View source for Quotation/Sales Order Configuration - Sales Prospecting Document


The Platinum System allows the layout of {{Menu|Sales Prospecting}} Quotation and Sales Orders to be configured to print the details you require. This is done using a system of "tokens" which represent the items you wish to print, and their positions on the Document.
== Token File Names ==
The layout files are stored in the {{FilePath|SXCo1\Docs}} folder, (or {{FilePath|SXCo2}}, {{FilePath|SXCo3}}, etc).

Four different letters may be produced depending on the age of the debt.

;{{FilePath|SXSP013.EPL}}
:Quotation layout.
;{{FilePath|SXSP020.EPL}}
:Sales Order layout.
== Tokens ==
=== General Tokens ===
{| cellspacing="5" width="95%" valign="baseline"
!width="15%"|
!|
!|

|- valign="baseline"
| '''~1'''
| <div style="float:right; margin-left:1em; font-style:italic;">(30 characters)</div>'''Prospect Company Name'''
|- valign="baseline"
| '''~2'''
| <div style="float:right; margin-left:1em; font-style:italic;">(30 characters)</div>'''Prospect Address Line 1'''
|- valign="baseline"
| '''~3'''
| <div style="float:right; margin-left:1em; font-style:italic;">(30 characters)</div>'''Prospect Address Line 2'''
|- valign="baseline"
| '''~4'''
| <div style="float:right; margin-left:1em; font-style:italic;">(30 characters)</div>'''Prospect Address Line 3'''
|- valign="baseline"
| '''~5'''
| <div style="float:right; margin-left:1em; font-style:italic;">(30 characters)</div>'''Prospect Address Line 4'''
|- valign="baseline"
| '''~6'''
| <div style="float:right; margin-left:1em; font-style:italic;">(30 characters)</div>'''Prospect Address Line 5'''
|- valign="baseline"
| '''~7'''
| <div style="float:right; margin-left:1em; font-style:italic;">(25 characters)</div>'''Quotation Number'''
|- valign="baseline"
| '''~8'''
| <div style="float:right; margin-left:1em; font-style:italic;">(30 characters)</div>'''Long Date'''
|- valign="baseline"
| '''~9'''
| <div style="float:right; margin-left:1em; font-style:italic;">(10 characters)</div>'''Short Date'''
|- valign="baseline"
| '''~10''',n
| <div style="float:right; margin-left:1em; font-style:italic;">(60 characters)</div>'''Column Position for Text'''
;n
:Length on body text system will default to 24 if omitted.
|- valign="baseline"
| '''~11'''
| <div style="float:right; margin-left:1em; font-style:italic;">(12 characters)</div>'''Column for Amounts'''
|- valign="baseline"
| '''~12'''
| <div style="float:right; margin-left:1em; font-style:italic;">(12 characters)</div>'''Nett'''
|- valign="baseline"
| '''~13'''
| <div style="float:right; margin-left:1em; font-style:italic;">(12 characters)</div>'''V.A.T.'''
|- valign="baseline"
| '''~14'''
| <div style="float:right; margin-left:1em; font-style:italic;">(12 characters)</div>'''Grand Total'''
|- valign="baseline"
| '''~15'''
| <div style="float:right; margin-left:1em; font-style:italic;">(10 characters)</div>'''Deposit for Finance'''
|- valign="baseline"
| '''~16'''
| <div style="float:right; margin-left:1em; font-style:italic;">(10 characters)</div>'''Nett - Deposit'''
|- valign="baseline"
| '''~17'''
| <div style="float:right; margin-left:1em; font-style:italic;">(10 characters)</div>'''Credit Insurance'''
|- valign="baseline"
| '''~18'''
| <div style="float:right; margin-left:1em; font-style:italic;">(10 characters)</div>'''Amount of Credit'''
|- valign="baseline"
| '''~19'''
| <div style="float:right; margin-left:1em; font-style:italic;">(10 characters)</div>'''Interest'''
