Feature - Override or Filter Invoice Form Number

Feature - Override or Filter Invoice Form Number

Release Date - 11/20/17

The feature gives the user the ability to choose whether the form number entered when printing invoices should be used as an override to the default for the customer or as a filter criteria to exclude invoices from printing when the forms do not match. This is controlled through a new COP Func-> Invoice Printing Global Setup option. 



When accessing field one, the user has the ability to choose whether the form number is an override or filter condition for regular invoices, invoices printed from history or pickup invoices.



The valid options are F=Filter Customer and O=Override Customer Default Form. The default value is F.

When printing invoices in Elliott, these flags will control how the invoice printing application uses the form number that is entered. These fields are also used in conjunction with field 15 Always Prompt Invoice Form (Incl Prt One Inv). The chart below gives more details on how the new flag affects printing invoices.

Print Invoice - One Order Number

Print Invoice - Range of Orders

Print Invoice - Shipping Verification

Print One Invoice

Regular Invoice Printing with Override - Always Prompt "N"

Application prompts for form number. Uses form specified.

Application prompts for form number. Uses form specified.

Does not prompt for invoice number. Uses customer form or default form.

When choosing the Print This Invoice option, the application does not prompt for invoice number. Uses customer form or default form.

When choosing the Print This Invoice with Form Selection option, the application prompts for a form number and uses the form number specified.

Regular Invoice Printing with Filter - Always Prompt "N"

Enter form number that does not match. Prompts about form mismatch. If answer N, does not print. If Yes, prints. Enter form number that matches, invoice prints.

Enter form number. Only prints invoices that are match to the form number entered.

Does not prompt for invoice number. Uses customer form or default form.

Does not prompt for invoice number. Uses customer form or default form.

Regular Invoice Printing with Override - Always Prompt "Y"

Application prompts for form number. Uses form specified.

Application prompts for form number. Uses form specified.

Prompts for invoice form number. Uses form number specified.

Prompts for invoice form number. Uses form number specified.

Regular Invoice Printing with Filter - Always Prompt "Y"

Enter form number that does not match. Prompts about form mismatch. If answer N, does not print. If Yes, prints. Enter form number that matches, invoice prints.

Enter form number. Only prints invoices that are match to the form number entered.

Enter form number that does not match. Prompts about form mismatch. If answer N, does not print. If Yes, prints. Enter form number that matches, invoice prints.

Enter form number that does not match. Prompts about form mismatch. If answer N, does not print. If Yes, prints. Enter form number that matches, invoice prints.

Print Duplicate Invoice - One Invoice Number

Print Duplicate Invoice - One Customer Number

Print Duplicate Invoice - Range

Print Duplicate from Order Inquiry

History Invoice Printing with Override - Always Prompt "N"

Application prompts for form number. Uses form specified.

Prompts for form number. Invoices are printed using entered form number.

Prompts for form number. Invoices are printed using entered form number.

Prompt for form number. Uses form specified.

History Invoice Printing with Filter - Always Prompt "N"

Does not prompt. Uses customer form.

Enter form number that does not match. Prompts about form mismatch. If answer N, does not print. If Yes, prints. Enter form number that matches, invoice prints.

If the customer form does not match the entered form, the invoice will not print. If it does match, it will print.

Does not prompt. Uses customer form.

History Invoice Printing with Override - Always Prompt "Y"

Prompts for form number and uses specified form.

Prompts for form number and uses specified form.

Prompts for form number and uses specified form.

Prompts for form number and uses specified form.

History Invoice Printing with Filter - Always Prompt "Y"

Prompts for form number. Enter form number that does not match. Prompts about form mismatch. If answer N, does not print. If Yes, prints. Enter form number that matches, invoice prints.

Prompts for form number. Enter form number that does not match. Prompts about form mismatch. If answer N, does not print. If Yes, prints. Enter form number that matches, invoice prints.

If the customer form does not match the entered form, the invoice will not print. If it does match, it will print.

Prompts for form number. Enter form number that does not match. Prompts about form mismatch. If answer N, does not print. If Yes, prints. Enter form number that matches, invoice prints.

Pick Up Processing

Pick Up Invoice Printing with Override - Always Prompt "N"

Application prompts for form number. Uses form specified.

Pick Up Invoice Printing with Filter - Always Prompt "N"

Does not prompt. Uses customer form.

Pick Up Invoice Printing with Override - Always Prompt "Y"

Prompts for form number and uses specified form.

Pick Up Invoice Printing with Filter - Always Prompt "Y"

Prompts for form number. Enter form number that does not match. Prompts about form mismatch. If answer N, does not print. If Yes, prints. Enter form number that matches, invoice prints.



Programs Modified: NSCTLFIL.FD, NSCTLFIL.W31, NSCTLINI, NSCTLMN5, CP03S2, CPINVPRT.WS, CPINVPRT.PL, CPINVPRT.CBL, CPINVPRH, CPINVPRP
CLS





    • Related Articles

    • Feature - Print One Invoice with Form Selection

      Release Date 12/13/17 This feature will allow the user to select a form number to use when printing an invoice from the Print One Invoice application. This feature uses the new options that are described in the following Knowledge Base article: ...

    • Feature - Override Ship-To Cross Reference When Exporting EDI 810 (Invoice) from History

      Release Date: 09/27/2018 A new flag had been added to Global Setup -> Add-Ons -> Sales Order Export 31. Override ShipToXref When Exp 810 From History? See sample screen below: The default value of this flag is "N." In some cases you may want to set ...

    • ARFRMMNT Accounts Receivable Invoice Form Setup

      Invoice Form Setup Application Overview We are constantly striving to develop flexible and compatible business applications. The Invoice Form Setup application enhances this objective, by combining Elliott's standard Invoice form definitions, with a ...

    • ARFRMMNT Accounts Receivable Invoice Form Setup

      Invoice Form Setup Application Overview We are constantly striving to develop flexible and compatible business applications. The Invoice Form Setup application enhances this objective, by combining Elliott's standard Invoice form definitions, with a ...

    • CPFRMMNT Customer Order Processing Invoice Form Setup

      Invoice Form Setup Application Overview We are constantly striving to develop flexible and compatible business applications. The Invoice Form Setup application and Design Your Own Invoice enhance this objective, by combining Elliott's standard ...