- Next sales quote / order no: Sales order number to be assigned to the next sales order / quote.
- Next sales invoice no: Sales invoice number to be assigned to the next sales invoice.
- Next sales credit no: Sales credit note number to be assigned to the next sales credit note. If you wish to use separate, independent numbering for sales invoices and credit notes, then make sure the option, Separate Numbering for Credit Notes, below is checked.
- Next purchase order enquiry no: Enquiry number to be assigned to the next purchase order enquiry.
- Next purchase order no: Purchase order number to be assigned to the next purchase order.
- Next purchase invoice no: Number to be assigned to the next purchase invoice.
- Next purchase Invoice:
- Separate Numbering for Credit Notes: Check this option if you want the system to assign numbers to sales credit notes, independent of sales invoices.
- Next Purchase Invoice for Ref Column:
- Auto File Naming Template: When you print documents to files (e.g. creating PDF files), you can get the system to automatically assign file names to each printed document. You can enter any valid file name characters (0-9, a-z, -_!() etc..). In addition you can enter a number of macros that will be replaced with details from the system and the document being printed (see Macros, below).
- No of Digits (Leading Zeros): You can use the macro, [dno] (see below) as part of the file naming template. If you do, you can also specify the number of digits for the document number. If this is greater than the actual number of digits in the document number, then the number is prefiixed with zeros to give required number of digits. For example, for an invoice number of 1234 and this Digits parameter set to 6 then the number will be prefixed with 2 leading zeros to give an 6-digit number, 001234.
- Backup File Naming Template: When you backup company data, a backup file is created in the designated (see Backup Dir under Workstation section) folder. The name of the file is created automatically using this template. As with the auto file naming template, above, you can enter any valid file name characters and macros (see Macros, below).
Macros These macros, enclosed in square brackets, may be used in any combination:
- General Macros:
- [conm]: Short abbreviated company name, selected at startup.
- [coname]: Full company name of the company selected at startup.
- [pc]: PC / computer or workstation ID.
- [usr]: User Login ID.
- [name]: Customer / supplier name or selcted stock item description.
- Document Related Macros:
- [dda]: Two digit, day of the month, derived from the document date e.g. sales order / invoice date.
- [ddt]: Document date as ddmmyyyy where dd is the day, mm the month and yyyy the 4-digit year.
- [dmt]: Two digit month, derived from the document date..
- [dmth]: Three character month (e.g. Jan, Feb, Mar etc..), derived from the document date.
- [doc]: Two character document type e.g. so for a sales order; si for a sales invoice; po for purchase orders; gr for goods received notes; pi for purchase invoices etc.. [N.B. Email templates are loaded from folder names derived from this the document type: <TemplatesFolder>\Emails\<DocumentType>\ e.g. J:\1TAcc\Templates\Emails\SO for sales order templates.]
- cu: Customer
- grn: Goods Received Notes
- pe: Purchase Enquiries
- pi: Purchase Invoices
- po: Purchase Orders
- sh: Shipments
- si: Sales Invoices
- so: Sales Orders
- sq: Sales Quote
- stk: Stock Records
- su: Suppliers
- [drep]: Print report type:
- cu: Customer Details
- cul: Customer List
- dn: Delivery Note
- dnl: Delivery Note List
- grn: Goods Received Note Details
- grnl: Goods Received Note List
- pe: Purchase Enquiry Details
- pel: Purchase Enquiry List
- pi: Purchase Invoice Details
- pil: Purchase Invoice List
- po: Purchase Order details
- pol: Purchase Order List
- sh: Shipment Details
- shl: Shipment List
- si: Sales Invoice Details
- sil: Sales Invoice List
- so: Sales Order Details
- sodn: Sales Order Delivery Note
- sopl: Sales Order Picking List
- sol: Sales Order List
- stk: Stock Record Details
- stkl: Stock List
- su: Supplier Details
- sul: Supplier List
- [dtd]: Similar to [ddt] but in reverse i.e. yyyymmdd.
- [dyy]: Two digit year, derived from the document date.
- [dno]: Document number e.g. sales order / invoice number. You can prefix the number with leading zeros to get a number with specified number of digits - see No of Digits, above.
- [dref]: Document account reference e.g. customer / supplier account reference etc..
- [dyyyy]: Four digit year, derived from the document date.
- Current Date and Time Macros:
- [date]: Current date (yyyymmdd)
- [da]: Current day day of month (01 - 31).
- [etad]: Current date in reverse format (yyyymmdd)
- [hr]: Current time - hours (00 - 24).
- [mn]: Current time - minutes (00 - 59).
- [mt]: Current date - month (01 - 12).
- [mth]: Current date - month as a 3 character string (jan, feb etc..).
- [time]: Current time (hhmm).
- [timestamp]: Current date and time (yyyymmdd_hhmm).
- [yy]: Current date - year (00 - 99).
- [yyyy]: Current date - year as a 4 digit number.
Example: When printing a sales invoice no, 2345 for a customer with account reference of XYZ789 and invoice date of 23/03/2014 and the following naming template: [doc]_[no]-([ref]_[td]) would create the following file name: si_2345-(xyz789_20140323). If the number of digits were set to 6, the the file name would be as follows: si_002345-(xyz789_20140323).
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