Print – Sales Order

This page belongs to TIPP PRO. It is the Print pop-up for one sales order, opened inside the Sales Order page. It follows the Exact Globe+ screen “Print : Sales orders” with the functions the TIPP Transactions service offers. When you click Start, TIPP can print or e-mail a delivery note for the open quantities of the order, and it can generate the invoice in the same run. Order administrators and invoicing staff use it. The page title shows the order number, for example “Print – Sales Order 12345”. To confirm an order or print an order confirmation, use the Confirm pop-up instead.

Before you start

• A TIPP PRO licence is required. Without it the page shows a message and everything is disabled except Close. Install the licence on the License page [Modules, TIPP, Setup, General, License].
• The page needs the division and order number from the Sales Order page. If either is missing you see “Missing Division or Order parameter.” and the buttons are hidden.
• Printing is allowed in every order status.
• TIPP must be connected to the Exact Globe back office of the division [Modules, TIPP, Setup, Connections, Backoffice Connection]. If the connection fails, the page shows “Could not connect to the Exact Globe back-office for this division.” with a hint to check the SQL credentials and the division configuration on the Backoffice Connection page, and the buttons are hidden.
• The TIPP Transactions service must be running. The service does the printing and the invoicing.
• Access follows the normal TIPP page security.

How to print or e-mail the delivery note

1. On the Sales Order page click Print. The pop-up “Print – Sales Order” opens with the order number and the debtor shown.
2. Under Output choose “Printer” or “E-mail”. The default is “Skip”, which prints nothing.
3. For “E-mail”, check the Recipient list (“Debtor” or “Other”), the E-mail address and the Subject (both required), and optionally type a Long description.
4. Check Print date and Layout. Set Number of copies (1 to 99).
5. Optionally type up to three Free text lines and set the tick boxes under “To be printed”.
6. Click Start. While TIPP works you see a wait box “One moment please…” and a live progress line. When the delivery note is done you see “The delivery note was sent to the printer.” or “The delivery note was e-mailed.” followed by a reference, and the pop-up closes after about 1.5 seconds so the Sales Order page can refresh.

How to generate an invoice without a delivery note

1. On the Sales Order page click Print.
2. Leave Output on “Skip”.
3. Check Print date and Layout. A layout is required for the invoice step as well.
4. Tick Generate invoices. Under Lines choose “All” or “Delivered”, and optionally fill Selection code or tick Zero invoice or Credit note < 0.
5. Click Start. On success the message “The invoice was created.” appears, followed by a reference, and the pop-up closes after about 1.5 seconds.

How to print the delivery note and generate the invoice in one run

1. Choose Output “Printer” or “E-mail” and fill the delivery note fields as described above.
2. Tick Generate invoices and choose the invoice options.
3. Click Start. TIPP runs the delivery note first and the invoice second. On success you see for example “The delivery note was sent to the printer. The invoice was created.” followed by a reference.
4. While the second step runs, the progress line starts with “Step 2:”.

How to retry after a failed or unclear answer

1. Read the red message. It says what really happened and ends with a reference in the form “(ref: …)”. Give this reference to support if you ask for help.
2. If the message is one where repeating is safe (busy, not saved, still being processed, unknown or a lost answer), a “Try again” button appears next to it. Click it.
3. Try again sends the same click with the same data. Anything that already went through is not done a second time, so a delivery note or invoice is never produced twice.
4. If no “Try again” button appears, read the reason, correct it and click Start again, or close and reopen Print.

Screen guide

Buttons (top bar)

• Close: closes the pop-up. It stays usable while a save runs.
• Start: runs the delivery note step first and then the invoice step. It does nothing when the order is not found. After a successful run or a partly done run it is locked.

Section Sales order (read only)

• Order: the order number.
• Debtor: debtor code and name.

Section Options

• Print date: starts as today and cannot be empty. It is the process date of both steps (delivery note and invoice).
• Layout: the delivery note layouts of the administration, shown as code and description. The debtor’s own order layout is preselected when one is set, otherwise the default order layout of the administration. If that layout is not in the list, the first layout is selected. A layout is required, also for the invoice step.
• Number of copies: a whole number from 1 to 99, starts at 1. Active when a delivery note is printed or e-mailed.

