
− | | <div style="float:right; margin-left:1em; font-style:italic;">( | + | | <div style="float:right; margin-left:1em; font-style:italic;">(8 characters)</div>'''Picking list number''' |
− | |||
− | |||
|- valign="baseline" | |- valign="baseline" | ||
− | | '''~632''',n,m | + | | '''~632''',n,m |
− | | <div style="float:right; margin-left:1em; font-style:italic;">( | + | | <div style="float:right; margin-left:1em; font-style:italic;">(8 characters)</div>'''Pick bin''' |
− | ; | + | ;m = 0 |
− | : | + | :Pick bin code. |
+ | ;m = 1 | ||
+ | :Pick bin description. | ||
|- valign="baseline" | |- valign="baseline" | ||
| '''~633''',n | | '''~633''',n | ||
Line 691: | Line 717: | ||
| '''~650''',n | | '''~650''',n | ||
| <div style="float:right; margin-left:1em; font-style:italic;">(20 characters)</div>'''Batch Location''' | | <div style="float:right; margin-left:1em; font-style:italic;">(20 characters)</div>'''Batch Location''' | ||
+ | |- valign="baseline" | ||
+ | | '''~655''',n,m,l | ||
+ | | <div style="float:right; margin-left:1em; font-style:italic;">(10 characters)</div>'''Local Currency Amount''' | ||
+ | |- valign="baseline" | ||
+ | | '''~656''',n,m,l,"x",k,j,"y" | ||
+ | | <div style="float:right; margin-left:1em; font-style:italic;">(30 characters)</div>'''Stock Attribute''' | ||
+ | Print a stock attribute code or description. | ||
+ | ;l | ||
+ | :The index of the stock attribute category to print. For example, entering {{DataValue|1}} here would print the first attribute from the given category. | ||
+ | ;"x" | ||
+ | :The attribute category from which the stock attribute to print is located. | ||
+ | ;j = 0 | ||
+ | :Print the attribute code | ||
+ | ;j = 1 -> 30 | ||
+ | :The number of characters to print from the attribute description. | ||
+ | ;"y" | ||
+ | :An optional account attribute code which must be set in order to print anything for this token. It can be left blank if printed output is always required. | ||
+ | |- valign="baseline" | ||
+ | | '''~657''',n,m,l,"x" | ||
+ | | <div style="float:right; margin-left:1em; font-style:italic;">(30 characters)</div>'''Country of Origin''' | ||
+ | Print a country code or a country name. | ||
+ | ;l = 0 | ||
+ | :Print the country code | ||
+ | ;l = 1 -> 30 | ||
+ | :The number of characters to print from the country name. | ||
+ | ;"x" | ||
+ | :An optional account attribute code which must be set in order to print anything for this token. It can be left blank if printed output is always required. | ||
+ | |- valign="baseline" | ||
+ | | '''~658''',n,m,l,"x" | ||
+ | | <div style="float:right; margin-left:1em; font-style:italic;">(10 characters)</div>'''Commodity Code''' | ||
+ | Print a commodity code. | ||
+ | ;l | ||
+ | :The number of characters to print from the commodity code. | ||
+ | ;"x" | ||
+ | :An optional account attribute code which must be set in order to print anything for this token. It can be left blank if printed output is always required. | ||
+ | |- valign="baseline" | ||
+ | | '''~659''',n | ||
+ | | <div style="float:right; margin-left:1em; font-style:italic;">(8 characters)</div>'''Unit Stock Number''' | ||
+ | {{Note|text= | ||
+ | Unit Purchase Order Items only. | ||
+ | }} | ||
+ | |||
+ | |- valign="baseline" | ||
+ | | '''~660''',n | ||
+ | | <div style="float:right; margin-left:1em; font-style:italic;">(15 characters)</div>'''Unit Colour''' | ||
+ | {{Note|text= | ||
+ | Unit Purchase Order Items only. | ||
+ | }} | ||
+ | |||
+ | |- valign="baseline" | ||
+ | | '''~661''',n | ||
+ | | <div style="float:right; margin-left:1em; font-style:italic;">(10 characters)</div>'''Unit Registration Number''' | ||
+ | {{Note|text= | ||
+ | Unit Purchase Order Items only. | ||
+ | }} | ||
+ | |||
+ | |- valign="baseline" | ||
+ | | '''~662''',n | ||
+ | | <div style="float:right; margin-left:1em; font-style:italic;">(1 character)</div>'''Unit New?''' | ||
+ | {{Note|text= | ||
+ | Unit Purchase Order Items only. | ||
+ | }} | ||
+ | |||
+ | |- valign="baseline" | ||
