Line Grouping & Filtering

As a Sales Order Processor
I want to suppress lines where the outstanding quantity is zero from the printed sales order confirmation
So that the customer only sees items that are actually being delivered, not previously completed lines

Setup:

1. Open Document Customizer Content for the Sales Order Confirmation row.
2. Enable Show Only Lines With Outstanding Quantity > 0.
3. Save. Lines with Outstanding Quantity = 0 will no longer appear on the printed document.

Note: This flag is mutually exclusive with Show Lines with Qty. to Ship and Show Only Lines With Qty. Shipped not Invoiced. Enabling one will automatically disable the others.

As a Sales Order Processor
I want to show only lines where there is a positive Qty. to Ship on the picking instruction
So that the picker focuses only on the items to be picked in this shipment, not on back-ordered lines

Setup:

1. In Document Customizer Content for the Pick Instruction row.
2. Enable Show Only Lines with Qty. to Ship > 0.
3. Save and run a test with an order that has partial quantities.

As a Business Manager
I want to hide all lines of blank type (comment lines) from printed invoices so that internal notes added to the sales order do not appear on the customer copy
So that the invoice is clean and professional without internal commentary

Setup:

1. In Document Customizer Content for the Sales Invoice row.
2. Enable Hide Lines With Blank Type.
3. Save. Lines where the Type field is blank will no longer print.

Note: If you also want the column setup to handle blank-type lines differently when they are visible (e.g. show only the description without amounts), use the Use Column Setup For Lines With Blank Type flag instead.

As a Business Manager
I want to ensure that lines with a line amount of zero still appear on the invoice, since some items are deliberately free of charge as part of a promotion
So that the customer can see all items included in the order, even those at no cost

Setup:

1. In Document Customizer Content for the Sales Invoice row.
2. Ensure Hide Lines With Line Amount = 0 is disabled (it is disabled by default).
3. To force zero-quantity lines to also appear, enable Show Lines with Zero Qty. if needed.

As a Business Manager
I want to print sales invoice lines grouped by product category (e.g. Hardware, Software, Services) with a subtotal line at the end of each group
So that the customer gets a clear breakdown of the invoice by type of purchase

Setup:

1. Open Document Customizer Content for the Sales Invoice row and navigate to Line Grouping Setup.
2. Create a new template (e.g. CATEGORY-GROUP). Set Table No. to the Sales Invoice Line table.
3. Set Low Level Group On Field No. to the Product Group Code (or Type, or another category field) on Sales Invoice Line.
4. Set Columns Template to the column setup used for subtotal rows.
5. Set Subtotal Descr. Column No. to the column where the category label should appear, and Subtotal Amount Column No. to the column where the subtotal amount should appear.
6. Set SubTotal/HighLevel Text Column to the column that shows the group label.
7. Return to Document Customizer Content and set Line Grouping Template to CATEGORY-GROUP.

As a Business Manager
I want to group invoice lines first by department (high level) and then by product category within each department (low level), with subtotals at both levels
So that complex invoices with multiple departments are structured and easy to review

Setup:

1. In the Line Grouping Setup template, set High Level Group On Field No. to the department field on the line table.
2. Set Low Level Group On Field No. to the product category field.
3. Set Subtotal Group On Field No. to the same field as High Level if you want subtotals to reset at the department level (this is set automatically when High Level is configured).
4. Configure subtotal column numbers for both levels.
5. Assign the template in Document Customizer Content.

As a Business Manager
I want to prevent assembly/bundle sub-component lines that have no individual values from being printed as separate blank rows
So that the document is compact and the bundle is presented as a single unit

Setup:

1. In Document Customizer Content for the relevant document.
2. Enable Group Empty Bundle Values.
3. Save. Sub-component lines with blank values will be aggregated rather than printed individually.

As a IT Manager
I want to show Master Data Information item attributes only on the first line of each group, not on every individual line, so that the grouped view remains compact
So that item attributes from MDI appear once per product group entry rather than repeating for every sub-line

Setup:

1. In the Line Grouping Setup template, set Master Data Information to First Line Master Data.
2. Save. MDI data will be rendered on the first line of each group only.

Note: Options are: No Master Data on Lines (MDI suppressed entirely on lines), First Line Master Data (MDI on first line per group only), All Master Data (MDI on every line). This option is only available when MDI is installed.

As a Business Manager
I want to expand assembly BOM components below each parent assembly item on the production order printout
So that production staff can see the full list of components required for each assembly without looking up the BOM separately

Setup:

1. In Document Customizer Content for the Assembly Order row.
2. Enable Show Assembly BOM.
3. Save. Components from the assembly BOM will be printed as indented sub-lines below each assembly parent line.

Note: Show Assembly Components from Assembly Order is a separate flag that pulls live component demand from the assembly order (as-requested), while Show Assembly BOM expands the standard BOM definition. Use the appropriate flag depending on whether you need live demand or the standard BOM structure.

As a Business Manager
I want to print item tracking detail (serial numbers, lot numbers, quantities) as an appendix section after the main document lines on the sales shipment
So that the shipping document serves as a tracking confirmation that can be signed and retained

Setup:

1. Create a Supplementary Columns template targeting the Item Tracking Line table (configure fields for Serial No., Lot No., Quantity).
2. In Document Customizer Content for the Sales Shipment, set Supplementary Columns to this template.
3. Enable Show Serial/Lot No./Package No. Appendix.
4. Optionally enable Hide Qty. in Serial/Lot No. if you want to suppress the quantity from the tracking appendix.
5. Save and run a test with a shipment that has item tracking entries.