In Exact Globe+, you can set your preferred layouts for your documents. You can choose to retain the predefined document settings or create new layouts for your documents. Additionally, you can also combine new and default layout settings to print your documents.
The information in this document is based on product update 503 and higher. If you have a version lower than
this, certain features explained here will not be applicable.
General section
Covering letter (Format)
Select the file format when you attach the covering letter in e-mails. There are two options: Image and HTML. If you select Image when you e-mail a document with an attached covering letter, the covering letter will be displayed as an image. The covering letter is aligned in a proper format which does not require any adjustment to its contents or layout.
Note: The Image format is only applicable to covering letters.
Financial section
Reminder
Click 
Zoom tol see the Reminders screen. This screen shows you all the layouts that you have selected for Reminder 1-9. The Debtor reminder layout 1 means that this layout will be used when you print the debtor reminder for the first time, while the Debtor reminder layout 2 will be used as the layout to print the debtor reminder for the second time, and so on.
Click 
Select to select the layout you want to use for each reminder. After you click Select, you will see the Layout screen. Besides selecting the layout to be used, you can also preview an existing layout, create a new layout, edit an existing layout, copy an existing layout or delete a layout in the Layout screen. The reminder layout is used in .
To link a layout to a specific debtor, click 
Link layouts to debtors. Click Close to exit.
Debtor/Creditor labels
Click Select to select the layouts for debtor labels and creditor labels. You can generate a preview of the selected labels, create debtor and creditor labels, edit the existing labels and copy the existing labels. Click Link layouts to debtors to link the labels to specific debtors and click Link layouts to creditors to link labels to specific creditors. The debtor label layout is used in , while the creditor label layout is used in .
Debtor statements
Click Select to select the layout for debtor statements. This layout is used in .
Cash flow section
In this section, you can set the layouts for payment documents.
Payment
Click Select to select the standard layout for your payments. This layout will be used for the payment process in .
Payment specification
Click Select to select the standard layout for payment specifications. This layout is used when you print the payment specification, which you can set up at . Click Link layouts to creditors to link payment specifications to specific creditors.
Receipt
Click Select to select the layout for receipts. This layout is used in .
Deposit report
Click Select to select the deposit report layout. This layout is used in .
SDD pre-notification
Click Select to select the default layout for the SDD pre-notification letter. This layout is used in . Click Link layouts to creditors to link the specific layouts to the creditors.
CRM section
Quotations
Click Select to select the quotation layout. This function is only available if you have the E-Quotation module. This layout is used in .
Letter
Click 
Word merge to create and maintain layouts for letters. For more information, see Creating and maintaining letters.
HRM section
Payroll slips
Click Select to select the layout for payroll slips. This layout is used in .
People labels
Click Select to select the resource labels layout. This layout is used in .
Letter
Click Letter Template: Maintain to create and maintain layouts for letters. For more information, see Creating and maintaining letters.
Service section
Service slips
Click Select to select the layout for service slips. This layout is used in .
Personal data section
Letter : Accounts/Contact persons
Click Word merge to attach a letter for the accounts or contact persons.
Letter : Employees
Click Word merge to attach a letter for the employees.
E-mail settings section
Purchase orders
Select the Covering letter option if you want to send a covering letter for the purchase orders. Select the E-mail template option to attach an email template when you proceed the purchase orders by clicking Select. This layout is used in . For more information, see Printing purchase orders and Return to Vendor (RTV) orders.
RTV orders
Select the Covering letter option if you want to send a covering letter for the RTV orders. Select the E-mail template option to attach an email template when you process the RTV orders by clicking Select. This layout is used in . For more information, see Printing purchase orders and Return to Vendor (RTV) orders.
Blanket PO
Select the Covering letter option if you want to send a covering letter for the blanket purchase orders. Select the E-mail template option to attach an email template when you process the blanket purchase orders by clicking Select. This layout is used in . For more information, see Printing blanket purchase orders.
Sales orders
Select the Covering letter option if you want to send a covering letter for the sales orders. Select the E-mail template option to attach an email template when you process the sales orders by clicking Select. This layout is used in and . For more information, see Printing delivery notes for sales orders and service orders and Printing sales order, service order, and RMA order confirmation slips.
RMA orders
Select the Covering letter option if you want to send a covering letter for the RMA orders. Select the E-mail template option to attach an email template when you process the RMA orders by clicking Select. This layout is used in . For more information, see Printing delivery notes for sales orders and service orders and Printing sales order, service order, and RMA order confirmation slips.