+ | | '''~663''',n | ||
+ | | <div style="float:right; margin-left:1em; font-style:italic;">(1 character)</div>'''Unit Commercial?''' | ||
+ | {{Note|text= | ||
+ | Unit Purchase Order Items only. | ||
+ | }} | ||
+ | |||
+ | |- valign="baseline" | ||
+ | | '''~664''',n | ||
+ | | <div style="float:right; margin-left:1em; font-style:italic;">(25 characters)</div>'''Unit Chassis No.''' | ||
+ | {{Note|text= | ||
+ | Unit Purchase Order Items only. | ||
+ | }} | ||
+ | |||
+ | |- valign="baseline" | ||
+ | | '''~665''',n | ||
+ | | <div style="float:right; margin-left:1em; font-style:italic;">(25 characters)</div>'''Unit V.I.N.''' | ||
+ | {{Note|text= | ||
+ | Unit Purchase Order Items only. | ||
+ | }} | ||
+ | |||
|} | |} | ||
===== Including Batch Information ===== | ===== Including Batch Information ===== | ||
Line 698: | Line 808: | ||
Another thing to bear in mind is that for the second and subsequent lines of Batch Information for an item, only the Batch tokens ({{DataValue|~648}} -> {{DataValue|~650}}) shown above will be printed. | Another thing to bear in mind is that for the second and subsequent lines of Batch Information for an item, only the Batch tokens ({{DataValue|~648}} -> {{DataValue|~650}}) shown above will be printed. | ||
+ | |||
+ | ===== Batch Information in Item Descriptions ===== | ||
+ | When a "Batched" stock item is booked out of stock, and batch information assigned, either manually or automatically if the system can identify the batch without prompting, the assigned "Batch No:" will be inserted into the first blank line of the item's description for this document. This information will then be printed as part of the item's description on printouts produced subsequently such as any advice note or invoice. | ||
+ | |||
+ | This depends on the item having at least one blank line of description, and on the document being printed ''after'' the item is booked out of stock. | ||
=== Totals Block === | === Totals Block === | ||
Line 740: | Line 855: | ||
|- valign="baseline" | |- valign="baseline" | ||
| '''~709''',n,m,l,k,j | | '''~709''',n,m,l,k,j | ||
− | | <div style="float:right; margin-left:1em; font-style:italic;">(25 characters)</div>'''Amount Charged at Tax Rate | + | | <div style="float:right; margin-left:1em; font-style:italic;">(25 characters)</div>'''Amount Charged at 1st Tax Rate''' |
If {{DataValue|99.99}} is included in the description it will be substituted with the percentage Tax applied. | If {{DataValue|99.99}} is included in the description it will be substituted with the percentage Tax applied. | ||
Line 753: | Line 868: | ||
|- valign="baseline" | |- valign="baseline" | ||
| '''~710''',n,m,l,k,j | | '''~710''',n,m,l,k,j | ||
− | | <div style="float:right; margin-left:1em; font-style:italic;">(25 characters)</div>'''Amount Charged at Tax Rate | + | | <div style="float:right; margin-left:1em; font-style:italic;">(25 characters)</div>'''Amount Charged at 2nd Tax Rate''' |
If {{DataValue|99.99}} is included in the description it will be substituted with the percentage Tax applied. | If {{DataValue|99.99}} is included in the description it will be substituted with the percentage Tax applied. | ||
Line 766: | Line 881: | ||
|- valign="baseline" | |- valign="baseline" | ||
| '''~711''',n,m,l,k,j | | '''~711''',n,m,l,k,j | ||
− | | <div style="float:right; margin-left:1em; font-style:italic;">(25 characters)</div>'''Amount Charged at Tax Rate | + | | <div style="float:right; margin-left:1em; font-style:italic;">(25 characters)</div>'''Amount Charged at 3rd Tax Rate''' |
If {{DataValue|99.99}} is included in the description it will be substituted with the percentage Tax applied. | If {{DataValue|99.99}} is included in the description it will be substituted with the percentage Tax applied. | ||
Line 779: | Line 894: | ||
|- valign="baseline" | |- valign="baseline" | ||
| '''~712''',n,m,l,k,j | | '''~712''',n,m,l,k,j | ||
