This generates sales order documents according to the Report Options indicated.

When an order is processed for invoicing, the relevant tables are only updated after the document has been printed. A copy of the order is also added to the reprint file.

If the document print fails, the order status in the reprint file is set to Z and such orders cannot be reprinted (i.e. you cannot reprint an invoice if the initial print of the invoice failed).

If you are printing invoices to a device type printer and have not selected the Preview option, then a message is printed on the invoice if a failure occurs. The message invalidates the document and is printed if a failure occurs during the print phase (if some lines have already been printed), or if a failure occurs during the update phase. The event trigger: Invoice process failed during document print (see Event Management) can be used to alert a responsible person to the failure.

When you print an invoice or SCT transfer document for a partial shipment, the Document Print program processes the remaining order quantity according to your selection at the Back order option (Sales Order Setup). For example, if you set Back orders to Automatic, then the Document Print program attempts to ship anything left in back order after invoicing. However, if multiple bins are required, or if packaging details are mandatory, or the item is traceable or serialized, then no quantity is automatically shipped, regardless of your selection at the Back order option. See Automatic Back Orders for additional information).

A maximum of 25 different tax codes can be printed on each individual invoice document (i.e. this is not the limit that can be entered for an order, but a limit to the number that can be catered for in the final document. Therefore, if you processed two separate delivery notes and invoices from an order, you could, for example, have 25 different tax codes on each document).

Select this to change the period using the Change Posting Period program.

This only applies when printing Invoices, Debit notes, Credit notes and SCT transfers.

Select this to print delivery note documents. These can only be produced for sales order that are in a status of 1 or 3.

Delivery notes (also referred to as packing slips) list the contents of a shipment. They can include the extended values of items for those customers that want to cost their inventory when they receive their goods.

When a delivery note is generated for an order, the order is placed in a status of 4. Delivery notes can be reprinted for orders in a status of 4.

If delivery note numbers are being generated (Sales Order Setup - Numbering tab), then the next delivery note number defined against either the company or branch is allocated to the delivery note.

If an error occurs during printing, then the order reverts to its original status.

If you want to use the delivery note document as a picking slip, then you can print all bins that contain a positive quantity on hand for the required stock item (see S/O Document Formats - Preferences - Print Options). This applies if the option: Multiple bins in use is selected against the warehouse (Browse on Warehouses).

This option is not available if the activity: S/O Print delivery note is denied against your operator code (Operator Maintenance - Security tab).

You cannot print a delivery note for a customer who is on hold.

You cannot print a delivery note for a sub account when its master account is on hold, even if the sub account is not on hold.

To include merchandise lines with only a reserved quantity, or with a ship and reserved quantity on the delivery note, you need to select the Check for reserved as well as 'to ship' option in the S/O Document Formats program (Preferences - Print Options).

Select this to print order acknowledgment documents. These can only be produced for orders and billings.

You print order acknowledgements to confirm the receipt of an order from your customer. Order acknowledgements can be printed at any time for a sales order. The value of the order acknowledgement is based on the order quantity of a stocked or non-stocked order line and not on the shipping quantity.

If you want to use the order acknowledgement document as a picking slip, then you can print all bins that contain a positive quantity on hand for the required stock item (see S/O Document Formats - Preferences - Print Options). This applies if the option: Multiple bins in use is selected against the warehouse (Browse on Warehouses).

This option is not displayed if the activity:S/O Print acknowledgement is denied against your operator code (Operator Maintenance - Security tab).

You can only print an Order Acknowledgement if the option: Invoice whole order is selected against the Order Header (Order Header) and any order lines contain a backorder quantity. You can, however, override this when adding or maintaining an order if you have access to the activity: SO allow override of 'Invoice Whole Order' rule (Operator Maintenance). This activity is disallowed by default. This option does not apply to Supply Chain Transfer orders.

Select this to print dispatch note documents.

This option is not available if the activity:SO Print dispatch note is denied against your operator code (Operator Maintenance - Security tab).

Select this to print dispatch invoice documents.

If an invoice number was not manually entered against the dispatch note, the number is automatically assigned as follows:

Select this to print dispatch notes created from supply chain transfers.

You cannot select this option if you are denied access to the operator activity: SO Print dispatch note SCT transfer (see Operator Maintenance - Security tab -Activities).

When you print this document, the quantity in transit is updated against the target warehouse and the quantity dispatched but not invoiced is reduced against the source warehouse.

Select this to print supply chain transfer documents.

This option is not available if the activity:SO Print SCT transfer is denied against your operator code (Operator Maintenance - Security tab).

Select this to print invoice documents. These can only be produced for orders in a status of 8.

The following records are updated when you print invoices:

If you cancel an order which is in a status of 8 and you want to re-use the invoice number, you need to run the Purge function of the Order Purge program and select the Purge invoice index option.

If there are service charges assigned to the invoice, then only those attached to stock codes and defined with a calculation type of Quantity to ship, can be printed repeatedly on an invoice. Service charges are defined using the Service Charge Maintenance program.

You cannot preview invoices if you are denied access to the operator activity: SO Preview invoice (Operator Maintenance - Security).

If an error occurs during printing, then the order reverts to its original status.

To ensure that custom forms defined against invoices are reprinted correctly, you must enable the option: Save custom form for reprinting with invoice (Sales Order Setup - Printing tab).

This option is not displayed if the activity: S/O Print invoice is denied against your operator code (Operator Maintenance - Security tab).

