Solution Properties
Solution ID:
200427112558364
Last Modified Date:
Wed Mar 23 14:28:07 UTC 2022
Taxonomy Path:
Case category//How do I...//setup/create/run a report
Author:
[email protected]
Sage 50 Accounts - Customise your delivery note layouts
Description

In Sage 50 Accounts you can use Report Designer to customise your delivery note layouts.

You can make basic changes such as adding your company logo, or create a completely bespoke design.

When using Report Designer we recommend that you edit an existing layout that's close to what you want, rather than creating a completely new one. You can save the layout as a new file so you still have the original document, plus your newly amended one.

Cause
Resolution

Open and save your document

The below steps open the despatch note layouts. To edit the report that appears when you click Print GDN, you must open and save this file differently.

  1. Click Sales orders
  2. Click any order record, then click Despatch orders.
  3. Click No.
  4. Select the document you want to change:

    11" Despatch Note To be used with 11" Sage Delivery Note stationery.
    A4 Despatch Note To be used with A4 Sage Delivery Note stationery.
    A4 Despatch Note - Plain Paper (Print or Email) This layout is intended to be printed onto plain paper and includes all boxes and headings, as well as pre-set email settings.
  5. Click Edit.
  6. On the menu bar click Report, then click Report Properties.
  7. Enter a new report name and description, then click OK.
  8. On the menu bar click File then click Save As.
  9. Enter a new file name, then click Save.

Changes you can make

You can now customise your layout from within Report Designer. The most common examples are shown below:

Image Add an image to your layout, for example your company logo.
Text boxes Add a text boxes to your document, for example to display your payment terms or bank details.
Data field You can add most fields held in Sage 50 Accounts and show them on your layout.
Lines and Boxes Add lines and boxes to highlight important data or separate your items.

You can find out about more Report Designer features from our help guides.

 

 

[BCB:180:Andy Footer:ECB]
[BCB:19:UK - Sales message :ECB]

 

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