− | | <div style="float:right; margin-left:1em; font-style:italic;">(25 characters)</div>'''Amount Charged at Tax Rate | + | | <div style="float:right; margin-left:1em; font-style:italic;">(25 characters)</div>'''Amount Charged at 4th Tax Rate''' |
If {{DataValue|99.99}} is included in the description it will be substituted with the percentage Tax applied. | If {{DataValue|99.99}} is included in the description it will be substituted with the percentage Tax applied. | ||
Line 824: | Line 939: | ||
:Column from Block Left. | :Column from Block Left. | ||
|- valign="baseline" | |- valign="baseline" | ||
− | | '''~ | + | | '''~802''',n,m |
| '''Details for 2nd Tax Band''' | | '''Details for 2nd Tax Band''' | ||
;n | ;n | ||
Line 831: | Line 946: | ||
:Column from Block Left. | :Column from Block Left. | ||
|- valign="baseline" | |- valign="baseline" | ||
− | | '''~ | + | | '''~803''',n,m |
| '''Details for 3rd Tax Band''' | | '''Details for 3rd Tax Band''' | ||
;n | ;n | ||
Line 838: | Line 953: | ||
:Column from Block Left. | :Column from Block Left. | ||
|- valign="baseline" | |- valign="baseline" | ||
− | | '''~ | + | | '''~804''',n,m |
| '''Details for 4th Tax Band''' | | '''Details for 4th Tax Band''' | ||
;n | ;n | ||
Line 848: | Line 963: | ||
| <div style="float:right; margin-left:1em; font-style:italic;">(up to 160 characters)</div>'''Layout String''' | | <div style="float:right; margin-left:1em; font-style:italic;">(up to 160 characters)</div>'''Layout String''' | ||
;"x" | ;"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, with their positions in the string given by | + | :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, with their positions in the string given by each token's first parameter as detailed below. |
|} | |} | ||
==== Tax Tokens ==== | ==== Tax Tokens ==== | ||
Line 859: | Line 974: | ||
| '''~806''',n,m | | '''~806''',n,m | ||
| <div style="float:right; margin-left:1em; font-style:italic;">(1 character)</div>'''Tax Band Indicator''' | | <div style="float:right; margin-left:1em; font-style:italic;">(1 character)</div>'''Tax Band Indicator''' | ||
− | ;n = 1 -> | + | ;n = 1 -> 160 |
− | : | + | :Position across from left of layout string ~805 at which to insert. |
;m = 0 | ;m = 0 | ||
− | : | + | :Prints A - I. |
;m = 1 | ;m = 1 | ||
− | : | + | :Prints 1 - 9. |
|- valign="baseline" | |- valign="baseline" | ||
| '''~807''',n | | '''~807''',n | ||
| <div style="float:right; margin-left:1em; font-style:italic;">(5 characters)</div>'''Tax Percentage''' | | <div style="float:right; margin-left:1em; font-style:italic;">(5 characters)</div>'''Tax Percentage''' | ||
− | ;n = 1 -> | + | ;n = 1 -> 160 |
− | : | + | :Position across from left of layout string ~805 at which to insert. |
|- valign="baseline" | |- valign="baseline" | ||
| '''~808''',n | | '''~808''',n | ||
| <div style="float:right; margin-left:1em; font-style:italic;">(10 characters)</div>'''Tax Band description''' | | <div style="float:right; margin-left:1em; font-style:italic;">(10 characters)</div>'''Tax Band description''' | ||
− | ;n = 1 -> | + | ;n = 1 -> 160 |
− | : | + | :Position across from left of layout string ~805 at which to insert. |
|- valign="baseline" | |- valign="baseline" | ||
| '''~809''',n | | '''~809''',n | ||
| <div style="float:right; margin-left:1em; font-style:italic;">(10 characters)</div>'''Amount Rated in this Tax Band''' | | <div style="float:right; margin-left:1em; font-style:italic;">(10 characters)</div>'''Amount Rated in this Tax Band''' | ||
− | ;n = 1 -> | + | ;n = 1 -> 160 |
− | : | + | :Position across from left of layout string ~805 at which to insert. |
|- valign="baseline" | |- valign="baseline" | ||
| '''~810''',n | | '''~810''',n | ||
| <div style="float:right; margin-left:1em; font-style:italic;">(10 characters)</div>'''Amount of Tax Charged on the Amount Rated''' | | <div style="float:right; margin-left:1em; font-style:italic;">(10 characters)</div>'''Amount of Tax Charged on the Amount Rated''' | ||
− | ;n = 1 -> | + | ;n = 1 -> 160 |
− | : | + | :Position across from left of layout string ~805 at which to insert. |
