Use this screen to print standard invoices to pre-printed forms or blank paper, and to a laser or line printer.
Identify invoices as either standard type or DD250 form type in the Invoice Header subtask of the Maintain Invoices screen and the Invoice Supervisor Screen.
The information appearing on the invoice includes sales order number, invoice number, customer purchase order number, contract number, sales representative, date shipped, bill to, ship to, invoice quantity, unit price, tax amount, miscellaneous charges, and notes. Further detail is provided for each item on the invoice.
The Supply Date will print in the header section of the invoice, on the upper right hand side, below the Due Date and aligned accordingly. Also, the format of the Supply Date should correspond to that of the Transaction Currency country. This is the estimated date on which the customer was supplied the items on the sales order.
Print invoices any time after auto-creation by the system via the Create Invoices screen, or after entry in either the Maintain Invoices screen or the Invoice Supervisor Screen.
Be sure to check the settings in the Sales Order Print Options screen for printing parameters and format options so that invoices can be printed correctly from this screen.
Use this drop-down box to select a category by which to print invoices. The options in this drop-down box are "Catalog," "Customer," "Invoice," "Project," and "Sales Order." Once you select the category from this drop-down box, use the Range Option to indicate which invoices will print for the Catalog, Customer, Invoice, Project, or Sales Order range.
Select the range for printing invoices based on the Select By category. The options in this drop-down box include "All," "One," "Range," "From Beginning," and "To End." The default for this field is "All."
This field is available if you selected "One," "Range," or "To End" from the Range Option drop-down box. Enter, or use Lookup to select, a single value/ID or the beginning value/ID for the range.
This field is currently unavailable.
This field is available if you selected "Range" or "From Beginning" from the Range Option drop-down box. Enter, or use Lookup to select, the ending value/ID for the range.
This field is currently unavailable.
This is an optional field. If you are using Costpoint Multicurrency, enter, or use Lookup to select, the default transactional currency. If you enter a transaction currency code, only invoices with a matching transaction currency (within the limitations of the other selection criteria) will be printed. If you leave this field blank, the printouts will print the trans currency corresponding to the invoice. If the specified range contains several different transaction currencies, each invoice will print the corresponding transaction currency and amounts will be in the associated format. The currency code is printed in the header section just above the column titles of the document. If you are not using Costpoint Multicurrency, all amounts will print in the functional currency.
Select this checkbox to set up multiple range selections for invoice printing.
Select this pushbutton to add the selected criteria to the list.
Select this pushbutton to delete selected criteria from the list.
Use this drop-down box to select one of these options: "Formless Laser Portrait," "Formless Laser Landscape," "Pre-Printed Laser," and "Pre-Printed Line Printer." The default for this list comes from the Sales Order Print Options screen and can be changed.
If you select a formless printing option, you can print company logos. The logo is printed in the upper left-hand corner of the invoice. The company logo must be a bitmap file with a size that does not exceed 32,000 bytes. The bitmap file must be called OEFORM.BMP and must be in the Costpoint program directory or the user's network search path.
Select this checkbox to include previously printed invoices in this print run. The system determines whether an invoice has been previously printed by looking at the Invoice Printed checkbox in the Invoice Header subtask of the Maintain Invoices screen. If the Invoice Printed checkbox is selected, "DUPLICATE" appears on the invoice. If the Duplicate checkbox is selected for the invoice in the Highlight group box in the Sales Order Print Options screen, "DUPLICATE" will appear as emphasized text.
Select this checkbox to prevent the system from selecting the Invoice Printed checkbox in the Invoice Header subtask of the Maintain Invoices screen.
Select this checkbox to print the header notes entered for the invoice in the Maintain Invoices screen or Invoice Supervisor Screen. Select this checkbox to enable the radio buttons in the Header Notes Placement group box. This checkbox defaults with the status of the Header Notes radio button for the Invoice in the Placement Defaults group box in the Defaults subtask in the Sales Order Print Options screen, but can be changed. Also, you may specify whether or not you want the header notes printed in a highlighted font by selecting the Invoice, Header Notes checkbox in the Highlight group box in the Sales Order Print Options screen.
Select this checkbox to override the default print option selected in the Print Serial Numbers group box in the Defaults subtask of the Sales Order Print Options screen. If you select this checkbox, the system will print serial and lot information directly below the printed invoice line (below all notes and text) for each issue line with one or more serial/lot rows. The format will include a line with the actual assigned serial numbers followed by one or more lines with the serial numbers from the serial/lot rows for that packing slip line. All rows will be printed for issues included in that invoice for each invoice line.
Select this checkbox to override the default print option from the Print Components group box in the Defaults subtask of the Sales Order Print Options screen. If you select this checkbox, the application will print any sales order line components underneath the Sales Order Item, description, and long description lines. For each component, the item, revision, U/M, the sum of issue quantities for issue lines linked to that invoice and description will print in the normal positions. If components are not issued at the component level for that line, neither the component line number and price information, nor quantity and unit of measure fields will be printed, but the component lines will be sorted in component line number sequence under the sales order line. If the Number of Users field is populated for the SO line in the Enter Sales Orders screen (i.e., for software sales and royalties), this information will also print with the item. In addition, if the issues for the sales order line occurred at the component level, you can print the component serial numbers below the component by selecting the Print Serial Numbers checkbox.
Use this group box to select options for printing subtotals in functional currency in addition to the transaction currency. If the functional currency is the same as the transaction currency, only the transaction currency amount is shown, regardless of the option selected.
Select this radio button if you do not want to print functional currency amounts.
Select this radio button to print sales tax/VAT amount subtotal in both transaction and functional currency. The functional currency amounts will be printed to the left of the transaction currency amounts.
Select this radio button to print all subtotals in both transaction and functional currency. The functional currency amounts will be printed to the left of the transaction currency amounts, and the final total amount will also show the functional currency.
Use the options in this group box to select criteria for the placement of any standard text associated with the invoice. This radio button setting defaults from the option selected for the invoice in the Standard Text group box in the Defaults subtask in the Sales Order Print Options screen. Choose from the following options:
Select this radio button to print all standard text on the top of the form, before any of the line item information.
Select this radio button to print all standard text on the bottom of the form, after any line item information.
Use the options in this group box to select criteria for the placement of any header notes associated with the invoice. Whether or not the header notes appear on the acknowledgment depends on the option selected in the Header Notes group box in the Defaults subtask in the Sales Order Print Options screen. The following options are available only if you have selected the Print Invoice Header Notes checkbox:
Select this radio button to print all header notes on the top of the form, before any of the line item information.
Select this radio button to print all header notes on the bottom of the form, after any line item information.