Defining Customer Print Styles

Print styles are assigned to a customer's account using the Customer Pricing and Printingwindow. The system uses print styles assigned for the customer on that customer's orders on the Order Entry Header tab during order entry.

Things to keep in mind when assigning print styles at the customer level:

• A ship-to customer's print style overrides a bill-to customer's print style.

• A manual change to the print style on the Order Entry Header window overrides the default print style assigned on Customer Pricing Information dialog box.

• An entry in the Print Style field on the Order Reprinting Options window (Orders > Printing > Reprint Picking Ticket) overrides the print style assigned on the Order Entry Header window.

To define a customer's print style:

1. From the Maintenance menu, select Customer to display the Customer Maintenance window.

2. In the Customer field, enter a customer's name to display the customer record.

3. Select Pricing > Customer Pricing and Printing to display the Customer Pricing Information dialog box.

4. Click the Print Styles tab.

Important:  If Eclipse Forms  is turned on for your company, this Forms Types tab displays instead. Use the Form Types tab to assign printing parameters.

5. Use the General area to define form print styles and options.

   Field	Description
   Print Style	Enter a user-defined print style to use for this customer's shipping tickets. The print style specified here is assigned to this customer's order through the Order Entry Header tab, and includes column number and heading, character format, start position, and so forth. The following are some commonly used print styles: NET - Shows the customer unit price extensions. BLIND - Does not print pricing or totals. BLIND.TOT - Does not print pricing on the detail lines, but prints subtotals and order totals. This option is used for lot pricing.
   	Keep the following criteria in mind when setting up print styles: A ship-to customer's print style overrides a bill-to customer's print style. A manual change to the print style on the Order Entry Header tab overrides the default print style assigned on Customer Pricing and Printing window. An entry in the Print Style field on the Order Reprinting Options window overrides the print style assigned on theOrder Entry Header tab. Note: If your company has customized versions of order document printing programs, these print styles can override the order print style.
   Invoice Print Style	Do one of the following: Enter a user-defined print style to use for this customer's invoices. Print styles include column number and heading, character format, start position, and so forth. Perform the following procedure to print consolidated invoices that display a description, such as **Consolidated Invoices **, instead of printing a list of all items from each invoice: In Product Maintenance, define a product with the description "** Consolidated Invoices **". In the Consolidated Invoicing Productcontrol maintenance record, enter that product description.
   SO / TO Tiff / PDF Options	Overrides the setting in the E-mail Attachment Settings control maintenance record for this customer for all sales order and purchase order documents generated and sent using e-mail. If the customer has an associated ship-to customer, the system uses the setting for that customer. If both the ship-to and the bill-to are blank, the system uses the setting in the E-mail Attachment Settings control maintenance record. Select from the following options: Tiff of Print Form - Creates a .tiff image file using the Print form. Tiff of Fax Form - Creates a .tiff image file using the Fax form. PDF of Print Form - Creates a .pdf file using the Print form. PDF of Fax Form - Creates a .pdf file using the Fax form.
   Statement Tiff / PDF Options	Overrides the setting in the  E-mail Attachment Settings control maintenance record for this customer for all statements generated and sent using e-mail. If the customer has an associated ship-to customer, the system uses the setting for that customer. If both the ship-to and the bill-to are blank, the system uses the setting in the E-mail Attachment Settings control maintenance record. Select from the following options: Tiff of Print Form - Creates a .tiff image file using the Print form. Tiff of Fax Form - Creates a .tiff image file using the Fax form. PDF of Print Form - Creates a .pdf file using the Print form. PDF of Fax Form - Creates a .pdf file using the Fax form.

6. Use the Email Print Styles area to define how you want e-mail forms to print.

   Field	Description
   Invoices	Enter the print style to use for this customer's invoices. Before the system sends an e-mail, it checks the order and the customer record for print style overrides. If it does not find an override, it uses the print style setting in the Default E-mail Print Stylescontrol maintenance record.
   Bids	Select the print style to use for this customer's bids. Before the system sends an e-mail, it checks the order and the customer record for print style overrides. If it does not find an override, it uses the print style setting in the Default E-mail Print Stylescontrol maintenance record.
   Ship Tickets	Enter the print style to use for this customer's ship tickets. Before the system e-mails a ship ticket, it checks the order and the customer record for print style overrides. If it does not find an override, it uses the print style setting in the Default E-mail Print Stylesmaintenance record.
   Acknowledgements	Select the e-mail print style to use for this customer's acknowledgements. Before the system sends an e-mail, it checks the order and the customer record for print style overrides. If it does not find an override, it uses the print style setting in the Default E-mail Print Stylescontrol maintenance record.

7. From the File menu, select Save and exit the window.