Print Work Order Invoices
Work Order Menu -> Document
Reprints -> Print Work Order Invoices
The print program used to print Work Order Invoices only.
Other invoices including W.O. Invoices can be printed from Print Invoices on the Counter Menu.
Work Orders and Work Order invoices can use the same pre-printed
form as the contracts and invoices.
This re-print Work Orders Invoices utility respects the forms
control print format defined for TX_RSID11.RPT as setup in Customer Forms.
The printed headings for parts, labor, services, taxes, and totals,
can be customized by language in Document
Field Labels for standard and Crystal forms.
Labels for Jasper forms are controlled by language tables that can
be defined on the server as outlined in Customer Forms.
If a W.O. had been billed using the Invoice per Estimate
Processing as activated in the Company
Estimate and W.O. Parameters, the invoice will print in the
estimate format.
The prompts are:
-
- INVOICE LOCATION
- Select one of the following invoice sources:
- Select Current to print invoices not yet posted through
Daily Close 1.
This is most often used to print invoices from today.
- Select Batch to print invoices posted in Daily Close 1 but not yet finalized with Daily Close 2 .
- Select History to print invoices that have been
posted.
This is typically used to reprint old invoices.
STARTING INVOICE #
- Enter the first invoice number to print or select it from the
Invoice Search window.
Only invoices converted from an order in Work
Orders will be listed in the selection window.
ENDING INVOICE #
- Enter the last invoice number to print or select it from the
window.
ALL DIVISIONS
- Check this box for invoices in all Divisions.
Uncheck this box to specify only the invoices from one specific
Division.
- DIVISION
- This field only applies if invoices are to be printed for a
single division.
Enter the division or select it from the drop-down list.
The documents included in the output are restricted by division
according to the Divisional Restricted
Views assigned to the operator.
REPORT TYPE
- Select one of the following output formats:
- Select Summary to print only the invoice in summary.
Totals for each of labor, parts, services, and taxes, are then
printed.
- Select Detail to print the complete labor, parts,
services, and tax details for each Work Order invoice in the
selected range.
- Select Total to print the final invoice total only, with
no detailed breakdown.
EMAIL
- This field is only enabled when the "Use Contact Document
Emailing" feature is activated in the Company Email Configuration.
Uncheck this box to print the document instead of emailing
it.
Check this box to email the selected W.O. Invoices to the
appropriate contacts flagged in the Contact
Information for the customer/site.
- If the document is emailed it will not be printed as well.
- If a single document is to be emailed the Compose Email pop-up is triggered that can be
customized, or the operator can Cancel out to print the document
instead of emailing.
- If a range of documents are emailed, any documents in the
selection range that were not emailed (i.e. there are no valid
contact addresses flagged to receive an invoice) are printed
instead.
- If a range of documents are emailed the total number to be
emailed is displayed and confirmation is required, to help prevent
a mass email run from being sent in error.
Finished?
- A printer can be confirmed or re-selected from the Printer
option located on the menu bar at the top of the screen.
Click the ACCEPT button to begin printing the report, or CANCEL
to abort.
Print Format Option:
The option to re-print the document in the Standard format, or
print using Crystal or Jasper forms is provided if Customer Forms has been activated and setup for
this division, with the option to "Prompt Format On
Reprint".
Document Reprint Log:
When nultiple invoices are
emailed or printed a Document Reprint Log is
generated listing the documents with the actions and
recipients.
Topic Keyword: RSID11