XCP0352 Customer Order Processing Print Invoices

Print Invoices

Application Overview

 The Print Invoices application is used on a routine basis.  Regardless of which billing procedure you implement, you will need to print invoices.

 

Printing On Laser Forms

 Invoices may be printed on either standard (continuous) forms or laser forms.  To use the default laser form layout, select the Laser option under Reset in the Invoice Form Setup application.  Make sure the Default Invoice Form field (#14) in COP Setup is set to 99.  For more information on invoice formats see the Invoice Form Setup section of this manual.

To actually set the system to print on laser forms, set the Print On Laser Forms field #21 in the COP Setup application to I or B.  For more information, refer to the description for field #48 in the COP Setup section of this manual.

 

Run Instructions

 Select Print Invoices from the pull down COP Processing window.  The following screen will then be displayed:

 

 

Print Invoices Entry Screen

  

The following options are available:


    • Select the desired mode from the Print Invoices menu bar
    • Enter the data requested on the screen
    • Once you enter the invoice-printing program, you must mount the invoices on the printer.  You may print invoices for all selected orders or for a range of orders.
    • Invoices should be mounted so that the form separation perforations are positioned just above the printer head.  The print pressure should be adjusted for the thickness of the invoice paper and the number of copies.
    • Once you have mounted the invoice form and responded with DONE to the computer's inquiry on the action, you will be asked for the Print options window, then the Print Alignment? question.  If you answer yes to this question, one invoice form will be printed with X's for alignment purposes and the alignment form question will be asked again.
    • If the alignment is okay, answer N to the alignment form question, and you will be asked to enter the actual invoice date to be assigned to orders being billed and printed as invoice documents.  This invoice date becomes the actual billing date used in the Accounts Receivable package.  You are also asked to enter default comments that appear on the bottom of printed invoice documents when specific comments were not entered previously.
    • Once this screen is completed, enter the range of order numbers in the Order file to be printed; all selected orders within this range will be printed.  Pressing the RETURN key for the starting order number will print invoices for all selected orders.  The invoice document number will be assigned to the invoices sequentially, starting with the starting invoice number specified in A/R Setup.  You will also be asked if you wish to Print Duplicate Invoices? or not.
    • After the invoices have been printed, you are asked Are Invoices Just Printed OK?.  If you answer N to this question, then the selected invoices may be corrected if needed and reprinted on a new range selection.  If you answer Y to this question, then these invoices will be flagged as invoiced.  These invoices may be printed again if the print duplicate message question is answered Y.  This is so that, in case of a printer jam or other similar error after a large number of invoices have been printed, some invoices may be reprinted without having to start over from the beginning.
    • You may enter additional ranges to print until you press the ESC or F10 key for the starting order number in the range selection.  You will be asked to insert regular paper on the printer and enter DONE.


    To return to the menu bar, press the ESC or F10 key. To leave this application, press X for EXIT when positioned at the menu bar.


    Entry Field Descriptions

     

    Name

    Type and Description

    1.  Invoice Date

    A date in the standard date format.

    The date entered here will become the billing date for transactions posted to Accounts Receivable.  It will also print on invoice forms.  You may use today's date by pressing RETURN.

    2.  Default Comments

    3 lines of 35 characters each.

    Enter any comments or text that you wish to appear at the bottom of all invoice forms where there was not a specified comment entered with the original order. 

    These comments default to the default invoice comments that were entered for the previous invoice printing run.

    Starting Order No

    6 numeric digits (999999).

    Enter the first order number within the range you wish to print.  To select all orders, press RETURN.  Default is All.

    Ending Order No

    6 numeric digits (999999).

    Enter the last order number within the range you wish to print.  Press RETURN to default to the starting order number's entry.

    Print Duplicate Invoices ?

    1 alphanumeric character.

    If you answer this question to yes, the invoices previously printed can be reprinted. Default is N.

    Are Invoices Just Printed OK ?

    Y or N.

    If answer is Y, these invoices will be flagged as invoiced.



