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, package numbers, quantities, and expiration dates) as an appendix section after the main document lines
So that the document serves as a tracking confirmation that can be signed and retained

Setup:

1. In Document Customizer Content for the relevant document row.
2. Enable Show Serial/Lot No./Package No. Appendix.
3. Optionally enable Hide Qty. in Serial/Lot No. if you want to suppress the quantity column from the tracking appendix.
4. Save and run a test with a document that has item tracking entries.

Note: The appendix is generated automatically from BC's item tracking entries — no Supplementary Columns template is required. The columns shown (Serial No., Lot No., Package No., Quantity, Expiration Date) are fixed and determined by which tracking types are active on the items. Show Serial/Lot No. Appendix is available on: Sales Invoice (and Pane Envelope), Sales Shipment (Posted), Posted Warehouse Shipment, Pick Instruction, Transfer Order, Warehouse Picklist, Warehouse Shipment, Pro Forma Sales Invoice, and Purchase Order. Hide Qty. in Serial/Lot No. is available on all the same documents except Warehouse Shipment.

As a Business Manager
I want to suppress lines on a Warehouse Shipment or Posted Warehouse Shipment that have already been fully handled, so that only open or partial lines appear on the printed document
So that warehouse staff only see the work that still needs to be done, reducing errors and confusion on busy docks

Setup:

1. In Document Customizer Content for the Warehouse Shipment or Posted Warehouse Shipment row.
2. Enable Hide Warehouse Shipment Lines.
3. Save and run a test with a shipment that has a mix of fully shipped and partially shipped lines to verify the filtering.

Note: This flag is only visible for Warehouse Shipment (6082872) and Posted Warehouse Shipment (6082708). It filters at the line level and does not affect the document header or totals.

As a Business Manager
I want to suppress the entire totals section (subtotal, VAT, total) from the bottom of a sales shipment or picking list
So that purely logistical documents are not cluttered with financial totals that are irrelevant to the recipient

Setup:

1. In Document Customizer Content for the relevant document row (e.g. Sales Shipment, Order Confirmation, Pick Instruction).
2. Enable Hide Total Section.
3. Save. The subtotal, VAT, and total rows will not appear on the printed document.

Note: This flag is available on: Sales Invoice (and Pane Envelope), Sales Order Confirmation, Sales Quote, Sales Order, Pro Forma Sales Invoice, Blanket Sales Order, Posted Purchase Invoice, and Pick Instruction. It does not affect the line totals calculated per column — only the summary section below the lines is hidden.

As a Business Manager
I want to print the related shipment number on the sales invoice or order confirmation so that the customer can cross-reference the delivery document
So that any dispute or delivery query can immediately be linked to the correct shipment without manual lookup

Setup:

1. In Document Customizer Content for the relevant document row (e.g. Sales Invoice, Order Confirmation, Sales Shipment).
2. Enable Show Shipment.
3. Save. The shipment number associated with each line or the document header will be printed on the document.

Note: This flag is available on: Sales Invoice (and Pane Envelope), Sales Shipment (Posted), Sales Order Confirmation, Sales Quote, Blanket Sales Order, Purchase Order, Purchase Quote, Posted Purchase Invoice, Sales Order, Blanket Purchase Order, Sales Credit Memo, and Project Quote.

As a Accountant
I want to include the VAT specification line in the document totals even for zero-rated transactions (e.g. VAT-exempt exports or reverse-charge invoices)
So that the totals section is structurally consistent across all invoices and the recipient can see that VAT was considered but does not apply

Setup:

1. In Document Customizer Content for the relevant document row (e.g. Sales Invoice, Order Confirmation).
2. Enable Show Total VAT lines even if 0.
3. Save. The VAT row will appear in the totals section even when the VAT amount is 0.00.

Note: This flag is available on: Sales Invoice (and Pane Envelope), Sales Credit Memo (and Pane Envelope), Sales Order Confirmation, Sales Quote, Blanket Sales Order, Purchase Order, Sales Order, Posted Purchase Invoice, Sales Return Order, Project Quote, Service Order, and Pro Forma Sales Invoice. Without this flag, VAT rows with a zero amount are suppressed from the totals section by default.

As a Accountant
I want to filter sales order lines so that only lines where goods have been shipped but not yet invoiced are visible on the document
So that I can produce an accurate billing document that covers exactly the deliveries that need to be invoiced in this run, without showing already-invoiced or unshipped lines

Setup:

1. In Document Customizer Content for the relevant document row (Sales Order).
2. Enable Show Only Lines With Qty. Shipped not Invoiced > 0.
3. Save. Only lines where Qty. Shipped Not Invoiced is greater than zero will appear.

Note: This flag is mutually exclusive with Show Lines with Qty. to Ship and Show Only Lines With Outstanding Qty. — enabling one automatically disables the others. Only available on the Sales Order report (6082709).

As a Business Manager
I want to suppress lines where the calculated line amount is zero — for example, fully discounted lines or lines with a zero unit price that are not intended to be shown to the customer
So that the invoice only shows lines with a financial value, keeping the document concise and avoiding customer confusion over zero-amount entries

Setup:

1. In Document Customizer Content for the Sales Invoice or Sales Credit Memo row.
2. Enable Hide Lines With Line Amount = 0.
3. Save. Lines where Line Amount = 0 will not appear on the printed document.

Note: This is distinct from Show Lines with Zero Qty. — that flag controls lines with zero quantity, while this flag controls lines with a zero calculated amount. A line can have a non-zero quantity but still produce a zero line amount (e.g. 100% discount). This flag is available on Sales Invoice and Sales Credit Memo (including their Pane Envelope variants).

As a Business Manager
I want to render comment lines (blank type) using the full column setup — including all defined columns — rather than the default behaviour where only the description is shown across the full line width
So that comment lines are visually consistent with item lines and align with the column grid, making the document easier to read

Setup:

1. In Document Customizer Content for the relevant document row.
2. Enable Use Column Setup For Lines With Blank Type.
3. Save. Comment lines will now be rendered using the assigned Column Template, with values (or blanks) in each column position rather than as a single full-width description.

Note: This flag is available on all document types except Address Label, Remittance Advice Journal, and Remittance Advice Entries. When enabled together with Hide Lines With Blank Type, the hide flag takes precedence — comment lines will not appear at all.

As a Business Manager
I want to filter the transfer order printout so that only lines of type Item are shown, suppressing any comment or resource lines that may have been added to the order
So that the warehouse only sees the physical stock movements and is not confused by non-inventory lines

Setup:

1. In Document Customizer Content for the Transfer Order row.
2. Enable Show Only Item Lines.
3. Save. Lines where the Type is not Item will be excluded from the printed document.

Note: This flag is currently only available on the Transfer Order report (6082720).