|- valign="baseline" | |- valign="baseline" | ||
| '''~811''',n | | '''~811''',n | ||
| <div style="float:right; margin-left:1em; font-style:italic;">(10 characters)</div>'''Total Amount After Tax in this Band''' | | <div style="float:right; margin-left:1em; font-style:italic;">(10 characters)</div>'''Total Amount After Tax in this Band''' | ||
− | ;n = 1 -> | + | ;n = 1 -> 160 |
− | : | + | :Position across from left of layout string ~805 at which to insert. |
|} | |} | ||
=== Print Style Tokens === | === Print Style Tokens === | ||
Line 931: | Line 1,046: | ||
=== Currency Conversions === | === Currency Conversions === | ||
{{Information|text= | {{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 | + | ''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 [https://www.catalyst-uk.com/sales website] sales contact page for your upgrade path. |
}} | }} | ||
Line 945: | Line 1,060: | ||
{{Example|text= | {{Example|text= | ||
− | Some examples using {{DataValue|~29,1}} amount taxed at tax rate | + | Some examples using {{DataValue|~29,1}} amount taxed at first tax rate. Note that {{DataValue|~29}} may not represent an amount in all document formats. This is just an example. |
;~29,1 | ;~29,1 | ||
Line 958: | Line 1,073: | ||
;~29$USD,1 | ;~29$USD,1 | ||
:convert to currency USD (US Dollar) | :convert to currency USD (US Dollar) | ||
− | :{{DataValue|$234. | + | :{{DataValue|$234.02}} |
+ | ;~29$USD(02),1 | ||
+ | :convert to currency USD (US Dollar) and target to whole dollar units if within 2 cents. This feature is useful if you want to display values with the cents/pennies rounded away. For example if displaying in dollars then the number in brackets represents the maximum number of cents over or under a dollar within which the conversion will target to a whole dollar. For 02 within the brackets then $1.98, $1.99, $2.00, $2.01, $2.02 will all display as $2.00. | ||
+ | :{{DataValue|$234.00}} | ||
;~29#12USD,1 | ;~29#12USD,1 | ||
:same, but suppress the symbol and print to a width of 12 | :same, but suppress the symbol and print to a width of 12 | ||
Line 980: | Line 1,098: | ||
:Use exchange rate as at the user date for all currency conversions. | :Use exchange rate as at the user date for all currency conversions. | ||
|} | |} | ||
− | ==== Currency Tokens ==== | + | ==== Country/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. | + | There is a group of tokens that may be used in headers and footers to print details about the country and currency set up for the account associated with the document. |
{| cellspacing="5" width="95%" valign="baseline" | {| cellspacing="5" width="95%" valign="baseline" | ||
Line 988: | Line 1,106: | ||
!| | !| | ||
+ | |- valign="baseline" | ||
+ | | '''~292''',n | ||
+ | | <div style="float:right; margin-left:1em; font-style:italic;">(3 characters)</div>'''Country code/description for the document.''' | ||
+ | If the account in use has a specific country associated with it this will be used, otherwise the system default country will be output. | ||
+ | ;n = 0 | ||
+ | :Output the country code. | ||
+ | ;n = 1 | ||
+ | :<div style="float:right; margin-left:1em; font-style:italic;">(30 characters)</div>Output the country description. | ||
|- valign="baseline" | |- valign="baseline" | ||
| '''~293''' | | '''~293''' | ||
Line 1,008: | Line 1,134: | ||
Should be used in pairs on a line. Everything between them is blanked out if there is no currency set for this account | 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, Orders, Delivery Advice, Confirmation, Picking}}[[Category:Order Processing Documents]] | + | {{KB_Tags|Layout, Token, Format, Document, Setup, Config, Configuration, Orders, Delivery Advice, Confirmation, Picking}}[[Category:Documents]][[Category:Order Processing Documents]] |
Latest revision as of 13:59, 8 July 2024
The Platinum System " Order Processing" allows the layout of your outgoing Order Processing documents 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.
