Batch Print Customer Invoice
Explanation
This activity is used to print or send several customer invoices at a time.
You cannot modify the customer invoice after the invoice is printed or sent.
This activity can be used to send a customer invoice to the customer via the
EDI, MHS, INET_TRANS or E-INVOICE media codes. Any information about the advance
payments and other order invoices will be printed only if the Print Advance
Payments Information on Customer Invoice option is enabled. Note that a
work copy of the invoice may also be printed. Please refer to the Modify Customer
Order Invoice activity.
It is possible to schedule batch print customer Invoices as a background
job instead of starting it immediately.
Prerequisites
- Customer invoices must have been created.
- If a certain number of invoice copies should be printed, the number
must either have been specified for the customer group that the customer
belongs to in the Customer Groups page, or specifically for
the customer on the Customer/Invoice/General tab.
- If information regarding advance payments and other order invoices need
to be shown on the printout, the Print Advance Payments Information on
Customer Invoice option must be enabled on the Company/Invoice/General
tab.
To use the Print Only option in the Print Options area:
- Created invoice(s) must exist where the Method Default option
pertaining to the INVOIC message type in the Customer/Message Setup
page is not enabled.
To use the Send Only or Print and Send options in the Print
Options area:
- Created invoice(s) must exist with the Method Default option
enabled in the Customer/Message Setup page for a row with
the message class INVOIC.
If the E-INVOICE media code is used, the following additional prerequisites
are required:
- Extended Server must have been installed.
- E-INVOICE must be selected as the media code in the Customer/Message
Setup page for a row with the message class INVOIC.
- Information must have been entered for the company on the Company/Invoice/Document
Management tab.
To use the E-mail option in the Print Options area:
- IFS/Print Server and IFS/Connect should be installed.
- Print Server Archiving should be enabled.
- The PDF_REPORT_CREATED event must be defined and enabled.
- On the Customer/Address/General Address Information tab
the Comm Method should be set to E-mail and the receiver's e-mail address
must be specified under the value for the respective customer name. The
same customer name should be given as the customer contact on the
Customer/Address/Sales Address Information tab.
- A value in the Reference field must have been entered in the
Customer Order header. If a valid customer contact exists
on the Customer/Address/Sales Address Information tab, then
that value will automatically be set as the reference value, and be used
as the e-mail address of the receiver.
- The Method Default option pertaining to the INVOIC message type
on the Customer/Message Setup tab should not be enabled.
System Effects
- The Print/Send option sends the invoices with the Method Default
option pertaining to the INVOIC message type on the Customer/Message
Setup tab enabled. The other invoices are placed in the Report Archive
and are ready to be printed. The other invoices will also be sent via an
e-mail if the customer is set up to receive invoices by e-mail.
- Print Only option considers the customer invoices with the
Method Default option pertaining to the INVOIC message type on the
Customer/Message Setup tab not enabled. Those are placed in
the Report Archive and are ready to be printed. The invoices will also be
sent via an e-mail if the customer is set up to receive invoices by e-mail.
- Send Only option will send the invoices with the Method Default
option pertaining to the INVOIC message type on the Customer/Message
Setup tab enabled.
- Print and Send option will send the invoices with the Method
Default option pertaining to the INVOIC message type on the Customer/Message
Setup tab enabled. The same invoices are placed in the Report Archive
and are ready to be printed. The invoices will also be sent via an e-mail
if the customer is set up to receive invoices by e-mail.
- E-mail option sends e-mails to the specified customers using
IFS/Connect and the rules specified for the event PDF_REPORT_CREATED. Emails
are only sent to customers that are set up to receive invoices by e-mail
and that do not have the INVOICE message type with the Method Default
option enabled.
- For more information about the system effects when printing the invoices
using Print/Send and Print Only options please refer the Print
Customer Invoice activity description.
- For more information about the system effects when sending the invoices
using Print/Send, Send Only and Print and Send options
please refer the Send Customer Invoice activity description.
- For more information about the system effects when using E-mail
option, please refer the E-mail Customer Invoice activity description.