Section Output (delivery note)

• Output: “Skip” (default, no delivery note), “Printer” or “E-mail”. Your last choice is remembered in this browser.
• Recipient list: “Debtor” or “Other”, only active for E-mail. With “Debtor” the debtor’s e-mail address from the account is shown and cannot be edited. Choose “Other” to type another address.
• Printer: read only. It shows the delivery note printer of the Windows account the TIPP service runs under. If the service reports none, it shows “(delivery-note printer of the service account)”. You cannot choose a printer here.
• E-mail: required for E-mail output.
• Subject: required for E-mail output. It starts as “Delivery note – order” followed by the order number.
• Long description: optional free text for the e-mail.

Section Invoice data

• Generate invoices: tick to create the invoice in the same run. Off by default.
• Lines: “All” (default) or “Delivered”. Only active with Generate invoices.
• Selection code: optional, maximum 8 characters. Only active with Generate invoices.
• Zero invoice and Credit note < 0: two tick boxes, only active with Generate invoices.

Section Free text

• Free text line 1, Free text line 2 and Free text line 3: text lines on the delivery note. Active when a delivery note is printed or e-mailed.

Section To be printed (for the delivery note)

• Free text lines, Back order lines and Fully completed lines are ticked by default. Compress, Lines with quantity 0 and Unmatched payments are not ticked by default. All are only active when a delivery note is printed or e-mailed.

Your tick box choices, Lines, Output, Recipient and Number of copies are remembered in this browser only. The texts you type are not remembered.

The small “?” icon next to the title lists what is not possible here and only possible in Exact Globe: choose a printer, preview on screen, e-mail Cc / Bcc, covering letter or e-mail template, define layout, print invoices, invoice by fulfilment date range, a delivery note of a fully delivered order, and serial or batch lines on the delivery note.

What you see while Start runs

• A wait box with “One moment please…”.
• A small progress box in the middle of the page that updates every second: “Waiting: you are number N in line for …” or “Waiting in line for …”, then “Connecting to Globe+…”, “Saving in Globe+…”, “Saving in Synergy…” or “Saving through Exact’s Entity Service…”, and “Checking that Globe+ stored it…”. When Start makes a second call, the text begins with “Step 2:”.
• All buttons and links on the page except Close are locked until the answer arrives, and a second click on Start is ignored.
• A small warning sign can appear after the page title. Hover over it to read the warning that the TIPP Transactions service reports.

Messages and what to do

• “The delivery note was sent to the printer.” or “The delivery note was e-mailed.”: the delivery note step worked. “The invoice was created.”: the invoice step worked. Each ends with a reference.
• “Nothing to do: choose Printer or E-mail, or tick Generate invoices.”: Output is Skip and Generate invoices is off.
• “Choose a layout.”: the Layout list is empty or nothing is chosen.
• “Enter a valid print date.”: correct Print date.
• “Number of copies must be a whole number from 1 to 99.”
• “E-mail output needs an e-mail address.” and “E-mail output needs a subject.”: fill the field.
• “This order has no open line that can be shown on a delivery note (see the ? next to the page title).”: the order has no open positive line without serial or batch numbers, for example because it is fully delivered. Use Skip with Generate invoices instead, or work in Exact Globe.
• “Sales order [number] not found.” when the page opens, or “Sales order [number] was not found. Close this window and open the order again.” after Start: the order is not in this division. Open the order again from the Sales Order page.
• “The delivery note was sent to the printer, but the invoice was not created: …” (or “was e-mailed, but …”): the delivery note went out, the invoice failed for the reason shown. Start is now locked and there is no Try again, so the note is not sent twice. Fix the reason, then close and reopen Print and generate the invoice with Output “Skip”.
• “Failed: reason (ref: …)”: the service refused the action. The reason is given in plain words, for example “Failed: Order not Authorized”. No Try again button is offered.
• “Busy: another change is being saved in Globe+ right now, so this one was not sent. Nothing was saved. Try again in a moment.”: a variant says “Synergy is handling other changes” or “Exact’s Entity Service is handling other changes”. Wait a moment and click Try again.
• “Not saved: …, and the service has no record of this request, so it never reached Globe+. Try again.”: nothing was done. Click Try again.
• “Still being processed: …, and Globe+ has not finished this request yet.”: wait a moment, then click Try again to get the result. It is not done twice.
• “Could not confirm whether this was saved: …” with “Check it in Globe+ before you go on.”: check the order in Exact Globe first. Try again does not repeat what already went through.
• “The answer from the server was lost (…). It may have been saved. Try again: what already went through is not done twice.”: click Try again, or check Exact Globe.
• “Partly saved: …”: part of the action was done. There is no Try again. Check the order in Exact Globe.
• “Could not reach the TIPP Transactions service at …”: the TIPP Transactions Windows service is not running or the Service Base URL is wrong. Nothing was posted. An administrator checks the Service Base URL and the Check Running Service button on the Engine Settings page [Modules, TIPP, Setup, Connections, Engine Settings].
• “The TIPP Transactions service did not accept the request from Synergy (not authorised), so nothing was posted.”: ask your TIPP administrator or tipp@tice-it.com to repair the TIPP Transactions installation.
• A message that the API key cannot be read or decrypted: ask your TIPP administrator to re-run the TIPP Transactions installer or check the Engine Settings page.
• “Something went wrong on the server while processing this action: …”: an unexpected server error. Close and reopen Print and try again. If it repeats, contact support with the text.
• “The print request could not be read. Close this window and open Print again.”: reopen the pop-up.
• “The back-office returned an HTML page instead of JSON …”: your session expired or the page failed before the action ran. Refresh, sign in again if asked, and retry.
• A message about an Exact Globe+ add-on initialisation problem: re-initialise the add-ons in Exact Globe+ (System, General, Settings, Add-ons, Actions, Initialise) for the company you post to. The message lists the steps.

