Running generate invoices batch maintenance process

In the Generate Invoices Batch Maintenance (RBM) you can view generated lines, journals, orders and invoices, reprint, reset and reverse a batch, and delete orders.

This information is available in the :


Maub function	Displayed fields	Actions
Batches	Batch ID Batch Date User ID Generate Type Description Generate To Date Journal Number From Journal Number To Held Journal Number From Generate What	Refresh View Generate Lines View Journals View Orders View Invoices Reprint Batch Reset Batch Reverse Batch Delete Orders
Generate lines for batch	Batch ID Contract Code Line Number Sales Order Reference Sales Order Line Number Billed From Date Billed To Date Message Text Customer Code Contract Type Code Description Invoice Address Code Start Date End Date Review Date Item Code Description Invoice Address Code Start Date End Date Review Date Item Code Description Currency Code Demand Quantity Recurrence Code Quantity Value Unit Price Value Net Value Gross Value	Reset Contract Line
Journals for batch	Batch ID Journal Number Held Journal Number Status Original Rejected Balancing Reversals Posted Major Substitution Records Printed Debit Amount Posted Credit Amount Posted Number of Imbalances Committed Posting Error Table Reversal Journal Number	-
Sales orders for batch	Sales Order Reference Sales Transaction Type Customer Code Customer Name Customer Reference Invoice Address Code Acknowledgment Address Status Comment Miscellaneous Description 1-2 Miscellaneous Reference 1-2 Miscellaneous Input 1-2 Miscellaneous Date 1-2	-
Sales invoices for batch	Sales Invoice ID Sales Invoice Transaction Reference Sales Transaction Type Customer Code Name Customer Reference Invoice Address Code Acknowledgment Address Status Comment Transaction Date Invoice Period Miscellaneous Description 1-2 Miscellaneous Reference 1-2 Miscellaneous Input 1-2 Miscellaneous Date 1-2	-

Access SunSystems.
Specify RBM in the search field and select Generate Invoices Batch Maintenance (RBM).
To view generated contract lines, select View Generated Lines:
1. Select a batch.
2. From the Actions menu, select View Generated Lines.
  The details of generated contract lines for the selected batch are displayed.
To view generated journals, select View Journals:
1. Select a batch.
2. From the Actions menu, select View Journals.
  The details of generated journals for the selected batch are displayed.
To view generated sales orders, select View Orders:
1. Select a batch.
2. From the Actions menu, select View Orders.
  The details of generated sales orders for the selected batch are displayed.
To view generated sales invoices, select View Invoices:
1. Select a batch.
2. From the Actions menu, select View Invoices.
  The details of generated sales invoices for the selected batch are displayed.
To reprint a batch, select Reprint Batch:
1. Select a batch.
2. From the Actions menu, select Reprint Batch.
3. Specify this information from the General tab:
  
  View
  
  Select the check box, to view a batch.
  
  Print
  
  Select the check box, to print a batch.
  
  Number of copies
  
  Specify number of copies to be printed.
  
  Printer
  
  Specify the printer name.
  
  Store
  
  Select the check box, to store the selected batch.
  
  Report Instance Name
  
  Specify the report instance name.
  
  Path to Report Instance
  
  Specify path to report instance.
  
  Comment
  
  Up to 50 characters to specify any comment.
  
  Language
  
  Select one of the available languages.
4. Specify this information from the Document tab:
  Print Type
  Select one of the print types:
  
  Initial Print
  
  Supplementary Print
  
  Reprint
  Final Print
  
  Select the check box, for final final print.
  
  Previously Printed Lines
  
  Select the check box, for previously printed lines.
  
  Mark as Copy
  
  Select the check box, to mark the print as a copy.
  
  Print Test Page
  
  Select the check box, to print the test page.
  
  Show Standard Front Page
  
  Select the check box, to show standard front page.
  
  Document Date
  
  Select the document date.
  
  Data Settings
  
  Specify number for data settings.
To reset a batch, select Reset Batch:
1. Select a batch.
2. From the Actions menu, select Reset Batch.
3. In the information dialog box, click Yes.
To reverse a batch, select Reverse Batch:
1. Select a batch.
2. From the Actions menu, select Reverse Batch.
3. Select the Reverse Journals and click Run.
  The system posts journal reversal.
4. Optionally, select Delete Orders/Invoices and/or Reset Contracts and click Run.
  
  If Delete Orders/Invoices check box is selected, the system deletes all sales orders and sales invoices generated in the selected batch.
  
  If Reset Contracts check box is selected, the system resets the Last Charged Date, Next Charge Date and Status of all contract lines in the selected batch.
To delete a sales order, select Delete Orders:
1. Select a batch.
2. From the Actions menu, select Delete Orders.
3. In the information dialog box, click Yes.
To reset a contract line, select Reset Contract Line:
1. Select a batch.
2. From the Actions menu, select Reset Contract Line.
3. In the information dialog box, click Yes.
  
  The system resets the Last Charged Date, Next Charge Date and Status of all contract lines in the selected batch.