Linking document formats to customers and suppliers

In SunSystems Order Fulfilment, you may want to produce output documents in different formats for particular customers or suppliers. For example, if a customer requires order acknowledgements or invoices in a particular layout. You can do this by assigning a different document format to a sales or purchase processing stage, for a customer or supplier.

A document format is defined using Document Format (DFS). It is linked to the relevant customer or supplier, for a processing stage, using Customers (CUS) or Supplier (SUS).

Uwaga: The SunSystems Reporting Services functionality generates all of the reports and documents. A report file (.srdl) must be produced for the new report or document. A document format identifies the report executable required to produce a SunSystems Financials or Order Fulfilment report.

You can assign a different document format to each of the sales and purchase processing stages. You can also assign different formats to the same processing stage, for different types of sales or purchase transaction.