ITrack/Enterprise/Reports/Sales Order 11in - Revision history

Jbonge: /* Store Settings */

2025-10-01T19:52:28Z

Store Settings

@@ Line 217: / Line 217: @@
 * Other setting value: True
 * This causes all job lines to print first.  "True" pairs well with setting "Sales Order 11in: alternate line shading (always/never/nonjob)" to "nonjob" by keeping potentially word-heavy jobs frontloaded and non-shaded.
 ==Sales Order 11in: show "continued on next page ....."==

Jbonge: /* Global Settings */

2024-10-14T20:51:42Z

Global Settings

← Older revision		Revision as of 15:51, 14 October 2024
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	* Default setting value: False		* Default setting value: False
	* Other setting value: True		* Other setting value: True

			==Sales Order 11in: include <x> photos per relevant part (-1=ALL)==
			* Default: 0
			* Other setting values: <any reasonable number>
			* This determines how many part associated photos, if present, to print per relevant part. Photos print after the total on a new page and are grouped by part. By default, no photos print. Setting this to -1 will cause all relevant part associated photos to print regardless of quantity.

	==Sales Order 11in: include <x> photos per relevant WO (-1=ALL)==		==Sales Order 11in: include <x> photos per relevant WO (-1=ALL)==
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	* Other setting values: <any reasonable number>		* Other setting values: <any reasonable number>
	* This determines how many WO associated photos, if present, to print per relevant WO. Photos print after the total on a new page and are grouped by WO. By default, no photos print. Setting this to -1 will cause all relevant WO associated photos to print regardless of quantity.		* This determines how many WO associated photos, if present, to print per relevant WO. Photos print after the total on a new page and are grouped by WO. By default, no photos print. Setting this to -1 will cause all relevant WO associated photos to print regardless of quantity.

			==Sales Order 11in: include <x> photos per SO (-1=ALL)==
			* Default: 0
			* Other setting values: <any reasonable number>
			* This determines how many SO associated photos, if present, to print on the SO. Photos print after the total on a new page. By default, no photos print. Setting this to -1 will cause all relevant SO associated photos to print regardless of quantity.

	==Sales Order 11in: include flex fields on line items==		==Sales Order 11in: include flex fields on line items==

Jbonge: /* Sales Order 11in: French - "Facture" instead of "Invoice" & "Internet Sale" */

2023-11-15T14:15:52Z

Sales Order 11in: French - "Facture" instead of "Invoice" & "Internet Sale"

← Older revision		Revision as of 09:15, 15 November 2023
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	* Default setting value: True		* Default setting value: True
	* Other setting value: False		* Other setting value: False
	* French mode will not translate anything pulled dynamically from the database by default, except replacing Sales Order Document Types "Invoice" and "Internet Sale" with "Facture" in the report header. Changing this setting to False disables the exception.		* French mode will not translate anything pulled dynamically from the database by default, except replacing Sales Order Document Types "Invoice" and "Internet Sale" with "Facture" in the report header. Changing this setting to False disables the exception. This setting has no effect on English mode.

	==Sales Order 11in: Hide Child Parts==		==Sales Order 11in: Hide Child Parts==

Jbonge at 14:14, 15 November 2023

2023-11-15T14:14:36Z

← Older revision		Revision as of 09:14, 15 November 2023
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	* Other setting value: standard		* Other setting value: standard
	* By default, date format on Sales Order 11in is determined by your locale settings because it is customer facing. However, most internal reports use YYYY-MM-DD format. This setting allows you to use that format here without modifying locale settings.		* By default, date format on Sales Order 11in is determined by your locale settings because it is customer facing. However, most internal reports use YYYY-MM-DD format. This setting allows you to use that format here without modifying locale settings.

			==Sales Order 11in: French - "Facture" instead of "Invoice" & "Internet Sale"==
			* Default setting value: True
			* Other setting value: False
			* French mode will not translate anything pulled dynamically from the database by default, except replacing Sales Order Document Types "Invoice" and "Internet Sale" with "Facture" in the report header. Changing this setting to False disables the exception.

	==Sales Order 11in: Hide Child Parts==		==Sales Order 11in: Hide Child Parts==

Jbonge at 15:05, 26 October 2023

2023-10-26T15:05:33Z

← Older revision		Revision as of 10:05, 26 October 2023
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	* Default setting value: False		* Default setting value: False
	* Other setting value: True		* Other setting value: True

			==Sales Order 11in: show completed job tasks==
			* Default setting value: False
			* Other setting value: True
			* This determines whether to display completed job tasks on sales order job lines. When enabled, tasks print above parts and labor and are not affected by "show part detail" or "show labor detail."

	==Sales Order 11in: Show counter/sales/both==		==Sales Order 11in: Show counter/sales/both==

Jbonge: /* Store Settings */

2023-02-23T22:06:12Z

Store Settings

← Older revision		Revision as of 17:06, 23 February 2023
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	* Default setting value: True		* Default setting value: True
	* Other setting value: False		* Other setting value: False

			==Sales Order 11in: include expiration date when applicable==
			* Default setting value: False
			* Other setting value: True
			* This shows an expiration date next to total at the bottom of the report on documents that can expire and have an expiration date, like quotes.

