Sales Entry Processing Acknowledgments Report ranges and options

Ranges

Options

Minimum Amount For Order To Print

If you specify an amount, the acknowledgments that are included in the report will have an invoice amount greater than the amount specified.

Note: Negative Stock Orders (SO), Counters Sales (CS), or Credit Memos (CR) will also be considered; however, the absolute value of the invoice amount will be used to determine if they qualify. For example, if you specify a minimum amount of $10.00, an acknowledgment for a Stock Order with an amount of $11.00- is printed.

In (O)rder #, (Z)ipcode, or (E)ntry Order

Specify O to print in order number order.

Specify Z to print numerically by postal code. Use this option when you bundle your mail by postal code.

Specify E to print in the order that you entered the order numbers on the list in the Enter List of Order #’s option.

Note: If you are generating acknowledgment forms using Print Format 4 and ION BODs are created for the output, this option is honored when the report is run. However, there is a possibility that the BODs will not be processed by ION in the intended order.

Enter List of Order #'s?

Select Yes and then click List to specify a list of order numbers. The system ignores any ranges you entered. You can specify an unlimited number of individual order numbers. The orders do not have to be in sequential order. Acknowledgments for orders in all stages can be printed.

Note: If you specify a quote order with a margin hold approval code, the quote order is not printed.

Include Backorders (if list is no)?

If you do not list the orders in the Enter List of Order #’s option, select Yes to include back order acknowledgments.

Print Promotional Message (in title)?

To print a promotional message, select Yes and specify the promotional message in the Report Title field on the Information page.

Note: The promotional message does not persist unless you run a stored report.

Print to EDI Where Appropriate?

Select Yes to send your customer's acknowledgment or response to a quote request using EDI.

This field corresponds with the Send By method specified on Customer Setup-eCommerce or Customer Ship To Setup-EDI records. EDI must be selected in the Acknowledgments field.

Print to Email-Fax Where Appropriate?

Select Yes to send your customer’s acknowledgment or response to a quote request by email or facsimile machine.

This field corresponds with the Send By method specified on Customer Setup-eCommerce or Customer Ship To Setup-EDI records. The value in the Acknowledgments field must be Email or Fax. If the Acknowledgments field is set to Fax, the fax number from Customer Setup is used if Fax is selected. Also, verify that a valid printer is specified in the Printer field. This option does not work if you select a fax or email destination type on the Information page.

If you select Yes and the printer in the Information page is not the fax printer, the user name is used for the From field on the fax. If the user name is not available, the From field defaults to Accounting or Purchasing.

Select No if you entered a fax device in the Printer field on the Information page and want to enter a fax number manually.

EDI Flat File Directory

Leave this field blank.

Use Ordered Quantity Only

Select Yes to have acknowledgments reflect ordered quantities in the extended and total fields instead of shipped quantities. After the order is invoiced, this option is ignored and shipped quantities are always used.

This option is ignored for Quote, Future, Standing, and Blanket order types. It is also ignored for orders with a disposition of Ship Complete or Tag and Hold. These orders always print acknowledgments based on the ordered quantity, not the shipped quantities.

Print On (H)old, (S)uspend, (B)oth, (N)one?

This option only applies if you use range selections to print.

Specify H to include orders that are on hold.

Specify S to include suspended order.

Specify B to include both on hold and suspended orders.

Specify N if you do not want to print suspended or orders that are on hold.

Note: If you specify a quote order with a margin hold approval code, the quote order cannot be printed, regardless of the print option selected.