Quotation/Sales Order Configuration - Sales Prospecting Document
The Platinum System allows the layout of " Sales Prospecting" Quotation and Sales Orders 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.
Contents
Token File Names
The layout files are stored in the 'SXCo1\Docs' folder, (or 'SXCo2', 'SXCo3', etc).
Four different letters may be produced depending on the age of the debt.
- 'SXSP013.EPL'
- Quotation layout.
- 'SXSP020.EPL'
- Sales Order layout.
Tokens
General Tokens
| ~1 | (30 characters) Prospect Company Name
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| ~2 | (30 characters) Prospect Address Line 1
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| ~3 | (30 characters) Prospect Address Line 2
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| ~4 | (30 characters) Prospect Address Line 3
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| ~5 | (30 characters) Prospect Address Line 4
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| ~6 | (30 characters) Prospect Address Line 5
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| ~7 | (25 characters) Quotation Number
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| ~8 | (30 characters) Long Date
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| ~9 | (10 characters) Short Date
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| ~10,n | (60 characters) Column Position for Text
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| ~11 | (12 characters) Column for Amounts
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| ~12 | (12 characters) Nett
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| ~13 | (12 characters) V.A.T.
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| ~14 | (12 characters) Grand Total
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| ~15 | (10 characters) Deposit for Finance
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| ~16 | (10 characters) Nett - Deposit
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| ~17 | (10 characters) Credit Insurance
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| ~18 | (10 characters) Amount of Credit
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| ~19 | (10 characters) Interest
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| ~20 | (10 characters) Document Fee
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| ~21 | (10 characters) Total Charge of Credit
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| ~22 | (10 characters) Balance to Pay
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| ~23 | (10 characters) Total Cash Price
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| ~24 | (10 characters) Total Amount Payable
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| ~25 | (5 characters) APR%
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| ~26 | (10 characters) Monthly Amount
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| ~27 | (10 characters) Weekly Amount
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| ~28 | (13 characters) Number of Payments
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| ~29 | (10 characters) Amount to Pay each Period
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| ~30 | (8 characters) User Name of Person Printing Quote/Sales Order
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| ~31 | (15 characters) Finance Type
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| ~32 | (3 characters) Total Number of Pages
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| ~33 | (3 characters) Page Number
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| ~34 | (8 characters) Prospect Number
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| ~35 | (30 characters) Company Name Line 1
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| ~36 | (30 characters) Company Name Line 2
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| ~37 | (30 characters) Company Address Line 1
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| ~38 | (30 characters) Company Address Line 2
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| ~39 | (30 characters) Company Address Line 3
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| ~40 | (30 characters) Company Address Line 4
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| ~41 | (30 characters) Company Address Line 5
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| ~56 | Do not print this line if it is all spaces
Generally most useful for the Area Blocks (below) when you may wish to define, for example, completely different Headings for the first page. | ||
| ~74,"x" | Copy specified file to output
Will copy the filename given after the token to the printer.
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| ~75,n,m,l | Form Length
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| ~76 | Form Feed
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| ~77 | Skip block until next ~78
Print Spaces if fiance is not being used until the next '~78'. | ||
| ~78 | Fiance block end
Will resume printing after '~78'. |
Area Tokens
The following will enable you to configure multiple page documents so that, for example, Totals appear only on the final page, or the word "Continued ..." only appears at the foot of a page if the document is continued after that page.
 | In order that these tokens take up no room on the Document you should lay out your text and then insert the tokens around the text you wish to include or omit. |
| ~200 | Text after this token up to ~299 to print on page 1 only | |
| ~299 | Text from ~200 up to this token to print on page 1 only | |
| ~300 | Text after this token up to ~399 to print on any page which has at least one page after it. e.g. "Continued ..." | |
| ~399 | Text from ~300 up to this token to print on any page which has at least one page after it. | |
| ~400 | Text after this token up to ~499 to print on any page which has at least one page before it. eg. "... Continuation" | |
| ~499 | Text from ~400 up to this token to print on any page which has at least one page before it. | |
| ~500 | Text after this token up to ~599 to print on Final Page only. | |
| ~599 | Text from ~500 up to this token to print on Final Page only. |
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
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| ~80 | (6 characters) Unexpand
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| ~81 | (6 characters) Compact
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| ~82 | (6 characters) Uncompact
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| ~83 | (6 characters) Double Strike On
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| ~84 | (6 characters) Double Strike Off
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| ~86 | (6 characters) Paper Forward
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| ~87 | (6 characters) Paper Backward
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| ~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.
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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 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.
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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.
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| ~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 |
