ISTech Support Forum - Printing Invoices

wildco

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Printing Invoices
03/04/04 at 12:33:07

We are a small manufacturer with two distinct divisions. Each division has separate letterhead.

My question is: Does the list of updates contain one that allows you to print invoices for released sales orders by customer class code?

Because orders arrive at different times in the day and are entered when they arrive, in order to get invoices on the correct letterhead, we have to print them one by one (instead of a batch printing by customer class code).

If this is in the updates or add on programs please let me know and I will join tomorrow!

Thank you so very much.

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Aaron

2004.1 with ISTECH 1/12/06

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aricon

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Re: Printing Invoices
Reply #1 - 03/04/04 at 13:02:10

It isn't. Not sure how much sense it would make for Lynn to add that as there is probably quite limited demand.

Have you considered using an outside program (MS Access or Crystal) to do this? That would even give you the capability to store the logos individually in an electronic format with the separate report forms and save on having to have them printed by a printing company.

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Sincerely,

Lorne Rogers
President
Aria Consulting & Implementers Ltd.
Phone: (780) 471-1430
Fax: (780) 471-4918
E-mail: lrogers@ariaconsulting.net

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Mike_Habich Full Member Posts: 227	Re: Printing Invoices Reply #2 - 03/04/04 at 13:54:12 You can store the logo and other letterhead info in the .rtm file without using an outside program. Just delete the fields for company info and put the letterhead stuff in an image.
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aricon

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Re: Printing Invoices
Reply #3 - 03/04/04 at 17:58:40

Mike,

Of course they can. But by using Access or Crystal they can also accomplish the primary objective of being able to batch print using some other field value than what DBA allows. And they could then have ANY format/design of form that they want. That is why virtually every other ERP package uses Crystal or something like Crystal (ie. the FULL version of Report Builder) for forms at the very least, if not for both forms and reports.

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Sincerely,

Lorne Rogers
President
Aria Consulting & Implementers Ltd.
Phone: (780) 471-1430
Fax: (780) 471-4918
E-mail: lrogers@ariaconsulting.net

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wildco

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Posts: 174

Re: Printing Invoices
Reply #4 - 03/05/04 at 07:20:09

Thank you for your advice:

My issue with storing the image of the logo is that I still cannot batch-print because each division gets its own logo. So I would still have to print individually.

Using Crystal is a possibility but then my employees will have to remember to print twice (once in crystal, and once in DBA so that the inventory is deducted, etc.).

I just thought it would be nice to print invoices (and other forms) by selecting some criteria (other than sales order #). It would save me an hour per day of clerical time.

Lynn- Is there any way I could pay you to develop this for me?

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Aaron

2004.1 with ISTECH 1/12/06

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Lynn_Pantic Administrator evolution (n) - gradual change to a different form Posts: 5663	Re: Printing Invoices Reply #5 - 03/05/04 at 08:01:02 Batch printing by some other criteria besides SO number would be easy enough, you just need to define what field to use to designate the division
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David Waldmann Active Member Live to work, or work to live? Posts: 1919 Gender:	Re: Printing Invoices Reply #6 - 03/05/04 at 08:21:52 As I've mentioned before, this would also be of help to email invoices by a sorting criteria as well. Customer Class would work for us.
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aricon Active Member Systems Consulting-See website for products! Posts: 1283 Gender:	Re: Printing Invoices Reply #7 - 03/05/04 at 08:28:35 Here's a wild idea...how about a pick list of the invoices that you could tag whatever invoices you wanted to print? This would also allow for out of sequence printing.....
Back to top	Sincerely, Lorne Rogers President Aria Consulting & Implementers Ltd. Phone: (780) 471-1430 Fax: (780) 471-4918 E-mail: lrogers@ariaconsulting.net IP Logged

Lynn_Pantic Administrator evolution (n) - gradual change to a different form Posts: 5663	Re: Printing Invoices Reply #8 - 03/05/04 at 09:16:22 Filter from/through customer class is quite simple, if that means another IS Tech subscriber, I can have it today Tag list is a bit trickier but possible - is there interest or is Customer Class good enough?
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Tim Keating Senior Member DBA CLASSIC WIN 2000 C/S Posts: 298	Re: Printing Invoices Reply #9 - 03/05/04 at 09:20:15 I support this completely. Improvements like this make the subscription well worth it.
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HB Full Member I love DBA Posts: 216 Gender:	Re: Printing Invoices Reply #10 - 03/05/04 at 10:00:31 we like to email invoice copies to sales persons once a month or so. A print choice by date range and SLSp would come handy.
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aricon Active Member Systems Consulting-See website for products! Posts: 1283 Gender:	Re: Printing Invoices Reply #11 - 03/05/04 at 10:27:29 HB's post is exactly why I suggested a pick list format. Everybody is going to have a different field(s) they want to pick and sort and group by. And by putting a pick list into printing acks, pack slips, and invoices, then the vast majority should be able to be satisfied.
Back to top	Sincerely, Lorne Rogers President Aria Consulting & Implementers Ltd. Phone: (780) 471-1430 Fax: (780) 471-4918 E-mail: lrogers@ariaconsulting.net IP Logged

wildco

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Re: Printing Invoices
Reply #12 - 03/05/04 at 12:29:34

Right now, our divisions are set up by customer class... one divisions classes start with an "S", the other with a "W".

So selecting by customer class would work great just for us. However, tagging invoices from a pop-up box would work as well... its just that we print 50-100 invoices per day and the simple customer class selector would let us batch them very very quickly.

Thank you for all your help!

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Aaron

2004.1 with ISTECH 1/12/06

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NovaZyg Administrator When all else fails.. Read the instructions. Posts: 789 Gender:	Re: Printing Invoices Reply #13 - 03/05/04 at 13:40:25 Done and will be in Lynn's next update... Also there is a new STATUS button added to SO lookups. All orders, Entered Orders, Released Orders, and Printed not Posted Orders. (Note to Lorne: Its been a long time coming but here it is....)
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Lynn_Pantic Administrator evolution (n) - gradual change to a different form Posts: 5663	Re: Printing Invoices Reply #14 - 03/05/04 at 13:47:18 This weekend's IS Tech update will have from/thru customer class in SO-B, SO-C and SO-F as well as the ability to filter the SO lookup by order status (all, unreleased, released, printed). Will look into a tag list for a future update.
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