Delivery Notes - Header Fields Part 2
The fields that you can use when you design the Form Template to be used by the Delivery Note form are listed on three pages, as follows:
- Header Fields - Part 1, including:
- Basic Delivery Information
- Header fields - Part 2, including:
- Customer Information
- Delivery Address Information
- Hazard Levels
- Location Information
- Order Information
- Row Fields
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Header Fields will be printed once per Delivery. If you do not want to print the decimal places in numeric fields, choose the Cut Decimals option in the record in the Values in Text setting for the Language specified in the Company Info setting.
Customer Information
The following fields print information taken from the record in the Contact register for the Customer:
| Field in Form Template | Prints (from Customer) |
| |
| Account Operator | Account Operator |
| ANA Code | E-Invoice Account |
| Bank Account | Bank Account or, if blank, Account (IBAN) from the record in the Banks setting for the Account Operator |
| Customer Freight Number | Freight No. |
| Customer Name, jewellery | Prints Salutation 1 + Salutation 2 + Salutation 3 + ANA Code, separated by spaces (these fields are renamed Title, First Name, Last Name and Suffix respectively in the Jewellery interface) |
| Customer Registration No. 1 | Reg. No. 1 |
| Customer Registration No. 2 | Reg. No. 2 |
| Customer VAT Reg. Number | VAT Reg. No. |
| Customer Type | Prints the phrase "Not VAT Registered" (only printed if the VAT Law in the Company Info setting is "Portuguese" and if the Type on the 'Company' card is "Person") |
| Department | Department |
| From Address | Name (if you are using the Organisation name option in the Form Settings setting) and Invoice To Address. This information will be printed on separate lines, so you should specify a Line Height for this field. Use the Form Settings setting to set the format of this field (e.g. to specify whether blank lines will be printed, whether parts of the address will be printed on the same line, etc.) |
| Mobile | Mobile |
| VAT Reg. Number | VAT Reg. No. |
Note: use the "Customer Number" and "Customer Name" fields to print the Customer Number and Name respectively, taken from the Customer and Name fields in the Delivery.
The following fields print information taken from the record in the Banks setting for the Account Operator specified in the Contact record for the Customer:
| Field in Form Template | Prints (from Bank) |
| |
| Account Operator Name | Name |
| Bank Corresponding Account | Expense Account |
| Bank BIC/SWIFT | BIC (SWIFT) |
Delivery Address Information
The following fields print information from the record in the Delivery Addresses setting for the Delivery Address specified in the Delivery:
| Field in Form Template | Prints (from Delivery Address) |
| |
| Site | Del.Code |
| Site Address | Address. This information will be printed on separate lines, so you should specify a Line Height for this field |
| Site Contact | Contact |
| Site Fax | Fax |
| Site Name | Comment |
| Site Telephone | Telephone |
Hazard Levels
The following fields allow you to add a table to the Form listing the Hazard Levels of the Items in a Delivery. These fields will each be printed once for each Hazard Level used in a Delivery. You should specify a Line Height in these fields, and set the Format to "Header":
| Field in Form Template | Prints (from Hazard Levels setting) |
| |
| Hazard Level Code | Code |
| Hazard Level Comment | Comment |
| Hazard Level Volume | Sum of (Del. Qty * Item Volume from the Item record) |
| Hazard Level Weight | Sum of (Del. Qty * Weight Coefficient from the Hazard Level * Weight from the Item record) |
The following fields will print overall totals for all Hazard Level used in a Delivery. You should set the Format to "Header" in these fields, but there is no need to specify a Line Height:
| Field in Form Template | Prints |
| |
| Total Hazard Level Volume | Sum of the values in the "Hazard Level Volume" field |
| Total Hazard Level Weight | Sum of the values in the "Hazard Level Weight" field |
Location Information
The following fields print information from the record in the Locations setting for the Location specified in the Delivery:
| Field in Form Template | Prints (from Location) |
| |
| Location Address | Address. This information will be printed on separate lines, so you should specify a Line Height for this field |
| Location Contact | Contact |
| Location Email | Email |
| Location Fax | Fax |
| Location Name | Name |
| Location Phone | Telephone |
| To Contact | Contact |
Note: use the "Location" field to print the Location itself, taken from the Location field in the Delivery.
