Collections
This page describes the Collections form in the Rental module.
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The Collections form allows you to print Collection records in batches.
You can also print an individual Collection record by opening the record and clicking the Printer icon (Windows/macOS) or selecting 'Print' from the File menu (all platforms). To print a Collection record to screen, click the Preview icon (Windows/macOS only).
- No.
- Range Reporting
Numeric
- Enter a Collection Number to print a single Collection record, or a range of Collection Numbers, separating the first and last number with a colon (:). You must specify a Collection Number or range of Numbers: if you leave this field empty, no forms will be printed.
You can use the fields listed below when you design the Form Template to be used by the Collection form. If you do not want to print the decimal places in numeric fields, choose the
Cut Decimals option in the record in the
Values in Text setting for the Language specified in the
Company Info setting.
Header Fields
These fields will be printed once per Collection record.
| Field in Form Template | Prints (from Collection record) |
| |
| Comment 2 | Comment |
| Customer Number | Customer (i.e. Contact Number of the Customer) |
| Customer Order Number | Cust. Ord. No. in the Rental Reservation from which the first row in the Collection record was created |
| Delivery Address | Name (if you are using the Organisation name option in the Form Settings setting) and Address (from the 'Address' card). This information will be printed on separate lines, so you should specify a Line Height for this field. Use the Form Settings setting to set the format of this field (e.g. to specify whether blank lines will be printed, whether parts of the address will be printed on the same line, etc.) |
| Delivery Address Address | Name (i.e. Customer Name) |
| Delivery Address Addr1 | First line of the Address |
| Delivery Address Addr2 | Second line of the Address |
| Delivery Address Addr3 | Third line of the Address |
| Delivery Address Addr4 | Fourth line of the Address |
| Due Date | Collection Date |
| End Date | End Date in the Rental Reservation from which the first row in the Collection record was created |
| Number | No. (i.e. Collection Number) |
| Reservation Number | Number of the Rental Reservation from which the first row in the Collection record was created |
| Transaction Date (transdate) | Trans. Date |
| Your (customers) Reference | Contact Person |
Agreement Information
The following fields print information from the record in the Agreement register for the Agreement specified in the Collection record:
| Field in Form Template | Prints (from Agreement) |
| |
| Activity Type | Code from the connected Rental Charge Type |
| Activity Type Comment | Comment from the connected Rental Charge Type |
| Address | Name (if you are using the Organisation name option in the Form Settings setting) and Invoice To Address. This information will be printed on separate lines, so you should specify a Line Height for this field. Use the Form Settings setting to set the format of this field (e.g. to specify whether blank lines will be printed, whether parts of the address will be printed on the same line, etc.) |
| Address 2 | First line of the Invoice To Address |
| Address 3 | Second line of the Invoice To Address |
| Address 4 | Third line of the Invoice To Address |
| Address 5 | Fourth line of the Invoice To Address |
| Address 6 | Fifth line of the Invoice To Address |
| Charges | Comment from the connected Rental Charge Type or, if blank, the Code |
| Comment 2 | Comment (from the 'Del.Terms') card) |
| Currency | Currency or, if blank, Base Currency 1 |
| Customer Fax Number | Fax from the Agreement or, if blank, from the Contact record for the Customer |
| Customer Telephone Number | Telephone from the Agreement or, if blank, from the Contact record for the Customer |
| Customer VAT Reg. Number | VAT Reg. No. from the Contact record for the Customer |
| Date with Month In Words | Transaction Date with the month as a word. For example, 18/12/2022 will be printed as "18 December 2022". The Date Order (e.g. day, month, year) will be taken from the Company Date and Numeric Format setting |
| Day | The day from the Transaction Date. For example, the day from 18/12/2022 will be printed as "18" |
| Delivery Mode | Del. Mode |
| Delivery Mode Text | The correct translation for the Language of the Agreement of the Delivery Mode Comment from the Delivery Modes setting, or the Delivery Mode Comment itself |
| Delivery Term | Del. Terms |
| Delivery Term Text | The correct translation for the Language of the Agreement of the Delivery Term Comment from the Delivery Terms setting, or the Delivery Term Comment itself |
| Email | Email from the Agreement or, if blank, from the Contact record for the Customer |
| Interest Rate | Rate from the Interest setting |
| Location | Location |
| Our Reference | Our Ref (from the 'Del.Terms') card) |
| Payment Terms | The correct translation for the Language of the Agreement of the Payment Term Text from the Payment Terms setting, or the Payment Term Text itself |
| Rate | Exchange Rate, expressed as a ratio |
| Rate for Base Currency | Base Currency Rate, expressed as a ratio |
| Salesman Name | Name from the Salesman's Global User or Person record |
| Shipment Address | Delivery Address. This information will be printed on separate lines, so you should specify a Line Height for this field |
| Shipment Address 2 | Delivery Address or, if blank, the Invoice To Address. This information will be printed on separate lines, so you should specify a Line Height for this field |
Delivery Address Information
The following fields print information from the record in the Delivery Addresses setting for the Delivery Address specified in the Collection record:
| Field in Form Template | Prints (from Delivery Address) |
| |
| Site | Del.Code |
| Site Address | Address. This information will be printed on separate lines, so you should specify a Line Height for this field |
| Site Contact | Contact |
| Site Fax | Fax |
| Site Name | Comment |
| Site Telephone | Telephone |
Row Fields
Row fields will be printed once for each row in the Collection record. You should specify a Line Height and set the Format to "Matrix" in these fields.
| Field in Form Template | Prints (from Collection record) |
| |
| Agreement Number | Agreement No. |
| Description 1 | Description |
| Item Code | Item |
| Item Code 2 | Item |
| Quantity | Qty |
| Serial Number | Serial No. |
Item Information
The following fields print information from the records in the Item register for the Rental Items specified in each Rental Reservation. In these fields, you should specify a Line Height and set the Format to "Matrix":
| Field in Form Template | Prints (from Item) |
| |
| Item Barcode BC39 | Barcode from the Barcodes setting in the Stock module, or Barcode or Item Number from the Item record, printed using the Code 39 barcode format. You should give this field a Style that uses a Code 39 barcode font |
| Item Barcode EAN 13 | Barcode from the Barcodes setting in the Stock module, or Barcode or Item Number from the Item record, printed using the EAN 13 barcode format. You should give this field a Style that uses an appropriate EAN 13 barcode font |
| Item Group | Group |
| Unit | If the Item has a Unit, the correct translation for the Language of the Collection of the Comment from the Units setting, or the Unit Code |
Location Information
The following fields print information from the record in the
Locations setting for the Location specified in the Collection record. These fields will be printed once for each row in the Collection record so you should specify a Line Height and set the Format to "Matrix" in these fields:
| Field in Form Template | Prints (from Location) |
| |
| Location | Code |
| Location Address | Address. This information will be printed on separate lines, so you should specify a Line Height for this field |
| Location Contact | Contact |
| Location Email | Email |
| Location Fax | Fax |
| Location Name | Name |
| Location Phone | Telephone |
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