Editing invoices before printing

Note: If the Run Invoice Edit option was selected at the company or process level during Billing setup, then running the Invoice Print Edit Report (BL121) is a required step before you can print invoices.

This procedure shows you how to edit invoices before printing them.

Procedure flow: Viewing invoices before printing
  1. Access Invoice Print Edit Report (BL121).
    Note: Invoices must be released in order to be eligible to view for printing.
  2. Add a job name and description.
  3. Select the company.
    Note: Viewing invoices by process level is only available if you are set up to invoice by process level.
  4. To view invoices from a specific process level, select the process level.
  5. To print shipment-related invoices dating up to a specific date, specify a cutoff date. Consider these options for specifying a cutoff date:
    To Use
    Specifya cutoff date that includes all dates equal to or previous to the date you specify The Cutoff Date field
    Add or subtract a specific number of working days from the current system date to print invoice edit reports

    The Number of Days field

    Select A (Add) or S (Subtract) in the first Number of Days field to indicate whether you are adding or subtracting days from the current system date.

    Specify a number in the second Number of Days field to indicate the number of days from the current system date.
  6. To narrow the printing selection by Credit Memos Only, Invoices Only, COD Invoices Only, or Invoices and Credit Memos, select a print option.
  7. Select a reprint option for invoices that have already been edited but not printed.
  8. To select a range of invoices assigned from either the company or process level, select the invoice prefix and range of invoices that you want to print on the report.
  9. Submit the job.
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