Item types not on packing slip

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  • Problem
  • Updated 5 years ago
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We have varying staggered payment terms and thus spell this out on each sales order
i.e
10% Deposit
35% Check Measure
45% Prior to Delivery
10% On Completion.

Each type of staggered payment terms have been set up as Items with details in the description - i.e. the above is Item - Payment Terms 10% & Description 10% Deposit etc.

On each order, the description is amended to include the dollar value for each payment.

The issue with this to stop the payment term dollar values (essentially the pricing) appearing on the Pick List/Packing Slip/Delivery Docket.

Setting up each step of the payment terms as an individual item and putting the payment amount as a price doesn't work as the price needs to be put against the individual sales items.

I was wondering it there is a item type that doesn't appear on a pick list/packing slip/delivery docket or is it possible to make one?
In Attache, service items don't appear on a pick list/packing slip/delivery docket as a service isn't 'picked'. But this doesn't seem to be the case with Reckon.

Any suggestions would be greatly appreciated.

Thanks,
Susan
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Susan

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Posted 6 years ago

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Michael, Alum

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Hi Susan,

Thank you for your question.

You will need make a duplicate copy of the built-in 'Delivery Note Invoice' Template. Then customise this duplicate copy, by going into Additional Customisation, and untick the ones that you don't want to show up of the actual print out.
Since the 'payment term dollar values' is in the 'description' field, you just need to untick that tickbox. That is, in Additional Customisation and in the Columns tab, untick the 'Print' box for 'Description' but have 'Screen' ticked, and tick the 'Print' box for 'Item'.

Hope that helps you.

Regards,

Michael

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Susan

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Hi Michael,
Thanks for the reply.
My interpretation for the above is that the descriptions will also not show for the individual sales items on the order. Which is a problem as we need those descriptions to show.
I think it needs to be driven by Item Type rather than individual fields.
I am guessing from your response that all Item Types show on each form?
Regards,
Susan
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Michael, Alum

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Hi Susan,

yes, that applies to all Items as there is no option to be driven to by Item Type.
I will forward your suggestion to our development team, as this feature is not available at the moment.


In the meantime, there is a manual workaround:
That is, for the 'description' for those specific item type that you do not want to show on the print out of the delivery docket, manually delete those 'description' corresponding to those item types, and then DO NOT save that invoice. Then print out that delivery note, and it will only show the the 'description' for those items that you want to show. Hope that helps you.

Regards,

Michael