Source: https://vaultcrmhelp.veeva.com/doc/Content/CRM_topics/OrderManagement/CreatingOrders/PrintOrder.htm

## Printing Orders

End users can generate a printable view of an order directly from the order record. The printable view presents Order Header and Order Line information in a clean, structured layout optimized for printing and sharing, eliminating the need to manually compile order details.

Business admin users can customize the printable view with a company logo or additional company information, and can control which Order Header sections and Order Line fields display.

**Who can use this feature?**

* Business Admin Users - Browser
* [Customizing the Print View](#Business)
* End Users - Browser
* [Printing an Order](#Printing)
* Users do not require an additional license

### Configuring Print Order for

[![Closed](../../../../Skins/Default/Stylesheets/Images/transparent.gif) All Users](#)

To configure this feature:

1. Ensure [Configuring Order Management](../OM_Config.htm) is complete.
2. Navigate to **Admin > Users & Groups > Permission Sets**.
3. Select the appropriate permission set.
4. Select **Objects > order\_\_v**.
5. Grant Execute permission to the **print\_\_v** object action.
6. Select **Save**.
7. Enable the print\_\_v action for the appropriate object types:
   * Navigate to **Admin > Configuration > Objects**
   * Select the **order\_\_v** object
   * Select the **Object Types** tab.
   * Select **Actions**
   * Select **Edit Object Type Actions** from the All Actions menu
   * Select the **print\_\_v** checkbox for each order object type that should support the print action
   * Select **Save**
8. Associate the Print Action with Order Lifecycle States:

   * Navigate to **Admin > Configuration > Object Lifecycles > Order Lifecycle**
   * Navigate to the **States** tab
   * Select the desired state, for example, Saved or Submitted
   * Navigate to the **User Actions** section
   * Select **Edit** for the User Actions section
   * Select **Create Rule** or add a new Action line
   * Select the **Print** (print\_\_v) action from the drop-down menu
   * Populate the **Action Label** field as it should displays for users
   * Select **Save**
   * Repeat step 9 for each desired lifecycle state

#### Uploading a Company Logo

Customers can display a company logo in the printable order’s header. The logo is sourced from the image attached on the global veeva\_settings\_\_v record.

To upload a company logo:

1. Navigate to **Admin > Configuration > Objects > Veeva Settings > Details**.
2. Ensure **Allow attachments** is selected for the veeva\_settings\_\_v object.
3. Navigate to **Business Admin > Objects > VMobile Object Configurations**.
4. Ensure a VMOC for the **veeva\_settings\_\_v** object is active for the appropriate platforms.
5. Navigate to **Business Admin > Objects > Veeva Settings**.
6. Select the global **veeva\_settings\_\_v** record.
7. Upload an image named order\_logo.XXX to the Attachments section of the record where XXX represents the image file extension. Supported file types are JPG, PNG and GIF.

#### Setting Company Information

Company information, for example, name and address, can be displayed in the printable order’s header. The company information is sourced from the company\_fields\_for\_print\_\_v field on the veeva\_settings\_\_v record.

To set the company information:

1. Navigate to **Business Admin > Objects > Veeva Settings**.
2. Select the appropriate record.
3. Select **Edit**.
4. Populate or update the **company\_fields\_for\_print\_\_v** field in the following format:

   <table id='orgtbl' width='100%'> <tr><td><b>Company Name</b></td></tr> <tr><td><b>Address</b></td></tr> <tr><td><b>City</b></td></tr> <tr><td><b>State</b></td></tr> </table>
5. Select **Save.**

### Customizing the Print View as

[![Closed](../../../../Skins/Default/Stylesheets/Images/transparent.gif)Business Admin Users](#)

The printable order is composed of the following sections, rendered in order from top to bottom.

* Page Header - Displays the logo and company information
* Order Header - Displays the fields and sections as configured on the Order Page layout
* Order Lines - Displays the Order Line fields as configured on the Order Lines layout

The following items do not display on the printable order:

* Assortments
* Delivery orders
* Section controls
* Related lists
* Attachments

#### Excluding the Order Header

The Order Header detail displays on the printable order by default. Admins can add the no\_print\_\_v field control to the page layout section to exclude it from displaying on the printable order.

The no\_print\_\_v field control excludes entire Order Header sections. Individual fields within an Order Header section can not be excluded.

To exclude the Order Header section:

1. Navigate to **Admin > Configuration > Objects**.
2. Select **order\_\_v**.
3. Select **Layouts**.
4. Select the appropriate layout.
5. Add the **no\_print\_\_v** field control to the Detail section.
6. Select **Save**.

#### Excluding Order Line Fields

The Order Lines section of the printable order displays a maximum of eight fields. The Product field is always included. The remaining fields are pulled from left to right based on the Order Lines layout. If the layout includes more than eight fields or if certain fields are not relevant, use the om\_print\_blocked\_fields\_\_v field on the veeva\_settings\_\_v record to exclude specific fields by order type.

To exclude Order Line fields:

1. Navigate to **Business Admin > Objects > Veeva Settings**.
2. Select the appropriate record.
3. Select **Edit**.
4. Enter the appropriate value in the **OM Print Blocked Fields** field using the following format:
   * Order Type 1: Excluded Field 1, Excluded Field 2; Order Type 2: Excluded Field 1, Excluded Field 2
   * For example, direct\_\_v: warning\_\_v, free\_goods\_\_v; transfer\_\_v: warning\_\_v, total\_discount\_\_v
5. Select **Save**.

For Direct order types, exclude the Warning and Free Goods order lines; for Transfer order types, exclude the Warning and Total Discount order lines.

The following Order Line fields are always excluded from the printable order:

* name\_\_v
* order\_\_v
* local\_currency\_\_sys
* modified\_by\_\_v
* modified\_date\_\_v
* created\_by\_\_v
* created\_date\_\_v
* Any field ending in corpv\_\_sys or corp\_\_sys
* Custom fields of type Long Text, Rich Text, or Attachment
* Any fields the current user does not have read permission to

### Printing an Order as

[![Closed](../../../../Skins/Default/Stylesheets/Images/transparent.gif) End Users](#)

End users can generate a printable view of an order from the order record.

To print an order:

1. Navigate to the order record.
2. Select **Print** from the All Actions menu to open a new tab.

   ![](../../../Resources/Images/PrintingOrderv2.png)
3. Select **Print** to send the order to a printer.

### Related Topics

[Configuring Order Management](OM_Config.htm)

[Order Header Overview](OrderHeaders/OrderHeaderOverview.htm)

[Creating Orders Overview](CreateOrdersOverview.htm)