Introduction to Form Fields

C/O comes with several predefined invoice forms. If none of the predefined forms meet your needs, you can select an existing form, make a copy, and modify the copy. You may also design your form from scratch, but this is not recommended.

The Master information (Forms) selection allows you to define an unlimited number of forms and to print almost all of the information fields in the C/O Order Header, Order Line, and Lot / Serial files. See the Forms chapter for designing and assigning fields to forms.

This appendix describes each information field that is available for printing on a form.

The field descriptions are arranged in two groups: Header/Total fields, and Line Item fields.

Header fields are those that print at the top part of the form, while Total fields print at the bottom part. Header and Total fields are fields that relate to the order in general, such as order number, date, customer name, tax, and total order amount.

Line Item fields print in the middle part of the form, between the Header and Total fields. Line Item fields relate to each line on the order, such as item number, description, quantity, and price.

Header and Total Fields

The following table lists Header and Total fields:

Header/Total Fields
Field Name	Description
Apply-to-number	Apply to number for credit memos
Apply-to type	Type of apply-to number on order: Blank = one O = open credit N = apply to number
Backorder number	Backorder number for orders
Balance due	Amount that remains due on order
Bill-to name	Customer name. Entered as line 1 for miscellaneous customer.
Bill-to address 1	Bill to address line 1. Entered as line 2 for miscellaneous customer.
Bill-to address 2	Bill to address line 2. Entered as line 3 for miscellaneous customer.
Bill-to address 3	Bill to address line 3. Entered as line 4 for miscellaneous customer.
Blank line	When this field is selected, no other data is printed on the line, even if it is defined.
Cash amount rcvd	Amount of cash (or check) received with order
Certs code	Certification code
Check number	Zero = cash
Comment line 1-4	Entered when order is entered
Commis amount	Order commission amount, net after discount
Commis calc method	Method used to calculate commissions
Commis override amt	Commission override amount
Commis calc method	Type of override entered for commission amount: N = not overridden, A = amount, P = percent
Commis percent	Order commission percent
Company display name	Company display name
Company report name	Company report name
Company address 1-3	Company address lines 1 through 3
Company phone number	Company phone number
Cust backorder flag	Y = customer allows back orders
Cust balance	Customer balance, including unposted balance
Cust comment	Comment from customer record
Cust contact 1	Contact 1 from Customer file
Cust contact 2	Contact 2 from Customer file
Cust credit rating	Credit rating from Customer file
Cust language	Customer language
Cust number	Customer number
Cust phone 1	Phone 1 from Customer file
Cust phone 2	Phone 2 from Customer file
Cust tax exempt no	Tax exempt number from Customer file
Cust type	Customer type from Customer file
Date entered	System date when order was entered
Default comment 1-5	Comment lines 1 through 5 entered when invoices are printed
Discount amount	Order discount amount
Discount percent	Order discount percent
Due date	Blank until invoice is printed
FOB point	Freight on board point
Freight amount	Freight amount
Invoice date	Date assigned to invoice when printed. System date used if blank
Invoice number	Number assigned to invoice when printed. Blank if invoice not printed
Laser form label	This is the form label when entering number of copies information
Misc amount	Miscellaneous charges amount
Misc chg taxable flag	Y = taxable miscellaneous charges
Misc customer flag	Y = miscellaneous customer
Misc+freight amount	Miscellaneous charges plug freight combined.
Net sale amount	Order shipping amount, net after discount
No. line items	Number of lines on order, including text lines
No. COD labels	Number of COD labels entered. Zero for unselected orders
No. shipping labels	Number of shipping labels entered
Ord ship whse	Order shipping warehouse
Ord ship whse adrs 1	Order shipping warehouse address 1
Ord ship whse adrs 2	Order shipping warehouse address 2
Ord ship whse adrs 3	Order shipping warehouse address 3
Ord ship whse adrs 4	Order shipping warehouse address 4
Ord ship whse name	Order shipping warehouse name
Order date	Entered order date
Order number	Order number, Quote number, or RMA number
Order net total amt	Order shipping amount, net after order discount, plus tax, freight and misc charges
Order total amount	Undiscounted order shipping amount, plus tax, freight and misc charges
Order type	Order type, either I = Invoice, O = Order, C = Credit memo or Q = Quote
Page number	Form page number
PO number	Purchase order number
Quote number	Quote number
Requested ship date	Requested shipping date
Sale amount	Undiscounted order shipping amount
Sales rep	Sales rep for order
Sales rep name	Order sales rep name
Selection code	Selection code
Set to compressed	This sets the text font to compressed, from the point where this field is entered in the document, to print in a compressed font. The default is normal
Set to normal	This sets the to text font to normal (non compressed), from the point where this field is entered in the document, to print in a normal font. The default is normal
Ship date	Order ship date
Ship-to address 1	Ship to address line 1
Ship-to address 2	Ship to address line 2
Ship-to address 3	Ship to address line 3
Ship-to address 4	Ship to address line 4
Ship-to address 5	Ship to address line 5
Ship-to name	Ship to address name
Ship-to phone	Ship to phone
Ship-to code	Ship to code
Ship-via code	Ship via code
Ship-via description	Ship via description
System date	System date
Tax amount 1	Tax amount associated with A/R tax code Tax percent 1
Tax amount 2	Tax amount associated with A/R tax code Tax percent 2
Tax amount 3	Tax amount associated with A/R tax code Tax percent 3
Tax amount 4	Tax amount associated with A/R tax code Tax percent 4
Tax amount 5	Tax amount associated with A/R tax code Tax percent 5
Tax code	Order A/R tax code
Tax code description	Order A/R tax code description
Tax description 1	Order A/R tax description 1
Tax description 2	Order A/R tax description 2
Tax description 3	Order A/R tax description 3
Tax description 4	Order A/R tax description 4
Tax description 5	Order A/R tax description 5
Tax total amount	Total tax adding all tax amounts
Taxable amount	Order taxable amount, net after discount
Terms code	Order A/R terms code
Terms description	Order A/R terms code description
Terms discount	Calculated early payment discount amount based on A/R terms code
Terms discount date	Date on which early payment discount will be given; Zero = invoice not printed
Terms discount pct	Early payment discount percent from order A/R terms code
Terms due date	Date on which invoice payment is due; Zero = invoice not printed
Terms type	D = days, P = proximo
Total ord weight	Total order weight
Total order cost	Total cost of all line items to be shipped
Total qty	Total quantity ordered of line items
Total qty to ship	Total quantity shipping of line items
Total ship weight	Total shipping weight

