An update has been released for the Invoicing System. The options for how Invoices are printed by eDocs, printer, fax, screen,etc have been modified.
W/S Invoice – Invoice eDocs (ACR only)
Within System Configuration, a new button called ‘Invoice eDocs’ has been added. This will allow the grouping together of various Wholesale Invoice formats for use.
‘Wholesale Invoice – Tax Invoice’ will always be set on and cannot be turned off.
At the time of installation, the installation process will attempt to set all other Invoice eDocument Types on. If for a particular Invoice eDocument type (excluding Tax Invoice), there are one or more customers who have email addresses set that differ to that of the Tax Invoice (for that Customer), then it will not be set on in the system configuration.
Customer Maintenance
The following fields have been removed:
- ’H/O Copy’
- ‘Delivery Copy’
The status of these fields at the time of removal will be used in the installation process of the new Invoice / Mail Order eDocs configurations described below.
Under Customer B2B, where applicable for your system’s installation, the following new buttons will be found:
- Invoice eDocs
- Mail Order eDocs
The new button(s) will bring up the screen where the user can set what is printed. This will apply to all Tax Invoices, and any other eDocument Type configured to be grouped with it. Any extra copies printed will have ‘* Extra Copy *’ on the printout.
The purpose of this screen is to provide an operator a comprehensive understanding of what exactly will print when an invoice is printed for this customer. From here if needed, the operator can also make modifications to what is printed and/or how it is printed (or to whom it is sent).
In the scenario where a query has arisen as to what exactly has printed for the customer, it is suggested that this becomes the starting point for review.
At the time of installation, if the Invoicing System is configured on site, then all customers will have the values behind the ‘Invoice eDocs’ button filled in with the following:
- The field ‘When an Invoice is Printed – An original will be output for Print as’ will be set to:
- ‘Standard Invoice’, unless the old ‘Delivery Copy’ field was True
- then it will be set to ‘Delivery Docket’.
- The field ‘When an Invoice is Printed – If eDocs is ticked in the Printer Selection screen an original will also be output for Email or Fax as’ will be set to:
- ‘No Output’ if no destination used to exist for ‘Wholesale Invoice – Tax Invoice’. Otherwise,
- it will be set to ‘Head Office Copy’ if the customer is a Charge To customer for a different customer, or the old ‘H/O Copy’ field was True.
- If none of the above apply, it will be set to ‘Standard Invoice’
- The destination will be set to the old destination for ‘Wholesale Invoice – Tax Invoice’.
- Both reprint options will be set to match the original print options.
All of the above will also be done if the site is configured for Mail Order.
Selecting the Email Addresses button will open the window that allows you to enter the email addresses that will populate the “To:” fields in the above window.
Please note, eDocument Types that are not grouped with Tax Invoice will still be available behind the ‘eDocuments’ button as before, however the grouped eDocument Types will no longer be available.
Furthermore, the specific behavior for the eDocument Types that remain available behind the ‘eDocuments’ button has changed, such that now only a Standard Copy will print. At the time of printing, if eDocs is ticked on the Printer Selection screen and an edoc destination exists, then the Standard Copy will be emailed or faxed instead. Finally, when working out what to print, the system will always check the values on the Ship To customer.