Packing Slip - Service fields

Reports and forms > Customising forms > Lists of fields that can be added to forms >>

The following fields are available in the Customise Packing Slips (Service) window. Basic fields appear in the basic form layout. Custom fields can be added by using the Select from List [multiple selection] window for fields on this form.

Data field name

Data that will print in this field

Basic/Custom field (Basic field text label)

[*Inv/PO No.*]

The number of the transaction with an asterisk before and after it

Custom

[Addr2 - Contact]

The name of the contact entered on the Card Information window -- Profile view for the Address 2 Location

Custom

[Addr2 - Country]

The country entered on the Card Information window -- Profile view for the Address 2 Location

Custom

[Addr2 - E-mail]

The email address entered on the Card Information window -- Profile view for the Address 2 Location

Custom

[Addr2 - Fax]

The fax number entered on the Card Information window -- Profile view for the Address 2 Location

Custom

[Addr2 - Phone1]

The No.1 phone number entered on the Card Information window -- Profile view for the Address 2 Location

Custom

[Addr2 - Phone2]

The No.2 phone number entered on the Card Information window -- Profile view for the Address 2 Location

Custom

[Addr2 - Phone3]

The No.3 phone number entered on the Card Information window -- Profile view for the Address 2 Location

Custom

[Addr2 - Salutation]

The name or title entered in the Salutation field on the Card Information window -- Profile view for the Address 2 Location

Custom

[Addr2 - WWW]

The World Wide Web address entered on the Card Information window -- Profile view for the Address 2 Location

Custom

[Addr3 - Contact]

The name of the contact entered on the Card Information window -- Profile view for the Address 3 Location

Custom

[Addr3 - Country]

The country entered on the Card Information window -- Profile view for the Address 3 Location

Custom

[Addr3 - E-mail]

The email address entered on the Card Information window -- Profile view for the Address 3 Location

Custom

[Addr3 - Fax]

The fax number entered on the Card Information window -- Profile view for the Address 3 Location

Custom

[Addr3 - Phone1]

The No.1 phone number entered on the Card Information window -- Profile view for the Address 3 Location

Custom

[Addr3 - Phone2]

The No.2 phone number entered on the Card Information window -- Profile view for the Address 3 Location

Custom

[Addr3 - Phone3]

The No.3 phone number entered on the Card Information window -- Profile view for the Address 3 Location

Custom

[Addr3 - Salutation]

The name or title entered in the Salutation field on the Card Information window -- Profile view for the Address 3 Location

Custom

[Addr3 - WWW]

The World Wide Web address entered on the Card Information window -- Profile view for the Address 3 Location

Custom

[Addr4 - Contact]

The name of the contact entered on the Card Information window -- Profile view for the Address 4 Location

Custom

[Addr4 - Country]

The country entered on the Card Information window -- Profile view for the Address 4 Location

Custom

[Addr4 - E-mail]

The email address entered on the Card Information window -- Profile view for the Address 4 Location

Custom

[Addr4 - Fax]

The fax number entered on the Card Information window -- Profile view for the Address 4 Location

Custom

[Addr4 - Phone1]

The No.1 phone number entered on the Card Information window -- Profile view for the Address 4 Location

Custom

[Addr4 - Phone2]

The No.2 phone number entered on the Card Information window -- Profile view for the Address 4 Location

Custom

[Addr4 - Phone3]

The No.3 phone number entered on the Card Information window -- Profile view for the Address 4 Location

Custom

[Addr4 - Salutation]

The name or title entered in the Salutation field on the Card Information window -- Profile view for the Address 4 Location

Custom

[Addr4 - WWW]

The World Wide Web address entered on the Card Information window -- Profile view for the Address 4 Location

Custom

[Addr5 - Contact]

The name of the contact entered on the Card Information window -- Profile view for the Address 5 Location

Custom

[Addr5 - Country]

The country entered on the Card Information window -- Profile view for the Address 5 Location

Custom

[Addr5 - E-mail]

The email address entered on the Card Information window -- Profile view for the Address 2 Location

Custom

[Addr5 - Fax]

The fax number entered on the Card Information window -- Profile view for the Address 5 Location

Custom

[Addr5 - Phone1]

The No.1 phone number entered on the Card Information window -- Profile view for the Address 5 Location

Custom

[Addr5 - Phone2]

The No.2 phone number entered on the Card Information window -- Profile view for the Address 5 Location

Custom

[Addr5 - Phone3]

The No.3 phone number entered on the Card Information window -- Profile view for the Address 5 Location

Custom

[Addr5 - Salutation]

The name or title entered in the Salutation field on the Card Information window -- Profile view for the Address 5 Location

Custom

[Addr5 - WWW]

The World Wide Web address entered on the Card Information window -- Profile view for the Address 5 Location

Custom

[Address 2]

The address entered on the Card Information window -- Profile view for the Address 2 Location

Custom

[Address 3]

The address entered on the Card Information window -- Profile view for the Address 3 Location

Custom

[Address 4]

The address entered on the Card Information window -- Profile view for the Address 4 Location

Custom

[Address 5]

The address entered on the Card Information window -- Profile view for the Address 5 Location

Custom

[Amount]

The amount of each line item entered on the transaction.

