Un-invoices the order selected in the "Sales Order" field.

Allows for the order to be un-invoiced/un-ship in one step.

• Available beginning in version 17.03.002, and only visible on the form when the security setting "Sales orders -- One step un-invoice and un-ship sales orders" is set to true.
• When clicked the selected order will be un-invoiced using the invoice date(to_invdate) as the un-invoice date, and the un-shipped using the shipped(to_shipped) date as the un-shipped date. If the order was not invoiced, the order will be un-shipped. If the order was also not shipped, the user will be prompted with this information.
• No posting dates and any individual checks that would prevent un-invoicing and un-shipping will be honored.

Pick list used to select the kind of report to generate. Currently, Standard is the only option.

Search field used to filter orders by the selected Bill-to Company.

Search field used to filter orders by the selected Ship-to Company.

Pick list used to determine the order in which Sales Orders are displayed in the report. Options are:

• Invoiced - Useful if viewing already printed invoices.
• Shipped - Selected by default.

Used to limit report results depending on the "Date Based On" selection.

Search field used to select a Sales Order.

• Required for the un-invoicing function.

Search field used to filter orders by the assigned Facility.

Search field used to filter orders by the assigned Facility Group.

Search field used to filter orders by the assigned Sales Rep.

Pick list used to filter orders by the Payment Type selected on the header.

• All - Selected by default.
• Cash
• Credit

Pick list used to dictate if all Sales Orders or only those with invoices that have not yet been printed display in the report.

Used to specify the date postings will hit the GL.

• Blank by default.
• If left blank, the document date will be used as the posting date unless the "Use Ship Date as Invoice Date" flag is checked. This date will appear as the "Invoice Posted" (to_invpost) date on the Dates tab when viewing a Sales Order. This allows the GL to be backdated while still showing the aging based on the date printed.

Used to specify the date the invoice is printed in the system and the date the Sales Order will be marked as invoiced in the system.

• Defaults to the current date.
• If the "Use Ship Date as Invoice Date" flag is checked, the date the order was shipped in Deacom will be used as the invoiced date.
• Terms in Deacom will use this date when determining due dates and aging calculations.
• This date will appear as the "Invoiced" (to_invdate) date on the Dates tab when viewing a Sales Order.

Determines how the invoice(s) will be emailed to customers. Options are Automatic, Manual, and Follow Bill-To.

• Email invoices are generated via two different options: The "Print Invoice To" field on the General tab of the Bill-to record or when selecting "Email" as the Print To option on the Copies To Print form.
• If this field is set to automatic, the system will email the invoices automatically and users will not have to manually send each email via the "Send Email" form. Note that the system will group all invoices for the same Bill-to customer into one email with individual attachments for each invoice.
• If set to manual, users will receive the "Send Email" form for any customer that has their "Print Invoice To" field set to email or when selecting "Email" as on option on the Copies To Print form.
• If set to Follow Bill-To, the system will evaluate the "Email Type" field on the General tab of each Bill-To record in the list to determine if invoices should be emailed manually or automatically, depending on the setting set on the Bill-To record.
• If using the Automatic setting, the subject line of the email will display INVOICE when emailing an order with a $0 dollar amount or above. The subject line of the email will display CREDIT MEMO when emailing an order with a negative $0 dollar amount.
• Beginning in version 17.01.010, the "Invoice Email" and "Statement Email" fields on the Edit Bill-To form can be to define specific email addresses when printing either Invoices or Customer Statements respectively to email. If either of these fields is not populated, then the system will fall back to using the email address in this field. This support cases where one user receives Invoices and another receives Customer Statements

If checked, Sales Orders will be marked as invoiced and GL transactions will occur. If not checked, invoices will be printed, but the orders will not be marked as invoiced and no GL transactions will occur. 

If clicked, opens the selected Sales Order in view mode.

If clicked, opens the Order Adjustments form.

• Order Adjustments from the "Print Invoice" form should be made on an exception bases. The best option is make adjustment to sales orders prior to the print invoicing step.
• Adjustments may only be made to orders that have not already been invoiced.

If clicked, opens the Copies to Print form for the selected order. 

If clicked, opens the Copies to Print form for all orders in the list.

• When printing invoices to email, if there are multiple invoices for the same Bill-to Company they are all attached to the same PDF and the email subject will list all the invoice numbers.
• The default of how invoices are printed is determined by the setting in the "Print Invoices To" field on the General tab of the Bill-to record selected on the order.

If clicked, the selected order will be invoiced, but the invoice document will not be printed.

• The "Make Invoices Final" button on the Print Invoice pre-filter must be checked for this button to be enabled.
• No printing or emailing will occur, but the order will show as invoiced.
• Added in version 17.02.009Useful when invoicing DSD or EDI orders that do not require an actual document.