You use this program to define the page layout for printing Quotations documents.
You must define a Quotations Document format before you can use the Quotation Document Print program.
- Quotation Document Format
- Format Options
- Preferences
- Heading Section
- Customer Custom Form Fields
- Quotation Custom Form Fields
- Merchandise Section
- Stock Code Custom Form Fields
- Comment Section
- Quotation Detail Custom Form Fields
- Miscellaneous/Freight Charge Section
- Single Level Component Section
- Total Section
- MS Word Options
- SRS Options
| Field | Description | ||||
|---|---|---|---|---|---|
| Format |
Indicate the format assigned to the document type. You can define up to 36 different formats (i.e. 0 to 9, A to Z) for each document type. This flexibility allows you to configure and print sales documents according to your own requirements as well as those of your customers. |
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| Format description | Enter a description for the document type and format you selected above. | ||||
| Print method |
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| Standard document | Select this to define a document format for quotations using pre-printed stationery. | ||||
| SRS document | Select this to print your documents using SRS Document Printing. See SRS Document Printing Overview for additional information. |
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| Word document | Select this to print your quotation documents using pre-defined MS Word templates (see MS Word Options). | ||||
| General | |||||
| Format options |
Indicate the section you want to maintain. You select one of the options and then use the Change function to define the preferences and page layouts for your document (see Format Options). The options available change depending on the Print method you select to configure. |
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| Change | Select this to edit the preferences and print positions for the various sections of each of the sales order document types. | ||||
| Continuation Message |
You use this function to enter a print position for a Continuation message on the order document. Up to 10 characters can be entered for the continuation message. |
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| Copy | Select this to copy the quotation document format from another document format to your current format or to copy the format to another company. | ||||
| Save | Select Save to save the details assigned to the document format. | ||||
| Alignment |
Select this to print a document using test characters. This enables you to verify that the print positions and fields you defined for the document are correctly aligned. It is advisable to print the alignment to the printer on which you will be printing your documents. |
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| Select this to print the quotations document format you
defined. It is advisable to keep this report for disaster recovery purposes. |
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| Delete | Select this to delete the currently selected document format. | ||||
| Close |
Select this to exit the program without saving any changes you made. If you have made changes to the format, then the program prompts you to save or discard these changes. |
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You use the Continuation Message function to enter a print position for a Continuation message on the order document.
| Field | Description |
|---|---|
| Continuation message | |
| Row | Enter the vertical position (i.e. top to bottom), at which you want to print the message. |
| Column | You use this field to enter the horizontal position (i.e. left to right) at which you want to print the message. |
| Message | Indicate the actual text that must be printed on the document. Up to 10 characters can be entered for the continuation message. |
| Close |
Select this to close the current window and return to the previous window. You save the changes you made to the format at the time of exiting the program. |
The Copy function enables you to copy a document format to another format.
Document formats can also be copied between companies (i.e. from one company to another).
This is useful if you want to define multiple formats for the same document type, with minor differences in each. Instead of having to re-define the entire document, you can copy the original document to another format and then apply the required changes to the copied format.
| Field | Description | ||||
|---|---|---|---|---|---|
| Company | This indicates the company in which you are currently working. This is the company to which the label format will be copied. | ||||
| Copy from format | Select the format of the document type you want to copy. | ||||
| Change Company | Select this to change to a different company from which you want to copy a quotation document. | ||||
| Copy from company | Indicate a valid company from which you want to copy a document format. | ||||
| OK | Select this to accept the company id you entered at the previous prompt. | ||||
| Cancel | Select this to return to the Copy Format screen without changing the company id. | ||||
| OK |
Select this to copy the document format you selected to the new document.
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| Cancel | Select this to exit the program without performing the copy. | ||||
You use the Alignment function to print a document using test characters. This enables you to verify that the print positions and fields you defined for the document are correctly aligned.
It is advisable to print the alignment to the printer on which you will be printing your documents.
| Field | Description |
|---|---|
| Print test quotation document alignment? | |
| OK | Select this to print the test format alignment for the document. |
| Cancel | Select this to return to the previous screen without printing an alignment. |
You use the options on this tab to select the preferences and sections for which you want to define the print positions for your document(s).
