Grid Printing
Before you use grid printing, ensure that your account is updated with the required features and permissions. To learn more about the requirements, read the following topics:
For instructions on how to set the preferences for grid printing, see Setting Grid Printing Preferences.
Grid Printing Options
You can use grid printing to display relevant transaction information into a single file. There are two options in grid printing: Standard Grid Order Printing and Grid Print Templates.
Both printing options use the same method of assigning a template for each transaction. On the Grid Preferences page, the grid print template refers to the XML files on the Grid Printing subtab. These templates control how the elements in the printout appear in the PDF file. You can select a template for the following transactions:
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Cash sale
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Invoice
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Packing slip
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Picking ticket
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Purchase order
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Quote
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Sales order
With grid print templates, the grid tables display matrix items according to the grid template assignment. The printout also shows a consolidated item list to display other items in the transaction that do not belong to the grid table.
You can customize these grid print templates according to your printing preferences.
Guidelines for Grid Printing
Read the following guidelines for grid printing:
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Both standard grid order printing and grid print template options generate printouts in PDF format. Each PDF has a maximum file size of 10 MB.
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The default page orientation is in portrait mode. If the transaction contains extremely long field values, text wrapping may occur in the document. You can edit the grid print template to adjust the column width. For more information, see Customizing the Printout using Advanced PDF/HTML Templates.
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The printout header contains addresses in the company, vendor, billing, and shipping information. Using the Address subrecord, you can edit these addresses to include additional details, like phone and email. For more information, see About the Address Subrecord.
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You must first assign a grid template for matrix items to appear on the grid table in the printout.
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For invoice, packing slip, picking ticket, purchase order, and sales order, the maximum number of column attributes for each grid table is six. Meanwhile, for cash sale and quote, the maximum is five. When the grid template exceeds the number of column attributes allowed, the printout will display multiple grid tables.
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You can display child matrix items, that belong to the same parent matrix item, in different grid tables. For more information, see Assigning a Preferred Grid Template Using the Item Record.
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The number format in the printout follows your user preferences. If you want to change the number formats, select your preferred settings in the Number Format and Negative Number Format lists on the Set Preferences page. For more information, see General Personal Preferences.
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You can personalize how amounts appear in the printout. If the Multiple Currency feature is enabled, you can change the default currency format in the currency record. If the Multiple Currency feature is disabled, you can adjust the default currency format in the Company Information page. Check the Override Currency Format box to show the Currency Symbol and Symbol Placement fields. For more information, see Customizing Currency Formats.
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Single transaction grid printing is available only in view mode of the supported transaction records. Grid printing isn't available on the Print Checks & Forms page.