Batch Print Customer Invoice

Explanation

This activity is used to print or send several customer invoices at a time. You cannot modify the customer invoice after the invoice is printed or sent. This activity can be used to send a customer invoice to the customer via the EDI, MHS, INET_TRANS or E-INVOICE media codes. Any information about the advance payments and other order invoices will be printed only if the Print Advance Payments Information on Customer Invoice check box is selected. Note that a work copy of the invoice may also be printed. Please refer to the Modify Customer Order Invoice activity.

Prerequisites

To use the Print Only option in the Print Options area:

To use the Send Only or Print and Send options in the Print Options area:

If the E-INVOICE media code is used, the following additional prerequisites are required:

To use the E-mail option in the Print Options area:

System Effects

Window

Batch Print Customer Invoices
Customer Invoice

Related Window Descriptions

Batch Print Customer Invoices
Customer Invoice

Procedure

  1. Open the Batch Print Customer Invoices dialog box.
  2. Specify the company to which the invoices belong. Invoices should belong to one company hence using the percentage sign (%) as a wild card is not possible.
  3. Specify a site belonging to the above company or use the percentage sign (%)  to specify all the sites of the company.
  4. Specify the customer number, invoice customer and order type or leave the percentage sign (%) to indicate all.
  5. Enter the planned invoice date offset. This number should be an integer. All invoices with a planned invoice date on or before the offset date added to the system date will be considered for performing the process.
  6. Optionally, click the Advance tab and select the invoice types that need to be included in this process. If you want to select rebate credit invoices, a specific site should have not been entered in the main dialog box. Select the Add Invoice Connected Objects check box if you want the documents connected to the invoice to be sent.

To schedule batch print customer Invoices as a background job:

  1. Open the Batch Print Customer Invoices dialog box.
  2. Click Schedule to open the Create New Task Schedule window. Set the scheduling parameters as required and save. Scheduled tasks can be seen in the Scheduled Database Tasks window.

To review the postings created:

  1. From the Customer Invoice window, select the invoice you want to review.
  2. Right-click on the header and then click Query Customer Invoice Postings.
  3. View the information in the Customer Invoice Postings Analysis window.