Enter details on the header fields
Fields | Description |
---|---|
Title | Descriptive title of the report message |
Code | Created upon saving |
Location | Can select from a list of company locations |
Line of Business | Can select from a list of lines of business |
Customer | Can select from a list of customer entities |
Source | Pulls from source on Invoice, SO and Quote. |
Type | Standard | Software | Tank Delivery | Service Charge | Provisional Invoice |
Copy All | The message will be copied on all documents based on whichever field you are currently in. |
Enter details on the grid panel
Columns | Description |
---|---|
Header / Footer | This will determine which field the message will go into. |
Character Limit | Limit of the message |
Message | Message that will show in the Header or Footer |
Check boxes | Reports where the messages will be printed |