PIIN
One document per company: lines of standard notes by partner and item, each marked for the documents it belongs on.
What it is for
Each line names a partner (by model and number), an item relation, a heading, the notes, and ticks for Quotation, Confirmation, Picking List, Invoice and Purchase Order.
Today no document, print layout or business rule reads these lines, so the notes do not appear anywhere by themselves. Treat the screen as a reference.
Every field in plain words
Header
| Field | What it means | What to put |
|---|---|---|
| Legal Entity | The company this setup belongs to. | Your company |
Notes
One line per standard note.
| Field | What it means | What to put |
|---|---|---|
| Partner Model | The kind of partner. | Recorded only |
| Partner Model No | The partner. | Recorded only |
| Partner models Name | Its name. | Recorded only |
| Item Relation | The kind of item relation. | Recorded only |
| Item Relation | The item or group. | Recorded only |
| Item Relations Name | Its name. | Recorded only |
| Quotation | Meant for quotations. Not read today. | As needed |
| Confirmation | Meant for confirmations. Not read today. | As needed |
| Picking List | Meant for picking lists. Not read today. | As needed |
| Invoice | Meant for invoices. Not read today. | As needed |
| Purchase Order | Meant for purchase orders. Not read today. | As needed |
| Heading | A heading for the note. | Any text |
| Notes | The note. | Any text |
How to configure it
There is nothing to configure beyond the fields above. Which fields are shown, required or hidden can be changed per company by the consultant in the screen configuration.
Scenarios
- A client wants a warranty clause on every invoice of one product. This screen will not print it today. Use the line text on the invoice instead.
What it is connected to
- Notes Group - reference list
If something looks wrong
- The notes do not print. Nothing reads this setup today. See the questions report of this area.