On-demand printing

Printing documents from an entry function is on-demand or direct printing. This functionality enables you to directly print documents using these on-demand printing methods:

• Automatic Print

  You can automatically print documents after each transaction is entered or changed. Click Print and then select Automatic Print. This option is activated for each log in session.

• IDM Demand Print

  You can expedite the printing process by printingInfor Document Management (IDM) documents from local printers. These documents display as PDF files in separate browser tabs and can be printed using the browser's print option.

• Auto Printing Stored Reports

  If you set up an auto stored report, you can use specific options to print these documents instead of the defaults built into the print program. The auto stored report options are also used when you print documents on demand. If an auto stored report is not available, the defaults are used.

  Certain sales order and purchase order reports can be set up with an @ stored report name to automatically print documents.

You can use on-demand printing to print documents for recently completed or existing orders from these functions:

• Sales Order Entry
  • Acknowledgments
  • Pick tickets
  • Delivery notes
  • Invoices
  • Receipts
  Note: IDM Demand Print does not support printing receipts in Sales Order Entry.

  Acknowledgments and invoices do not have stage restrictions. You can print them at any time as long without changing the current stage of the order. If you print an invoice before the order is processed by the Sales Entry Invoice Processing Report, the invoice might not be accurate.

  These restrictions apply when you print sales order documents on demand:

  • If the order approval code on a quote order is the legacy hold code for a margin hold, you cannot print an acknowledgment for a quote order.
  • To print a sales order pick ticket, the sales order must be in Stage 1-Ordered, 2-Picked, or 3-Shipped.
  • You cannot print pick tickets for Quote Orders (QU), Corrections (CR), and unapproved or on-hold orders.
  • You cannot print drop shipped lines, or line item DOs, on pick tickets. You must select Yes for the Print Drop Ship Lines setting on the Sales Entry Processing Pick Tickets Report. When you print a pick ticket on demand, any drop-shipped lines are moved to an order with a higher suffix number. The remaining lines are printed on the pick ticket, and the order stage is advanced to 2-Picked.
  Note: You can also print sales order documents on demand from Sales Credit Release Inquiry and Sales Shipping Feedback Entry, however this printing is not supported in IDM Demand Print.

  If you are printing with IDM Demand Print, the IDM documents must be set up as Print Format 4 forms with an Output Type of IDM Output Management or IDM Output Management and Third Party in SA Administrator Options-Documents-Sales Orders-Printing.

• Purchase Order Entry

  If you set up an @ stored report for Purchase Entry Processing Print POs Report or Purchase Demand Print Report, the auto print stored report, @ + PO + warehouse, is used to print the purchase order.

  If you do not use an auto stored report for purchase orders, default options on these reports are used, based on the purchase order stage:

  • Purchase Demand Print Report

    Use this report to print POs that are canceled.

  • Purchase Entry Processing Print POs Report

    Use this report to print POs that are in any stage other than canceled.

  If you use IDM Demand Print to print a purchase order, IDM documents must be set up as Print Format 4 forms with an Output Type of IDM Output Management or IDM Output Management and Third Party. You can configure these settings in SA Administrator Options-Documents-Purchase Orders-Printing.

• Transfer Entry

  Some restrictions apply when you print warehouse transfer pick tickets.

Use RS Activity Administration to view all current on-demand print jobs.