The tunable Invoice Parameters can be accessed from the window
in the Company Parameters.
Some of these settings also apply to other documents.
This field provides the ability to customize the Bill To
wording used on legacy print programs and on many custom print
programs.
Accept the words BILL TO: or type in preferred alternative
verbiage to print on the document.
e.g. MAIL TO: or INVOICE TO: or CHARGE TO:
This field provides the ability to customize the Ship To
wording used on legacy print programs and on many custom print
programs.
Accept SHIP TO: or type in alternative verbiage.
e.g. DELIVER TO: or SEND TO:
Enter the Alternate Language equivalent in French/Spanish/etc. in place of the English words BILL TO: that should print on legacy format contracts, invoices, reservations, and quotes, for customers identified as using the Alternative Language.
Enter the Alternate Language equivalent in French/Spanish/etc. in place of the English words SHIP TO: that should print on legacy format contracts, invoices, reservations, and quotes, for customers identified as using the Alternative Language.
Note: This option does not apply when invoices are printed from the Print Invoices option, nor does it apply when using Forms Control, as the print document quantity is controlled in the Document/Forms Mapping setup for Crystal forms, and the number of copies to print for Jasper forms can be set for each pdf document at the time of printing.
Enter the number of copies to be printed of each standard
invoice and return slip.
e.g. Type 2 if the invoice needs to be printed.
Check this box if your firm usually prints batches of invoices
from all divisions.
Uncheck this box if your firm usually prints invoices separately by
division.
Check this box if your firm wishes the default to be that
'Safety Notes' do print on line items on the Invoices.
Uncheck this box if your firm does not regularly print 'Safety
Notes' on invoices.
Note: This is a default and can be over-ridden at the customer level for specific customers in the Additional Customer Information.
Sometimes a customer who has been assigned a CASH status, is
"Cash Short" and is unable to pay for an invoice at that time, and
needs to be allowed to charge a one time invoice on his
account.
This parameter controls how your firm handles Cash customers who
are "Cash Short".
Enter or select one of the following options from the drop-down list:
Type N (No) if your firm does NOT want to allow a CASH customer to be able to charge an invoice to his account, even when he is "Cash Short".
Type Y (Yes) to allow a CASH customer to charge On Account when he is "Cash Short".
Note: This "Cash Short" option does not apply to Point Of Sale Invoices.
"Cash Short" option does apply to Cash customers who have Cylinder Transactions where the cylinder container
rental is billed through Cycle Billing
creating cylinder invoices that are charged on account.
In the window, select the operator roles that should be allowed
to charge On Account for cash customers, as outlined in Assign Security Roles.
If only a single role has permission, the role name displays.
If multiple roles have permission, the number of roles is
displayed.
At the counter if the operator is not in one of these roles, he
will be prompted for the Password before he can allow a Cash
Customer to charge an Invoice On Account.
He or his supervisor will need to enter the password defined in the
next field in order to proceed as outlined in Authorization Required.
Enter the over-ride Password that will permit operators who have
do not have permission (i.e. not in a role that allows this
process) to allow a Cash Customer to charge an Invoice On
Account.
If no password and this field is left blank, only operators with an
acceptable role can ever allow a cash customer to charge On
Account.
This security role and password are also reflected in Module Passwords for module RSIH03.
Check this box to round the invoice total to the nearest
acceptable cents as defined in Nearest Interval to Round
To.
This is useful for currencies that do not use pennies or other coin
denominations.
A service code can be assigned for the difference in the rounded
amount. The service code and plus/minus amount prints on the
invoice.
Uncheck this box to always display the Customer Information in the Document Details window without printing the invoice on the screen.
Note: The Document Details window is always displayed in an Open Client browser session if Jasper forms are not setup, or when the operator windows on a Payment or Finance Charge type document.
Uncheck this box if Counter, Order, or W.O. invoices with zero
amounts owing should not be posted to the customer's A/R
account.
Invoices created in A/R Invoices will
always post to the A/R sub-ledger.
Note: If the setting in Support Application Parameters relating to posting zero dollar invoices for both Cash and Account customers is active, then this parameter is ignored.
Note: This processing cannot be activated if your firm controls invoice postings using the Daily Close 1 Approval feature as outlined in Daily Close 1 Approval Codes.
Uncheck this box if your firm does not use Field Tickets, so that Cash and On Account invoices post through the standard Daily Close.
Check this box to activate this processing so that all Invoices
require a field ticket to be assigned and on-account invoices must
be approved prior to posting.
On Account invoices do NOT post through Daily
Close 1, instead they must be approved and billed by customer
using Field Ticket Billing.
Billing the selected tickets merges the invoices and immediately
posts them into Batch status.
Cash invoices also require a field ticket# but cash invoices are
not included in the Field Ticket Billing and do not require
approval as payment is already received.
Cash invoices are posted through the standard Daily Close 1.
To use this processing, deposits cannot be used to partially pay an 'On Account' invoice, nor can an invoice be partly 'On Account' and partly paid by any other method.
Note: The Merge Customer/Site Invoice utilities in the Company Billing Parameters are not active when Field Ticket processing is activated.
Uncheck this box if 'Misc Invoices' & 'Point of Sale
Invoices' should not be stopped from selling a sales part due to
quantity currently on a Sales Order.
This means that the quantity count ‘On Ord’ in RSIL location table
is not included in the quantity availability checking for Invoices,
when that same part would be stopped on any other document because
of complete quantity availability checking.
Check this box to force Misc Invoices to use the same quantity availability checking as other documents by also considering any ‘On Ord' qty in the availability checking.
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