Printing Credit Orders

The ability to print credit orders and credit invoices are part of the Finish(X) command option.

1. After you have selected the Finish(X) command option, you will be given the following options regarding printing (based on User Security settings. See User Security for more information.

• DON'T PRINT CREDIT ORDER – Select DON'T PRINT CREDIT ORDER to save the credit order without printing a copy of the credit order.
• PRINT CREDIT ORDER – Select PRINT CREDIT ORDER to save the credit order and print a copy of the credit order.

2. If the credit order has been made ready, based on user security, a Select An Option window will appear allowing you to print the credit invoice or choose from a set of other print options.

• DON'T INVOICE CREDIT ORDER – Select DON'T INVOICE CREDIT ORDER to save the credit order with printing or issuing the credit invoice.
• INVOICE CREDIT ORDER – Select INVOICE CREDIT ORDER to issue and print the credit invoice.

Printer prompts for each form selected will appear allowing you to print the form or choose from a set of other print options or choose from a set of other print options.

If the Credit Order was invoiced and the Auto Keep setting in Receivables Options is set to N (N=No), select Keep Invoice to save the invoice and complete the credit order process, select Abandon Invoice to destroy the invoice and leave the credit order in a ready status where it can be changed, voided, or re-invoiced If Abandon Invoice was selected, the following message will appear: “Destroy Invoice !!! Are you Sure? No/ Yes."

• Select No to keep the invoice.
• Select Yes to destroy or void the invoice.

3. After you have completely finished the credit order, you are returned to the Select A Credit Order window.

Printing the open credit order summary report

1. Select Credit Orders from the Sales Menu. ASelect A Credit Order window with the following options will appear:

• EXIT – Select EXIT to exit the credit order screen.
• NEW CREDIT - Select NEW CREDIT to create a new Credit Order.
• PRINT – Select PRINT to print a list of all Open, Approved, and Ready Credit Orders.
• A list of all Open, Approved, and Ready Credit Orders with the following information
  • The Credit Order Number.
  • The date the Credit Order was entered.
  • The Credit Order Status
  • Open – The credit order is opened but not approved to invoice.
  • Approved – The credit order is approved but not made ready to invoice.
  • Ready – The credit order is ready to invoice.
  • The Customer ID code.
  • Invoice Number - The original Invoice number the Credit Order will be applied to.
  • The credit order date.
  • The amount of the credit order.
  • The credit order reason description.

Select Print

2. Command options will now appear allowing you to print the orders or choose from a set of other print options.

The report includes the following information:

• Order Number – The credit order number.
• Date Opened - The date the credit order was entered.
• Status - The Credit Order Status
• Open – The credit order is opened but not approved to invoice.
• Approved – The credit order is approved but not made ready to invoice.
• Ready – The credit order is ready to invoice.

• Cust – The Customer ID
• Credit Date – The credit order date.
• Credit Order Dollar Amount.
• The credit order reason ID.

Note: The open, approved and ready credit orders can be included on the Order Status Inquiry. See Order Status Inquiry for more information.

For more information on the Credit Orders option see Credit Orders.

Security Required : Sales - Credit Orders