1. Print Packing List and Invoice

1.1. Prerequisites for Print Packing List/Invoice
 
Complete the attached worksheet and   "Mark as Completed RoadMap Section B Item 2-f"  before continuing the setup. 
 

User MUST have full rights to the "System Setup"  in System Security . Users with “Supervisor Rights” will automatically have access.  

 
 



 
1.2. Introduction for Print Packing List/Invoice

This is where the user determines whether they want to set printing or not as a default for completing Invoices and Packing Lists.  This function is provided so that the user will have the option to defer printing of packing lists or invocies at the time of the transaction, but want to post the shipping and invoice information in the Manex database for proper record keeping.

 

The MANEX system will update the packing list and invoice records even if the user does not print the packing list or invoice.  The system will maintain the records for history information and management reports.

1.3. Fields & Definitions for Print Packing List & Invoice
 

Packing List  

Print/Post Select if user would like to print packing list before posting   
Post Only  Select if user would like to post the packing list upon saving  
Use Preprinted Form  Select if user is using a preprinted form when printing packing lists
Use Laser Form, fill in number of copies to print  Select if user is using a laser for when printing packing lists.  Enter in the number of copies to print
 
If you want the "Show Packing List with 0 Invoice Amount" box to be checked within the Packing List reports option screen (as shown below) user must check this box.  

If user wants to include open orders in credit approvals for shipping they must check this box.  To exclude, leave the box unchecked.

If you want the "Print using Customer Part Number" box to be checked within the Packing List reports option screen (as shown below) user must check this box.  
 
 
 
 
 
 
Invoices
 
Print/Post Select if user would like to print invoice & post the invoice at the same time  
Post Only  Select if user would like to post the invoice upon saving  
Use Preprinted Form  Select if user is using a preprinted form when printing invoice
Use Laser Form, fill in number of copies to print  Select if user is using a laser for when printing invoice.  Enter in the number of copies to print
 
If you want the "Show with 0 Invoice Amount" box to be checked within the Invoice reports option screen (as shown below) user must check this box.

If you want the "Print using Customer Part Number" box to be checked within the Invoice reports option screen (as shown below) user must check this box.



Hold for Credit Limit Overview

If the user has elected “Enforce Credit Limit at Shipment” feature in AR-AP Acct Default Setup, the following message will appear if a non-supervisor attempts to ship:


Depress the OK button and try to add the Packing List with a Supervisor’s password. The Supervisor will receive the following warning:

 


1.4. How To ..... for Print Packing List/Invoice
1.4.1. Setup Print Packing List/Invoice Module

Enter System Setup/Sales/Print Packing List/Invoice Module  

 

The following screen will appear:

 

 

To modify this screen, the user must click on the Edit button and supply the password.  That action will enable the screen.

 

The user clicks on the button desired to either print or not print when completing packing lists and invoices.  If you are using Laser Forms, you may enter the number of copies and the Description to be printed on each copy.

 

If you want the "Show Packing List with 0 Invoice Amount" box to be checked within the Packing List reports option screen (as shown below) user must check this box.  (Note:  If user has this box "UNCHECKED" so Packing Lists with 0 Invoice Amount are NOT displayed in print screen and user has Print/Post selected, then Invoices with 0 amount NOT printed will NOT be posted to relieve GL Accounts)

If user wants to include open orders in credit approvals for shipping they must check this box. To exclude, leave the box unchecked.

If you want the "Print using Customer Part Number" box to be checked within the Packing List reports option screen (as shown below) user must check this box.

If you want the "Show with 0 Invoice Amount" box to be checked within the Invoice reports option screen (as shown below) user must check this box.


If you want the "Print using Customer Part Number" box to be checked within the Invoice reports option screen (as shown below) user must check this box.  

The user must Save or Abandon changes after modifying the screen.

 

 Where Used: In the Packing Lists and Invoicing.

 

«Mark as Completed in RoadMap Section B Item 2-f»