Order Entry Additional Procedures

If a customer has standard monthly service charges, such as machine rental fees and maintenance fees, you can set the customer up with auto billing. After you do, you can automatically create auto bill invoices for the items. When you create invoices using the auto bill feature, they are set at a status 2. A status 2 pick ticket indicates that the order is ended and is waiting to be printed in a batch. Auto bill invoices are printed through the (TR) Order Entry Reports screen.

 

Note: For more information concerning auto billing, see About Auto Billing.

  1. Double-click graphics\ORDER_ENTRY16.gif. The Order Entry window opens, displaying the Global tab.

  2. Click the Action Code list box, and click Auto Bill.

  3. At the Auto-Bill Should Only Be Performed Once a Month message, specify whether to continue the procedure. To create auto bill invoices, click Yes.

  4. The Auto Bill dialog box opens, and the cursor moves to the Order Date box. Enter the date on which you want the auto bill invoices created. You can accept the default date, or enter a different date using the mm/dd/yy format.

  5. At this point, you can limit the invoices to create.

  6. To create invoices for all customers set up with auto bill items, leave the Invoice DOM # through TM2 boxes blank.

  7. To limit the invoices for all customers set up with auto bill items, enter the beginning of the range in the first box and the end of the range in the corresponding To box. You can limit by invoice date of the month, item group code, customer account number; customer status; SIC code; customer route, TM1 or TM2 codes. For example, to limit to customer account number 10000 to 10005, you would enter 10000 in the Account # box and 10005 in the corresponding To box. For more information, see In the Order Entry Auto Bill Dialog Box.

  1. To view the invoices before they are created, click Preview.

  2. To create the auto bill invoices, click Create. The invoices for customers who are set up with auto bill items and who meet the specified limits are created.