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Printing Picking Lists and Delivery Notes

If you click the Printer icon in the Button Bar of a Delivery window, a document will be printed. If the Delivery is not approved, a Picking List will be printed. If the Delivery is approved, a Delivery Note will be printed. If you want to print to screen, click the Preview icon.

To print Delivery Notes or Picking Lists in batches, click the [Documents] button in the Master Control panel or select 'Documents' from the File menu. Double-click 'Delivery Notes' or 'Picking Lists' in the 'Documents' list window. Indicate the Delivery Number (or range of Delivery Numbers) to be printed and press [Run].

Delivery Notes can also be printed automatically on approval. This is controlled using the Auto Actions setting in the System module.

However Picking Lists or Delivery Notes are printed, the Form used is determined as follows:

  1. Using the Form register in the System module, design the Delivery Note or Picking List as appropriate and name it "DELIVERY_NOTE" or "PICKING_LIST". Use the 'Properties' function on the Operations menu to assign Document Types of "Delivery Note" and "Picking List" respectively. Samples are supplied with HansaWorld Enterprise: you can modify these to suit your requirements. You might want to design different Forms for use with different Languages or Delivery Modes.

  2. Select the Stock module using the [Select Module] button in the Master Control panel or the Ctrl-0 (Windows and Linux) or ⌘-0 (Macintosh) keyboard shortcut.

  3. Click the [Documents] button in the Master Control panel or select 'Documents' from the File menu. The 'Documents' list window is opened: highlight 'Delivery Notes'.

  4. Select 'Define Document' from the Operations menu.

  5. In the subsequent window, enter "DELIVERY_NOTE" in the Form field of the first row (you can use 'Paste Special' to ensure the spelling is correct).

  6. If you have designed different Forms for use with different Languages or Delivery Modes in step 1 above, enter the Form Code of each one on separate rows in the grid. In the Lang. field of each row, enter the appropriate Language or Delivery Mode. Use 'Paste Special' to open a list of Languages from which you can choose the correct one.

    You can also use Languages or Delivery Modes to specify the printer that will be used to print Delivery Notes. This can include sending a Delivery Note to a fax machine, if your hardware can support this feature. To do this, enter separate rows in the 'Define Document' window for printing and faxing, with appropriate Languages and Printers.

  7. Click [Save] to save the Form definition.

  8. Repeat steps 3-7 above, this time highlighting 'Picking Lists' in the 'Documents' list window and entering "PICKING_LIST" in the 'Define Document' window. From now on, the Forms that you have designed will be used, from the 'Documents' function and from the Printer icon. "PICKING_LIST" will be used when a Delivery is not approved, otherwise "DELIVERY_NOTE" will be used. If you have designed more than one Form, the correct one will be used depending on the Language of the Customer or the Delivery Mode of the Delivery.
If you have included fields to print your telephone and/or fax number on Delivery Notes and Picking Lists, this information will be taken from the Location record. If the relevant fields in the Location are blank or no Location was specified in the Delivery, it will be taken from the Company Info setting in the System module.