Under the Forms heading you will see all the forms contained in each form type. Select a form to view or modify the settings for that particular form. The forms that are sent using e-mail will be attached in the e-mail as a PDF file.
All forms with the addition e-mail (or Fax) at the end are used when the form should be sent using e-mail and fax. You determine to send via e-mail and fax using the button Send via e-mail or the setting Fax in print procedures and windows where you preview. The other forms are intended for paper printouts.
Sales
Sales includes forms used for the following functions: Quote*, Quote e-mail, Blanket order, Blanket order e-mail, Order confirmation, Order confirmation e-mail, Changed order confirmation, Changed order confirmation e-mail, Delivery note, Delivery note delivered, Invoice, Invoice e-mail, Cash receipt, Pro forma invoice, Account statement, Account statement e-mail, Payment reminder, Payment reminder e-mail, Interest invoice, Interest invoice e-mail, Comprehensive delivery note, EDI invoice, EDI invoice e-mail, Transport label, EDI transport label, Agreement, Packing list, and Packing list label/Transport label.
Forms in the Sales form type.
* The Quote form functions as a "default form". This means that the settings that are selected for this form then can be set as default for all the other forms. When the Quote form is selected there is a Set as default button by which the selected settings are configured for all other forms in all form types that have the corresponding settings. The e-mail forms (the forms with the addition e-mail in the name) are configured by default in the same way as the corresponding form intended for paper printout.
Purchase
Purchases contains forms used for the following functions: Inquiry, Inquiry e-mail, Inquiry response, Inquiry response e-mail, Blanket order, Blanket order e-mail, Purchase order, Purchase order e-mail, Delivery note, Order confirmation, Order confirmation e-mail, Order confirmation reminder, Order confirmation reminder e-mail, Delivery reminder, Delivery reminder e-mail, Transport label, Purchase request, Purchase request e-mail, Delivery schedule printout, Modified Purchase order, Modified Purchase order e-mail, and Agreement..
Forms in the Purchase form type.
Shipping
This form type contains forms for SIS Waybill, CMR Waybill, EDI Waybill (IFTMIN), DB Schenker (Sweden), PostNord (Sweden), DHL (Sweden), Address label, DSV Road (Sweden), Advice e-mail text, Advice FAX and Dispatch Advice.
Forms in the Shipping form type.
Bank/PlusGiro
This form type contains forms for Bank giro and PlusGiro.
Forms in the Bank/PlusGiro form type.
Quality
This form type contains forms for nonconformity management. They are; Confirmation (customer), Response (customer), Claim report (supplier) and Nonconformity report (customer, supplier and internal).
Forms in the Quality form type.
Inventory
This form type contains forms for stock orders. These stock order forms are used if the MONITOR supplement Warehouse Management is installed. Here you also have forms for transport labels for different Reporting events/stock transactions.
Forms in the Inventory form type.
Manufacturing
Contains forms for Subcontract purchase, Subcontract purchase e-mail, Subcontract delivery note, Subcontract order confirmation reminder, Subcontract order confirmation reminder e-mail, Subcontract delivery reminder, Subcontract delivery reminder e-mail, Transport label to stock (arrival of manufacturing order), Transport label not to stock (manufacturing order in progress between operations), Transport label shipment (to subcontractor) and Delivery schedules - subcontract.
Forms in the Manufacturing form type.
Accounting
Contains the Project report form.
Form in the Accounting form type.
Service
This form type contains forms for Service quote, Service quote e-mail, Service order, Service order e-mail, Service report and Service report e-mail.
Forms in the Service form type.