This article is for the following documents :-
- "Purchase Orders"
- "Delivery (or Advice) Notes"
- "Order Confirmations"
- "Picking Lists"
Contents
Layout Data Formats
Formats are stored in a special file, which must be accessed through the format amendments programs. It cannot be edited from outside the Platinum System.
A library of "Standard Formats" is available. These are automatically copied to the "User Format" the first time a document is printed, and may be copied manually if, for instance, you wish to start using pre-printed stationary where before you were using plain paper.
If required, you may assign special formats to certain Accounts, and/or assign these formats to different print records from the default. A format name may be up to 11 characters in length, and contain any combination of typeable characters.
Layout Tokens
Tokens are indicated by the character '~' 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 document layouts are divided into 3 main areas: "Headings", "Body" & "Footings".
Area Tokens
~100 | Configuration Section Start | |
~199 | Configuration Section End | |
~200 | Heading Block (First Page) Start | |
~299 | Heading Block (First Page) End | |
~300 | Heading Block (Continuation) Start | |
~399 | Heading Block (Continuation) End | |
~400 | Footing Block (Continuation) Start | |
~499 | Footing Block (Continuation) End | |
~500 | Footing Block (Last Page) Start | |
~599 | Footing Block (Last Page) End | |
~600 | Body Block Start | |
~699 | Body Block End | |
~700 | Totals Configuration Block Start | |
~799 | Totals Configuration Block End | |
~800 | Tax Configuration Block Start | |
~899 | Tax Configuration Block End |
Tokens
General Tokens
These can appear in either Headers or Footers.
~1 | (30 characters) Account Name
| ||
~2,n,m | Account/Depot Address Line
| ||
~3,n | Account Code/Reference
| ||
~4,n | Telephone Number/Email Address
| ||
~5 | (15 characters) Fax Number
| ||
~6,n,m | Account Notes Line
| ||
~7 | (3 characters) Page Number
| ||
~8,n | User Date
| ||
~9,n | (15 characters) Your Order Number
| ||
~8,n | Document Date
| ||
~11,n | (40 characters) Company Name
| ||
~12,n | (50 characters) Company Address
| ||
~13,n | (one line) Heading Line
| ||
~14,n | (one line) Footing Line
| ||
~15 | (11 characters) Heading Document Type
| ||
~17 | Top Left hand corner of Totals Block
Use if totals are to be printed in self configuring block. See below. | ||
~18 | Top Left hand corner of Tax Details Block
Use if tax is to be printed in self configuring block. See below. | ||
~19 | (10 characters) Total: Amount Before Tax or Blanket Discount
| ||
~22 | (10 characters) Total: Tax Amount
| ||
~23 | (10 characters) Total: Amount after Tax and Blanket Discounts
| ||
~27 | (5 characters) Percentage Charged at Tax Rate
| ||
~28 | (10 characters) Description for Tax Rate
| ||
~29 | (10 characters) Amount Taxed at Tax Rate
| ||
~30 | (10 characters) Amount of Tax Charged at Tax Rate
| ||
~31 | (10 characters) Amount after Tax at Tax Rate
| ||
~32 | (3 characters) Total Number of Pages
| ||
~33 | (6 characters) Account Group
| ||
~34,n | Skip line unless Document Type Match
This token is only applicable to "Delivery Notes"
| ||
~44,n | (30 characters) Delivery Addresses
| ||
~45,n | (5 characters) Current Time
| ||
~48 | (8 characters) Delivery Note/Goods Received Note/Picking List Number
| ||
~49,n | (15 characters) Customer/Supplier Order Number
| ||
~50 | Skip block until next ~50
Print Spaces if delivery address is blank. | ||
~51 | (10 characters) Total Quantity - Excludes Backorder Items
| ||
~52,n | (60 characters) Order Extra Notes
| ||
~53 | (10 characters) Delivery Note: Delivery Method, if entered
| ||
~54 | (10 characters) Delivery Note: Consignment Number, if entered
| ||
~55 | (6 characters) Prints the (Country Determined) word for Tax
| ||
~56 | (3 characters) Do not print this line if blank
| ||
~57 | Skip block until next ~57
Print Spaces if all Items have a date equal to the User Date (e.g. headings.). | ||
~58 | Skip block until next ~58
Print Spaces if no Items have an individual discount applied (e.g. headings.). | ||
~59 | (4 characters) Delivery note: Number of boxes
| ||
~61,n | (8 characters) User/Group Name
| ||
~62 | (10 characters) Total Weight
Excludes Backorder Items. | ||
~63 | (10 characters) Total Volume
Excludes Backorder Items. | ||
~65,n | (3 characters) Order Status
| ||
~211 | (10 characters) Account Reference
| ||
~212,n | (10 characters) Barcode Checksum/Total
Total of all the barcode number for each Stock Code on the document.