|- valign="baseline"
| '''~20'''
| <div style="float:right; margin-left:1em; font-style:italic;">(10 characters)</div>'''Document Fee'''
|- valign="baseline"
| '''~21'''
| <div style="float:right; margin-left:1em; font-style:italic;">(10 characters)</div>'''Total Charge of Credit'''
|- valign="baseline"
| '''~22'''
| <div style="float:right; margin-left:1em; font-style:italic;">(10 characters)</div>'''Balance to Pay'''
|- valign="baseline"
| '''~23'''
| <div style="float:right; margin-left:1em; font-style:italic;">(10 characters)</div>'''Total Cash Price'''
|- valign="baseline"
| '''~24'''
| <div style="float:right; margin-left:1em; font-style:italic;">(10 characters)</div>'''Total Amount Payable'''
|- valign="baseline"
| '''~25'''
| <div style="float:right; margin-left:1em; font-style:italic;">(5 characters)</div>'''APR%'''
|- valign="baseline"
| '''~26'''
| <div style="float:right; margin-left:1em; font-style:italic;">(10 characters)</div>'''Monthly Amount'''
|- valign="baseline"
| '''~27'''
| <div style="float:right; margin-left:1em; font-style:italic;">(10 characters)</div>'''Weekly Amount'''
|- valign="baseline"
| '''~28'''
| <div style="float:right; margin-left:1em; font-style:italic;">(13 characters)</div>'''Number of Payments'''
|- valign="baseline"
| '''~29'''
| <div style="float:right; margin-left:1em; font-style:italic;">(10 characters)</div>'''Amount to Pay each Period'''
|- valign="baseline"
| '''~30'''
| <div style="float:right; margin-left:1em; font-style:italic;">(8 characters)</div>'''User Name of Person Printing Quote/Sales Order'''
|- valign="baseline"
| '''~31'''
| <div style="float:right; margin-left:1em; font-style:italic;">(15 characters)</div>'''Finance Type'''
|- valign="baseline"
| '''~32'''
| <div style="float:right; margin-left:1em; font-style:italic;">(3 characters)</div>'''Total Number of Pages'''
|- valign="baseline"
| '''~33'''
| <div style="float:right; margin-left:1em; font-style:italic;">(3 characters)</div>'''Page Number'''
|- valign="baseline"
| '''~34'''
| <div style="float:right; margin-left:1em; font-style:italic;">(8 characters)</div>'''Prospect Number'''
|- valign="baseline"
| '''~35'''
| <div style="float:right; margin-left:1em; font-style:italic;">(30 characters)</div>'''Company Name Line 1'''
|- valign="baseline"
| '''~36'''
| <div style="float:right; margin-left:1em; font-style:italic;">(30 characters)</div>'''Company Name Line 2'''
|- valign="baseline"
| '''~37'''
| <div style="float:right; margin-left:1em; font-style:italic;">(30 characters)</div>'''Company Address Line 1'''
|- valign="baseline"
| '''~38'''
| <div style="float:right; margin-left:1em; font-style:italic;">(30 characters)</div>'''Company Address Line 2'''
|- valign="baseline"
| '''~39'''
| <div style="float:right; margin-left:1em; font-style:italic;">(30 characters)</div>'''Company Address Line 3'''
|- valign="baseline"
| '''~40'''
| <div style="float:right; margin-left:1em; font-style:italic;">(30 characters)</div>'''Company Address Line 4'''
|- valign="baseline"
| '''~41'''
| <div style="float:right; margin-left:1em; font-style:italic;">(30 characters)</div>'''Company Address Line 5'''
|- valign="baseline"
| '''~56'''
| '''Do not print this line if it is all spaces'''
Generally most useful for the Area Blocks (below) when you may wish to define, for example, completely different Headings for the first page.
|- valign="baseline"
| '''~74''',"x"
| '''Copy specified file to output'''
Will copy the filename given after the token to the printer.

