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2012/05/29

How to issue Pro forma Invoices in 2BizBox

Pro forma invoices, whether as confirmed customer orders, or as documents for port entry, are commonly used in international trade transactions. In this tutorial, we will see how to create a Pro forma invoice and process shipping in 2BizBox.

In 2BizBox, after the Pro forma Invoice is generated, quantity of listed items will be recorded in “InSIP”. You can close the invoice when actual shipping happens. Once shipping and closing the Pro forma Invoice, InSIP is reduced automatically.

Following pictures shows you the detailed steps to process a Pro forma invoice.


Step Two: click “2Update” in “packing box” property page to open “updating packing box”.

Step Three: add sales orders to the Pro forma invoice.

Step Four: input “quantity to ship” for this Pro forma shipping.

Step Five: if you want to add more than one SO in this box, repeat Step Four.

Step Six: If you want to add more items in another box, you can click “2Add Packing Box” to add another box number and repeat previous steps. Thus, quantity of listed items will be reduced from inventory and recorded in “InSIP” of Part Master.

Step Seven: After adding all box items, click “Related Information” at the bottom to finish the Pro forma invoice.

Step Eight: close the Pro forma invoice and ship. Now, all Sales Order items in this Pro Forma Shipper are reduced from “InSIP” and shipper is created.




2012/05/19

Tutorial for Making a PDF Print Template in 2BizBox




 

Introduction to the template structure

1. The customized standard requires the template to start with <root> and end with <root>, or it will lead to analyzing failure. 2. Details for elements between <root>…<root> will be introduced later. Not all of these elements are obligatory except <pageConfig> since it defines vital values of the printed PDF, such as page size, margins, etc.

Introduction to important elements

<PageConfig>

In PageConfig we can define the size of the PDF. The following table shows detailed explanation of relevant properties:

Property
width
Width of the PDF page
height
Height of the PDF page
top
Top margin of the PDF page
left
Left margin of the PDF page
right
Right margin of the PDF page
bottom
Bottom margin of the PDF page
totalPageNumber


<Text>

Each one <text> defines one character string to be printed in the PDF. The following table shows detailed explanation of relevant properties:

Property
Explanation
name
key
To define values of the character string. The value can be either a character string or an analyzable label.
x
To define x-coordinate in printing
y
To define y-coordinate in printing
FontSize
To define font size in printing


Table and <Column>

Table defines a table to be printed on the PDF page. The column of the table is defined in <column>. The following table shows detailed explanation of relevant properties:

Property
Explanation
name
key
To define collection objects to be printed in the table
x
To define x-coordinate in printing
y
To define y-coordinate in printing
rowHeight
To define the row height of the table
every _page
To define number of rows in every page
total_on


<colloumn> defines the column properties of the table. Each one <column> defines one column. The following table shows detailed explanation of relevant properties:

(<Column name=”Project Name” key=”{#ReceiverVO.projectName}” width=”1.7” FontSize=”8” total=”every” />)

Property
Explanation
name
To define the name of <Column>, no practical use
key
To define character strings or labels to be printed
width
To define width of the column
FontSize
To define font of the column
total
To define whether add up subtotal on every page. Set the value as “true” if add up.
length
Reserved, not available currently
align
To define the alignment of the row, can be “left” or “right”


<Input> and <InputText>

As the following image shows, <input> defines a group of character strings. Each character string to be put in is defined as one <InputText>. <Input> works when our existing field fails to satisfy all the printing requirements, e.g. it enables us to put in some user’s specific character. By defining <Input>, a dialogue window will pop out for inputting relevant values. 


 
Property and explanation for <Input>

Property
Explanation
name
To define the name of <Input>, no practical use
Key
To define the title of the input box

Property and explanation for InputText:

Property
Explanation
name
To define the name of <Input>, no practical use
key
To define relevant key assignments, also as the text in input box, repeated values not allowed.
x
To define x-coordinate in printing
y
To define y-coordinate in printing

Labels

Labels we mentioned here is equivalent to the format {#ValueObject.fielod}. Basically its print template is the same as in excel. Please refer to the previous tutorial for detail.

