AR Discount Notes Format

AR Discount Credit/Debit Notes Format

The same format is used for discount credit and debit notes. You use the Document type messages option from the Messages function to define the title to print for each type of note.

Field	Description
Print method	Select the method you want to use for printing credit/debit discount notes.
Standard document	Select this to define a document format for credit/debit notes using pre-printed stationery.
Word document	Select this to print your documents using pre-defined MS Word templates (see MS Word Options).
SRS document	Select this to print your documents using SRS Document Printing. See SRS Document Printing Overview for additional information.
Format options	These are the sections of the document you can maintain. You select one of the options and then use the Change function to define the preferences and page layouts for your document.
Messages	Define messages for the discount credit and debit notes.
Change	Maintain the Format option currently highlighted (see Format Options).
Copy Format	Select this to copy a permanent entry format from another company to your current company.
Save	Select this to save the information you entered.
Alignment	Select this to print discount notes using test characters to verify that the fields you have defined are correctly aligned on your stationery.
Print	Select this to print the stationery format information you defined and saved for the discount notes. It is advisable to keep this report for disaster recovery purposes.
Cancel	Select this to exit the program without saving any information you entered.

Messages

You use the Messages function to define messages for the discount credit and debit notes.

Field	Description
Document type messages	The same format is used for discount credit and debit notes. To distinguish between discount credit and debit notes, you use this option to define the document description to print for each type of note.
Credit note title	Enter the document description you want to print on the discount credit notes.
Debit note title	Enter the document description you want to print on the discount debit notes.
Continuation message	Define a continuation message.
Print at line	Indicate the vertical position (i.e. top to bottom) at which you want to print the message. All measurements are based from the top left hand corner of the page. The row specification for any field cannot exceed 65.
Print at column	Indicate the horizontal position (i.e. left to right) at which you want to print the message. All measurements are based from the top left hand corner of the page. The column specification for any field cannot exceed 120.
Message	Enter the message you want to print on a discount note, as the message indicating subsequent pages for the note.
Save	Select this to save the message information you entered.
Cancel	Select this to ignore any message information you entered and to return to the previous screen.

Copy

You use the Copy function to copy the discount notes documentation format from another company.

Field	Description
Current company	This indicates the company in which you are currently working. This is the company to which the format will be copied.
Copy from company	Indicate a valid company from which you want to copy a discount note format.
OK	Select this to copy the discount note format from the company you selected to the current company
Cancel	Select this to return to the previous screen without copying a format.

Alignment

You use the Alignment function to print discount notes using test characters to verify that the fields you have defined are correctly aligned on your stationery.

Field	Description
Number of pages to print	Indicate the number of test documents you want to print. You can select up to 5 test notes to print, one after the other. This enables you to check whether the information on each note is aligned correctly not only on the first page, but also on each subsequent page.
Print test format alignment?
OK	Select this to print the test format alignment according to your selection at the previous field.
Cancel	Select this to return to the previous screen without printing an alignment.

Format Options

The Format options enable you to maintain each section of the document.

The following Format options are available depending on the Print method selected:

Preferences (see Preferences)
Heading section (see Headings)
Details section (see Details)
Total section (see Totals)

MS Word details (see MS Word Options)

SRS details (see SRS Document Print Setup and SRS Document Template)

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.
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.

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.

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.

Positions

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	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.

Preferences

You use the Preferences section to define the default page layout for your stock take tickets. Refer also to Terms Discount for options which affect the printing of AR Discount Notes.

The following preferences can be selected when you use highlight the Preferences line and select the Change function:

Field	Description
Total number of lines on a page	Indicate the number of lines you want to print on each page. A maximum of 99 lines can be entered.
Highest start column across page	Indicate the maximum column number that can be specified when defining the column print positions for fields on the document. This must be in the range 1-150. See also Preference restrictions.
Highest start column across page	Specify the column width across the page.
Print date format	Indicate the format in which you want to print dates on your discount notes. The system defaults to using the date format configured for the company (Company Maintenance), but you can select to use the Short date format or the Long date format.
First detail line starts on line	Indicate the line number from the beginning of the page at which the first detail line must be printed, within the block of detail line information.
Last detail line ends on line	Indicate the line number at which 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. This option is only enabled when you select the option: Multiple invoices per credit/debit note.
Close	Select this to return to the previous screen. To save the information you entered you must select Save from the AR Discount Notes Format screen.
Cancel	Select this to return to ignore your selections and to return to the previous screen.

Headings

The Heading section enables you to define the row and column at which you want to print each of the heading fields on the discount note documents.

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.

Fields

The following table lists the fields you can print in the headings section of the discount note document:

Field	Origin/Comment
System date
Time document printed
Company name	Company Maintenance - Address tab. You print this field if you are not using pre-printed stationery.
Company address lines 1 - 3	Company Maintenance - Address tab. You print this field if you are not using pre-printed stationery.
Company tax registration number	Company Maintenance - General tab
GST registration number	f your nationality code is set to CAN and you require the Canadian GST system (Tax Options), then you can define a print position for the GST registration number field instead of the Company registration number.
Company registration number	This prints your company's registration number as defined against the company (Company Maintenance - General tab). If your nationality code is set to CAN and you require the Canadian GST system, then this field is not available.
Customer number	This prints the customer's account code.
Customer name	This prints the name of the customer to whom the settlement discount was given.
Customer address lines 1 - 5	AR Customer Maintenance
Customer postal/zip code	AR Customer Maintenance
Ship to address lines 1 - 5	AR Customer Maintenance
Document type
Document number	Accounts Receivable Setup - Numbering tab
Branch description
Currency	This print the currency code for the discount and tax.
Currency description	Browse on Currencies - Description defined against the currency
Payment date
Payment document type

Details

The Detail section enables you to define the column at which you want to print each of the detail fields on the discount note documents.

The column refers to the horizontal (left to right) position on the document.

Fields

The following table lists the fields you can print in the details section of the discount note document:


	This information only printed on the document if you selected the setup option: Allow multiple invoices per credit/debit settlement note (Accounts Receivable Setup - Terms Discount tab).

Field	Origin/Comment
Invoice number	This prints the number of the invoice to which the discount applies.
Discount value	This prints the discount amount given for the invoice.
Tax value on discount	This prints the tax value related to the discount value given on the invoice.

Totals

The Total section enables you to define the row and column at which you want to print each of the totals fields on the discount note documents.

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.

Fields

The following table lists the fields you can print in the totals section of the discount note document:

Field	Origin/Comment
Total discount value	This prints the total settlement discount value given to the customer.
Total tax value	This prints the total tax value related to the settlement discount value given to the customer.

MS Word Options

As an alternative to printing your documents on pre-printed stationery, you can configure SYSPRO to allow you to print your stationery documents using Microsoft Word.

Refer to Word Printing for additional information about printing using MS Word.

Design Template

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.