NOTE:
  The basic form layout provides only a text label for this field. Use the Select from List [multiple selection] window to add this data field to your custom form.

Basic Text Field
(Amount)

[Amount + VAT]

The amount of the line item plus the amount of VAT for the line item

Custom

[Applied]

The total of the payments that have been applied to the sale.

NOTE:
  The basic form layout provides only a text label for this field. Use the Select from List [multiple selection] window to add this data field to your custom form.

Basic Text Field
(Amount Applied)

[Balance]

Amount of the sale including tax and carriage charges minus any payments that may have been applied. This is the amount that appears in the Balance Due field of the sale.

NOTE:
  The basic form layout provides only a text label for this field. Use the Select from List [multiple selection] window to add this data field to your custom form.

Basic Text Field
(Balance Due)

[Card Custom Field 1]

The entry in the Custom Field No.1 field of the Card Information window -- Card Details view

Custom

[Card Custom Field 2]

The entry in the Custom Field No.2 field of the Card Information window -- Card Details view

Custom

[Card Custom Field 3]

The entry in the Custom Field No.3 field of the Card Information window -- Card Details view

Custom

[Card Custom List 1]

The entry in the Custom List No.1 field of the Card Information window

Custom

[Card Custom List 2]

The entry in the Custom List No.2 field of the Card Information window

Custom

[Card Custom List 3]

The entry in the Custom List No.3 field of the Card Information window

Custom

[Card ID]

The Card ID from the Card Information window

Custom

[Card Number]

The card number entered in the Applied Payment Details window when entering a credit or debit card payment for the sale. This field won't print if more than one payment has been applied to the sale.

Custom

[Carriage]

The carriage amount entered on the sale.

NOTE:
  The basic form layout provides only a text label for this field. Use the Select from List [multiple selection] window to add this data field to your custom form.

Basic Text Field
(Carriage)

[Carriage + VAT]

Includes the carriage amount plus the VAT on the carriage

Custom

[Category]

The financial tracking category assigned to this sale

Custom

[Cheque Number]

The cheque number entered in the Applied Payment Details window when entering a cheque payment for the sale. This field won't print if more than one payment has been applied to the sale.

Custom

[Comment]

The comment entered on the transaction

Basic

[Company Address]

The company address entered in the Company Information window

Basic

[Company E-mail]

The email address entered in the Company Information window

Custom

[Company Fax]

The fax number entered in the Company Information window

Custom

[Company Name]

The company name entered in the Company Information window

Basic

[Company Phone]

The phone number entered in the Company Information window

Custom

[Contact Name]

The name of the contact entered on the Card Information window -- Profile view for the Address 1 Location

Custom

[Country]

The entry in the Country field for Address 1 from Card Information window

Custom

[Cust PO No.]

The entry in the Customer PO No. field on the transaction

Basic
(Your Order No.)

[Date]

The date entered on the transaction

Basic
(Date)

[Deliver Via]

The delivery method entered on the transaction

Basic
(Deliver Via)

[Delivery Date]

The date entered in the Promised Date field on the transaction

Basic
(Delivery Date)

[Delivery Address]

The delivery address entered on the transaction

Basic
(Deliver To)

[Description]

The description of each line item entered on the transaction

Basic
(Description)

[Due Date]

The date the payment is due, based upon the terms of the sale

Custom

[E-mail]

The email address entered on the Card Information window -- Profile view for the Address 1 Location

Custom

[Ex Subtotal + Carriage]

The extended subtotal amount for each item, including carriage charges

Custom

[Expiration Date]

The expiration date entered in the Applied Payment Details window when entering a credit or debit card payment for the sale. This field won't print if more than one payment has been applied to the sale.

Custom

[Fax No.]

The fax number entered on the Card Information window -- Profile view for the Address 1 Location

Custom

[Inc. Carriage]

The charge including carriage

Custom

[Invoice No.]

