8.12.12. Customer Form Assignments

8.12.12.1. Customer Form Assignment

To access the Customer Form assignments master list, select the "Customer Form Assignments" option. The following screen will appear:

Customer Form Assignments Master List

The "Customer Form Assignments" screen displays information on existing Customer Form assignments.

To the far right of the screen, the following buttons are available:

CLOSE: Closes the screen, returning you to the application desktop.
NEW: Opens screen for creating a new Customer Form assignment.
VIEW: Highlight a Customer Form assignment and then select this button to reach a read-only view of the "Edit" screen.
EDIT: Enables you to edit highlighted Customer Form assignment. The edit screen is the same as that for creating a new Customer Form assignment—except that when editing, the fields will contain Customer Form assignment information. Double-clicking on a Customer Form assignment will also bring you to the editing screen.
DELETE: Highlight a Customer Form assignment and then select this button to remove the Customer Form assignment from the master list.

8.12.12.1. Customer Form Assignment

To create a new Customer Form assignment, select the NEW button. The following screen will appear:

Create New Customer Form Assignment

When creating a new Customer Form assignment, you are presented with the following options:

Selected Customer Type: Specify the Customer Type you want to associate with the listed Customer Forms.
Pattern: Enter a Customer Type pattern to select a range of Customer Types. Refine your search using Regular Expressions, as described in Section 1.2.9, “Topic: Pattern Matching with Regular Expressions”.
Invoice Form: Specify the Invoice Form you want to assign to the Customer Type(s).
Credit Memo Form: Specify the Credit Memo Form you want to assign to the Customer Type(s).
Statement Form: Specify the Statement Form you want to assign to the Customer Type(s).
Quote Form: Specify the Quote Form you want to assign to the Customer Type(s).
Packing List Form: Specify the Packing List Form you want to assign to the Customer Type(s). The Packing List selection is used after Sales Order Line Item quantity has been issued to Shipping.
Sales Order Pick List Form: Specify the Sales Order Pick List Form you want to assign to the Customer Type(s). The Sales Order Pick List selection is used before Sales Order Line Item quantity has been issued to Shipping.

Tip

The system includes two alternate Sales Order Pick List report definitions:

"PickingListSOClosedLines.xml"

"PickingListNoClosedLines.xml"

The first includes already closed Sales Order Line Items in the report; the other excludes closed Line Items. Report definitions (i.e., Forms) are assigned by Customer Type.

To the far right of the screen, the following buttons are available:

CANCEL: Closes the screen without creating a Customer Form assignment, returning you to the previous screen.
SAVE: Creates the Customer Form assignment and adds it to the master list of Customer Form assignments.