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Standardize the layout/information on the printout

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Using the print control functionality you can standardize and thereby control the layout/information of the following external documents:

  • Sales order confirmation
  • Invoice

The documents valid and active for print control are controlled by preloaded YES/NO codes in the Work with documents file.

You create different print control codes in the Work with business partner print control file, link the applicable documents from the Work with documents file and select the information that you want included on the printout. You then attach the print control code to a Business partner on the Basic data panel of the Work with business partners file.

The following information can be controlled by the print control code:

Information controlled by print control code Requirements/To do
Contact information printed in the header of the document (i.e. fax number, phone number and/or email address. This information is the contact information for the handler. The following must already exist in the system:

  • Signature for the order handler in the Work with signatures file.
  • User profile for the order handler in the Work with DC1 user profiles file.

In order for this information to be included on the printout you must do/define the following:

  • Assign a user to the signature via the Assign user function key in the Work with signatures file.
  • Define the applicable contact information for the order handler (i.e. fax number, phone number and/or email address) in the Work with DC1 user profiles file for the assigned user. You do this by clicking Client for the user, and then defining/activating the applicable client information for *FAX, *PHONE and/or MAIL.
  • Set the Contact information field to YES in the Business partner print control file, Document details panel to denote that you want this information printed in the header of the printouts.
Sorting and summary of document details. Only available for the Invoice document. N/A
Compression of header information on all pages after page 1. N/A
Information printed in the footer of the document. This “company-related” information is retrieved from Work with companies, activated in the Work with fields for footer file and linked to the document in the Work with business partner print control file.

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