Setting Default Reports on POS Issue Document
This chapter describes the functionality of setting default reports on POS issue documents.
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Case summary
The person responsible would like to set report 857- Receipt as the default report for invoices on POS issue documents. Also, the person responsible wants to set 24A – Invoice for prepayment as the default report for prepayments on POS issue documents with a preview before printing. This is done as follows:
- POS X Settings
- Reviewing Reports
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To set default reports for invoices and prepayments on POS issue documents, the person responsible first needs to define adequate POS Settings.
For that purpose, the person responsible first clicks the POS settings button.
The program opens the POS Settings panel, in which the person responsible selects the Reports panel and then selects report 857 – Receipt from the drop-down menu in the Print invoice section, and also selects report 24A – Invoice for prepayment from the drop-down menu in the Advance payment report section:
In order to see a preview of the report before printing it on the printer, the Print Preview option must be selected. The process is finished by clicking the Save button.
Next, the person responsible wants to review the effects of the previous settings.
After saving the changes, the person responsible re-opens the POS issue documents and creates a report of the invoice using the Print button. The print preview is shown:
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Warning
After making changes to the POS Settings, the changes must be saved to be seen on the POS issue document.
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