Designing Order Entry Forms
Sage ERP Accpac Order Entry includes sample formats you may be able to use with your laser or ink-jet printer "as is" or adapt to print on the forms you use for quotes, order confirmations, picking slips, shipping labels, invoices, and credit notes.
You can use these forms as is, adapt them to suit your needs, or design and create your own forms:
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OECONF01.RPT — order confirmation for laser printers
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OECONF02.RPT — order confirmation for pre-printed forms
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OECONF03.RPT — order confirmation for internet orders
(used by iConnect Sales Orders Order Entry)
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OEPICK01.RPT — picking slip for laser printers
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OEPICK02.RPT — picking slip for pre-printed forms
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OECRN01.RPT — credit note for laser printers
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OECRN02.RPT — credit note for pre-printed forms
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OEINV01.RPT — invoice for laser printers
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OEINV02.RPT — invoice for pre-printed forms
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OEINV03.RPT — invoice for internet orders
(used by iConnect Sales Orders Order Inquiry)
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OEINV04.RPT — invoice for laser printers (non-datapiped)
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OEINV05.RPT — invoice for pre-printed forms (non-datapiped)
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OEQUOT01.RPT — quote for laser printers
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OEQUOT02.RPT — quote for pre-printed forms.
There are two additional invoice formats, OEINV04 and OEINV05, that are similar to OEINV01 and OEINV02, but they are not datapiped. To use these non-datapiped forms, edit the OEINV01 and OEINV02 sections of OERPT.INI.
Editable Fields
The fields you can include in Order Entry forms are listed in the online document, Forms.wri, that is installed in the ACCPAC\DOCS\OE5 "xAENG directory when you install Order Entry."
You can also customize the information that appears on invoices: invoice terms, comment/instructions, serial numbers, invoice prepayment information, item/location information, customer, and salesperson information.
Test Formats with Sample Data
Before you process transactions, you should test your formats by printing the forms you use. The easiest way to test printing is to use the sample data that comes with Order Entry.
To print test copies from your own data, first add orders, invoices, and credit notes in the Order Entry form and the Returns/Credit Note Entry form, then choose the various forms icons in the Forms folder.
Create Your Own Forms
If you want to customize forms using Crystal Reports, you must install Crystal Reports.
See also