    ScreensScreens

     

    Invoice Date and Comments

     

     

    Which Orders To Print

     


    Invoice Form (Not Actual Size) 

                                

     

     

     

     

    Customer Order Processing

    1. CP0000 Customer Order Processing Overview
    2. Common Reasons Why Pick Ticket Does Not Print
    3. How Do You Purge Quote Type Orders?
    4. Order Lookup by Customer and Ship-To
    5. Btrieve Error USE on COP Lock File
    6. How to Send Shipping Confirmation Email to Customer
    7. Order Inquiry Searching by Customer's PO (Purchase Order) Number
    8. Can We Turn Off the Ability for Users to Enter Orders for a Customer on Credit Hold?
    9. How Do I Remind Salesmen to Send Order Acknowledgment?
    10. Is There a Way to Export and Import Price Code Files?
    11. Can a Credit for Kits on an Order Return Components to Inventory?
    12. How to Add System Date and Time on Laser Pick Ticket
    13. What Triggers the Billing Edit List to Display an O/S Instead of Quantity in the Back Order Field?
    14. How to Subscribe to Add Order Event So I Only Receive E-mail When Credit Memo Is Created
    15. Manually Changed Sales Tax and Commission in Billing Screen Recalculates Again During Billing Selection
    16. Can Item Lead Time Be Added to the Sales Desk Screen?
    17. All of a Sudden COP Open Order Report Takes Forever to Complete
    18. Purge COP Sales Order with No Line Item
    19. The Top Barcode Will Not Scan on Pick Ticket
    20. Invoice Only Prints First 10 Characters of Purchase Order Number
    21. Why Would Invoice Balance Due Field Be a Credit?
    22. Open Order / Invoice History Inquiries GUI Windows Show No Column or Data
    23. Can the 'Design Your Own Picking Ticket' Feature Print in Pick Sequence?
    24. How to Lock a Sales Order from Being Changed
    25. What Do I Do With "Invoice Printed But Not OK" Orders?
    26. Warn Users When Entering COP Orders for Items Below a Certain Margin
    27. Can Elliott Support Gift Cards or Gift Certificates?
    28. How to Stop Changing Sales Order with Shipment Tracking (Starship) Note
    29. Received Message "Must Run COP Setup First"
    30. What Are CP3HSxxx.BTR Files? Can We Delete Them?
    31. Restrict User from Changing Price in COP Line Item Screen
    32. How to Determine Who Receives Shipping Confirmation Email
    33. How to Create Invoices and Credit Memos Without Updating Item Quantity through Phantom Invoice
    34. Feature - Print Outstanding Transfers Through Invoice Edit List
    35. Feature - Date Used to Determine Price When Adding Item to Existing Order
    36. Feature - Order Release Time by Warehouse Location
    37. Newly Received Items Inquiry Not Showing Proper Column as Labeled
    38. Credit Memo with Qty Return Will Reduce Qty Sold in Sales History
    39. Feature - Order Release Log File
    40. Feature - F7 to Print Duplicate Invoice in Invoice History Inquiry
    41. Feature - Receive COP Transfer Order Event
    42. Feature - Location Mask Added To Label File Name
    43. Feature - Support for Minimum Price Changes in Future Price Maintenance and Import
    44. Feature - Added Customer Type to Invoice Print Programs
    45. Feature - Order Acknowledgment Email Contacts
    46. How to Correct Wrong Invoice Date Once It is Posted
    47. Feature - Show Previous Qty OH in Newly Receive Inquiry
    48. Feature - Order Line Item Screen to Prompt WO Type, Buffer Days and Lead Time
    49. Feature - Add Selection Criteria to Print Duplicate Invoice Screen
    50. CP07S1 Customer Order Processing Backorder Audit Trail Report
    51. CP0102 Customer Order Processing Copy Order
    52. CP0308S1 Customer Order Processing Purge Invoice History
    53. CP0400M Customer Order Processing Order Inquiry
    54. CP0400V Customer Order Processing Void Invoice
    55. CP0406 Customer Order Processing Freight Calculation Inquiry
    56. CP0500 Customer Order Processing Sales History Processing
    57. CP0501 Customer Order Processing Sales History Trx Processing
    58. CP0502 Customer Order Processing Post/Purge Sales History Trx
    59. CP0200 Customer Order Processing Print Pick/Pack Tickets and Ship Labels
    60. CP0300 Customer Order Processing Order Billing
    61. CP0503 Customer Order Processing Sales History Reports
    62. CP0504 Customer Order Processing Sales Analysis Reports