The following sections are available depending on the Document type you selected to configure and the Print method you selected:
- Preferences (see Preferences)
- Heading section (see Heading Section)
- Customer custom form fields (see Customer Custom Form Fields)
- Document custom form fields (see Quotation Custom Form Fields)
- Merchandise section (see Merchandise Section)
- Stock code custom form fields (see Stock Code Custom Form Fields)
- Comment section (see Comment Section)
- Miscellaneous/freight charge section (see Miscellaneous/Freight Charge Section)
- Single level component section (see Single Level Component Section)
- Total section (see Total Section)
- Quotation detail custom form fields (see Quotation Detail Custom Form Fields)
- SRS Options (see SRS Document Print Setup and SRS Document Template)
- MS Word Options (see MS Word Options)
When you highlight a section for a Standard document format and select the Change function, the fields for which print positions can be defined are displayed.
The following options are used to indicate the print positions for these fields:
| Field | Description |
|---|---|
| Clear Row/Column |
Select this to delete the row and column print positions for the highlighted field. When you select this function, the print positions for the highlighted field are set to zero, which means the field is not printed. |
| Text Fields | The Text Fields function enables you to enter text that you want to print at a specific position on each document. |
| Change | Select this to maintain the row and column print positions for the highlighted field. |
| Close |
Select this to close the current window and return to the previous window. You save the changes you made to the format at the time of exiting the program. |
The Text Fields function enables you to enter 8 lines of text that you want to print at a specific position on each document.
The following text fields can be added for Quotation documents:
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Heading section
You can enter up to 20 lines of text (15 characters per line) that you want to print at a specific position on each document.
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Total section
You can enter up to 10 lines of text (15 characters per line) that you want to print at a specific position on each document.
| Field | Description |
|---|---|
| Clear text | Select this to clear the text and print positions for the highlighted text field. |
| Change | Select this to maintain the highlighted text line. |
| Text | Indicate the actual text that must be printed on the document. |
| Row |
Indicate the vertical position (i.e. Top to bottom) at which you want to print the text entered in the Text field. The row specification for any field cannot exceed 65. |
| Column |
Indicate the horizontal position (i.e. Left to right) at which you want to print the text entered in the Text field. The column specification for any field cannot exceed 120. |
| OK | Select this to accept the information you entered for the text field. |
| Cancel | Select this to ignore the information you entered for the text field and to return to the previous screen. |
| Close | Select this to return to the previous screen. |
You use the Change function from within each section to maintain the row and column print positions for the highlighted field in the section.
| Field | Description |
|---|---|
| Positions |
All measurements are based from the top left hand corner of the page. For some fields, only the Row or only the Column may be available for you to define. To assist you in positioning the fields correctly, select the Print Mask for Document Alignment to print a grid of the required columns and lines. Ensure that the layout mask is output to the printer on which you will be printing your documents. |
| Row |
Indicate the vertical position (i.e. Top to bottom) at which you want to print the highlighted field. The row specification for any field cannot exceed 65. |
| Column |
Indicates the horizontal position (i.e. Left to right) at which you want to print the highlighted field. The column specification for any field cannot exceed 120. |
| OK | Select this to accept the print positions you entered. |
| Cancel | Select this to ignore the print position you entered and to return to the previous screen. |
These options define the default page layout for a Quotation document.