{{Warning|iconsize=small|text=
This token must be on a line of its own.
}}

;"x"
:Filename to output.
|- valign="baseline"
| '''~75''',n,m,l
| '''Form Length'''
{{Note|iconsize=small|text=
This code must be on it's own line, as everything else on a line that has this token will be ignored.
}}

;n
:Current line number.
;m
:Form Length.
;l
:Form Break.
|- valign="baseline"
| '''~76'''
| '''Form Feed'''
{{Note|iconsize=small|text=
This code must be on it's own line, as everything else on a line that has this token will be ignored.
}}

|- valign="baseline"
| '''~77'''
| '''Skip block until next ~78'''
Print Spaces if fiance is '''not''' being used until the next {{DataValue|~78}}.
|- valign="baseline"
| '''~78'''
| '''Fiance block end'''
Will resume printing after {{DataValue|~78}}.
|}
=== Area Tokens ===
The following will enable you to configure multiple page documents so that, for example, Totals appear only on the final page, or the word "Continued ..." only appears at the foot of a page if the document is continued after that page.

{{Note|text=
In order that these tokens take up no room on the Document you should lay out your text and then insert the tokens around the text you wish to include or omit.
}}

{| cellspacing="5" width="95%" valign="baseline"
!width="15%"|
!|
!|

|- valign="baseline"
| '''~200'''
| '''Text after this token up to ~299 to print on page 1 only'''
|- valign="baseline"
| '''~299'''
| '''Text from ~200 up to this token to print on page 1 only'''
|- valign="baseline"
| '''~300'''
| '''Text after this token up to ~399 to print on any page which has at least one page after it. e.g. "Continued ..."'''
|- valign="baseline"
| '''~399'''
| '''Text from ~300 up to this token to print on any page which has at least one page after it.'''
|- valign="baseline"
| '''~400'''
| '''Text after this token up to ~499 to print on any page which has at least one page before it. eg. "... Continuation"'''
|- valign="baseline"
| '''~499'''
| '''Text from ~400 up to this token to print on any page which has at least one page before it.'''
|- valign="baseline"
| '''~500'''
| '''Text after this token up to ~599 to print on Final Page only.'''
|- valign="baseline"
| '''~599'''
| '''Text from ~500 up to this token to print on Final Page only.'''
|}
=== Print Style Tokens ===
The following print style codes must have 3 spaces after them as these codes always 6 characters wide.
{| cellspacing="5" width="95%" valign="baseline"
!width="15%"|
!|
!|

|- valign="baseline"
| '''~79'''
| <div style="float:right; margin-left:1em; font-style:italic;">(6 characters)</div>'''Expand'''
|- valign="baseline"
| '''~80'''
| <div style="float:right; margin-left:1em; font-style:italic;">(6 characters)</div>'''Unexpand'''
|- valign="baseline"
| '''~81'''
| <div style="float:right; margin-left:1em; font-style:italic;">(6 characters)</div>'''Compact'''
|- valign="baseline"
| '''~82'''
| <div style="float:right; margin-left:1em; font-style:italic;">(6 characters)</div>'''Uncompact'''
|- valign="baseline"
| '''~83'''
| <div style="float:right; margin-left:1em; font-style:italic;">(6 characters)</div>'''Double Strike On'''
|- valign="baseline"
| '''~84'''
| <div style="float:right; margin-left:1em; font-style:italic;">(6 characters)</div>'''Double Strike Off'''
|- valign="baseline"
| '''~86'''
| <div style="float:right; margin-left:1em; font-style:italic;">(6 characters)</div>'''Paper Forward'''
|- valign="baseline"
| '''~87'''
| <div style="float:right; margin-left:1em; font-style:italic;">(6 characters)</div>'''Paper Backward'''
|- valign="baseline"
| '''~88''',n
| <div style="float:right; margin-left:1em; font-style:italic;">(up to 32 characters)</div>'''Insert print style'''
This print style code doesn't need any spaces after it as it will the width of the print code to insert.
;n = 1 -> 999
:Corresponds to the print code ID in the "Print Code Amendments".
|- valign="baseline"
| '''~89'''
| '''Space Compression'''
Turn space compression on and off (default). Multiple spaces on a line will be compressed down into one space.
|}
=== Currency Conversions ===
{{Information|text=
''Platinum'' "Elite" systems only. "Solo" systems will need to be upgraded to "Elite", contact your ''Platinum'' dealer or our sales team on (0116) 230 1500 or by using our [https://www.catalyst-uk.com/sales website] sales contact page for your upgrade path.
}}

All tokens that return a currency amount may now be modified to convert that amount into a different currency before printing. This is done by using a currency modifier after the token number but before any parameters. This modifier begins with a special symbol and may optionally be followed by a number and/or a three character currency code.

