> Aktör - rapporter

Printing leveransbesked

Innan du börjar

You can only print delivery notes from a document window with order lines, joined to associates via customer number.

The Aktör table contains the Lev.beskedsinterv. field. In this you enter the minimum number of days interval between the customer being included when delivery notes are printed. You will also find a related field, Sista lev.besk.datum, which records when the customer was last sent a delivery note. If you do not define an interval, the customer will be included in each printout if there are any order lines that qualify for printing in delivery notes.

Delivery notes are printed for order lines with sales, hire and loan transaction types, and with quantities > 0. The order type can be normal order, direct order or advance order. You must select the check box for the required delivery method in the dialog box for the Document delivery method field for the associate. You will receive an error message if the voucher series for delivery notes is not stated in the Företagsuppgifter table.

Den här uppgiften

You can choose yourself which fields are included in the printout, for example:

The Tidigare besked field in the Orderrad table visualises the order line status in the event that the order line has been included in a delivery note before.

If you want all order lines in delivery notes, select the relevant check box in the dialog box for the Kundpref. field. If you do not make a selection here only those items that have order line status Ready for printing will be included in delivery notes. You can also exempt order lines from printing by selecting Processing/Processing method/Printing. Total lines are not printed in delivery notes.

You can print delivery notes from a document window that has the Orderrad table joined to the Order table with the Ordernr field. You can define which orders you want to process by selecting or highlighting. Orders that have something that can be printed on the delivery note have a check in the "Ready for" Leveransbesked box in the Orderstatus dialog box, so that you can make a selection by this check.

Arbetsordning

  1. Placera markören på raden eller raderna i tabellen aktör row or rows you will print.
  2. On the Hem tab, in the Utskrift group, click the arrow next to the Aktiv rapport button, and then click Leveransbesked.
  3. Specify various parameters in the print dialog box.
    Alternativ Beskrivning
    Date The Date field is automatically completed with the current date, but you can also choose another date as the document date. The date is used as the invoice date. Visma Business also uses the date as a basis for calculating due dates for invoices unless you have defined a specific due date in an order.
    Anm: When printing from preview mode, Visma Business suggests the same document date in the "Order documents" dialog box as in preview mode.
    Advanced Click to specify the advanced report parameters.
    Form Select the form you want to use. Use this list to choose which form you want to print. The contents of the list depend on which document type you have selected. Visma Business remembers the form number you have chosen for a document window, and you can also save this together with the layout.
    Printer Select which printer you want to use.
    Anm: If the $Skrivarnamn field in the Skrivardefinition table is blank, your default printer is suggested.
    Page setup Click to specify the Utskriftsformat options for the print.
  4. Click the arrow next to the Skriv ut (Ctrl+P) button, and then click the output selection you want.
    The print dialog box closes, and the printing starts.

Resultat

When delivery notes have been printed you are asked for approval.

When approval is given, Visma Business updates the date in the Aktör table for the printout of the last delivery note. The Ready for delivery note check box in the Orderradstatus field is deselected, and at the same time the Completed check box is selected.

The value in the Lev.beskedsserie field in the Företagsuppgifter table is reset if the printout is not approved.

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