Printing Standard Order Entry Reports

Before faxing an invoice to a customer, you must first set the Hold Type field in the (A) Customer Master screen (Customer Order Entry tab) to F. This prevents the customer's invoice from printing when you move a batch of tickets to invoice status using the [B] Invoices function in the (TR) Order Entry Reports screen.

  1. Double-click STANDARDREPORTS16.gif.

  2. In the (TR) screen, type M in the Report field.

  3. In the Contact Type field, press Enter.

  4. At the Process Fax, Email or All Invoices prompt, type F.

  5. In the Pick field, press Esc.

  6. In the File and Volume fields, specify the sales journal from which to fax and its volume serial. Press Tab if you do not fill the fields completely.

  7. At the Invoice Date From prompt, limit the fax to a range of dates and press Enter.

  8. At the Include, Exclude or Only Furniture Orders prompt:

  9. Type I to include furniture orders.

  10. Type E to exclude them.

  11. Type O to fax only furniture orders.

  1. To limit the fax by route, use the Route/To fields and the R/M field.

  2. Enter the beginning route in the Route field.

  3. Enter the ending route in the To field.

  4. In the R/M field, type R to limit by delivery route. Type M to limit by shipping route.

  1. Use the Zip # and To # fields to limit the fax by zip code.

  2. Enter the beginning zip code in the Zip # field.

  3. Enter the ending zip code in the To # field.

  1. Use the Writer/To fields to limit the fax by order-writer number.

  2. Enter the beginning order-writer number in the Writer field.

  3. Enter the ending order-writer number in the To field.

  1. Use the Name/To fields to limit the fax by customer name.

  2. Enter the beginning customer name in the Name field.

  3. Enter the ending customer name in the To field.

  1. Use the Sort Order 1) and Sort Order 2) fields to specify a sort. You can use these two sort fields together to specify a sort within a sort. Enter the most general sort in the Sort Order 1) field and narrow the selection down to the most specific sort in the Sort Order 2) field. For example, if you sort by customer name and pick number, the invoices fax in customer name order and then by pick number order for each customer.

    To sort by pick ticket number, press Enter in the Sort Order 1) field, or you can enter another sort. To specify a secondary sort, enter it in the Sort Order 2) field. If you do not complete both fields, press Enter.

  2. To sort by pick number, type #.

  3. To sort by customer name, type C.

  4. To sort by shipping route, type M.

  5. To sort by route, type R.

  6. To sort by date, type D.

  7. To sort by salesperson, type S.

  8. To sort by order-taker number, type T.

  9. To sort by zip code, type Z.

Note: All sort fields apply.

  1. In the Loc field, press Tab to accept the default location, or enter the inventory location for which to fax.

  2. In the Printer field, press Tab.

  3. In the Format field, press Enter.

  4. At the Are You Sure prompt, type Y.

  5. The invoices fax.

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Printing Standard Warehouse Reports