| ||
~213,n | (1 character) Account Analysis Code
| ||
~214,n,m | Account Analysis Description
| ||
~215,n | (60 characters) Account Extra Notes
| ||
~224 | (30 characters) History Notes
For Goods Received Notes. | ||
~234 | (30 characters) Account V.A.T. Registration Number
| ||
~248 | (3 characters) Incoterm
| ||
~249 | (17 characters) EORI Number
| ||
~255,"x" | Skip block until next ~255
Print spaces if the account does not have the given account attribute set.
| ||
~256,n,"x",m | (30 characters) Account Attribute
Print an account attribute code or description.
| ||
~401 | (80 characters) Top Left hand corner of Credit Charge Text Block
The Credit Charge Text Block is defined in " Reports & Settings Maintenance Options System Administrator Credit Charge Settings" and configures itself according to the details of the current document. | ||
~402 | (10 characters) Total: Amount of any Credit Charge Applicable to the Current Document.
| ||
~403 | (10 characters) Total: Gross total for the current document, plus any applicable Credit Charge.
|
Configuration Tokens
These affect the overall layout of the Documents, 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.
~101,n,m | 1st Page Heading Block
| |
~102,n,m | Continuation Page Heading Block
| |
~103,n,m | Continued Page Footing Block
| |
~104,n,m | Final Page Footing Block
|
Document Configuration
~105,n,m,l | Enables grouping of multiple Stock Codes
Enables grouping of multiple Stock Codes into single lines on the document. The parameter 'n' is the number of characters at the start of the code which must be identical for the codes to be grouped. parameter 'm' is the number of characters following these parameter 'n' characters which must be identical in order for the items to occupy one "column". parameter 'l' is the number of "columns" allowed per line.. | ||
~109,n | Body Print Style, Document Style 1
| ||
~110,n | Body Print Style, Document Style 2
| ||
~111,n | Line Skip
| ||
~112,n | Heading Block
| ||
~113,n,m | Body Block
| ||
~114,n | Footing Block
| ||
~115,n | Form Length
| ||
~117,n,m | Back Order information
Prints a section after the Order Items consisting of Items on backorder for the current account, using the same line layout as for the Order Items.
| ||
~198 | Currency conversion configuration
|
Body Block
General Information
'~6nn,1,2,3,"4",5,6,"7"' where '~6nn' represents an item, described below, which you wish to be printed in the document body.
All have up to seven parameters :-
- Parm 1 - 'n'
- Column Position across from the left of the page (Document Style 1).
- Parm 2 - 'm'
- Column Position across from the left of the page (Document Style 2). Delivery notes only.
- Parm 3 - 'l'
- Varies by Token. If not used, and parm 4 or above are needed, should be skipped by placing the commas next to each other. i.e. ~6nn,1,2,,"4",5.
- Generally, for numeric tokens, which print by default to two decimal places.
- '0' - Quantity : Trailing Zeroes are Stripped off. Currency : Zero figures are not printed.
- '1' - Quantity : Trailing Zeroes are NOT Stripped. Currency : Zero figures are printed.
- '2' - As '0', but allow 3 decimal places.
- '3' - As '1', but allow 3 decimal places.
- Parm 4 - 'x'
- Optional. Varies by token. If used should be contained in quotes. If not used and parm 5 or above required, should be skipped in the same way as parm 3. i.e. ~6nn,1,2,3,,5
- Parm 5 - 'k'
- Column, when '~105' is used. See above. Up to 10 columns are allowed, limited by the "col" parameter after '~105'. If the body token is to refer to the line total, or main text item, then this parameter should be '0' (the default). If it is to refer to the value for a specific column then it should be given the value 1 - 10.
- Parm 6 - 'j'
- Varies by Token. If not used, and parms 7 or above are needed, should be skipped by placing the commas next to each other. i.e. ~6nn,1,2,3,"4",5,,"7".
- Parm 7 - 'w'
- Optional. Varies by token. If used should be contained in quotes.
