OE Packing Slip Designer

Navigator > Setup > Order Entry > Packing Slip/Confirmation Designer

Use the Packing Slip designer to design layouts for packing slips and order confirmations. You can design your own documents or open and modify existing designs. To design a packing slip or confirmation quickly, start with an existing layout, save it with a different name, then modify it. Sample reports are installed with the Accredo server install.

Note: If you modify reports that are provided with Accredo it is important to save them with different names, as when Accredo updates are installed, the reports can be overwritten.

Packing Slips produced from Invoices entered in IN can be designed in IN Invoice Designer.

The OE Packing Slip Designer is based on the Report Designer and has similar functionality. Full report design facilities including MaxBasic are available.

Usually a packing slip consists of a:

Header band showing customer details and packing slip number.
Repeating Detail band showing order lines, and
Footer band for totals.
An additional Back Order band to print summary information for all back-orders is also available.

Iterators are available to create sub-sets of records. Iterators can be applied to Bands to filter records shown in a band. Iterator objects allow setting of the SortBy property in the BeforeReport code. For example, you can filter the Supply iterator to exclude Usage, or you can sort by Bin Code.

Name	Iterators filter records the shown in the report. Available Iterators are: Supply - iterates through the order lines. BackOrder - iterates through products on back-order for this customer. Shipping - iterates through the shipping lines on the order. Bank - iterates through the banking lines on the order. Tracking - iterates through the tracking detail for the order line.
Bands	The Bands in the report to apply the iterator to.
Sort Order	Optionally select fields to sort records in the iterator.
Filter	Optionally select fields to further filter the iterator.

Objects available in the Packing slip designer in addition to the standard objects are:

BackOrder	Fields from the Back-order summary records.
Contact	Fields from the Customer Contact records. If a contact has been specified, this object is populated with the information associated with the document. If no contact is specified, this object is populated with the primary contact information (if specified).
Customer	Fields from the Customer record.
DeliveryAddress	Fields from the delivery address records.
itBackOrder	Properties of the Back Order iterator.
itSupply	Properties of the Supply iterator.
OrderHead	Fields from the Order header record.
OrderLine	Fields from the Order line records.
Product	Fields from the product specified in the Order line.
ProductQty	Fields from the quantity for the product specified in the Order line.

Functions available in addition to the standard MaxBasic functions are:

ChargeName (Charge)

Returns the name of the Charge specified by the parameter charge which must be in the range 1-4.

Sample OE Packing Slips are provided with the Accredo Server Install, and are also available on the Accredo website. Sample OE Packing Slips include:

OEPackingSlip.pfd - standard OE Packing Slip.
OEPackingSlipPriced.pfd - OE Packing Slip that includes product prices.
OEConfirmation.pfd - standard OE Order Confirmation.
OEConfirmationPriced.pfd - OE Order Confirmation that includes product prices.

To use documents downloaded from the website, ensure your document designer is the latest version.

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