Print or Reprint a Customer Invoice

Use the Invoice Print (RP) program to print invoices or to reprint an invoice for a specific customer. See Background and Road Map for more information.

Notes

To avoid reprinting every customer invoice in your system, be sure to enter selection options or click List.
If the order associated with the invoice was archived (i.e., moved to history with Sales Order Archive), use program Reprint Invoice for Archived Order (RPH). Its operation is identical to RP except that it uses the sales history files to obtain order details.

Caution

Set your options:
1. Click the Runtime tab to set runtime options. See Set Options for Reports and Inquiries for more information.
2. Click the Sort tab to set sort order.
3. Click the Selection tab to select specific records.

Click List, select Invoice number, and enter a list of invoices that are not sequentially numbered. See Create a List of Invoices.

Click List, select Order number, and enter a list of orders that are not sequentially numbered. See Create a List of Shipments.

1. Click the Program and Program2 tabs to set these program specific options:

Note
These options are defaults when you process print queue with the Invoice Print Queue (RPPM) program.

Field Name

Type / Max Length

Action / Description

Print customer's item number?

Optional

Select if you want to print the customer item number and description on the line after your item number or leave blank if you do not.

Print special instructions?

Optional

Select if you want to print the text entered in the Special instructions field or leave blank if you do not.

These instructions can be entered in the order header in the Sales Order Maintenance (OE), EDI/Sales Quote Maintenance (QOE), or One-Step Invoice Entry (RE) program or the shipment header in the Sales Shipment Confirmation (OC) or Secured Confirmation (SOC) program.

Include notes?

Optional

Select to print notes for the order, shipment, and lines or leave blank to omit notes.

Include pro forma invoices?

Optional

Select if you want to print a pro forma invoice for a shipment that has not yet been invoiced and or leave blank if you do not.

Typically you would select this option to print a customs document. The program prints Pro forma in the Invoice number field.

Print ALL notes on reprinted invoices?

Optional

Select to print all notes, including type N (non-printable) notes, when you reprint an invoice if output device is not EDI or leave blank to print or not print notes based on the Include notes? option.

This option requires that the invoice is reprinted from the Invoice Print Queue (RPPM) program.

Use revised ship date as invoice date?

Optional

Select if you want to use the revised ship date as the invoice date or leave blank if you do not.

Print surcharge detail?

Optional

Select if you want to print surcharge code descriptions and amounts or leave blank if you do not.

Print lines with zero qty shipped?

Optional

Select to include lines that have not shipped or leave blank to omit them.

Print tracking information?

Optional

Select to print the box and tracking number on the invoice or leave blank to omit this information.

If this shipment is on a bill of lading, the box, tracking number, and freight amount come from the Bill of Lading Maintenance (BLM) program. If no bill of lading, the information entered in the Sales Shipment Confirmation (OC) or Secured Confirmation (SOC) program prints.

Shipping manifests can be imported from freight carriers to automate the addition of tracking information to shipments. See Import Data for more information.

Print potential discount information?

Optional

Select to print the terms discount on the invoice or leave blank to omit this information.

If you select, the message [amount] cash discount available if paid by [date] prints on the line before the total amount due.

Include order user fields?

Optional

Select to print sales order user fields and their content on the invoice or leave blank to omit this information. User are defined in User Fields Maintenance.

Print control numbers?

Optional
1 alphanumeric

Select whether you want to print lot or serial control numbers:

Select	To
N or blank	Not print control numbers
A	Print each control number
C	Print all control numbers (separated by commas) across the page
R	Print the first and last control number in a range, providing that the numbers are sequential and your control number format supports a range
B	Print the first and last control number in a range and break by date code (i.e., YYWW where YY is the year and WW is the week of the original receipt to production)

If you want to print serial numbers on RMA-created credit memos, select A or R, and in the Document Output Parameters Maintenance (TDOC) program for SLS Acknowledgment documents, set Print new orders immediately? to Q, N, or A—do not set to Y. See Background for more information.

Summarize freight record for EDI file?

Optional

Select if you want a summary of the freight record to be written to the EDI file or leave blank if you do not.

Print CP component prices?

Optional

Select if you want to print modular component prices when “build up” pricing is used or leave blank if you do not.

Print sales rep?

Optional

Select	To
NONE or blank	Not print sales rep(s)
ONE	Print the first sales rep
ALL	Print all sales reps

Exclude payment due dates?

Optional

Select if you want payment due dates to print on invoices or leave blank if you do not.

Print harmonization info

Optional

Select whether you want to print harmonization information:

Select	To
Y or blank	Print on international invoices
N	Never print
A	Always print

Show AR payments/adjustments?

Optional

If selected, the invoice total section of reprinted invoices will include payments and adjustments made after the invoice was issued. If not selected, the total section will show the original invoice amount due.

Exclude qty ordered?

Optional

Select to exclude printing of the quantity ordered.

Note
This option is disregarded when printing a pro forma invoice.

Exclude warranty information?

Optional

Select if you do not want to print warranty information on invoices.

Choose the appropriate options:

To	Do This
Review the document on the screen before printing	Click View. See Background for a list of what prints.
Print the invoice	Click Print. See Background for a list of what prints. Note The invoice prints immediately if the option Allow device override? in the Date-Output Device Maintenance (ZE) program is not selected. If this option is selected, the program prompts Output device. Accept the default device that displays, which is specified in the Date-Output Device Maintenance program, or enter the name of a different device.
Save these options for future use	Click Save.
Enter a list of order or invoice numbers that are not sequentially numbered	Click List.
Exit the program	Click Exit.

If the program prompts All invoices will be printed, continue?, you did not enter selection options or a list.

(Conditional) Click Yes only if you want to reprint every invoice entered on your system or click No to select one or more to print.