If an invoice number was not manually entered against the order, an invoice number is automatically assigned according to the following:

Select this to print credit note documents.

The next document number by company or branch is allocated to the Credit Note, based on the numbering method defined (Accounts Receivable Setup - Numbering tab).

You cannot select this option if the activity: SO Print credit note is set to Denied against your operator code (Operator Maintenance - Security tab).

If the option: Reset credit status after invoicing is selected (Sales Order Setup - Terms/Margins) and the activity: SO Reset customer credit status after credit invoice is allowed against your operator code (Operator Maintenance), then the customer's credit status is reset when you generate the credit note.

	If you process a credit note against an invoice or a dispatch invoice which originated from a blanket sales order, then the history on the blanket sales order is not updated (i.e. the credit note is not displayed in the history). To update the history, you need to either adjust the quantities manually or process a negative line on the blanket sales order itself.

Select this to print debit note documents.

The next document number by company or branch is allocated to the Debit Note, based on the numbering method defined (Accounts Receivable Setup - Numbering tab).

You cannot select this option if the activity: SO Print debit note is set to Denied against your operator code (Operator Maintenance - Security tab).

Indicate the document format code you want to use to print all the selected sales order documents.

Only those formats already defined for the document you want print (S/O Document Formats) are displayed for selection in the drop down box.

	All documents selected are printed using this format, irrespective of the format code defined against the order or the customer.

You can use the Change Period function to change this when printing Invoices, Debit notes, Credit notes and SCT transfers.

Select this to print sales order documents that have been printed/faxed before.

Custom forms defined against invoices are only included in the reprint if you enabled the option: Save custom form for reprinting with invoice (Sales Order Setup - Printing tab).

You can reprint an invoice for a stock item which is not longer on file, however the words: Stock code missing' are printed in the Long description field.

When you print an invoice for the first time, the document is printed before the files/tables are updated. As the document is printed, a copy of the order (with the invoice number allocated to it) is added to the Invoice Reprint file\table. The order is placed in this file in a status of 'Z.' Only once the document is successfully printed, is the status set to 'normal' on the Invoice reprint file\table. You can therefore not reprint an invoice that failed its initial print process.

This option is disabled if the activity SO - Reprint documents is denied against your operator code (Operator Maintenance -Security tab).

This option is selected by default, and you cannot change it, when the activity S/O - Print documents is denied against your operator code (Operator Maintenance -Security tab).

You can fax or email invoices to your customers at the same time as they are printed.

Before you can email or fax sales order documents to customers, you need to define, the customer's fax number and/or email address and the document types you want to fax/email to the customer (see (AR Customer Maintenance).

Emails and faxes for invoices are sent to the master account's email address / fax number when the sub account invoices are attached to the master account and the bill to address from the master account is used (Browse on Master Sub-accounts). In addition, the master account's email address is used as the default on the Print Preview email option and on the single customer email option. Any document other than an invoice is sent to the sub account email address or fax number.

Order documents and Dispatch notes/invoices can be sent to the email address defined against the order (Sales Order Entry) or dispatch header (Sales Order Header Maintenance) if:

Indicate whether you want to fax and/or email documents to your customers (see Fax/Email Details).

See also Hints and tips.

Fax	Select this to fax the documents.
Email	Select this to email the documents. This is only available when printing a single document or printing a document for a single customer. You cannot email document types defined with a Print method of Standard document (see S/O Document Formats). You cannot email document types: SCT Transfer and Dispatch note SCT transfer.

If you select this option together with the Print document option, then the documents are printed as well as faxed/emailed.

Indicate the order types for which you want to generate the documents.

This is the order type defined against the Sales Order Header (Sales Order Entry - Order Header pane). See also Sales Order Setup General 2 tab.

Order types are maintained using the Order Type Maintenance program.

The entry made at the Format field indicates the format number that is used to print all your order documents, regardless of the format number held against the order.

To print or reprint order documents using the document format number that was assigned to the order, you must select Single at this option and enter the required format number at the Format on document field here and enter the same format at the Format field above.

When reprinting documents you can reprint using a different format from that held against the order.

Indicate the Single format for which you want to select the documents for printing.

Only documents created using the format entered here are included for printing.

	The List option is not available when you run the Document Print program in Design mode, as the list entered cannot be saved.

When you define a list of invoices to reprint, you can reprint these invoice more than once without re-entering the list providing you do not exit the program or change the Document type. When you change the Document type, the list is cleared.

If you select to reprint a list of invoices, then you can select the Define list option to use the Invoice Capture program to indicate the list of invoices/dispatch invoices you want to reprint.

Select this to reprint a number of counter sales invoices on continuous stationery.

The format you selected on the S/O Batch Printing screen must appear in the list of formats defined against the setup option: List of invoice formats to print continuously (Sales Order Setup - Counter Sales tab).

When you select this option, then only Counter Sales invoices are reprinted.

This option is only available for SCT transfer documents.

Select this to change the status of selected orders to 4 once the delivery note is printed.

Do not select this option if you want to produce a set of documents for individual warehouses and only update the order status when printing for the last warehouse is complete.

This applies only when you select to print Delivery notes for a range of warehouses or for a single warehouse.

This applies only to the printing of Delivery notes.

This applies only to the printing of Order Acknowledgements.

Within your Sales Order Setup options you can configure the system to force the entry of an alternate key when capturing orders.