Important behaviour and logic

• The delivery note is a trial print: Exact Globe’s Fulfilment component prints it and books nothing. It shows the open quantities of the order lines. Fulfilment itself is done on the Fulfillment pop-up.
• Lines on the note: open positive lines that are not issued, with item and warehouse present, without charge items, and without serial or batch items. Exact Globe+ requires the numbers for serial and batch lines, so those are left out. A fully delivered order has no open line, so no delivery note can be printed for it.
• The invoice step creates the invoice only. It does not print it. Print the invoice in Exact Globe+.
• Start runs the delivery note first and the invoice second. If the invoice fails after the note was already printed or e-mailed, Start is locked so the note is not sent twice.
• If the service does not answer clearly (no answer within 5 minutes, a dropped connection, or a server error), TIPP asks the service’s request log what happened and reports the result. An error is never reported as success.
• The pop-up closes after a successful run and the order page reloads. No click is possible in between.

What you cannot do here

• You cannot choose a printer, preview on screen, add Cc or Bcc, use a covering letter or e-mail template, or define a layout. Use Exact Globe.
• You cannot print the invoice. Print it in Exact Globe+.
• You cannot print a delivery note of a fully delivered order, and serial or batch lines never appear on the note.
• You cannot confirm the order or print an order confirmation here. Use the Confirm pop-up.
• You cannot deliver goods here. Use the Fulfillment pop-up.

Related pages

• Sales Order: the page that opens this pop-up with its Print button.
• Sales Order Confirm: confirms an order and prints the order confirmation.
• Sales Order Fulfillment: delivers the open lines of an order.
• Engine Settings [Modules, TIPP, Setup, Connections, Engine Settings]: the Service Base URL of the TIPP Transactions service and the Check Running Service button.

Common questions

• Why can I not choose a printer? The page only shows the delivery note printer of the service account. Choosing a printer is only possible in Exact Globe.
• Why is there no option to print the invoice? Through the service the invoice step only generates the invoice. Print it in Exact Globe+.
• Why do I get “This order has no open line that can be shown on a delivery note”? The order has no open positive line without serial or batch numbers, for example because it is fully delivered. Use Skip with Generate invoices instead, or work in Exact Globe.
• Why are Lines, Selection code, Zero invoice and Credit note greyed out? They are only active when Generate invoices is ticked.
• Why are copies, free text and To be printed greyed out? They are only active when Output is Printer or E-mail.
• Why can I not edit the E-mail field? The recipient is Debtor, so the debtor’s address is shown. Choose Other in the Recipient list to type another address.
• Which layout is used? The debtor’s own order layout is preselected when set, otherwise the default order layout of the administration. Choose another in the Layout list if needed.
• Can I print an order that is already completed? Yes, printing is allowed in every status. A delivery note still needs an open line.
• The delivery note went out but the invoice failed. What now? Read the reason in the red message and fix it. Start is locked, so close and reopen Print and generate the invoice with Output Skip so the note is not sent twice.
• What does “Try again” do and is it safe? It repeats the same click with the same data. A step that already went through is not done twice. The button only appears when repeating is safe.
• What is the reference at the end of a message? It is the request reference of the call to the TIPP Transactions service, shown as “(ref: …)”. Give it to support so they can find the call in the service’s request log.
• The message says “Could not confirm whether this was saved” or “Still being processed”. What now? TIPP could not confirm the result. Check the order in Exact Globe first. If you use Try again, what already went through is not done twice.