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How do I print a service item description and details on the same layout?

Created on  | Last modified on 

Summary

How to amend a layout to show the service item description.

Description

In Sage 50 Accounts, you can print both service and product information on the same invoice or order layout. By default, the standard layouts print the service item details, but not the service description. Here we explain how to amend a layout to show the service item description.

Resolution

NOTE: CIS Reverse Charge messaging appears on standard layouts by default in Sage 50 Accounts v26 and above. If you require this message and can't see it on your layout, follow the steps in our help guide.  

 

  1. Select the document you want to amend, then click Edit.
  2. Double-click the data field that currently shows the details. On standard layouts this is the Service_Text field in the Details section.
  3. Enter the following expression as required:

    Invoice layout expression if requiring the Domestic Reverse Charge details to remain on the layout

    INVOICE_ITEM.GENERATED_MESSAGE = 1 AND (INVOICE_ITEM.DESCRIPTION LIKE "REVERSE CHARGE%" OR INVOICE_ITEM.DESCRIPTION LIKE "Customer to pay output tax of %" OR INVOICE_ITEM.DESCRIPTION LIKE "Customer to account for output tax of %") ? INVOICE_ITEM.DESCRIPTION : Length(INVOICE_ITEM.DESCRIPTION) = 0 ? INVOICE_ITEM.TEXT :

    Substring(INVOICE_ITEM.TEXT,0,Length(INVOICE_ITEM.DESCRIPTION)) = INVOICE_ITEM.DESCRIPTION ? INVOICE_ITEM.TEXT :

    INVOICE_ITEM.DESCRIPTION + "

     


    " + INVOICE_ITEM.TEXT

     

     

    Sales order layout 

    Length(SOP_ITEM.DESCRIPTION) = 0 ? SOP_ITEM.TEXT :
    Substring(SOP_ITEM.TEXT,0,Length(SOP_ITEM.DESCRIPTION)) =
    SOP_ITEM.DESCRIPTION ? SOP_ITEM.TEXT :
    SOP_ITEM.DESCRIPTION + "
    " + SOP_ITEM.TEXT

     

    Purchase order layout expression if requiring the Domestic Reverse Charge details to remain on the layout

    TAX_CODE.IS_REVERSECHARGE <> 0 ? Substring(POP_ITEM.TEXT,2,Length(POP_ITEM.TEXT)-2) : Length(POP_ITEM.DESCRIPTION) = 0 ? POP_ITEM.TEXT :

    Substring(POP_ITEM.TEXT,0,Length(POP_ITEM.DESCRIPTION)) =

    POP_ITEM.DESCRIPTION ? POP_ITEM.TEXT :

    POP_ITEM.DESCRIPTION + "


    " + POP_ITEM.TEXT

     
  4. Click OK.
  5. On the menu bar click File, then click Save As.
  6. Enter a new file name then click Save.
  7. On the menu bar click File, then click Exit.

 NOTE: If you're using a template that is 5 years or older, and the above steps don't display, you'll need to redesign the layout using  one of the standard layouts in the software.

 

 

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