The invoice number entered on the transaction

Basic
(Invoice No.)

[Invoice Type]

The sale status of the invoice (Quote, Order or Invoice)

Custom

[Job Description]

The description of the job for which a job number appears for a line item

Custom

[Job Name]

The name of the job whose job number is entered for a line item

Custom

[Job Number]

The job number entered for a line item

Custom

[Mailing Address]

The address entered in the Address 1: Bill To selection of the Location field in the Card Information window -- Profile view

Basic
(Bill To)

[Memo]

The memo entered in the Journal Memo field of the transaction

Custom

[Name on Card]

The name on the card entered in the Applied Payment Details window when entering a credit or debit card payment for the sale. This field won't print if more than one payment has been applied to the sale.

Custom

[Notes from Card]

Notes entered in the Card Information window -- Card Details view

Custom

[Original Amount in English]

The amount of the sale including tax and carriage charges (but not including any payments that may have been applied). Amounts up to and including 99,999.99 are printed in words; larger amounts are printed in numeric form.

Custom

[Page No.]

The pages of the sale are counted; this field displays the number of the page.

Basic
(Page)

[Payment Method]

The payment method selected when entering a payment for the sale. This field won't print if more than one payment has been applied to the sale.

Custom

[Payment Notes]

The note entered in the Notes field of the Applied Payment Details window when entering a payment for the sale. This field won't print if more than one payment has been applied to the sale.

Custom

[Phone No.1]

The No.1 phone number entered on the Card Information window -- Profile view for the Address 1 Location

Custom

[Phone No.2]

The No.2 phone number entered on the Card Information window -- Profile view for the Address 1 Location

Custom

[Phone No.3]

The No.3 phone number entered on the Card Information window -- Profile view for the Address 1 Location

Custom

[Referral Source]

The referral source entered on the transaction

Custom

[Salesperson]

The salesperson entered on the transaction

Custom

[Sales Value]

The total amount of the sale used to compute VAT.

NOTE:
  The basic form layout provides only a text label for this field. Use the Select from List [multiple selection] window to add this data field to your custom form.

Custom

[Salutation]

The name or title entered in the Salutation field on the Card Information window -- Profile view for the Address 1 Location

Custom

[Ship Date]

The date entered in the Promised Date field on the transaction

Basic
(Shipping Date)

[Ship Via]

The ship method entered on the transaction

Basic
(Ship Via)

[Shipping Address]

The shipping address entered on the transaction

Basic
(Ship To)

[Subtotal]

The total of the line item amounts on the sale (no tax included)

Custom

[Subtotal + VAT]

Includes the subtotal amount plus the VAT on the subtotal

Custom

[Tax]

The amount of tax charged for line items and carriage on the sale

NOTE:
  The basic form layout provides only a text label for this field. Use the Select from List [multiple selection] window to add this data field to your custom form.

Basic Text Field
(Sales Tax)

[Taxed]

An X is printed if the Tx column is marked on the transaction for the line item.

NOTE:
  The basic form layout provides only a text label for this field. Use the Select from List [multiple selection] window to add this data field to your custom form.

Basic Text Field
(Tx)

[Terms]

The terms that appear on the top of the transaction, next to the Terms zoom arrow

Basic
(Terms)

[Total]

The total of the line items plus tax and carriage charges. (Doesn't reflect any payments that may have been applied.)

NOTE:
  The basic form layout provides only a text label for this field. Use the Select from List [multiple selection] window to add this data field to your custom form.

Basic Text Field
(Total Amount)

[VAT]

An X is printed if the VAT column is marked on the transaction for the line item.

NOTE:
  The basic form layout provides only a text label for this field. Use the Select from List [multiple selection] window to add this data field to your custom form.

Basic Text Field
(VAT)

[VAT Code - Carriage]

An X is printed if the carriage entered on the sale is subject to VAT.

Custom

[VAT Code Description]

The description of the VAT code applied to this sale, as entered in the VAT Code List.

Custom

[VAT Rate]

The rate of any VAT to be applied to this sale

Basic
(RATE)

[VAT Reg. Number]

Your company's VAT Registration Number, from the Company Information window

Basic
(VAT Reg. Number)

[VAT Reg. Number (Card)]

The VAT Registration number entered in the Card Information window -- Selling Details view

Custom

[VAT Total]

The total amount of VAT charged for line items and carriage on the sale

Custom

[WWW]

The World Wide Web address entered on the Card Information window -- Profile view for the Address 1 Location

Custom

None

N/A

Text Label: Packing Slip (no accompanying data field)