SO-L  Enter/Print Note Templates

Purpose of Program

Use this program to create templates for special order forms such as certifications of conformance, certifications of origin, or pro forma invoices for export purposes.  You can design a template or series of templates through this program or you can attach a sales order to an existing template and then modify the information on the template.  You can print out your templates for reviewing purposes.

General Program Operation

Creating a New Template

Press <Enter> through the SO field.  Enter a code that identifies this template.  This is a 15 character alphanumeric field.   Give the template a description.  Whatever is entered here will print as the title on the printed form.

You may now use the full screen to design your template.  Enter main titles, column headings, etc.  Use the F3 key (or click on the Insert Line button) to insert a line between lines, and use the F4 key (or click on the Delete Line button) to delete a line.  When the template is completed, press F10 (or click on the Save button) to save the record.

Editing an Existing Template

Move the cursor to the Code field and either enter the template code or select one from a pop-up window by pressing F2 (or clicking on the Lookup button).  When the template is retrieved, make changes to any of the fields, then resave the template by pressing F10 (or clicking on the Save button).

Attaching a Sales Order to a Template

To attach a sales order to a template, enter the sales order number in the SO field or select a sales order from a lookup window by pressing F2 (or clicking on the Lookup button).  Enter the template code to which you wish to attach the sales order.  You can select a template from a pop-up window by pressing F2 (or clicking on the Lookup button).  Once the template is displayed on the screen, move your cursor wherever required and fill in the template information.  The cursor can be made to jump from word to word by using either the <Ctrl-right arrow> or <Ctrl-left arrow> combination keys.  Whatever is entered on a template that is attached to a sales order will not affect the standard template.  Save your entries by pressing F10 (or clicking on the Save button).  You may now print the form through SO-M  Print Templates on Forms.

Printing Templates

If there is a template on the screen, press F3 (or click on the Print button) for a print out; if there is none on the screen, press F3 (or click on Print) and you can print a from/thru range of templates.