| Field | Description | ||||
|---|---|---|---|---|---|
| Total number of lines on page |
Enter the number of lines you will need for the Quotations document. The entry made here cannot exceed 99. |
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| First detail line starts on line |
Enter the line number (from the beginning of the page) where the first detail line must be printed. The entry made here cannot exceed 65. |
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| Last detail line ends on line |
Enter the line number where the last detail line must be printed. This must be from the beginning of the page, within the block of detail line information. The entry made here cannot exceed 65. |
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| Number of spaces between detail lines |
Enter the number of blank lines you want to insert between detail lines. If you do not want any blank lines enter zero (0). |
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| Width of one tax information column | Enter the number of characters to be used for the tax information column. | ||||
| Merchandised items print block size | Enter the number of multiple lines (up to five lines is permitted) for each detail line. | ||||
| Number of decimals in volume to print | Enter the maximum number of decimals to be printed on documents. | ||||
| Override number of decimals to print for quantities |
Select this to ignore the maximum number of decimals defined against the stock item when printing quantities on quotation documents. You use the Minimum no. of decimals to print for quantities field to indicate the minimum number of decimals to print for quantities. |
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| Minimum no. of decimals to print for quantities | Indicate the number of decimals to print for all quantities on your quotation documents. | ||||
| Print date format |
Select the format you want to use to print dates on documents. You can use the system date format or a user defined date format (e.g. Short date or long date). These formats are defined in the System Setup program. |
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| Offer print method |
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| One per document | Select this if you only want to print a single offer on each document. | ||||
| Multiple columns |
Select this if you want to print a number of offers on each document. These offers will be printed in columns. |
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| Multiple lines | Select this to print several offers on each document. | ||||
| Gap from one offer to the next |
Enter the number of lines between offers. This option can only be accessed if you have selected Multiple columns as the Offer print method and only applies to the Standard document Print method. |
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| Number of offers across page |
Enter the maximum number of offers which can be printed across one page. This option can only be accessed if you have selected Multiple columns as the Offer print method and only applies to the Standard document Print method. |
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| Offer print block size |
Enter the total number of lines to be used for the offer block. This option can only be accessed if you have selected Multiple lines as the Offer print method and only applies to the Standard document Print method. |
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| First offer total block starts on line |
Enter the position of the first line for the total block. This option can only be accessed if you have selected Multiple lines as the Offer print method and only applies to the Standard document Print method. |
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| Offer total print block size |
Enter the number of lines allowed for the offer total block. This option can only be accessed if you have selected Multiple lines as the Offer print method and only applies to the Standard document Print method. |
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| Close |
Select this to return to the previous screen. You save the changes you made when you exit the program. |
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| Field | Description | ||||
|---|---|---|---|---|---|
| Print detail freight lines | |||||
| Print detail miscellaneous lines | |||||
| Print currency for local quotations | |||||
| Suppress trailing zeros in unit mass | |||||
| Use 1000 separator in values and prices |
Select this to apply the 1000 separator configured within the Company Maintenance program (Options tab) to all numeric values and prices.
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| Format is 6.1 compatible | This applies to stationery formats defined in the SYSPRO 6.1 SP1
version of the software and is enabled by default for stationery formats
defined in that version. When enabled, the document is printed in the format specified in the SYSPRO 6.1 SP1 version of the software providing no presentation lengths are changed (Set Key Information). |
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| Close | Select this to return to the Preferences screen. | ||||
You use the Bitmap Forms function to specify bitmap images that you want to print on your quotation documents when they are faxed and/or printed.
This allows you to create your own pre-printed stationery for your documents.
| Field | Description | ||||
|---|---|---|---|---|---|
| Bitmap for faxing |
Enter the name of the bitmap that you want to associate with the faxing of the stationery format. The file must have a .BMP extension.
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| Bitmap for printing |
Enter the name of the bitmap that you want to associate with the printing of the stationery format. The file must have a .BMP extension. |
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| Bitmap width |
Indicate the width of the bitmap image that you want to print on the document and the measurement factor to use (i.e. inches or millimeters). The bitmap is scaled automatically according to the specifications entered, retaining the aspect ratio (i.e. width to height). |
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| Millimeters / Inches | Indicate whether the Bitmap width is in inches or millimeters. | ||||
| Close | Select this to return to the Preferences screen. | ||||
These options enable you to indicate how you want to print the text defined against the Quotation notes (Quotation Entry - Quotation Header) on the document.
| Field | Description |
|---|---|
| Print notepad | |
| Not printed | Select this if you do not want to print the notepad information on the document. |
| Before first detail line | Select this to print the notepad information before the first detail line on the document. |
| After last detail line | Select this to print the notepad information after the last detail line on the document. |
| Print on separate page(s) | Select this to print the notepad text on a separate page or pages on the document. |
| Column to start print |
Indicate the column number at which you want to start printing the notepad text. This option is only enabled if your Print method is set to Standard document. |
| Length of each note line | Indicate the length (on the document) of each line of notepad text. |
| Close | Select this to return to the Preferences screen. |
The options you select in the Heading section determine where the heading fields will be printed on the document.
