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Dynamics 365 Community / Forums / Microsoft Dynamics RMS (Archived) / Add terms to receipt f...
Microsoft Dynamics RMS (Archived)

Add terms to receipt for on account customers

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Posted on by DEVON LEROUX 1,565

Hi everyone, what I'm looking to do is find the script to add an additional footer line that will have our terms on it for on account customers.

My XML knowledge is limited but I have managed to make a really nice 40-column receipt that meets our businesses needs

 It should be structured something like this but I'm unsure of the exact script

<IF>
<CONDITION> ON ACCOUNT CUSTOMER OR TENDER TYPE?
<THEN>

terms printed here, would this be an additional footer line that only prints with this condition or ?

</CONDITION>
</IF>

The condition could be either if the customer is established as an "on account" customer which we defined under account types in SO Manager or if the tender type "on account" is selected. I think the latter would be preffered in case the on account customer decides to pay by Visa or Cash.

 

Thanks in advance!

*This post is locked for comments

  • TimB Profile Picture
    TimB 1,175 on at
    Re: Add terms to receipt for on account customers

    Glad you were able to figure it out. I was trying to post as you say but it came out as < and > because i didn't put the dash.... Sorry about that.

  • Verified answer
    DEVON LEROUX Profile Picture
    DEVON LEROUX 1,565 on at
    Re: Add terms to receipt for on account customers

    This is what it actually needs:

                    <CONDITION> (Tender.AmountIn &-lt;&-gt; 0 | Tender.AmountOut &-lt;&-gt; 0) &-amp; (Tender.Descriptor.TenderType = TenderAccount) </CONDITION>

    you must remove the - after the & signs... if I leave them as they are it prints a <> on this forum.

    Thanks for your help.

    Devon

  • DEVON LEROUX Profile Picture
    DEVON LEROUX 1,565 on at
    Re: Add terms to receipt for on account customers

    Hi TimB, this condition gave me an error when attaching it to store ops. I think it wants me to use the code & l t ; & g t; 0 instead of <> 0

    How would I structure that?

  • TimB Profile Picture
    TimB 1,175 on at
    Re: Add terms to receipt for on account customers

    Sorry about this! Looks like it's been too long since I last worked on our receipt... You need to have the condition like this. It will loop through tenderaccount every time so it also has to evaluate the amount and make sure it's not 0.

    <CONDITION> Tender.Descriptor.TenderType = tenderAccount & (Tender.AmountIn <> 0 | Tender.AmountOut <> 0) </CONDITION>

    Hope this will be better. TimB

  • DEVON LEROUX Profile Picture
    DEVON LEROUX 1,565 on at
    Re: Add terms to receipt for on account customers

    Hi TimB unfortunately that code is printing the terms on all of our receipts regardless of what tender is used. I have found the Tender.Descriptor.TenderType = tenderAccount elsewhere in the receipt and when using the FOR each="tender" and conditions it is functioning properly at these points.

    Could my problem be due to the location of the code im inserting in the xml file?

    I placed the code directly below our 17th footer line, in the same table

    Thanks again,

    Devon

  • DEVON LEROUX Profile Picture
    DEVON LEROUX 1,565 on at
    Re: Add terms to receipt for on account customers

    Hi TimB, thanks for the reply!

    I will let you know if this works.

    Devon

  • TimB Profile Picture
    TimB 1,175 on at
    Re: Add terms to receipt for on account customers

    Add something like this into your receipt template.

    <FOR each="tender">

                  <IF>

                     <CONDITION> Tender.Descriptor.TenderType = tenderAccount </CONDITION>

                     <THEN>

                        <ROW> "All the terms row 1" </ROW>

                        <ROW> "All the terms row 2 etc..." </ROW>

                        </THEN>

                  </IF>

    </FOR>

    Regards, TimB

  • Ryan Sakry Profile Picture
    Ryan Sakry 3,425 on at
    Re: Add terms to receipt for on account customers

    Devon,

    The quick overview is this.  You will need to loop over the tenders used and see if the tender's type is tenderTypeAccount, then you'll want to print your footer.  If you need further assistance on how to accomplish that, its certainly something our tech support team should be able to help with.

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