    63. CP0507 Customer Order Processing Sales History Period File Maintenance
    64. CP0600 Customer Order Processing Order Status Reports
    65. CP0800 Customer Order Processing COP Setup
    66. CP0701 Customer Order Processing Fill Backorders
    67. CP0901 Customer Order Processing Price Code File Maintenance
    68. CP1001 Customer Order Processing Ship-To File Maintenance
    69. CP01012 Customer Order Processing Newly Received Item Inquiry
    70. CP1101 Customer Order Processing Product Cat/Loc Acct File Maintenance
    71. CP1200 Customer Order Processing Mass Price Change
    72. CP1400 Customer Order Processing Price List Report
    73. CP1600 Customer Order Processing Clear I/M & A/R Accumulators
    74. CP1700 Customer Order Processing Invoice History Inquiry
    75. CP1720 Customer Order Processing Invoice History Report
    76. CP1725S Customer Order Processing Print Duplicate Invoice
    77. CP1800S1 Customer Order Processing Purge Line Item Audit
    78. CP1900 Customer Order Processing Line Item Auditing Inquiry
    79. CP1920 Customer Order Processing Line Item Auditing Report
    80. CPCDPSCN Customer Order Processing Customer Delivery Performance Report
    81. CPCMSMNT Customer Order Processing Sales Commission File Maintenance
    82. CPCNLORD Customer Order Processing Cancel Order
    83. CPCNLPIC Customer Order Processing Cancel Picking Ticket
    84. CPCONMNT Customer Order Processing Contract Pricing
    85. CPCUSITM Customer Order Processing Customer Item File Maintenance
    86. CPCWLPSN Customer Order Processing Purge Customer Wish List
    87. CPCWLSCN Customer Order Processing Customer Wish List Report
    88. CPEXPMNU Customer Order Processing Sales Order Export
    89. CPFUTMNU Customer Order Processing Future Price File Maintenance
    90. CPIMPMNU Customer Order Processing Sales Order Input
    91. CPISSULS Customer Order Processing Issue Serial/Lot Component Items
    92. CPOLSMNT Customer Order Processing Order Serial/Lot File Maintenance
    93. CPOPNSSN Customer Order Processing Open Orders by Salesman Report
    94. CPPAYSCN Customer Order Processing Payment History Report
    95. CPPICMNU Customer Order Processing Pickup Processing
    96. CPPORGSN Customer Order Processing Generate P/O Reference
    97. CPPURSDQ Customer Order Processing Purge Sales Desk Quote
    98. CPQCMMNT Customer Order Processing Quotation Comment Maintenance
    99. CPR01MNT Customer Order Processing User-Defined Code Maintenance
    100. CPR02MNT Customer Order Processing User-Defined Code/Year File Maintenance
    101. CPR03MNT Customer Order Processing Customer User-Defined Code/Year File Maintenance
    102. CPRECMNU Customer Order Processing Recurring Order Processing
    103. CPRESORD Customer Order Processing Release Held Orders
    104. CPRMEMNU Customer Order Processing Print RMA Acknowledgement
    105. CPROIMNU Customer Order Processing Recurring Order Inquiry
    106. CPSBMENU Customer Order Processing Shipment Confirmation
    107. CPSETCUS Customer Order Processing Reset Customer Sales/Cost
    108. Feature - ACH Warning When Changing Order Terms
    109. CPSLSDSK Customer Order Processing Sales Desk
    110. CPFRMMNT Customer Order Processing Invoice Form Setup
    111. Feature - Transfer Qty On Order Status Reports
    112. Feature - Shipping Verification Item Event
    113. Why Does the Sales Order Date Not Match the Entered Date?
    114. Change – Add Salesman No. to Open Order Report by Customer, Change CSV Order of Fields
    115. Feature - Purge WMS Staging Batches
    116. Feature - Sales Order Import Line Item Event
    117. SCLAYOUT Sales Desk Change Customer Data Window
    118. SDLAYOUT Sales Desk Screen Layout
    119. XCP0352 Customer Order Processing Print Invoices
    120. Global Setup for Invoice Printing Time Release Flags
    121. Feature - Order Ship Status Auditing Report
    122. Feature - Check for Duplicate PO During Sales Order Import
    123. Feature - Print Staging Slip by Range Selection of Bin Numbers
    124. What's The Bar Code Symbology Used on Pick Ticket Heading Area?
    125. My Users Are Not Able to Void COP Invoice After Elliott Update
    126. Feature - Display Usage of Item Customer Usage from Inventory Transactions
    127. Feature - Sales Order Import To Warn If Sales or Weight Greater Than Certain Value
    128. Close Transfer Order Requires Resetting ATP and Qty. on Order
    129. Feature-Change EDI Flag in Order Entry
