Standard Grid Order Printing vs. Grid Print Template

Supported transaction records

• Purchase Order

• Sales Order

• Cash Sale

• Invoice

• Packing Slip

• Picking Ticket

• Quote

Setting the grid print template

• For purchase order – wd_gom_template_pogridprintout.xml

• For sales order – wd_gom_template_sogridprintout.xml

• For cash sale – wd_gom_template_csgridprintout.xml

• For invoice – wd_gom_template_ivgridprintout.xml

• For packing slip – wd_gom_template_psgridprintout.xml

• For picking ticket – wd_gom_template_ptgridprintout.xml

• For quote – wd_gom_template_qtgridprintout.xml

Using grid templates

You can use either grid matrix templates or grid item templates to create the grid table.

You can only use grid matrix templates to create the grid table.

Creating the transaction using Grid Order Entry

When you create the transaction using Grid Order Entry, the grid table depends on the Grid Item ID and Grid Template field values. These fields are located on the Items subtab of the transaction record.

For more information, see Entering Single Grid Orders.

The Grid Order Entry feature is not available for transactions using this grid printing option.

Creating the transaction using CSV Import

When you create the transaction using CSV Import, the grid table depends on the Grid Item ID and Grid Template field values. These fields are located on the Items subtab of the transaction record.

For more information, see Importing Grid Orders.

For transactions using this option, the Grid Item ID and Grid Template fields on the Items subtab are irrelevant to the grid table. These fields are either ignored or do not exist in the transaction record.

The grid table only displays items that have an assigned grid matrix template.

To confirm the template assignment, go to the item record. On the Custom subtab, verify that the Preferred Grid Template field value is a grid matrix template.

If the Preferred Grid Template field is blank, the oldest grid matrix template on the Grid Templates page becomes the template.

Manually adding items using the Items subtab in the transaction record

When you manually add items on the Items subtab of the transaction record, the Grid Item ID and Grid Template fields are blank and disabled. Therefore, these items appear on the item list in the printout.

For cash sales, invoices, picking tickets, and quotes, manually added items appear in the grid table only if the items have an assigned grid matrix template.

For packing slips, you add items using the Items subtab of the transaction record.

Button Labels

For purchase orders and sales orders, use the Print Grid button.

For cash sales, invoices, and quotes, use the Print Grid button.

For packing slips, use the Print Grid Packing Slip button.

For picking tickets, use the Print Grid Picking Ticket button.

Mapping fields in grid print templates

For purchase orders, see Purchase Order Printout Fields.

For sales orders, see Sales Order Printout Fields.

For invoices, see Invoice Printout Fields.

For packing slips, see Packing Slip Printout Fields.

For picking tickets, see Picking Ticket Printout Fields.

Identifying the grid print template elements

See Grid Table for Standard Grid Order Printing.

See Grid Table for Grid Print Templates.