Line Item Fields

These are the line item fields:

Line Item Fields
Field Name	Description / Notes
ABC code	The item value classification
Blank line	When this field is selected, no other data is printed on the line, even if it is defined
Blank line ser/lot	Blank line that follows printing of serial numbers and lot numbers
Commission amount	Line item commission amount, net after discount
Commission method	P = price, G = gross profit
Commission percent	Item commission percent
Control method	Blank = Regular, N = No control, L = Lot #, or S = Serial #.
Customer item no.	Customer item number
Date promised	Date promised to customer
Description 1-2	Item description lines 1 and 2, or text for Text line
Discount amount	Line discount amount. Calculated by multiplying discount percent by line extended price
Discount percent	Entered discount percent
Eng doc date	Engineering document date
Eng doc number	Engineering document number
Eng group code	Engineering group code
Eng revision nbr	Engineering revision number
Extended cost	Item cost multiplied by quantity to ship
Extended price	Undiscounted line extended price
Item category	Item category
Item date created	The date the item was first entered
Item net price	This is the net profit for the item
Item number	Item number
Item price	Item price
Item pricing unit	Pricing unit from Item file
Item ship warehouse	Stocking shipping warehouse
Item ship whse name	Item shipping warehouse name
Item stocked flag	Y if stocked and N if not stocked
Item stocking unit	Stocking unit of measure
Item supl whse	Supplying warehouse
Item supl whse name	Supplying warehouse name
Item type	Item type
Item vendor	Item vendor
Item weight unit	Item weight unit of measure
Last ship date	Date that item is last shipped
Line complete flag	Line complete flag
Line item category	Line item catagory
Line item comment 1	Line item comment 1
Line item comment 2	Line item comment 2
Line item comment 3	Line item comment 3
Line item comment 4	Line item comment 4
Line number	Line number
Line order type	Line order type
Location code	Location code for line item warehouse
Lot number reference	Lot number reference
Lot number	Lot number. Do not put another non-serial number related field on the same line. (See Note 1)
Lot number literal	Lot number literal
Lot quantity	Lot quantity
Misc item flag	Y = miscellaneous item
Net extended price	Line extended price, net after line discount
Order unit	Selling unit for the line
Out of stock flag	Y = quantity not shipped is out of stock
Pricing unit	Pricing unit for the line
Qty backord	Line quantity on backorder
Qty backord/stk	Line quantity on backorder, expressed in stocking units
Qty ordered	Quantity ordered
Qty ordered/stk	Quantity ordered, expressed in stocking units
Qty ret to inv	Quantity returned to inventory
Qty ret to inv/stk	Quantity returned to inventory, expressed in stocking units
Qty shipped to date	Quantity shipped to date
Qty to ship	Quantity to ship
Qty to ship/stk	Quantity to ship, expressed in stocking units
Release no.	Line release number
Routing doc date	Date of the routing
Routing number	Routing number
Routing rev number	Routing revision number
Selection code	Order selection for billing code
Serial no. literal	Literal printed on first serial number line
Serial no. reference	Serial number reference
Serial number	Serial number
Ship date	Line ship date
Shop order flag	Shop order flag
Shop order qty	Shop order qty
Taxable flag	Taxable flag
Text line flag	Text line flag
Unit cost	Item unit cost per selling unit
Unit price	Selling unit price

Note	Note 1 The Lot fields are for printing lot numbers. They may only be defined once on each form. If the Lot quantity or Lot no. reference field is also defined, lot numbers are printed one per line. If Lot number is the only Lot field defined, lot numbers print across the line, separated by commas.

Note	Note 2 There are three fields related to printing serial numbers. They may only be defined once on each form. Serial numbers print across the line, separated by commas, if Serial no. reference is not defined. If Serial no. reference is defined, serial numbers are printed one per line.