How to add a page with Conditions of Sale at end of Invoice SSRS

Epicor ERP 10
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We have depots that currently are not on Epicor but we plan to migrate them in our next phase.
Currently they have a Sage Invoice which has a last page with full Terms and Conditions of Sale and I wondered how do I add this to an ARForm SSRS Invoice?
I already have a footer with VAT and Company details but these T’s & C’s would come on a last page of the Invoice.

Thanks.

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We just have ours in a big Textbox at the end of the report (after any/all report tablix). It is inside a rectangle which has a page break before setting applied, so it always pushes to its own page.

May be a better way to do it.. and it means any changes to T&Cs need to be done in the SSRS report itself… but it gets the job done for us.

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Thanks David, I will have a play with that.

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The invoice is a tricky one because it is structured to print Groups i.e. multiple invoices.

Most people these days simply add a URL to the invoice that points to the Company T&C that way it can be updated easily.

If your management is “Old School” - I have had some success adding a Rectangle at the bottom of the Tablix and then assigning it “KeepTogether” which will force a page break. assuming the T&C is a full page - if it is not then make it at least one full page.

DaveO

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Thanks Dave, it may well be that when we finally get around to migrating the Depots, the powers that be simply direct me to force a Company standard but in any case, a URL pointing to the T’s & C’s is potentially another good option.

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This is how we do it too, but we’ve switched to a small block of text and a URL instead of the full T&Cs. (Finally after me pushing for it for a few years)

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I’ll be honest, as the person who has to read the T&Cs and sign the agreements/contracts… I HATE URL links to T&Cs.

Not saying there aren’t well delivered cases, because there are… but often the links are generic and I have to hop around various webpages, find what is pertinent to me. Often they lead to additional links and pages.

There’s no (good) way of saving those T&Cs (what I signed up for/agreed to). So, if the customer/vendor alters their T&Cs online, I don’t have a good way of tracking that I agreed to “X” and they changed it to “Y”.

The other drawback is negotiating contracts/agreements based on posted T&Cs. There’s no good way to redline without copy/pasting verbiage back into the master agreement.

I often have to amend agreements with verbiage stating "we agree with Customer/Vendor T&Cs as posted on the date of this Agreement with the following exceptions… ".

Its a pain. I get why companies do it. But its a PITA for those who have to review and negotiate based on them.

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I can totally understand that David.

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I have been playing about with this by adding a Rectangle and Textbox but the couple of issues I am having is there is too much text and the smallest font size that seems to be allowed is 8point (needs to be 4 to fit all on one page).

Secondly, I am getting the header with logo etc and footer on each page, what I would like is a blank page with just the text as the last page of the Invoice.
I have unticked Print on Last Page on both the Header and Footer but the T & C is printing on 3 pages and only the last one does not have a footer.

Is there any way to get a smaller font to work?

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Mr. @Briser : The fonts are typically TrueType fonts i.e. Scalable and I have gone as far as a 2 point font - needed for some prescription bottle labels.

Don’t take the “List” of sizes as a “complete list” just type in 7, or 6, or 5. The one thing not supported is fractional font sizes. i.e. you cannot do 7.5.

DaveO

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Agree with this. I use (7) all the time, but have to manually type it in. And font selection plays a large role.

At the end of the day, if fitting everything onto one page just isn’t reasonable due to the length of your T&Cs, this could be a fruitless exercise.

I haven’t tried this, but I’m wondering if you could add all your T&Cs as a subreport and place it at the end of your main report???

Create a new rdl file which just has your T&Cs formatted to your liking.

You could add a page break a the end of your main report, just before the subreport.
The subreport renders independently, so your T&C subreport could span multiple pages and NOT include headers and footers because it wouldn’t inherit them from the main report.

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Mr. @dcamlin I have had troubles in the past trying to use pagination in subreports - they were mostly ignored.

In all fairness it’s been a while since I have tried - so maybe SSRS supports it now.

DaveO

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Thanks, getting a bit further now, I have it all on one page but still with the header/logo at the top and then a blank page at the end.

Also now getting a curious error trying to get into Properties of objects on the SSRS

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Got it working by turning off the page break and now I am getting a final page with just the T’s and C’s

Thanks for all the input :+1:

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I would like to persuade you guys to consider adding a UD column(s) to your Company table. Why?

  1. Your Company dataset is already in your reports (usually). Minimal setup required.
  2. You give someone the ability to change it as needed without messing with SSRS.
  3. It allows for HTML formatting - which SSRS supports.

We use this approach for Sales T&Cs, PO terms, Payment Instructions, and a global company message that we update periodically for holiday closures or physical inventory, etc. The global message is nice because we can easily have the same message be repeated on multiple reports without touching them and it can be removed by simply deleting the message.

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Here’s an example of T&Cs:

This Order Acknowledgement constitutes Seller’s acceptance of Buyer’s purchase order which shall be governed by Seller’s Terms and Conditions of Sale attached hereto and/or located at the website indicated below. Buyer agrees that Seller’s final quote is incorporated by reference (if applicable). Any reference to Buyer’s purchase order incorporates only the technical information referenced therein. ANY ADDITIONAL AND/OR DIFFERENT TERMS PROPOSED BY BUYER ARE DEEMED MATERIAL ALTERATIONS AND ARE HEREBY EXPRESSLY REJECTED.
<br><a href="https://ourwebsite.com/terms-and-conditions-of-sale/">https://ourwebsite.com/terms-and-conditions-of-sale/</a>

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Nice idea right there.

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One thing, if I copy and paste the T & C from Word I cannot manage to Upload the zip into the Report Style but if I use Notepad it works but I lose all tabbing etc.

Does anyone know how to get around that?

It looks rubbish without proper formatting

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Mr. @Briser - I do not know how to do that. My most common ask is bullet points do not come over either. Another common formatting issue I run into is the dual column word document. I have been able to manually create two text boxes side by side, but it is a manual process.

If anyone knows a better way please opine.

DaveO

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This post has been very timely for me, I have a very similar issue and thankfully the rectangle + page break + text box has worked really well, so thank you @daveolender for that solution. Formatting wise, I must have got lucky, I copied across from Word (365) and thankfully it retained bullet points, numbering etc.
For font size, I just manually overtyped the 8 in Report Builder to go smaller for the same reason - that worked fine for me.

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I have Office365 too, not sure what it didn’t like but it just wouldn’t upload.
I have used spaces to add some design to the txt file which is not ideal.

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