The row refers to the vertical (top to bottom) position on the document, while the column refers to the horizontal (left to right) position on the document.
The following table lists the fields you can print in the Heading section of your quotation:
![[Note]](images/note.png)
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Fields that can be printed as barcodes are denoted with the words (with attribute). Refer to Barcode Printing. |
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| Field | Origin/Comment |
|---|---|
| Company name | |
| Company address lines 1-3 | |
| Company tax registration number | |
| Customer | |
| Customer (with attribute) | |
| Customer name | |
| Customer address lines 1-5 | |
| Customer postal/zip code | |
| Contact | |
| Telephone | |
| Extension | |
| Fax | |
| Telex | |
| This prints the email address defined against the quotation header if defined. If not defined, then the email address defined against the customer is printed. | |
| Customer purchase order | |
| Ship to customer name | |
| Ship to address lines 1-5 | |
| Ship to address postal/zip code | |
| Page number | |
| Salesperson | |
| Salesperson name | |
| Tender date | |
| Enquiry date | |
| Ship date | |
| Expiry date | |
| System date | |
| Time document printed | |
| Ship via / instructions | |
| Special instructions | |
| Special instruct (with attribute) | |
| Quotation number | |
| Quotation number (with attribute) | |
| Quotation issue | |
| Branch | |
| Branch name | |
| Branch address lines 1-3 | |
| Invoice terms | |
| Tax exemption number | |
| Company registration number | |
| Currency | |
| Currency description | |
| Nationality | This prints the Nationality code defined against the
quotation (Sales Order Header Maintenance). This field is only displayed if EC VAT is required (Tax Options) |
| Delivery terms | This prints the Delivery Terms defined against the
quotation (Sales Order Header Maintenance). This field is only displayed if EC VAT is required (Tax Options) |
| Nature of transaction | This prints the Nature of Transaction code defined
against the quotation (Sales Order Header Maintenance). This field is only displayed if EC VAT is required (Tax Options) |
| Mode of transport | This prints the Mode of transport defined against the
quotation (Sales Order Header Maintenance). This field is only displayed if EC VAT is required (Tax Options) |
| Process | This prints the Process defined against the quotation
(Sales Order Header Maintenance). This field is only displayed if EC VAT is required (Tax Options) |
| Operator who added/changed quote | |
| Customer standard comment | |
| Alternate key | |
| Offer description | |
| Quotation description | |
| Contract | |
| Classification | |
| Document version | This prints the version number on the quotation.
On SRS documents the Version number is named Quotation Issue. |
You use this function to define the row and column positions at which you want to print each of up to 10 Customer custom form fields. These are the custom form fields attached to a customer.
The row refers to the vertical (top to bottom) position on the document, while the column refers to the horizontal (left to right) position on the document.
In a Word document, print positions for these fields are not required, but in the Standard document format they must be defined for the custom fields to print on the document.
You use the Change function to maintain the row and column print positions for the highlighted field.
All measurements are based from the top left hand corner of the page.
To assist you in positioning the fields correctly, select the Print Mask for Document Alignment to print a grid of the required columns and lines. Ensure that the layout mask is output to the printer on which you will be printing your documents.
| Field | Description |
|---|---|
| Field | Select the name of the custom form field you want to print. |
| Row |
Indicate the vertical position (i.e. Top to bottom) at which you want to print the highlighted field. The row specification for any field cannot exceed 65. |
| Column |
Indicate the horizontal position (i.e. Left to right) at which you want to print the highlighted field. The column specification for any field cannot exceed 120. |
| OK | Select this to accept the print positions you entered. |
| Cancel | Select this to ignore the print position you entered and to return to the previous screen. |
You use this function to define the row and column positions at which you want to print each of up to 10 quotation custom form fields. These are the custom form fields attached to a quotation.
