Menu Path: Customer Service Reports Orders Order Acknowledgment Print
Print order acknowledgments for customers.
Use Order Acknowledgment Print to output a formal acknowledgment for multiple orders. The order acknowledgment can be delivered via print (mail), fax, or email. This is achieved by assigning a contact and document delivery option to a contact in Contact Maintenance. For more information on printing, faxing, and emailing order acknowledgments, see Order Acknowledgments FAQ.
Note If you output order acknowledgments to Excel, additional data is included. You can also customize your Crystal Reports form to include this data. For more information on customizing reports, see Crystal Reports FAQ.
You can output order acknowledgments for all or a range of customers, order dates, required dates, order numbers, and customer purchase order numbers. You can also output acknowledgments for all or a specific shipping location and sales representative.
Note You can output order acknowledgments for voided orders if you enter a range of order numbers that includes voided orders or manually enter the voided order numbers, but you cannot select voided orders from the Lookup window.
To output order acknowledgments:
Select filter criteria to determine the acknowledgments you want to output.
Click the Print Options tab.
Select output options for the order acknowledgments.
Click the Print button in the ribbon.
Button |
Description |
Exit |
Click this button to close the Order Acknowledgment Print window. |
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Click this button to output order acknowledgments. |
Field or Button |
Description |
Select whether to output order acknowledgments for a range of customers selected by customer code or name. |
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Select this check box to output order acknowledgments for all customers. This check box is selected by default. |
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Enter a customer code or name for which to output order acknowledgments, or click the Lookup button to select a customer code or name. If you want to output order acknowledgments for a range of customers, enter the first customer code or name in the range. This field is only enabled if you clear the All Customers check box. |
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Enter the last customer code or name in a range of customer codes or names for which to output order acknowledgments, or click the Lookup button to select a customer code or name. If you want to output order acknowledgments for a single customer, you can leave this field blank. This field is only enabled if you clear the All Customers check box. |
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Select this check box to output order acknowledgments for all order dates. This check box is selected by default. |
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Enter an order date for which to output order acknowledgments, or click the drop-down arrow to select an order date. If you want to output order acknowledgments for a range of order dates, enter the first order date in the range. This field is only enabled if you clear the All Order Dates check box. If you are outputting order acknowledgments via Scheduling Assistant, you can select a virtual date for this field. |
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Enter the last order date in a range of order dates for which to output order acknowledgments, or click the drop-down arrow to select an order date. If you want to output order acknowledgments for a single order date, you can leave this field blank. This field is only enabled if you clear the All Order Dates check box. If you are outputting order acknowledgments via Scheduling Assistant, you can select a virtual date for this field. |
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Select this check box to output order acknowledgments for all required dates. This check box is selected by default. |
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Enter a required date for which to output order acknowledgments, or click the drop-down arrow to select a required date. If you want to output order acknowledgments for a range of required dates, enter the first required date in the range. This field is only enabled if you clear the All Required Dates check box. If you are outputting order acknowledgments via Scheduling Assistant, you can select a virtual date for this field. |
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Enter the last required date in a range of required dates for which to output order acknowledgments, or click the drop-down arrow to select a required date. If you want to output order acknowledgments for a single required date, you can leave this field blank. This field is only enabled if you clear the All Required Dates check box. If you are outputting order acknowledgments via Scheduling Assistant, you can select a virtual date for this field. |
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Select this check box to output order acknowledgments for all shipping locations. This check box is selected by default. |
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Enter a shipping location prefix for which to output order acknowledgments, or click the Lookup button to select a shipping location prefix. This field is only enabled if you clear the All Ship Locations check box. |
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Enter a shipping location name for which to output order acknowledgments, or click the Lookup button to select a shipping location name. This field is only enabled if you clear the All Ship Locations check box. |
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Select this check box to output order acknowledgments for all sales representatives. This check box is selected by default. |
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Enter a sales representative ID for which to output order acknowledgments, or click the Lookup button to select a sales representative ID. This field is only enabled if you clear the All Sales Representatives check box. |
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Select this check box to output order acknowledgments for all orders. This check box is selected by default. |
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Enter an order number for which to output an order acknowledgment, or click the Lookup button to select an order number. If you want to output order acknowledgments for a range of order numbers, enter the first order number in the range. This field is only available if you clear the All Order Numbers check box. Note You can enter a voided order number in this field, but the Lookup window does not display voided orders. |
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Enter the last order number in a range of orders for which you want to output order acknowledgments, or click the Lookup button to select an order number. If you want to output an order acknowledgment for a single order, you can leave this field blank. This field is only available if you clear the All Order Numbers check box. Note You can enter a voided order number in this field, but the Lookup window does not display voided orders. |
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Select this check box to output order acknowledgments for all customer purchase orders. This check box is selected by default. |
