Printing Invoices

You can print an invoice in different formats. To see a sample of each, click the following links:

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In the (TR) Order Entry Reports screen, type B at the Report prompt to select the [B] Invoices report code. If you set a password in the LGF Parameters screen, you need to enter it here to continue.
The cursor moves to the Pick # field. To print invoices from the default file, P-MASTER, go to Step 5.

To print invoices from another file, press Esc. At the File prompt, enter the name of the journal from which to print the invoices. If the file name is fewer than ten characters, press Tab. In the Vol field, enter the volume serial of the unit where the invoice is located.
When the cursor moves to the Pick # field, you can set limits. Use limits to define the records to include on the report. You can use as many limit fields as desired. However, a record must meet all of the requirements to be included on the pick ticket.

Use the Pick #/To # fields to limit reports by specifying a range of pick ticket numbers. To print all of your invoices, leave the Pick # and To # fields blank. Go to Step 6. To print one invoice, enter its number in both the Pick # and To # fields. Press Enter until the cursor moves to the Sort Order 1 field and go to Step 6.

To specify a range, enter the beginning of the range in the first field, and enter the end of the range in the corresponding To field.

The Print All Invoices prompt appears. To print only tickets that fall within the specified range and are a status 8 or 9, type N.

To print all of the invoices within the specified range, regardless of status, type Y. All tickets with a status of 8 or 9 are invoiced. All tickets with a status B are reprinted. Tickets that are not a status 8, 9, or B also print, however the status does not change.

Note: If the Prompt To Flush And Batch Print Furniture Orders Separately field in the (LGC) Furniture Order Entry Parameters screen is set to Y, the Include, Exclude Or Only Furniture Orders prompt appears. To include furniture orders when you print pick tickets, type I. To exclude furniture orders when you print pick tickets, type E. To print tickets with furniture orders, type O.

Use the Route #/To # fields to limit reports to a range of delivery route numbers. When you enter a range of numbers, you can use either the number from the Route box in the Customer Master tab, or the number in the Route box in the Shipping Manifest in the Buyers/Manifest tab. To use the Route box in the Customer Master tab, type R. To use the Route box in the Shipping Manifest, type M.
Use the Zip #/To # fields to limit reports to a range of zip codes.
Use the Writer/To fields to limit reports to a range of order-writer numbers.
Use the Name/To fields to limit reports to a range of customer names.

The cursor moves to the Sort Order 1 field. Sorts determine the order in which the invoices print. To accept the default sort (sorting by invoice number), press Enter and go to Step 7.

You can specify up to two codes. To do this, enter the appropriate sort code in the Sort Order 1 or 2 fields. For example, to sort by date, type D in the Sort Order 1 field.

By specifying sort parameters for a report, you establish the order and grouping of any records included in the report. For example, if you sort by customer name, all of the information for each customer is grouped together and printed in alphabetical order by name. There also can be sorts within sorts. For example, if you sort by customer name and date, the report groups customer names according to date.

Sorts use either ascending or descending order. Ascending order is from first to last (from A to Z, for example). Descending order is from last to first (from 10 to 1, for example). You cannot combine ascending and descending sorts for a single report.
To sort reports or tickets by pick ticket number, type #.
To sort by customer name, type C.
To sort by the date the order was entered, type D.
To sort by the shipping route, type M. The shipping route is set in the Route box in the Shipping Manifest in the Buyers/Manifest tab.
To sort by the route number, type R. The route number is set in the Route box in the Customer Master tab.
To sort by salesperson, type S. The salesperson number is set in the Salesperson 1 box in the Customer Master tab.
To sort by order-taker number, type T.
To sort by zip code, type Z. The zip code is set in the Zip box in the Customer Master tab.

In the Loc field, enter the inventory location for which to print invoices. To print invoices for all inventory locations, space through the Loc field.
In the Printer field, enter the logical name of the printer to use.
In the Format field, press Tab to use the format specified in the T-I-C-K-E-T-S Form field in the (L1) Terminal and Tickets Parameters screen, or enter another format to use.
In the Status field, press Tab to use the status set in the T-I-C-K-E-T-S St field in the (L1) screen, or enter the status to move invoices to after they print.

Note: You can only change the status of invoices that have never been printed.

Status 8 and 9 invoices are changed to the status specified in the (L1) screen.
In the Copies, press Enter. To print multiple copies, enter the number of copies.
To include Bill Complete orders with the standard invoices, in the B Comp field, type Y.
At the Are You Sure prompt, type Y to print the selected invoices.

Note: You can check the status of today's reports by going to the Batch Ticket/Invoice Print Status screen. From the Master Menu, type TT. The Batch Ticket/Invoice Print Status screen opens. You can see the detail of a print job or check the current status of a report. To see basic status information, in the Action Code field, type F.

To set limits, in the Action Code field, type L. To see detail, in the Detail field, type Y. You can limit by Who, Terminal, Printer and Request. The status updates every 30 seconds. Status information is stored in the RPT-TRACK file and is deleted during your day-end procedure.