The row refers to the vertical (top to bottom) position on the document, while the column refers to the horizontal (left to right) position on the document.
In a Word document, print positions for these fields are not required, but in the Standard document format they must be defined for the custom fields to print on the document.
You use the Change function to maintain the row and column print positions for the highlighted field.
All measurements are based from the top left hand corner of the page.
To assist you in positioning the fields correctly, select the Print Mask for Document Alignment to print a grid of the required columns and lines. Ensure that the layout mask is output to the printer on which you will be printing your documents.
| Field | Description |
|---|---|
| Field | Select the name of the custom form field you want to print. |
| Row |
Indicate the vertical position (i.e. Top to bottom) at which you want to print the highlighted field. The row specification for any field cannot exceed 65. |
| Column |
Indicate the horizontal position (i.e. Left to right) at which you want to print the highlighted field. The column specification for any field cannot exceed 120. |
| OK | Select this to accept the print positions you entered. |
| Cancel | Select this to ignore the print position you entered and to return to the previous screen. |
The options you select in the Merchandise section determine where the detail fields will be printed on the document.
The row refers to the vertical (top to bottom) position on the document, while the column refers to the horizontal (left to right) position on the document.
The following table lists the fields you can print in the Merchandise section of your quotation:
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Fields that can be printed as barcodes are denoted with the words (with attribute). Refer to Barcode Printing. |
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| Field | Origin/Comment |
|---|---|
| Detail line | |
| Detail line (with attribute) | |
| Stock code | |
| Stock code (with attribute) | |
| Stock description | |
| Stock long description | |
| Warehouse | |
| Warehouse (with attribute) | |
| Stocking unit of measure | |
| Other unit of measure | |
| Sales tax code | |
| Sales tax percentage | |
| Line ship date | |
| Stock unit volume | |
| Stock unit mass | |
| Customer/supplier stock code | |
| Customer unit retail price | |
| User defined fields 1-5 | |
| Revision | |
| Release | |
| Merchandise line user defined | This prints the contents of the user defined field against merchandise lines. |
| Product class | This prints the code of the product class attached to the merchandise line. |
| Offer quantity | |
| Offer unit of measure | |
| Unit price | |
| Price unit of measure | |
| Line discount percentage(s) | |
| Sales tax (per line) | |
| Gross amount | |
| Line discount amount | |
| Net amount after discount | |
| Net amount including tax | |
| Unit factor | |
| Line mass | |
| Line mass (whole integer) | |
| Line mass (remainder in integers) | |
| Line volume | |
| Gross profit percentage | |
| Pricing quantity | |
| Net unit price | |
| Unit price in order u/m | |
| Customer total retail price | |
| Pricing contract number |
You use this option to define the row and column positions at which you want to print each of up to 10 Stock code custom form fields. These are the custom form fields attached to a stock item.
Stock code custom form information can be printed for stocked order lines only.
The row refers to the vertical (top to bottom) position on the document, while the column refers to the horizontal (left to right) position on the document.
In a Word document, print positions for these fields are not required, but in the Standard document format they must be defined for the custom fields to print on the document.
You use the Change function to maintain the row and column print positions for the highlighted field.
All measurements are based from the top left hand corner of the page.
To assist you in positioning the fields correctly, select the Print Mask for Document Alignment to print a grid of the required columns and lines. Ensure that the layout mask is output to the printer on which you will be printing your documents.
| Field | Description |
|---|---|
| Field | Select the name of the custom form field you want to print. |
| Row |
Indicate the vertical position (i.e. Top to bottom) at which you want to print the highlighted field. The row specification for any field cannot exceed 65. |
| Column |
Indicate the horizontal position (i.e. Left to right) at which you want to print the highlighted field. The column specification for any field cannot exceed 120. |
| OK | Select this to accept the print positions you entered. |
| Cancel | Select this to ignore the print position you entered and to return to the previous screen. |
The options you select in the Comment section determine where the comment fields will be printed on the document.
