Exact Globe+

Printing service slips for service orders

The Print : Service slips screen is displayed when Print is clicked in the overview of service slips screen at Service ➔ Entries ➔ Service slips. This screen allows you to print service slips for the service orders.

Fields

Print section

Trial

Select this to print test copies of the service slips.

Note: The selected service orders will not be processed.

Final

Select this to print final copies of the service slips. By default, this option is selected.

Note: The service orders will be processed.

Output section

Printer

Select this to print the service slip.

E-mail

Select this to send the service slip by e-mail to the debtor. Select Debtor, Delivery debtor, Invoice debtor, or Person as the recipient of the e-mail.

E-mail (To:)

This is the e-mail address of the debtor who will receive the service slip. Depending on the selection at E-mail , the e-mail address can be that of the debtor, delivery debtor, invoice debtor, or person. By default, the e-mail address of the debtor selected at E-mail will be displayed, which is derived from the Service orders screen (go to Service ➔ Entries ➔ Service orders, select the relevant service order, and then click Open). However, you can type a new e-mail address. If you want to send the delivery note to multiple e-mail addresses, insert a semicolon (;) between the e-mail addresses.

Note: Changes made to the e-mail address will not be reflected in the debtor maintenance (go to Finance ➔ Accounts receivable ➔ Maintain, select the relevant debtor, and then click Open) but the changed e-mail address will be reflected in the Address data screen (go to Service ➔ Entries ➔ Service orders, select the relevant service order, click Open, and then click ). If Invoice debtor is selected in E-mail, click at Invoice debtor in the Service orders screen (go to Service ➔ Entries ➔ Service orders, select the relevant service order, and then click Open) to view the changed e-mail address.

Subject

Type the subject of the e-mail. This is mandatory. The debtor’s reference number, as defined in the service order, is displayed below the Subject field.

Long description

Type the long description of the e-mail.

Covering letter

Type or select a covering letter code to attach a covering letter with the e-mail. This is available only if PDF is selected at Store attachment as in the General section of Documents settings and the Use multiple layouts check box is not selected in the Fulfillment section of Order settings. For more information, see Overview of layouts.

Options section

Layout

Type or select a layout for the service slip. By default, the service slip layout displayed is based on the Service slips defined at System ➔ General ➔ Settings, under Document settings. This is mandatory. For more information, see Documents settings.

Note: This field is available only if you have not selected the Use multiple layouts check box at System ➔ General ➔ Settings, under Order settings, in the Fulfillment section. For more information, see Order settings.

Number of copies

Type the number of copies of the service slip that you want to print. This is mandatory and should be between 1 and 99.

Collective layout

Type or select a collective layout for the service slip. This is mandatory. You can define collective layouts for service slips at System ➔ Logistics ➔ Layouts ➔ Multiple layouts for service slips. For more information, see Overview of collective layouts for logistics.

Note: This field is available only if you have selected the Use multiple layouts check box at System ➔ General ➔ Settings, under Order settings, in the Fulfillment section. For more information, see Order settings.

Free text line 1/2/3

You can type additional information for the service slip at Free text line 1, Free text line 2, and Free text line 3. These fields are enabled if the Free text lines check box in the To be printed section is selected.

To be printed section

Free text lines

Select this check box to add remarks to the service slip. Once this check box is selected, Free text lines 1, Free text lines 2, and Free text lines 3 in the Options section will be enabled.

Compress

Select this check box to combine the same service items with the same service order information into one line on the service slip. Only the same service items with the same information such as fulfillment date, sales price, and other information (except quantity) can be combined.

Lines with quantity 0

Select this check box to include service items with the quantity of “0” in the service slip.

Buttons

Preview

Click this to view the service slip before printing.

Start

Click this to print the service slip.

Close

Click this to exit.