To look for corresponding values, please refer to:
2BizBox Customized Print Template - ValueObject and Corresponding Values 1
2BizBox Customized Print Template - ValueObject and Corresponding Values 2

2012/05/18

2BizBox Customized Print Template - ValueObject and Corresponding Values 2


SalesOrderVO
VO
Corresponding value
SalesOrderVO.salesOrderNumber
Sales order number
SalesOrderVO.lastUser
SO last user
SalesOrderVO.lastChangeDate
SO last change date
SalesOrderVO.adate
SO create date
SalesOrderVO.origin
SO original creator
SalesOrderVO.totalDiscount
SO total discount
SalesOrderVO.subTotal
SO subtotal
SalesOrderVO.totalTax
SO total tax
SalesOrderVO.totalFreight
SO total freight
SalesOrderVO.grantTotal
SO total grant
SalesOrderVO.margin
SO margin
SalesOrderVO.marginPercent
SO margin percent
SalesOrderVO.marginByStdCost
SO margin by standard cost
SalesOrderVO.marginPercentByStdCost
SO margin percent by standard cost
SalesOrderVO.arpNumber
Advanced received number
SalesOrderVO.arPrepay
Advanced received amount
SalesOrderVO.changeOrder
Change evision number
SalesOrderVO.customerId
Customer ID
SalesOrderVO.billToId
Bill to ID
SalesOrderVO.customerPo
Customer purchase order ID
SalesOrderVO.customerEmail
Customer email
SalesOrderVO.contact
Contact
SalesOrderVO.status
SO status
SalesOrder.shippingStatus
SO shipping status
SalesOrderVO.reviewedDate
SO reviewed date
SalesOrderVO.reviewedBy
SO reviewer
SalesOrderVO.shipToId
SO ship to ID
SalesOrderVO.shipVia
SO shipping method
SalesOrderVO.carrier
SO carrier
SalesOrderVO.carrierAccount
SO carrier account
SalesOrderVO.incoterm
SO incoterm rules
SalesOrderVO.incotermPlacePort
SO destination port
SalesOrderVO.language
SO language
SalesOrderVO.currency
SO currency
SalesOrderVO.exchange
SO exchange rate
SalesOrderVO.terms
SO payment terms
SalesOrderVO.salesOrderDate
SO date
SalesOrderVO.salesman
Name of salesman
SalesOrderVO.salesCodeId
Sales code ID
SalesOrderVO.quoteNumber
Quote number
SalesOrderVO.referenceSalesOrder
SO number for reference
SalesOrderVO.requester
SO requester
SalesOrderVO.projectName
Project name
SalesOrderVO.relatedDocument
Related document
SalesOrderVO.creditAccount
Credit account
SalesOrderVO.salesOrderComments
SO comment
SalesOrderVO.salesOrderPrivateNotes
SO private comment
SalesOrderVO.version
SO data version
SalesOrderVO.hold
SO hold or not
SalesOrderVO.opinion
SO review opinion
SalesOrderVO.customerAddressInfo
Customer address information, another VO, refer to “CustomerVendorAddressInfoVO”
SalesOrderVO.shipToAddressInfo
Ship to address information, refer to “CustomerVendorAddressInfoVO”
SalesOrderVO.billToAddressInfo
Bill to address information, refer to “CustomerVendorAddressInfoVO”
SalesOrderVO.salesOrderItems
SO items, it is a collection

CustomerVendorAddressInfoVO
Corresponding value
SalesOrderVO.customerAddressInfo.id
SO customer address information ID
SalesOrderVO.customerAddressInfo.name
SO customer address information name
address
Address 1
address2
Address 2
city
City
state
State
zip
Zip
country
country


SalesOrderItemVO
VO
Corresponding value
pk.salesOrderNumber
SO number
pk.salesOrderItemNumber
SO item number
accountReceivableDiscount
Total discount
extendPrice
Price after discount
accountReceivableTax
Total tax
arTotal
Total account receivable
margin
Margin
marginPercent
Margin percent
marginByStdCost
Margin by standard cost
marginPercentByStdCost
Margin percent by standard cost
status
Status
deliveryDate
Delivery date
delayDays
Delay days
arriveDate
Arrive date
original
Original
shipVia
Shipping method
partNumber
Part number
partType
Part type
partFrom
Part from
modelNumber
Model number
revision
Revision
dwg
Drawing
traceable
Traceability
quantityOrdered
Quantity Ordered
sipQty
Quantity prepared and to be shipped
quantityShipped
Quantity Shipped out
cost
Cost
stdCost
Standard cost
unit
Unit
pricePerUnit
Price per unit
discount
Discount
taxRate
Tax rate
salesItemDescription
Sales item description
mfg
Manufacturer company name
mpn
Manufacturer company part number
salesOrderItemComments
SO item comments
salesOrderItemPrivateNotes
SO item private notes
productCode
Product code
commodityCode
Commodity code
arInvoiceNumber
Account receivable invoice number