This field is located on the Main tab of Customer Maintenance when you click the POS hyperlink in the far right column. Use this field to specify that a customer’s invoices should print a subtotals page as the last page of the invoice. The subtotals are either by department, class, or fineline as specified by D, C, or F, respectively. Option 9266 allows you to set up subtotals on invoices for specific transaction types, and Option 9267 allows you to print subtotals for dollars, units, or weight (any combination of the 3).
For each transaction type selected in option 9266 a subtotals page will print for a customer whose "Subtotals on Invoices" field in Customer Maintenance (MCR) is set to D (Department), C (Class), or F (Fineline). This field is located on the Main tab when you click the POS hyperlink.
Use Option 9267 to indicate if you want a subtotal for the Dollars in that Department, Class, or Fineline, and/or the Units in that Department, Class, or Fineline, and/or the Weight in that Department, Class, or Fineline.
On the subtotals page, the Part column will contain the category’s code (the Department, Class, or Fineline code), the Description column will contain the category’s description. If you have selected D (Dollars) in Option 9267 the Extension column will contain the dollar subtotal for that category. If you have selected U (Units) in Option 9267 the Units column will contain the units subtotal for that category. If you have selected W (Weight) in Option 9267 the Sugg/Location column will contain the weight subtotal for that category.
You must be using an Enhanced Form to print subtotals. Subtotals print on the transaction types selected in option 9266. Loading tickets for invoices/sales and credit memos will print the same subtotals that print on the invoice. The subtotals page will appear on printed, emailed, or faxed invoices. The subtotals page will NOT appear on tiled invoices you print with statements (RSM). The subtotals page will NOT appear when reprinting or faxing from QuickRecall. The subtotals page will of course be included on the invoice in the Document Archive.
If the invoice is for a partially invoiced order, the subtotals will only include the items printed on that invoice. The backorder ticket for the order will not include a subtotals page; however, when the backorder is recalled and invoiced, it will include the appropriate subtotals for the remaining items being invoiced
Note: Subtotals for a Bill of Materials (BOM) will be based upon the BOM header’s category (department, class, or fineline). The system will not not subtotal based upon each component’s category. The weight subtotals will always be in terms of the first weight unit in MUM which is typically pounds (lbs).