Hello:

Default Invoice/Picking Slip/Credit Note/Order Confirmation specifications can be defined in 2 places; Company Profile and Options (File | Options).

What is the relationship between these 2 places? Clearly Company Profile is company-wide. Usually Options are workstation-specific. Does that also apply to the Print specifications.

OE 8.0A with May SP.

Thank you.

Hi Bruce,

The File/Options are indeed workstation specific, and are used as defaults when printing with the 'Use Selected Specification' choice. Note that you only set a particular specification by document type, regardless of how you intend to create them (print/fax/email).

The Company Profile selected specifications are used in conjunction with the 'Use Customer Specification' choice. As you know, you can define particular specs on a customer for each of the 3 sending methods. But if you leave these selections blank on the customer, then the Company Profile selections are used. This is so you don't have to edit every customer in order to assign specs - you only have to do this for customers that have 'unique' specifications.

So because you can only select one spec-selection type ('Use selected' or 'Use Customer'), there should be no overlap or program confusion as to which specification will be used.

Hello:

Thanks for the quick reply. There's something to be learned every day!

Judging from your explanation, the preferred way to print Invoices etc. would be to select "Use Customer". "Use selected" would only be to over-ride the defaults that were assigned by the Company Profile/Customer-specific settings.

P.S. In the photo, are you the one on the left or the right?!?