[Project Implementation Guide] printing of sales and procurement information

Although it has been in the electronic age for many years, the vast majority of communication between customers and suppliers is in the form of paper. The signature prevails, therefore, it is very important to make the sales and procurement documents be printed flexibly. Ax has made great efforts in this regard. Although sometimes it seems unnecessary to design such a complex architecture, its existing functions are sufficient to meet the needs of most users.
This document introduces the sales confirmation form as an example.
1. Print settings
The print settings of ax are troublesome enough, and the four-level priority settings are sufficient to make the settings soft and dizzy. I think most companies do not need such complicated settings.
When transferring the sales confirmation form, you can choose whether to use the printer management settings. Here you can choose to use the printer management settings or select the printer settings button to manually set.

I believe that not many people are willing to set up the printer every time, unless they are happy. OK, so we tend to choose to use the printer management settings, so where should we set it? You can set it in four places. We will introduce it in order of priority.
A. Set on the sales order
Path: Accounts receivable-> sales order-> Settings (button)-> Print Management
Since the settings for these four locations are similar, we will only focus on the settings for this location.

The first option is the document type used by the customer. This option indicates whether to use the same print settings as the customer. If all the configuration items of the customer's sales confirmation form are the same, you can inherit them and do not need to set each sales order. If a sales confirmation form is special, you need to set this option separately. The original and number of copies field indicates the number of copies and the original number. The footer text is easy to understand. The footer of the printed confirmation form can be defined here if you want to implement some specific content.
NOTE: If no new content is found in the target table below, the button is dimmed. This button is activated only when a new record is created and saved below. This is also easy to understand. printer settings are used to set the media to be printed, the screen? File? Or a printer. You can set the print media of the original and copy in the following table.
B. Set it on the customer
Accounts receivable-> customers-> Settings-> Print Management
Similarly, there is also an option called using document settings from the correspondence settings, which is as described in. Note that if you import the basic information of a customer through Excel, remember to import the printmoduletype field and set the value to modulecustsalesparameters: parameters, let all users inherit the settings from the parameter settings. Otherwise, you have to set up print management for each customer.
C. Set in the user form
System Management-> User-> Print Management (button)-> sales
Based on the user settings, only the printing management configuration key under the trade is enabled. System Management-> Settings-> system-> Configuration-> Trade-> Print management.
D. Set it in the parameter form
Accounts receivable-> Settings-> table settings-> Print management button
2. Print content settings
Because the material code of this party may be different from that of the customer or supplier, and sometimes a detailed description is required to reach a consensus with the customer or supplier. Therefore, ax is designed very carefully when printing documents that need to be communicated with the customer. It gives many places a description of materials and orders for better communication. I will not describe it in detail here. As of, the detailed usage will be available after a test.
Material description form:
Inventory management-> material-> Settings (button)-> language-material description, where you can describe materials in multiple languages, of course, this description is more targeted at internal users.
Inventory management-> material-> Settings (button)-> customer-material description, where you can provide the customer's material code and description for a customer or a group of customers, this description mainly helps the customer understand what you sell to him.
There are also supplier material descriptions.
The setting of these items is not printed on the confirmation form, packing list, invoice and other documents, and in what way, depending on the accounts receivable-> Settings-> table settings-> General (Tab).
If the preceding settings cannot be met by the customer, you can use the annotation document in document management for more detailed description. These can be set in accounts receivable> Settings> table settings> confirmation form> comment group, do you want to print the note-type documents attached to the sales order and sales order lines? Note that the restricted types of the attached documents must be external to be printed.
OK. That's all.