Body Tokens may be used in the Headers or Footers, and will in this case take their value from the first order which appears on the Document.
|
Body Tokens
~601,n | (10 characters) Item Quantity
| ||
~602,n,m,l | Nett Amount | ||
~603,n,m,l | (10 characters) Unit Price
| ||
~607,n,m,l | Item Date
| ||
~608 | (15 characters) Stock Code
| ||
~609,n,m,l | (30 characters) Stock Description
| ||
~611,n | (10 characters) Units
| ||
~612,n | (6 characters) Percentage Discount
| ||
~614,n | (3 characters) Stock Group
| ||
~615,n | (10 characters) Weight
| ||
~616,n | (10 characters) Volume
| ||
~617,n,m,l | (1 character) Stock Analysis Code
| ||
~618,n | (10 characters) Price List Over-ride
| ||
~619,n,m,l | (15 characters) Short Description
| ||
~620,n | (6 characters) Depot Code
| ||
~621,n | (10 characters) Quantity in Stock
| ||
~624,n | (20 characters) Location
| ||
~625,n,m,l,"x" | (10 characters) Sales Price
| ||
~626,n,m,l | (5 characters) Percentage Tax Charged
| ||
~627,n,m | (8 characters) Delivery Note Number
| ||
~628,n | (15 characters) Customer Order Number
| ||
~629,n | (30 characters) Item Reference
| ||
~630,n,m,l | (15 characters) Stock Analysis Description
| ||
~631,n,m | (8 characters) Picking list number
| ||
~632,n,m | (8 characters) Pick bin
| ||
~633,n | Delivery by Date
| ||
~634,n | Delivery Date
| ||
~635,n | (3 characters) Item Price Group
| ||
~636,n | (30 characters) Item Price Group Description
| ||
~637,n | (10 characters) Picked By
| ||
~638,n | (10 characters) Delivery Method
| ||
~639,n,m,l | (60 characters) Description/Detailed Notes
Prints usual Stock Description for up to three lines, then all Detailed Notes.
| ||
~640,n | (8 characters) Supplier Stock Code (Purchase orders only)
| ||
~642,n | (30 characters) Stock Group Description
| ||
~643,n,m,l | (10 characters) Stock Barcode Number
| ||
~644,n | (10 characters) Account Fixed Stock Price
| ||
~645,n | (30 characters) Account Fixed Stock Price Notes
| ||
~646,n | (10 characters) Consignment Number
| ||
~647,n | (4 characters) Number of Boxes in the Consignment
| ||
~648,n | (20 characters) Batch Code
| ||
~649,n | (10 characters) Batch Quantity
| ||
~650,n | (20 characters) Batch Location
| ||
~655,n,m,l | (10 characters) Local Currency Amount
| ||
~656,n,m,l,"x",k,j,"y" | (30 characters) Stock Attribute
Print a stock attribute code or description.
| ||
~657,n,m,l,"x" | (30 characters) Country of Origin
Print a country code or a country name.
| ||
~658,n,m,l,"x" | (10 characters) Commodity Code
Print a commodity code.
| ||
~659,n | (8 characters) Unit Stock Number
| ||
~660,n | (15 characters) Unit Colour
| ||
~661,n | (10 characters) Unit Registration Number
| ||
~662,n | (1 character) Unit New?
| ||
~663,n | (1 character) Unit Commercial?
| ||
~664,n | (25 characters) Unit Chassis No.
| ||
~665,n | (25 characters) Unit V.I.N.
|
Including Batch Information
Meaningful "Batch Information" may be retrieved only for Stock Lines marked as "Batched", which prompt for batch information whenever they are booked into or out of stock. The information extracted depends on the Order Item's status. If the item has been booked into stock, for example on a Goods Received Note, then you will see information relating to the batch transactions involved in booking the item in question in. This would enable you to go straight to the locations where the items are to be placed.
If the item has not yet impacted Stock History, on a Picking List for instance, you will get information on the batches you currently have in stock, enabling you to see which batches are suitable to be picked from.
Another thing to bear in mind is that for the second and subsequent lines of Batch Information for an item, only the Batch tokens ('~648' -> '~650') shown above will be printed.
Batch Information in Item Descriptions
When a "Batched" stock item is booked out of stock, and batch information assigned, either manually or automatically if the system can identify the batch without prompting, the assigned "Batch No:" will be inserted into the first blank line of the item's description for this document. This information will then be printed as part of the item's description on printouts produced subsequently such as any advice note or invoice.
This depends on the item having at least one blank line of description, and on the document being printed after the item is booked out of stock.
