Sage 100

The end user wants to print two copies of a sales order: One copy to be sent electronically via paperless office to the customer, and an internal copy of the sales order that they want to be saved as a PDF via paperless office.  The internal copy is similar to the customer copy but has five or six fields that the customer should not see.  Is there a way to print the sales order once that creates the PDF and emails the customer copy? 

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Doug Higgs
Midwest Commerce Solutions, Inc
(312) 315-0960
Chauffeur, Chef, and Personal Assistant to Sprinkles
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I think multi-part printing only PDF's the first copy... so you are likely looking at two form codes printed separately..

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Kevin Moyes
Technical Systems Analyst
Munjal White Consulting Co.
Toronto ON
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I have a similar question that I posted here. 

Currently my customer prints the Sales Order to multi-part and the first part has "PO" printed and they send that to their vendor ( as a type of drop ship order ). The second is the copy that they keep ( "SO" ).

They are NOT using Paperless (I did read your original message and realize that my reply is not exactly on topic but I feel it might be useful additional information - if not a solution - for you or someone searching in the future. I am also trying to figure out the paperless part ).

Step One: 

Be sure that the multi-part is enabled and you are using Shadow Text

Step Two: 

We either use this in a formula or place it in a control to conditionally suppress something like the price. 

In the formula example below, the value for @shadowText gets set to the appropriate value from the multi-part form. In this case we are using it to set the title of the form. We do this because we cannot create a completely separate form code for each of the multi-part form sections.

if {@ShadowText} = "po" then "Purchase Order" else ""

We are also presently trying to figure out your question about how to send one copy via paperless email (and also use a vendor address instead of a customer address) and the other to just retain internally. 

The specific use case for my customer is that they sell personalized items ( think mugs, hats, t-shirts ). They do not stock any of it and once they take an order from a customer they turn around and place the order with their vendor. They are a very small company so added complexity is not an option. They've been using this process for 20+ years.

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Wayne Schulz
wayne@s-consult.com
Schulz Consulting
(860) 516-8990
Moodus, CT
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Thanks @Kevin Moyes and @Wayne Schulz  I like the multi-part and using the shadow copy with a conditional to control the field printing.  It's too bad "electronically deliver" can't be specified by form code in multi-part.  My other thought was i wish there was a way to daisy chain two form codes... similar to how two VI jobs can be linked.  The customer would rather have two form codes and have the user print the order twice.. once for the customer / paperless office and another print to get the office copy into paperless office viewer.  They don't want any chance of the customer accidentally getting the office copy.  It looks like this may have to be a source code customization.

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Doug Higgs
Midwest Commerce Solutions, Inc
(312) 315-0960
Chauffeur, Chef, and Personal Assistant to Sprinkles
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Original Message:
Sent: 08-26-2024 16:20
From: Wayne Schulz
Subject: Want to Print Two Copies of a Sales Order - Customer Copy & Internal Copy

I have a similar question that I posted here. 

Currently my customer prints the Sales Order to multi-part and the first part has "PO" printed and they send that to their vendor ( as a type of drop ship order ). The second is the copy that they keep ( "SO" ).

They are NOT using Paperless (I did read your original message and realize that my reply is not exactly on topic but I feel it might be useful additional information - if not a solution - for you or someone searching in the future. I am also trying to figure out the paperless part ).

Step One: 

Be sure that the multi-part is enabled and you are using Shadow Text

Step Two: 

We either use this in a formula or place it in a control to conditionally suppress something like the price. 

In the formula example below, the value for @shadowText gets set to the appropriate value from the multi-part form. In this case we are using it to set the title of the form. We do this because we cannot create a completely separate form code for each of the multi-part form sections.

if {@ShadowText} = "po" then "Purchase Order" else ""

We are also presently trying to figure out your question about how to send one copy via paperless email (and also use a vendor address instead of a customer address) and the other to just retain internally. 

The specific use case for my customer is that they sell personalized items ( think mugs, hats, t-shirts ). They do not stock any of it and once they take an order from a customer they turn around and place the order with their vendor. They are a very small company so added complexity is not an option. They've been using this process for 20+ years.

------------------------------
Wayne Schulz
wayne@s-consult.com
Schulz Consulting
(860) 516-8990
Moodus, CT
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