How to print customer information on process reports
Summary
This article will discuss how to print customer information, such as account number, on process reports.
Create the report you wish to modify
1. From the Tasks menu, click Manage Process Reports.
2. From the Category list on the left, select the category you wish to modify.
3.
Solatech provides default reports, but they cannot be modified. Below
are the steps to create a new report that can be modified.
4. From the list of available reports on the right side, select the report you wish to copy.
5. From the toolbar, click the Copy button.
6. Enter the name for your new report and click OK.
7. Your new report will be added to the list and automatically selected.
How to add customer information to the report
1. With the report highlighted, click Modify.
2. From the Layout tab, select Order Information.
3. Under Fields to Display, locate and check the fields you wish to display on the report.
4. In the example below, we want to add the Customer Account Number.
5. Once the field is checked, use the Up and Down arrows to re-arrange the order in which the fields will appear
6. Edit the Heading and Width of the field as desired.
7. Click OK to close the Order Information section.
8. Click OK to close the Modify Report section.
Printing the report
If you have created a new report, you will need to add it to the list of reports to print.
The instructions for doing this are available in the Knowledge Base Article, How to Setup Process Reports.
Applies to
- SWCS 4.2
Related Articles
Setting up Process Reports and Email Templates
Summary Account Administrators can setup multiple versions of Process Reports that can be printed, previewed or emailed to customers or other users. This knowledge base article will describe how to setup and use process report templates Accessing and ...How to add the MSRP and customer discount to process reports
Summary This article explains how to add the retail price (MSRP) and the customer discount (for example 5%, 23%) to process reports; to display along with the description, unit price, total price, etc. More Information The before discount retail ...How to setup Process Reports
Summary This article will explain how to setup and use process reports in the Solatech software. More Information To setup a report to generate output from Order Entry: Click Tasks>Manage Process Reports. From the list of Process Reports, select the ...When trying to print process reports, the screen flashes and nothing prints
Symptoms When you select one or more process reports to print and then click the Preview or Print button, the screen flashes and returns to the print selection dialog box; nothing prints/previews. Cause This can be caused if the printer that is ...How to add the additional item discount to process reports
Summary This article explains how to add the additional line item discount to process reports; to display along with the description, unit price, total price, etc. More Information The additional line item discount is not shown on the standard ...