Transcript:
Welcome, now we're going to take a look at order types in our PrintVis Business Central system.From a previous video you'll remember that the order types are set on the case management list for each case in order to specify which type it is. This can be used for report filtering for setting product groups and templates and for other items such as limiting the available paper type of machine type that is seen when estimating. To access the PrintVis order type list you search for “order types”. And select PrintVis order types from the menu and Order type we click on the edit list. From there we're able to edit an existing list item or we can create a new one as well as the sorting order whether or not we want it to filter product groups any totaling that is done. If we want to make it bold or assign an eco-label code to it automatically. One of the other things we can do is we can automatically assign it to a status code. In this case, we’ll leave our direct sales at 300 for sorting so it'll be at the bottom of our list and we're not going to filter our product groups on this list. To take a look at that item group filter we can take a look and select certain items to filter out as well. As with our departments, this list can be open in Excel as well.
Welcome, now we're going to take a look at order types in our PrintVis Business Central system.From a previous video you'll remember that the order types are set on the case management list for each case in order to specify which type it is. This can be used for report filtering for setting product groups and templates and for other items such as limiting the available paper type of machine type that is seen when estimating. To access the PrintVis order type list you search for “order types”. And select PrintVis order types from the menu and Order type we click on the edit list. From there we're able to edit an existing list item or we can create a new one as well as the sorting order whether or not we want it to filter product groups any totaling that is done. If we want to make it bold or assign an eco-label code to it automatically. One of the other things we can do is we can automatically assign it to a status code. In this case, we’ll leave our direct sales at 300 for sorting so it'll be at the bottom of our list and we're not going to filter our product groups on this list. To take a look at that item group filter we can take a look and select certain items to filter out as well. As with our departments, this list can be open in Excel as well.