Order Information
The following fields print information taken from the Order from which the Delivery was created:
| Field in Form Template | Prints (from Order) |
| |
| Address from the users Contact card | First three lines of the Invoice Address from the Contact record of the Salesman. This will be printed on separate lines, so you should specify a Line Height for this field |
| Customer Fax Number | Fax |
| Customer Order Number | Cust. Ord. No. |
| Customer Telephone Number | Telephone |
| Delivery Address | Name and Delivery Address. The first line will only be printed if you are using the Organisation name option in the Form Settings setting. This information will be printed on separate lines, so you should specify a Line Height for this field. Use the Form Settings setting to set the format of this field (e.g. to specify whether blank lines will be printed, whether parts of the address will be printed on the same line, etc.) |
| Delivery Term (shipterm) | Delivery Terms |
| Delivery Term Text (shiptermtext) | The correct translation for the Language of the Order of the Delivery Term Comment from the Delivery Terms setting, or the Delivery Term Comment itself |
| Fax from the users Contact card | Fax from the Contact record of the Salesman |
| Freight paid by us | Prints "X" if "We Pay" is selected as the Freight option in the Delivery Term specified in the Order or blank otherwise |
| Freight paid by you | Prints "X" if "Customer Pays" or "Third Party Pays" is selected as the Freight option in the Delivery Term specified in the Order or blank otherwise |
| Mobile from the users Contact card | Mobile from the Contact record of the Salesman |
| Order Address | Name and Invoice Address. The first line will only be printed if you are using the Organisation name option in the Form Settings setting. This information will be printed on separate lines, so you should specify a Line Height for this field. Use the Form Settings setting to set the format of this field (e.g. to specify whether blank lines will be printed, whether parts of the address will be printed on the same line, etc.) |
| Order Comment | First line of the Comment |
| Order Date (orddatum) | Date (i.e. Order Date) |
| Order Total | TOTAL. This field will not be printed if the VAT Law in the Company Info setting is "Portuguese" |
| Our Reference | Our Reference |
| Payment Terms | The correct translation for the Language of the Order of the Payment Term Comment from the Payment Terms setting, or the Payment Term Comment itself |
| Phone from the users Contact card | Telephone from the Contact record of the Salesman |
| Planned Delivery Date | Planned Delivery |
| Salesman A | Salesman |
| VAT in Text | Prints the VAT as a phrase. The phrase is constructed using the relevant record in the Values in Text setting for the Language of the Order or, if that is blank, the Language in the current user's Person record or in the Company Info setting. This field only prints if the VAT Law in the Company Info setting. This field will not be printed if the VAT Law in the Company Info setting is "Portuguese" |
| Total Sum Excl. VAT | Subtotal (if prices in the Order exclude VAT) or TOTAL - VAT (otherwise) . This field will not be printed if the VAT Law in the Company Info setting is "Portuguese" |
| Your (customers) Reference | Attention |
Note: use the "Order Number (ordnummer)" field to print the Order Number, taken from the Order No. field in the Delivery.
The following fields print information taken from the record in the Banks setting for the Account Operator specified in the Order:
| Field in Form Template | Prints (from Bank) |
| |
| Account Operator 2 | Code |
| Bank Account 2 | Account (IBAN) |
| Bank Corresponding Account 2 | Expense Account |
| Bank Name 2 | Name |
| Bank BIC/SWIFT 2 | BIC (SWIFT) |
The following fields print information taken from the record in the Banks setting for the Account Operator specified in the Contact record for the Invoice To Customer specified in the Order or, if there is no Invoice To Customer, for the Account Operator specified in the Contact record for the Customer:
| Field in Form Template | Prints (from Bank) |
| |
| Account Operator (Invoice To) | Code |
| Account Operator Name (Invoice To) | Name |
| Bank Account (Invoice To) | Bank Account (from the Contact records for the Customer or Invoice To Customer) or, if blank, Account (IBAN) from the Bank record |
| Bank Corresponding Account (Invoice To) | Expense Account |
| Bank BIC/SWIFT (Invoice To) | BIC (SWIFT) |
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Pages listing the fields that you can use in the Form Template to be used by the Delivery Note form:
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Go back to:
Introduction to Forms in the Stock Module