Blanket SO
Select the Covering letter option if you want to send a covering letter for the blanket sales orders. Select the E-mail template option to attach an email template when you process the blanket sales orders by clicking Select. This layout is used in . For more information, see Printing blanket sales orders.
Sales invoice
Select the Covering letter option if you want to send a covering letter for the sales invoice. Select the E-mail template option to attach an email template when you process the sales by clicking Select. This layout is used in . For more information, see Printing and processing invoices.
Logistics section
Item labels
Click Select to select the layout for item labels. This layout is used in, , and .
Purchase order
Click Select to select the layout for purchase orders. Click Link layouts to creditors to link the purchase order layout to specific creditors. This layout is used in .
Blanket SO
Click Select to select the layout for blanket sales orders. This layout is used in .
Blanket PO
Click Select to select the layout for blanket purchase orders. This layout is used in .
Receipt
Click Select to select the layout for item receipts. This layout is used in .
Receipt labels: Purchase
Click Select to select the layout for receipt labels of purchased items. This layout is used in .
Returns: Supplier
Click Select to select the layout for return slips to suppliers. This layout is used in .
Returns: Employee
Click Select to select the layout for internal return slips for returns made by employees. This layout is used in .
IBT delivery note
Click Select to select the layout for interbranch transfer delivery notes. This layout is used in .
Confirmation
Click Select to select the layout for order confirmation slips. Click Link layouts to debtors to link the layout to specific debtors. This layout is used in .
RMA order confirmation
Click Select to select the layout for Return to Merchant Authorization (RMA) order confirmations. This layout is used in .
Picking list
Click Select to select the picking list layout. This layout is used in .
Collective picking list
Click Select to select the layout for collective picking lists. This layout is used in .
Fulfillment
Click Select to select the layout for fulfillment slips. This layout is used in .
Delivery note
Click Select to select the layout for delivery notes. Click Link layouts to debtors to link the layout to specific debtors. This layout is used in.
Invoice
Click Select to select the layout for invoices. Click Link layouts to debtors to link the layout to specific debtors. This layout is used in .
E-Invoice
Click Select to select the XSL style sheet to be used for electronic invoices. Click Link layouts to debtors to link the layout to specific debtors. This layout is used in .
Direct invoice
Click Select to select the layout for direct invoices. This layout is used in .
Credit note
Click Select to select the layout for credit notes. Click Link layouts to debtors to link the layout to specific debtors. This layout is used in .
The scenario for selecting layouts when printing credit notes will be as follows:
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Master data
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Expected behavior
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Document settings: Credit note
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Debtor maintenance - Debtor layout links screen: “Credit note”
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Print invoices screen: “Layout” field
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When printing trial, final, or previewing credit notes
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Layout A
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Layout B
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Layout A
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Use Layout B.
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Layout A
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Blank
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Layout A
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Use Layout A.
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Layout A
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Blank
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Layout A.
Manually change to Layout C instead.
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Use Layout C.
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Blank
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Layout B
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Blank.
Required to define the field, example, Layout C.
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Use Layout B.
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Blank
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Blank
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Blank.
Required to define the field, example, Layout C.
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Use Layout C, as defined.
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For the printing and processing of multiple credit notes or invoices (at ), the layout that was linked to the debtor will be used. If there are no layouts linked to the debtors, the layout defined at Layout in the Print invoices screen will be used. By default, the layout defined for the invoice in the Documents settings screen will be displayed. Other layouts can be selected when processing credit notes or invoices, and the selected layout will be used for debtors without linked layouts.
Direct credit note
Click Select to select the layout for direct credit notes. This layout is used in . If direct credit notes are printed at , the default layout will be based on the scenario above (refer to the scenario for credit note). At debtor maintenance, you do not have to link the default layout for the direct credit notes. The linked layout for credit notes will also apply for direct credit notes.
POS
Click Select to select the layout for POS layouts. This layout is used in .
POS (Receipts)
Click Select to select the layout for POS receipts. This layout is used in .
Giro collection slips
Click Select to select the layout for Giro collection slips. This layout is used in .
Returns: Customers
Click Select to select the layout for customer return slips. This layout is used in .
Production order
Click Select to select the layout for production order slips. This layout is used in .
Operation
Click Select to select the layout for operation. This layout is used in .
Receipt labels: Production
Click Select to select the layout for receipt labels of production items. This layout is used in .