To get the relevant currency symbol to print on a document, the symbols '$' and '#' (hash symbol, but may have been misprinted as a pound sign) are used immediately after the token that you wish the currency conversion to take place. Using the '#' will suppress the printing of the currency symbol. This can be useful when printers don't have relevant symbols for some currencies.

{{Note|text=
Unless the relevant currency required is set up against the base rate in Currency Maintenance, no conversion will take place. Also, the customer needs to be correctly flagged for the appropriate Country.
}}

The number part of the modifier may be used to specify the maximum number of characters to print. Some currencies may involve quite large amounts and this number can be used to make sure there is enough room to print them. The three character currency code specifies which currency to convert the amount to. This may be omitted, in which case the currency specified for the account associated with the document being printed will be used, if there is one.

{{Example|text=
Some examples using {{DataValue|~29,1}} amount taxed at first tax rate. Note that {{DataValue|~29}} may not represent an amount in all document formats. This is just an example.

;~29,1
:no conversion
:{{DataValue|*100.00}} - (where * is your usual currency symbol).
;~29$,1
:convert to the account currency (if there is one)
:{{DataValue|1005.18F}} - (e.g. French Francs.)
;~29$12,1
:convert to account currency and print to a width of 12
:{{DataValue|1005.18F}}
;~29$USD,1
:convert to currency USD (US Dollar)
:{{DataValue|$234.02}}
;~29$USD(02),1
:convert to currency USD (US Dollar) and target to whole dollar units if within 2 cents. This feature is useful if you want to display values with the cents/pennies rounded away. For example if displaying in dollars then the number in brackets represents the maximum number of cents over or under a dollar within which the conversion will target to a whole dollar. For 02 within the brackets then $1.98, $1.99, $2.00, $2.01, $2.02 will all display as $2.00.
:{{DataValue|$234.00}}
;~29#12USD,1
:same, but suppress the symbol and print to a width of 12
:{{DataValue|234.56}}
}}

==== Country/Currency Tokens ====
There is a group of tokens that may be used in headers and footers to print details about the country and currency set up for the account associated with the document.

{| cellspacing="5" width="95%" valign="baseline"
!width="15%"|
!|
!|

|- valign="baseline"
| '''~292''',n
| <div style="float:right; margin-left:1em; font-style:italic;">(3 characters)</div>'''Country code/description for the document.'''
If the account in use has a specific country associated with it this will be used, otherwise the system default country will be output.
;n = 0
:Output the country code.
;n = 1
:<div style="float:right; margin-left:1em; font-style:italic;">(30 characters)</div>Output the country description.
|- valign="baseline"
| '''~293'''
| <div style="float:right; margin-left:1em; font-style:italic;">(12 characters)</div>'''Exchange rate from base currency to account currency'''
|- valign="baseline"
| '''~294'''
| <div style="float:right; margin-left:1em; font-style:italic;">(15 characters)</div>'''Sub-units of the currency set for this account'''
|- valign="baseline"
| '''~295'''
| <div style="float:right; margin-left:1em; font-style:italic;">(15 characters)</div>'''Units of the currency set for this account'''
|- valign="baseline"
| '''~296'''
| <div style="float:right; margin-left:1em; font-style:italic;">(30 characters)</div>'''Name of the currency set for this account'''
|- valign="baseline"
| '''~297'''
| <div style="float:right; margin-left:1em; font-style:italic;">(3 characters)</div>'''Code of the currency set for this account'''
|- valign="baseline"
| '''~298'''
| '''Skip block until next ~298'''
Should be used in pairs on a line. Everything between them is blanked out if there is no currency set for this account
|}
{{KB_Tags|Layout, Token, Format, Document, Setup, Config, Configuration, Estimate, Quotation, Order}}[[Category:Documents]][[Category:Sales Prospecting Documents]]