Reprint invoices (SO50501S)
You use this window to reprint invoices. The functionality of this window is based on the automation steps designed for the windows in the Inventory workspace. By adjusting the automation step, you can define which of the orders should be emailed and which should be printed by using this window.
The window toolbar
- View document
- Click this to see the underlying document for the invoice.
- Process
- Processes the selected orders or those in the table for which you have selected the check boxes based on the selected Action.
- Process all
- Processes all orders (listed in the table) according to the selected Action.
The top part
You can use this part to specify the criteria for selecting orders for processing.
- Action
The action to be taken if you click Process or Process all in the toolbar. Select one of the following:
- Reprint invoices
- Customer
The particular customer whose sales orders you want to view.
Leave the field blank to view orders of all customers.
- Start date
- The date to open the date range for selecting orders by their dates.
- End date
- The date to end the date range for selecting orders by their dates. By default, it is the current business date.
The table
This table holds all the sales orders that match the selection criteria you’ve specified. You can process all listed items or only those you select.
- Type
- The type of the order.
- Reference no.
- The reference number of the order.
- Customer
- The customer, by its ID, that has initiated the order.
- Customer name
- The name of the customer.
- Location
(This column is only displayed if the Business account locations functionality is enabled in the Enable/disable functionalities (CS100000) window.)
The location of the customer related to the order.
- Location name
(This column is only displayed if the Business account locations functionality is enabled in the Enable/disable functionalities (CS100000) window.)
The name of the customer location.
- Customer order
- The reference number of the document used by the customer.
- Status
- The status of the invoice. This can be: Credit hold, On hold, Balanced, Voided, Scheduled, Open, Closed, Pending print, Pending email, and Reserved.
- Date
- The date of the document.
- Post period
- The financial period to post transactions generated by the document.
- Amount
- The total amount of the document
- Currency
- The currency of the invoice.
- Invoice text
- The additional invoice description entered in the top part of the document.
- Terms
- The payment terms used in relations with the customer.