Totals Block
General Information
'~7nn,1,2,"x",4,5' where '~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'
- '0, 1 or 2' - Printing conditions.
- In general, if items are configured to print one line after another, and "blanket discount" does not apply, then if Parm 5 for blanket discount amount is set to '0' then Blanket discount details will not be printed at all and the next line will shuffle up. If Parm 5 is set to '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 '~119' is included in the Configuration section.
~701,n,m,l | (25 characters) Total Amount Before Tax or Blanket Discounts
| |
~704,n,m,l | (25 characters) Total Tax Amount
Superseded on Tax Inclusive documents (see above). | |
~705,n,m,l | (25 characters) Total Amount after Tax
| |
~708,n,m | (25 characters) "Equals" Lines
A line of '=' signs where the figures would go in the other cases. | |
~709,n,m,l,k,j | (25 characters) Amount Charged at 1st Tax Rate
If '99.99' is included in the description it will be substituted with the percentage Tax applied. Superseded on Tax Inclusive documents (see above).
| |
~710,n,m,l,k,j | (25 characters) Amount Charged at 2nd Tax Rate
If '99.99' is included in the description it will be substituted with the percentage Tax applied. Superseded on Tax Inclusive documents (see above).
| |
~711,n,m,l,k,j | (25 characters) Amount Charged at 3rd Tax Rate
If '99.99' is included in the description it will be substituted with the percentage Tax applied. Superseded on Tax Inclusive documents (see above).
| |
~712,n,m,l,k,j | (25 characters) Amount Charged at 4th Tax Rate
If '99.99' is included in the description it will be substituted with the percentage Tax applied. Superseded on Tax Inclusive documents (see above).
| |
~720,n,m,l | (25 characters) Credit Charge applicable to the current Document, if the Credit Charge is calculated on the Nett.
| |
~721,n,m,l | (25 characters) Credit Charge applicable to the current Document, if the Credit Charge is calculated on the Gross.
| |
~722,n,m,l | (25 characters) Gross total for the current Document plus any applicable Credit Charge.
| |
~723,n,m,l | (25 characters) Nett Total after Settlement Discount, if a Settlement Discount applies.
| |
~724,n,m,l | (25 characters) V.A.T. Total after Settlement Discount, if a Settlement Discount applies.
| |
~725,n,m,l | (25 characters) Gross Total after Settlement Discount, if a Settlement Discount applies.
|
Tax Block
General Information
~801,n,m | Details for 1st Tax Band
| |
~802,n,m | Details for 2nd Tax Band
| |
~803,n,m | Details for 3rd Tax Band
| |
~804,n,m | Details for 4th Tax Band
| |
~805,"x" | (up to 160 characters) Layout String
|
Tax Tokens
~806,n,m | (1 character) Tax Band Indicator
| |
~807,n | (5 characters) Tax Percentage
| |
~808,n | (10 characters) Tax Band description
| |
~809,n | (10 characters) Amount Rated in this Tax Band
| |
~810,n | (10 characters) Amount of Tax Charged on the Amount Rated
| |
~811,n | (10 characters) Total Amount After Tax in this Band
|
Print Style Tokens
The following print style codes must have 3 spaces after them as these codes always 6 characters wide.
~79 | (6 characters) Expand
| |
~80 | (6 characters) Unexpand
| |
~81 | (6 characters) Compact
| |
~82 | (6 characters) Uncompact
| |
~83 | (6 characters) Double Strike On
| |
~84 | (6 characters) Double Strike Off
| |
~86 | (6 characters) Paper Forward
| |
~87 | (6 characters) Paper Backward
| |
~88,n | (up to 32 characters) 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.
|
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 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.
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 first tax rate. Note that '~29' may not represent an amount in all document formats. This is just an example.
|
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,n | x = Default currency modifier (optional)
|
Country/Currency Tokens
There is a group of tokens that may be used in headers and footers to print details about the country and currency set up for the account associated with the document.
~292,n | (3 characters) Country code/description for the document.
If the account in use has a specific country associated with it this will be used, otherwise the system default country will be output.
| |
~293 | (12 characters) Exchange rate from base currency to account currency
| |
~294 | (15 characters) Sub-units of the currency set for this account
| |
~295 | (15 characters) Units of the currency set for this account
| |
~296 | (30 characters) Name of the currency set for this account
| |
~297 | (3 characters) Code of the currency set for this account
| |
~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 |