Invoice/Credit Configuration - Order Processing Document

The Platinum System "Order Processing" 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.

This article is for the following documents :-

• "Invoice"
• "Credit Note"

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 invoice/credit 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	(30 characters) Account Address Line n = 1 -> 5 The line of the address.
~3	(6 characters) Account Code
~4,n	Telephone Number n = 0 (15 characters) Telephone Number. n = 1 (20 characters) Mobile Number.
~5	(15 characters) Fax Number
~6,n,m	Account Notes Line n = 1 -> 5 The line of the notes. m = 0 (40 characters) Print Notes information. m = 1 (10 characters) Print Notes prompt.
~7	(3 characters) Page Number
~8	(3 characters) Total Pages on Invoice/Credit
~9,n	(8 characters) Document Number n = 0 Print in all cases. n = 1 Blank if not in Heading.
~10,n	Document Date n = 0 (10 characters) Short format. e.g. 'DD/MM/CCYY'. n = 1 (32 characters) Long Format. e.g. 'Friday, 31st January 20??'.
~11,n	(40 characters) Company Name n = 1 -> 2 The line of the name.
~12,n	(50 characters) Company Address n = 1 -> 5 The line of the address.
~13,n	(one line) Heading Line n = 1 -> 2 Heading text.
~14,n	(one line) Footing Line n = 1 -> 3 Heading text.
~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 prvalign="baseline"	~633,n	(13 characters) Subcontracted Rate
~634,n	(13 characters) Subcontractor Quantity
~635,n	(13 characters) Subcontractor Total
~636,n	(13 characters) Profit e.g. Subcontractor Total - Job Total = Profit.
~637,n	(1 character) Subcontractor Confirmation Note printed?
~638,n	(8 characters) Subcontractor Invoice Number Will be set automatically if allocated by Purchase Ledger link; or may be set manually through Planning View.
~639,n	(8 characters) Trailer
~640,n	(30 characters) Trailer Description
~641,n	(2 characters) Pallets
~642,n	(13 characters) Weight
~643,n	(13 characters) Volume
~644,n	(8 characters) Load
~645,n	(2 characters) Drop Sequence
~646,n	(3 characters) Area
~647,n	(30 characters) Area Description
~648,n	(2 characters) Half Pallets
~649,n	(2 characters) Quarter Pallets
~650,n	(3 characters) Literal
~651,n	(2 characters) Blue Pallets
~652,n	(2 characters) Over Size Pallets
~653,n	(8 characters) Distance
~654,n	(2 characters) Days
~655,n	(3 characters) Consignment Type
~656,n	(30 characters) Consignment Type Description
~657,n	(3 characters) Service
~658,n	(30 characters) Service Description
~659,n	(3 characters) Input Period
~660,n	(30 characters) Input period Description
~661,n,m,l,k	(23 characters) Ticket Block Date l = 1 -> 3 Block number. k = 0 (10 characters) Short format. e.g. 'DD/MM/CCYY'. k = 1 (32 characters) Long Format. e.g. 'Friday, 31st January 20??'.
~662,n,m,l	(5 characters) Text Block Time l = 1 -> 3 Block number.
~663,n,m,l	(30 characters) Text Block Contact l = 1 -> 3 Block number.
~664,n	(20 characters) Text Block Phone
~665,n	(5 characters) Text Block Open
~666,n	(5 characters) Text Block Close
~667,n	(12 characters) Work Total
~668,n	(12 characters) Extra

Range Block

Totals Tokens

~701	(54 characters) Drivers
~705	(54 characters) Vehicles
~709	(10 characters) Date From
~710	(10 characters) Date To
~711	(54 characters) Statuses
~714	(54 characters) Accounts
~718	(1 character) Scanned Image
~719	(1 character) History
~720	(54 characters) Trailers
~724	(15 characters) Ticket 1
~727	(8 characters) Load
~728	(1 character) Load Attribute
~729	(40 characters) Text Filter

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. n = 1 -> 999 Corresponds to the print code ID in the "Print Code Amendments".

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	Range Block Start
~799	Range Block End

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 traffic sheet/self billing being printed will be used, if there is one.

Some examples using '~29,1' amount taxed at tax rate 1. ~29,1 no conversion '*100.00' - (where * is your usual currency symbol). ~29$,1 convert to the account currency (if there is one) '1005.18F' - (e.g. French Francs.) ~29$12,1 convert to account currency and print to a width of 12 '1005.18F' ~29$USD,1 convert to currency USD (US Dollar) '$234.56' ~29#12USD,1 same, but suppress the symbol and print to a width of 12 '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.

~198x,n	x = Default currency modifier (optional) n = 0 Use exchange rate as at the user date for all currency conversions. n = 1 Use exchange rate as at the transaction date for all currency conversions.

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
~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