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Enter a customer purchase order for which you want to output an order acknowledgment, or click the Lookup button to select a customer purchase order. If you want to output order acknowledgments for a range of customer purchase orders, enter the first customer purchase order number in the range. This field is only enabled if you clear the All Customer POs check box. |
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Enter the last customer purchase order number in a range of customer purchase order numbers for which to output order acknowledgments, or click the Lookup button to select a customer purchase order number. If you want to output an order acknowledgment for a single customer purchase order, you can leave this field blank. This field is only enabled if you clear the All Customer POs check box. |
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Select this check box to output order acknowledgments for all batches. This check box is selected by default, and only enabled if you select the Batch radio button. |
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Enter a batch for which to output order acknowledgments, or click the Lookup button to select a batch. This field is only enabled if you clear the All Batches check box. |
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Select one of the following options for outputting order acknowledgments:
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Field or Button |
Description |
Select one of the following output options:
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Save Report File |
Select this check box to save the Crystal Reports report (.rpt) file for the report to the folder entered in the Report Working Directory field for your user ID in User Profile Maintenance. You can use the report file to customize the report. For more information, see Crystal Reports FAQ. This check box is only available if you select the Screen radio button. |
Save Access Database File |
Select this check box to save the Access database (.mdb) file for the report to the folder entered in the Report Working Directory field for your user ID in User Profile Maintenance. You can use the Access database file to customize the report. For more information, see Crystal Reports FAQ. This check box is only available if you select the Screen radio button. |
Output File Type |
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Specify File Name |
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Output Directory |
Enter the location for the output report, or click the Lookup button to navigate to and select a location. This field is only available if the Specify File Name check box is cleared. |
Output File Name |
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Excel Format Name |
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Format Maintenance |
Click this button to display Excel Format Maintenance, which allows you to set up Excel formats. This button is only available if you select the Excel radio button. |
Save As Type |
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Include header |
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Delimiter |
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Enclosing Character |
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Printer |
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Subject |
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Report File Prefix |
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Add Additional Comments |
Select this check box if you want to include additional comments with the emailed report. If you select this check box, the Additional Comments window appears after you click the Print button in the ribbon, and allows you to enter the comments. This check box is only available if you select the Email radio button. |
Select this check box to include attachments when emailing, printing, or faxing order acknowledgments. Only attachments that are set up to be emailed, printed, or faxed for order acknowledgments are included. This check box is only enabled if you select the Printer, Email, or Contact radio button. This check box is selected or cleared by default based on the Include Attachments Default field on the Customer Service tab in User Extended Options. |
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Print Full Heading on All Pages |
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Print Title Line on All Pages |
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Horizontal Shading |
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Collate |
Select this check box to collate the printed copies of the report (if you are printing multiple copies of the report). This check box is cleared by default, and is only enabled if you select the Printer radio button and enter a value greater than 1 in the Number of Copies field. Example You are printing five copies of a 20 page report to distribute to five different people. Leave this check box selected, so that pages 1-20 of the first copy prints, then pages 1-20 of the second copy, etc. If you clear this check box, five copies of page 1 prints, then five copies of page 2, etc. |
Horizontal Shading Color |
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Number of Copies |
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Process |
Select whether the task is run now or run by Scheduling Assistant. If you select the Schedule radio button, you can specify when the task occurs, and optionally set up an alert to be created when the task completes. These radio buttons are only enabled if the Disable Scheduling Assistant check box is cleared for your user ID in User Profile Maintenance. Note If you select the Schedule radio button, you cannot output to the screen. |
Time |
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Date |
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Task Occurs |
Select one of the following options:
These radio buttons are only enabled if you select the Schedule radio button. |
Frequency |
These radio buttons are only available if you select the Every radio button. |
Day of Week |
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Repeat Every X Days |
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Repeat On |
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Repeat Every X Minutes |
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Triggering Task Id |
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Triggering Task Name |
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Triggering Task Description |
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Task Description |
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Scheduling Assistant Queue |
Enter an active Scheduling Assistant queue for the task, or click the Lookup button to select a Scheduling Assistant queue. This defaults to the default queue for your user ID. This field is only enabled if you select the Schedule radio button, and you are assigned to a queue other than the Default queue. |
External Email |
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Screen Alert |
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Internal Email |
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Report Files |
This grid displays report files set up for the report, and is only available if report files are set up for the program in Report File Maintenance. This grid includes the following columns:
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