    130. Feature - Control Packing List Print Depending on Work Order Creation
    131. Feature - Sales Promotion Desk
    132. Feature - Staging Slip Ability to Select Only Order With or Without Work Order
    133. Feature - Stock Analysis Processing
    134. Feature - Cancel and Close Order Option Added to Cancel Pick Ticket Application
    135. Feature - Ability to Process Shipment Verification Over Multiple Days If Using Billing Selection
    136. Security Flag to Allow User to Change COP Incomplete Order to Complete
    137. Feature - Added Payment Inquiry Option to Order/Invoice Inquiry Applications
    138. Feature - Ability to Change EDI Import Path
    139. Feature - Two-Location Support In Sales Desk
    140. Feature - Print Packing List by Box Number
    141. What Do the Statuses Mean on the Order Inquiry Screen?
    142. Feature - Added “Show Customers with Pending Payment Only?” to Release Held Order with Filters
    143. Order Already Shipped. Cannot Be Cancelled Until Shipment Cancelled
    144. Feature - Auto Release Held Order Utility
    145. What Other Programs Can Update Order Date Picked Field?
    146. Feature - Added "Put Away Slip" Section to Staging Slip
    147. Feature - COP Custom Product Structure to Show Price & Cost
    148. Feature - Not Allowing All Customers When Printing Pick Ticket
    149. Feature - Restrict Access to the Open Credit Field in the Order Payment Window
    150. Feature - Add First Line Bin Number Sort to Picking Ticket
    151. In Order Line Item Screen, Got Message "Qty Available Had Changed While You Enter This Line Item"
    152. Feature - New Summary Area for Open Orders by Customer / Fill Back Orders by Customer Report
    153. Suggestion to Implement PDF PostOffice Invoice Based on Invoice History
    154. Why Order Taxable Flag Does Not Change After Customer Taxable Flag Is Changed
    155. How to Export Price Codes to CSV File
    156. How to Create Credit Memo from Invoice History
    157. Feature - Drop Ship Enhancement
    158. Feature - Negative Discount Percent Support
    159. Automatically Create Invoice History Summary by Date Through Defer Processing
    160. Feature - Option to Include Salesman 2 and 3 in the Order Edit List CSV File
    161. Feature - Replacement Sales Order Import to Keep Changed Promise Date
    162. Suppress Nothing in Range Message with Laser Order, Quote and RMA Acknowledgement
    163. Feature - How to Not Update Previous Tracking Note in Shipment Data Update
    164. Feature - Shipment Data Update Event
    165. Feature - Override or Filter Invoice Form Number
    166. Feature - Create ASN Label Records in Order Inquiry
    167. Feature - Print One Invoice with Form Selection
    168. Laser Form Templates Are Missing When Printing Duplicate Invoice
    169. Change - Shipping Verification Box Edit Serial Numbers
    170. Feature - Order Edit List with Order Totals Including Back-Ordered Amounts
    171. Print 4x6 Shipping Labels on Thermal Printer Without Using Bartender
    172. Feature - Add Order Date and Product Category Options for Staging Slip
    173. Feature - Add Product Category Selection to Line Item Audit by Date Screen
    174. Feature - Add Customer Change Option to Order Entry
    175. Feature - Add Prevent Entry for Unit Price When Below Minimum Price or Cost
    176. How to Print Pick Ticket Default to Proper Destination by Location
    177. Feature - EDI Profile Flag to Determine Whether or Not to Print Packing List in Shipment Verification
    178. Feature - EDI Profile to Print One Packing List Per Box from Shipment Verification
    179. Feature - Print Total Number of Cases on Packing List
    180. Feature - Packing List Default Value for Field 7 - Print Unbilled Orders
    181. Feature - Allow Entry of Freight Pay Code/Order Status in Sales Desk
    182. Feature - Add Wish List Access to Order Entry Line Item Search
    183. Feature - Add Printing by First Line Bin to DYO Packing List
    184. Feature - Allow Invoice History Inquiry to Drill Down to Order Inquiry
    185. Feature - Added Parameters to Mass Billing by Range Criteria
    186. Feature - Added Global Setup Field "Print Total Weight On Packing Slip?"
    187. Feature - Convert F4=Custom Prod Stru Window's Components to Regular Line Items
    188. Feature - Add Serial Number to Mass Billing CSV Import

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