	==Sales Order 11in: include locations below Part Number==		==Sales Order 11in: include locations below Part Number==
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	* Other setting value: True		* Other setting value: True
	* This allows the Sales Order 11in report to also be used as a Pick List.		* This allows the Sales Order 11in report to also be used as a Pick List.

			==Sales Order 11in: include SN label==
			* Default setting value: False
			* Other setting value: True
			* This adds a label ahead of serial numbers in the Part Number column.

	==Sales Order 11in: job labor shows hour and amount totals, no detail by worker==		==Sales Order 11in: job labor shows hour and amount totals, no detail by worker==

Jbonge: /* Store Settings */

2023-02-23T21:36:39Z

Store Settings

@@ Line 98: / Line 98: @@
 * Default setting value: miles
 * Other setting value:  <any text>
 ==Sales Order 11in: Header Option #==
@@ Line 139: / Line 144: @@
 ==Sales Order 11in: Hide Customer Email==
 * Default setting value: True
 * Other setting value: False
@@ Line 146: / Line 155: @@
 * Other setting value: True
 * This allows the Sales Order 11in report to also be used as a Pick List.
 ==Sales Order 11in: Memo by subtotal (for short memos)==
@@ Line 165: / Line 187: @@
 * Other setting value: True
 * This will cause the Sales Order 11 in report to print each unique part message once at the bottom of he document instead of for each line item.  Useful if you sell a lot of similar parts with the same lengthy part message.
 ==Sales Order 11in: show "continued on next page ....."==

Jbonge: /* Sales Order 11in: Header Option # */

2023-02-23T20:56:55Z

Sales Order 11in: Header Option #

← Older revision		Revision as of 15:56, 23 February 2023
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	\| 7		\| 7
	\| [[File:option7.png\|200px\|thumb\|center]]		\| [[File:option7.png\|200px\|thumb\|center]]
	\| Similar to option 5, but includes complete billing address.		\| Similar to option 5, but includes complete billing address.<br>Billing address box is approximately 1/2" from the left and 1 1/2" from the top
	\|}		\|}

Jbonge: /* Sales Order 11in: Header Option # */

2023-02-23T20:51:54Z

Sales Order 11in: Header Option #

← Older revision		Revision as of 15:51, 23 February 2023
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	==Sales Order 11in: Header Option #==		==Sales Order 11in: Header Option #==
	* Default setting value: 1		* Default setting value: 1
	* Other setting values: 2, 3, 4, 5		* Other setting values: 2, 3, 4, 5, 6, 7
	* This determines header layout. There are different options to accommodate different envelope address window placement, allocated space preferences, and logo location preferences.		* This determines header layout. There are different options to accommodate different envelope address window placement, allocated space preferences, and logo location preferences.

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	\| 6		\| 6
	\|		\|
	\| Same as option 1.<br>Previously spaced address lines differently. An update to default formatting on ~~all~~ address ~~blocks~~ made ~~them~~ equivalent.		\| Same as option 1.<br>Previously spaced address lines differently.<br>An improvement update to default formatting on address boxes made this equivalent to option 1.
	\|-		\|-
	\| 7		\| 7

Jbonge: /* Sales Order 11in: Header Option # */

2023-02-23T20:47:12Z

Sales Order 11in: Header Option #

← Older revision		Revision as of 15:47, 23 February 2023
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	\|-		\|-
	\| 2		\| 2
	\| [[File:~~so2~~.png\|200px\|thumb\|center]]		\| [[File:option2.png\|200px\|thumb\|center]]
	\| Logo on the right.<br>Billing address box is approximately 1/2" from the left and 2 1/2" from the top.		\| Logo on the right.<br>Billing address box is approximately 1/2" from the left and 2 1/2" from the top.
	\|-		\|-
	\| 3		\| 3
	\| [[File:~~so3~~.png\|200px\|thumb\|center]]		\| [[File:option3.png\|200px\|thumb\|center]]
	\| Logo on the left.<br>Billing address box is approximately 3/4" from the left and 2 1/2" from the top.		\| Logo on the left.<br>Billing address box is approximately 3/4" from the left and 2 1/2" from the top.
	\|-		\|-
	\| 4		\| 4
	\| [[File:~~so4~~.png\|200px\|thumb\|center]]		\| [[File:option4.png\|200px\|thumb\|center]]
	\| Logo on the right.<br>Billing address box is approximately 3/4" from the left and 2 1/2" from the top.		\| Logo on the right.<br>Billing address box is approximately 3/4" from the left and 2 1/2" from the top.
	\|-		\|-
	\| 5		\| 5
	\| [[File:~~so5~~.png\|200px\|thumb\|center]]		\| [[File:option5.png\|200px\|thumb\|center]]
	\| Takes up the least space.<br>Logo is smaller. Billing address box is condensed. Shipping address box is not present.<br>Not intended for use with envelope windows.		\| Takes up the least space.<br>Logo is smaller. Billing address box is condensed. Shipping address box is not present.<br>Not intended for use with envelope windows.
			\|-
			\| 6
			\|
			\| Same as option 1.<br>Previously spaced address lines differently. An update to default formatting on all address blocks made them equivalent.
			\|-
			\| 7
			\| [[File:option7.png\|200px\|thumb\|center]]
			\| Similar to option 5, but includes complete billing address.
	\|}		\|}