To let the report to show the related inforamtion needed, please refer to the e-signature mapping: E-Signature setup
Other than the signature mapped, user need to define the bank account details used in the printout.
Bank Account setting:
1, Go to bank account card, check the box "Default" for the bank that will be used in the SO confirmation / Group Shipment Invoice
*The bank used in the printout will follow the currency of that order
*If users have multiple banks set as "Default", system will use the bank with the lowest ranking in bank number.
E.g Bank number = 002, 003, 004 as default, will only show 002 bank on the printout
Please map the Bank Account Card field to show the bank details in the Document Printout:
| Field in Bank Card | Field to be shown in Document |
|---|---|
| Name 2 | Bank Account Name |
| Address | Bank Name |
| Address 2 | Bank Address |
| SWIFT Code | Swift Code |
| Bank Account No. | Account No |
2, For the payment term used in Sales Order, the box "LC" must be unchecked in the payment terms setup page.
Footer Text Setup:
In every printout's footer can be set in "Company Information" - "Footer Text"
Sales / Purchase Order Confirmation
1, After mapping the e-signature & finishing setup of bank account, go to the Sales Order Page, click "Print/Send" and then "Print Confirmation" in the header
For PO, click "Print/Send" and then "Print..."
2, Click "Print" to print the document. Click "Preview" to see if the information is correct and check the missing.
