Difference between revisions of "Generate Invoices from Orders"
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=='''Overview of AR25'''== | =='''Overview of AR25'''== | ||
+ | |||
+ | The Generate Invoices from Orders generates invoices based on orders placed with your organization. | ||
+ | |||
+ | |||
+ | * From the DDI Connect main menu, double-click Inventory | ||
+ | * Double-click Picking | ||
+ | * Double-click Generate Invoices from Orders** | ||
+ | |||
+ | '''NOTE: This menu item can also be found under the Accounts Receivable menu''' | ||
+ | |||
+ | |||
+ | The parameters screen will launch: | ||
+ | |||
+ | |||
+ | [[File:AR25.png]] | ||
+ | |||
+ | |||
+ | The following fields are available on this screen: | ||
+ | |||
+ | |||
+ | {| class="wikitable" | ||
+ | |- | ||
+ | ! '''Field''' !! '''Description''' | ||
+ | |- | ||
+ | | '''Invoice date''' || Enter the date you wish to use. You can type it in mm/dd/yyyy format or click the calendar icon to select the date | ||
+ | |- | ||
+ | | '''G/L transaction date''' || Enter the date you wish to use. You can type it in mm/dd/yyyy format or click the calendar icon to select the date | ||
+ | |- | ||
+ | | '''Print "FREE" for zero cost items''' || To print the word "FREE" for zero cost items, select this box | ||
+ | |- | ||
+ | | '''Order form code''' || Type the form code or click the list icon to select from a list of [[Forms Setup|active form codes]] in the system | ||
+ | |- | ||
+ | | '''Consignment form code''' || Type the form code or click the list icon to select from a list of [[Forms Setup|active form codes]] in the system | ||
+ | |- | ||
+ | | '''Generate invoices for''' || Select which orders you wish to generate invoices for | ||
+ | |} | ||
+ | |||
+ | |||
+ | {{Print Options}} | ||
+ | |||
+ | |||
+ | Click Start. The system will generate the report based on the parameters you selected, and display the results. | ||
[[Category:Accounts Receivable]] | [[Category:Accounts Receivable]] | ||
+ | [[Category:Inventory]] |
Latest revision as of 14:31, 8 November 2012
Overview of AR25
The Generate Invoices from Orders generates invoices based on orders placed with your organization.
- From the DDI Connect main menu, double-click Inventory
- Double-click Picking
- Double-click Generate Invoices from Orders**
NOTE: This menu item can also be found under the Accounts Receivable menu
The parameters screen will launch:
The following fields are available on this screen:
Field | Description |
---|---|
Invoice date | Enter the date you wish to use. You can type it in mm/dd/yyyy format or click the calendar icon to select the date |
G/L transaction date | Enter the date you wish to use. You can type it in mm/dd/yyyy format or click the calendar icon to select the date |
Print "FREE" for zero cost items | To print the word "FREE" for zero cost items, select this box |
Order form code | Type the form code or click the list icon to select from a list of active form codes in the system |
Consignment form code | Type the form code or click the list icon to select from a list of active form codes in the system |
Generate invoices for | Select which orders you wish to generate invoices for |
Print Options
After clicking the Print Options button you will see the following options. Choose the desired options and click OK to return to the report parameters screen.
Option | Description |
---|---|
Printer | Click the drop down arrow to select from a list of available printers. DDI Connect uses your default printer unless told otherwise |
Format | Click the drop down arrow to select from a list of available formats. Select paper size, number of columns, and number of rows for printing. Each report has built-in format defaults. Select “Use Defaults” to use the built-in report defaults. The number of rows and columns controls the print size and amount of information per page |
Memo | If you wish, you can add a memo to the output of the report. NOTE: It is recommended that Word documents be saved with the .docx extension |
View Report | This option generates a pdf file that is displayed on the screen when the report is generated |
Archive Report | If this option is selected, the system will archive the report in the DDI Connect report archives. For information on working with archived reports, please reference this page: Archived Report Viewer |
Print Report | If selected, the system will generate the report output to your default printer. NOTE: You will also receive a pdf version of the report, displayed on your screen |
Print via PDF | Prints directly to your printer. |
This option allows you to send a .pdf attachment of the report to the indicated users' email addresses. When OK is clicked, a dialog box will open requesting a recipient | |
Duplex/Top | Prints the report on both sides of the paper in landscape style. The printer must be capable of printing on both sides or an error will occur |
Duplex/Side | Prints the report on both sides of the paper in portrait style. The printer must be capable of printing on both sides or an error will occur |
Green bar | Adds shaded, horizontal bars to the report, making it easier to read across columns |
No dialog | Selecting this option means that no ‘Report Completed’ dialog will display after the report has been generated |
Extra copies | If you want extra copies of the report generated, type the number in this field |
Click Start. The system will generate the report based on the parameters you selected, and display the results.