Pastel Processing Query

[SharleneChetty]

Hi, I came across a single incident where a sales order was done for 16/07/2019 but when they linked the invoice and printed it, the date showed 08/07/2019.
Is it possible for this to happen if no one changed the date on the invoice?

We are using Pastel V18.

Furthermore, when linking a sales order to an invoice the sales order date pulls through on the invoice and you have to change the date.
Is there a way to get the system date to automatically pulled through on the invoice.

The current setup is as follows :
I have disabled multi period processing, but they have access to change the date.

Thanks.

[SharleneChetty]

They have access to change the transaction date and the entry type sales is set to period defaults date.

[Jillikins]

I have a query regarding the difference between an invoice that is printed and the one that is mailed. Do they use a different form type? The reason for my question is that I created a new company and the logo is in the "Custom / Images" directory. When I print my invoice I get the new company logo however it is not the same when I mail the same invoice to an email address. The old logo appears. Can someone shed some light on this please?

Thanks

Gill

[Neville Bailey]

I have a query regarding the difference between an invoice that is printed and the one that is mailed. Do they use a different form type? The reason for my question is that I created a new company and the logo is in the "Custom / Images" directory. When I print my invoice I get the new company logo however it is not the same when I mail the same invoice to an email address. The old logo appears. Can someone shed some light on this please?

Thanks

Gill

Yes, emailed/PDF documents use a different form file than printed/on screen documents.

Simply copy the existing modified form file (assume it is csdocsp.enz) and rename the copied file to csdocpdfsp.enz. In other words, insert the letters "pdf" just before "sp" in the file name.

[Jillikins]

Of course yes!!! Thanks for the push in the right direction :-)

[Alec Candiotes]

Hi Sharlene

In all my testing and linking sales orders to invoices I have never had an incident where the invoice date auto updated (especially an older date than the SO). How certain are you that it was not updated when the SO was linked to the invoice? The date in the linking window is a little less noticeable than in the normal capturing window and it is very easy to overlook a change during linking.

Kindest regards,
Alec Candiotes CA(SA) MComTaxation

[Alec Candiotes]

Thank you so much Neville. That is fantastic to know!

Really appreciate your guidance!