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Evo-ERP and DBA Classic >> Sales >> Printing Invoices before shipping
http://www.istechforum.com/YaBB.pl?num=1085083628

Message started by mikew on 05/20/04 at 12:07:08

Title: Printing Invoices before shipping
Post by mikew on 05/20/04 at 12:07:08

Our terms are usually 50% down and balance before shipping. Currently we are sending out invoices made in Word. Is there a way to print invoices before shipping the items to allow dba to print them?

Title: Re: Printing Invoices before shipping
Post by Marianne on 05/20/04 at 13:09:46

You could print an acknowledgment, if that would work. Otherwise, you could release items and print an invoice, just don't mark it as printed. That will allow you to release it again and print the same invoice again. Until you mark it as printed, you can repeat that process over and over.

Title: Re: Printing Invoices before shipping
Post by michael2004 on 05/21/04 at 08:51:47

We have a similar issue. We also require money down in some cases. If we print the invoice, that also has an effect on our packing list. Do you know if you can still print a packing list if you don't mark the invoice as printed?

Title: Re: Printing Invoices before shipping
Post by shadowcaster on 05/21/04 at 11:03:32

make a copy of the acknowledgment rtm
change the word acknowledgment to Invoice

When you print the acknowledgment select the RTM that says Invoice.

JW

Title: Re: Printing Invoices before shipping
Post by HB on 05/21/04 at 13:21:34

Bear in mind that the acknowledgement uses the S/O # as its identifier, not a number from the invoice sequence.

Title: Re: Printing Invoices before shipping
Post by cathyh on 05/24/04 at 08:33:12

to Michael2004, RE: If we print the invoice, that also has an effect on our packing list
What do you mean?

Title: Re: Printing Invoices before shipping
Post by Laura on 05/24/04 at 10:19:33

1. create part# named something like INITIAL DEPOSIT SO#1234
2 add line to SO to indicate need for initial deposit
3 release the SO as if you are going to actually ship the initial deposit
4. print a bogus packing slip on reg paper using P-slip# 1 (but Id print a real one w/ the next assigned #)
5. then print the invoice thru SO-F. Don't post.
6. You could now unrelease the SO.

PROBLEM: Your actual shipment would have the originally assign inv# (out of chron order if acutally shipped months apart) I have a thing about keeping my orders #s in the same month.
Id post it and created a real invoice, as this would keep your receivables straight.

remember that part# INITIAL DEPOSIT SO #1234 should be classed same as your actual shipment if you are going to post it.

if you don't want an invoice with the deposit amt, you could unrelease, change deposit amt to zero, rerelease and post a $00.00 invoice (this would give you not only a invoice , but also a paper trail.
(takes longer to read than to actually do it)