Sales Demand Invoices Report ranges and options

Ranges

Note: You must specify a beginning and ending Sales Order Number range or enter a list of sales orders when you run the Sales Demand Invoices Report. An error is displayed or recorded in the stored report error log if you do not specify a range or list of order numbers.

Options

(O)rder #, (Z)ip, (E)ntry, (R)oute Order, (C)ust 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 you entered the order numbers on the list in the Enter List of Order #’s option.

Specify R to print in route/day/stop order.

Specify C to print in customer order. The invoices within each customer number automatically print in ship-to order.

Note: If you are generating invoice 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 are not processed by ION in the intended order.

For (O)nly Billing, (F)loorplan, (B)oth

Use this option if your customer finances purchases through a finance company.

Specify O and the ship to and bill to only lists the customer’s name and address.

Specify F and the ship to reflects the customer’s name and address, the bill to reflects the finance company’s name and address. ***FINANCED*** is displayed on the invoices.

Specify B to print the ship to and bill to; two invoices will be generated.

Print (Q)uotes Only or (A)ll Orders

Specify Q to print only Quote (QU) orders from the range of order numbers that you specify.

Specify A to print all order types.

Note: This option does not apply if you specify order numbers in the Enter List of Order #’s option.

Enter List of Order #’s?

Select Yes, and then click List to specify the orders. Any ranges that you specified are ignored.

You can use this option to print fully-tendered counter sales orders.

You must specify a list of order numbers to print consolidated invoices. You cannot print them by specifying a range of order numbers, unless you use the Sales Consolidated Invoice Report.

If an order is consolidated or will be consolidated in the future, you receive a warning message. If you print the invoice, it is not consolidated in the Sales Consolidated Invoice Report if Yes is selected for the Consolidate Unprinted Invoices Only option.

To delete all of the previously entered invoice numbers on a stored report, select Clear Filter from the More...menu.

If no, Backorders Included?

Select Yes to include all qualifying back orders.

If no, Unprinted Invoices Only?

Select Yes to only print unprinted invoices within the specified range of order number.

If you specified a list of orders in the Enter List of Order #’s option, this option if ignored and is not valid for stored reports.

Print Promotional Message (in Title)?

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

Note: The promotional message is included when you run a stored report only.

Print to EDI Where Appropriate?

Select Yes if you use EDI to send invoices to your customers.

This field corresponds with the Send By method that is specified on Customer Setup-eCommerce or Customer Ship To Setup-EDI records. The value in the Invoices (EDI 810) field must be EDI.

Print to Email-Fax Where Appropriate?

Select Yes to send the invoice to the customer as an email or fax.

This field corresponds with the Send By method that is specified on Customer Setup-eCommerce or Customer Ship To Setup-EDI records. The value in the Invoices (EDI 810) field must be Email or Fax. If the Invoices (EDI 810) field is set to Fax, the fax number from Customer Setup is used. Verify that a valid printer is specified in the Printer field. This option does not apply if you select a Fax or Email destination type on the Information page.

If you select Yes and the printer on the Information page is not the fax printer, the user name is used as the fax’s From value. If the user name is not available, Accounting or Purchasing is used as the From value.

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

If you select a fax device in the Printer field on the Information page, invoice headings automatically print. The Headings option in SA Administrator Options-Documents-Sales Orders-Printing-Invoices is ignored.

To fax multiple copies, specify a number greater than 1 in the Invoice Copies field in Customer Setup-Ordering. This option and the Honor Customer # of Copies option must be set to Yes.

Suppress "Duplicate" Message?

***Duplicate*** is displayed at the top of demand invoices that are reprinted.

Select Yes to not print this message.

Honor Customer # of Copies?

Select Yes to print the number of copies that are specified in the Invoice Copies field on the Customer Setup-Ordering or Customer Ship To Setup-Ordering record.

If you select No, one copy of an invoice is printed if these conditions are met:

0 is specified in the Invoice Copies field on the customer or ship to record,
The invoice number is included on the list specified in the Enter a List of Order #s? option

To fax multiple copies, the Print to Email-Fax Where Appropriate option must also be set to Yes.

Run For Ser(V)ice, (S)ales Order, (B)oth

This option applies to the Service Warranty module.

Specify V to print invoices for sales orders that are tied to active Service Repair Orders (SRO).

Specify S to print only invoices for sales orders that are not tied to SROs.

EDI Flat File Directory

Optionally, specify a directory to store the EDI flat files. This directory overrides the default EDI directory that is specified in SA Company Setup-Required.

Do not use this option if you use ION BODs to process EDI 810 documents.

Print Fully Tendered Counter Sales?: Select Yes to print invoices for fully-tendered counter sales orders that are included within the specified ranges of the report.