Road Map: Invoice Print

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

Before you run this program each time

You should run these programs in this sequence:

AR Invoice Register (RR) to select confirmed shipments to invoice and print the AR Invoice Register, which creates AR invoices, updates commissions, sales statistics, and the general ledger.

Pro Forma Invoices

Sales Order Maintenance (OE) to enter orders, and optionally obligate items and create shipments.

Quote-to-Order Transfer (EPIB) to transfer:

Sales orders imported from ASCII files with Order Import (EPI).
Sales quotations entered with EDI/Sales Quote Maintenance (QOE).
Customer projects transferred with Project Maintenance (PSM).
Orders created with Repetitive Billing Report (RBIC).

(Conditional) Order Shipment Selection (OSS) to select sales orders or order lines to obligate, and to create shipments, if you have not done so with Sales Order Maintenance.

Sales Order Auto Processing (OAP) to obligate sales orders and create shipments.

(Conditional) Sales Shipment Confirmation (OC) or Secured Confirmation (SOC) to create a shipment, if you have not already done so.

Before you run this program the first time

You should run these programs:

System Options Maintenance (XM) (Accounts Receivable Options) to set the Print company name on invoices? option for your enterprise, manufacturing branch, and login branch.
System Options Maintenance (XM) (Order Processing Options) to set the Customer surcharges active? option.
System Options Maintenance (XM) (Enterprise Options) to select a date display format for your enterprise, Branch Maintenance (TBM) to select a date display format for your branch, or User Maintenance (UIM) to select a date display format for an individual user.
Branch Maintenance (TBM) to set up branches.
Branch Groups Maintenance (TGM) to set up branch groups.
Tax Codes Maintenance (TCM) to set up tax codes and select the Print tax detail? option.
Remit-to Codes Maintenance (TRM) to set up remit-to codes and enter remit-to addresses and a code is selected in the Remit-to field in the Customer Maintenance (CM) program.
Terms Code Maintenance (TER) to set up codes for cash payment discounts, discount dates, and due dates.

Progress Payments Terms (RTER) to set up terms for progress payments.

State Descriptions Maintenance (TSM) to set up state, country, and province descriptions and sales tax settings.
Customer Item Maintenance (CIX) to create a cross-reference from a customer's item number to your item number and enter that number in Sales Order Maintenance (OE) or click the Cust item button and enter a number.
Output Device Maintenance (XDM) to set up the output devices that you plan to use. The default print is 6 lines per inch / 66 lines per page. For the maximum lines, select 08 for 8 lines per inch (88 lines per page).
Date-Output Device Maintenance (ZE) to select your default output device and set whether you can override that device.

After you run this program

You will most likely run these programs:

Statement Print Selection (RSS) to create customer statements that meet your criteria and queue them for output and Statement Print Queue (RSPM) to process the queue.

OR

Statement Print (RS) to print customer statements that list open AR transactions.

Cash Receipts Entry (RCE) to enter customers payments and print the Cash Receipts Register.
AR Adjustments Entry (RB) to apply an AR adjustment or write-off to an invoice, enter an adjustment or write-off, transfer an invoice balance to another AR account, and print the AR Adjustment Register.

One-Step Invoice Entry (RE) to enter a credit memo, debit memo, adjustment, or reversal.

AR Invoice Maintenance (RM) to mark an invoice disputed, enter promised payment information, or change AR terms for an open invoice.
AR Invoice Inquiry (RQ) to display an AR invoice.
AR Inquiry (RA) to display a customer's AR transactions and prepare aging schedules.