The column refers to the horizontal (left to right) position on the document.
| Field | Description |
|---|---|
| Print first comment on stock line | |
| Clear Column |
Select this to delete the column print positions for the highlighted field. When you select this function, the print positions for the highlighted field are set to zero, which means the field is not printed. |
| Change | Select this to maintain the column print position for the highlighted field. |
| Close | Select this to return to the previous screen. |
You use this function to define the row and column positions at which you want to print each of up to 9 quotation custom form detail line fields. These are the custom form fields attached to an individual quotation line in the Quotation Lines pane of the Quotation Entry program.
The row refers to the vertical (top to bottom) position on the document, while the column refers to the horizontal (left to right) position on the document.
In a Word document, print positions for these fields are not required, but in the Standard document format they must be defined for the custom fields to print on the document.
You use the Change function to maintain the row and column print positions for the highlighted field.
All measurements are based from the top left hand corner of the page.
To assist you in positioning the fields correctly, select the Print Mask for Document Alignment to print a grid of the required columns and lines. Ensure that the layout mask is output to the printer on which you will be printing your documents.
| Field | Description |
|---|---|
| Field | Select the name of the custom form field you want to print. |
| Row |
Indicate the vertical position (i.e. Top to bottom) at which you want to print the highlighted field. The row specification for any field cannot exceed 65. |
| Column |
Indicate the horizontal position (i.e. Left to right) at which you want to print the highlighted field. The column specification for any field cannot exceed 120. |
| OK | Select this to accept the print positions you entered. |
| Cancel | Select this to ignore the print position you entered and to return to the previous screen. |
The options you select in the Miscellaneous/Freight charge section determine where the miscellaneous and freight charge fields will be printed on a document.
The column refers to the horizontal (left to right) position on the document.
The following table lists the fields you can print in the Miscellaneous/Freight Charge section of your quotation:
| Field | Origin/Comment |
|---|---|
| Misc/frt charges line | |
| Misc/frt charges description | |
| Misc/frt charges amount | |
| Misc/frt charges tax amount | |
| Misc/freight net amt (inc tax) | |
| Misc/freight sales tax code |
You use this screen to define the indentation and column position at which you want to print each component stock item and description on the quotation document.
| Field | Description |
|---|---|
| Indentation | |
| Component stock code | |
| Component stock code description | |
| Comprising message | |
| Column |
Indicate the horizontal position (i.e. Left to right) at which you want to print the text entered in the Message field. The column specification for any field cannot exceed 120. |
| Message | Indicate the actual text that must be printed on the document. |
| Close | Select this to return to the previous screen. |
The options you select in the Total section determine where each of the total fields will be printed on a document.
The row refers to the vertical (top to bottom) position on the document, while the column refers to the horizontal (left to right) position on the document.
The following table lists the fields you can print in the Total section of your quotation:
| Field | Origin/Comment |
|---|---|
| Ship to customer name | |
| Ship to address lines 1-5 | |
| Sales tax percentage | |
| Sales tax code | |
| Amount on which tax is payable | |
| Sales tax amount | |
| Hash quantity total | |
| Total mass | |
| Total gross amount | |
| Total net amount | |
| Total line discount amount | |
| Total invoice discount amount | |
| Total net amount including tax | |
| Total sales tax | |
| Total invoice amount | |
| Total freight amount | |
| Total misc charges amount | |
| Total cash discount offered | |
| Total invoice less cash discount | |
| Total invoice amount (exc tax) | |
| Total volume | |
| Total customer retail price | |
| Sales tax amount - local currency | |
| Exchange rate |
You select the Print method: Word document if you want to print your quotation documents using pre-defined MS Word templates.
When you select this option, then the Format options are:
- Preferences (see Preferences)
- MS Word Options (see Word Printing)
- Single level component section (see Single Level Component Section)
Refer to Word Printing for additional information about printing using MS Word.
You use the Design Template function to open the applicable Word template and insert the fields that you want to print on your stationery.
Refer to Design Template for additional information.