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Dynamics 365 Community / Forums / Microsoft Dynamics RMS (Archived) / different receipt for ...
Microsoft Dynamics RMS (Archived)

different receipt for quote than work order/sales etc.

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Posted on by DEVON LEROUX 1,565

We have structured our quotes to print XXXXX instead of a dollar amount (similar to a gift receipt, we just don't want a price breakdown for quotes.. only a total)

When we convert these quotes to work orders or sales receipts it keeps the XXXXX instead of printing our normal work order receipt (with amounts printing)

Is there a setting I should change in the XML file so that the XXXXX changes to an amount when the quote is turned into a work order or sale?

 

Thanks,
Devon

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  • ElaineSk Profile Picture
    ElaineSk 230 on at
    RE: different receipt for quote than work order/sales etc.

    Thanks Gerald, Antonijo for the answer,

    I think we need to found a way to handle the paperwork that they need here in Greece.

    Lets says  a WO here can have 5 differents names and this papers have to be saved separately also. We saw only change the name is not solution in our case.

    Thanks again guys for the answers.

    Regards

    Elaine

  • Suggested answer
    Gerald Rothaus Profile Picture
    Gerald Rothaus 2,930 on at
    RE: different receipt for quote than work order/sales etc.

    You can change that according to a parameter - base it on the .ReceiptReferenceNumberCaption, or Transaction.ReceiptReferenceType

    TransactionSales

    TransactionWorkOrder

    TransactionQuote

    etc.

  • Suggested answer
    Antonijo Todorovik Profile Picture
    Antonijo Todorovik 4,025 on at
    RE: different receipt for quote than work order/sales etc.

    Hi Elaine. Don't think this is possible, as you only have one "template" (per printer) or one file for all the Transaction Types, so You'll have to play with that condition... If I were You I would stick to the condition I wrote before and design my ticket, depending on the transaction type...

    Kind regards, A.

  • ElaineSk Profile Picture
    ElaineSk 230 on at
    RE: different receipt for quote than work order/sales etc.

    Hi Antonijo,

    first thanks for your answer.

    should be posible also to say

           <IF>

             <CONDITION> Transaction.ReceiptReferenceNumber = "DT00001"</CONDITION>

    so I give a code for each template, and this going to call my template with different Name and entries?

    Best Regards

    Elaine

  • Suggested answer
    Antonijo Todorovik Profile Picture
    Antonijo Todorovik 4,025 on at
    RE: different receipt for quote than work order/sales etc.

    Hi Elaine,

    You can use a condition tag in the XML report, something like this:

    <IF>            

    <CONDITION> (Transaction.Type = transactionQuote) </CONDITION>            

    <THEN>                

          Modified PrintOut of the entries, with the XXXX

    </THEN>

                   <ELSE>

                          Standard PrintOut

                   </ELSE>

    </IF>

    or use the constant value of the transactionTypeEnum for Quote, which is 3.

    Just change all the transaction entries print out on the receipt with the if condition...

    Hope that helps...

    Kind regards, A.

  • Suggested answer
    Gerald Rothaus Profile Picture
    Gerald Rothaus 2,930 on at
    RE: different receipt for quote than work order/sales etc.

    Hello.

    What you want to do, along with most receipt modifications, can be done in the xml code.

    If you do not know how to you should hire a programmer (like myself) to do this for you.

    Tasks like this can usually be done quickly at a small cost.

    -Jerry

  • ElaineSk Profile Picture
    ElaineSk 230 on at
    RE: different receipt for quote than work order/sales etc.

    Hi Gene,

    did you found a solution for this, we have the same here in Greece.

    Thanks in advance

    Elaine

  • Gerald Rothaus Profile Picture
    Gerald Rothaus 2,930 on at
    RE: different receipt for quote than work order/sales etc.

    Hi, Guys.

    All this is possible.

    The condition is the transaction type, use an if or a for loop.

    As far as the transaction number or official receipt number, you have to be more specific.

    It is just a bit more work.

    I would do it but I would bill you for it.

    -Jerry

    jerry@jrdata.us

  • Gene Palomar Profile Picture
    Gene Palomar 885 on at
    RE: different receipt for quote than work order/sales etc.

    Hi guys,

    I just want to ask if it is possible to modify receipts that will show both transaction number and another number for the Official Receipt # or Invoice number?

    Any feedback is greatly appreciated!

    Thank you very much.

  • Suggested answer
    TimB Profile Picture
    TimB 1,175 on at
    Re: different receipt for quote than work order/sales etc.

    Hi Devon,

    You will need to edit the xml file. There are not enough configuration options from SO Manager.

    The tricky part about these receipt templates is to get it correct for all different types of receipts. I have modified xml files extensively to fit lot's of different purposes on our receipts. For example, RMS uses the same template for quote and a quote converted to invoice. Same concept applies to work order. The same receipt template is used for work orders as a work order converted to invoice. There need to be 'if conditions' to evaluate what type of receipt is being printed at the moment.

    I'm not sure exactly which total you need displayed, there's some different totals because of taxes but I suppose you will need to edit your xml to some of the following. NOTE: Notepad++ shows '<>' as <>   You might need to replace those with <>

    <IF>

    <CONDITION> Transaction.TotalPurchased <> 0 </CONDITION>

    <THEN>

    <ROW> "Total|" Transaction.TotalPurchased </ROW>

    </THEN>

    <ELSE>

    <ROW> "XXXXX" </ROW>

    </ELSE>

    </IF>

    Or do you mean the line totals. Let me know if you need anything clarified...

    Thank you. TimB

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