Batch Reprinting Invoices, Purchases, or Transfers

Use the Batch Reprint screen to review invoices, purchases, or transfers that were previously printed. The screen lists the documents you specify. You can then reprint or fax any or all of the documents.

The system generates a batch number when documents are printed using the Print Invoice screen. You can specify the batch number to recall the documents and settings. View the System Activity Log to inspect the batch numbers; access to this log requires SYSTEM.ACTIVITY.LOG authorization. If you do not know how to access the log, see your System Administrator.

Note: If you print more than one copy of any transaction, all copies after the first are labeled as "Reprint."

To batch reprint invoices, purchases, or transfers:

  1. From the Orders > Printing menu, select Batch Reprint Invoices/Purchases/Transfers.

  2. In the Branch field, press F10 and specify which branch to use.

  3. If desired, use the Batch Number field to enter a system-generated batch number. If you specify a batch number, leave the Order Type, Document Type, and Print Date fields blank.

  1. In the Order Type field, press F10 and specify the type of orders to review: Sales, Purchase, or Transfer.

  2. If desired, in the Document Type field, press F10 and specify the type of document. The available document types depend on the Order Type. For example with invoices, you can select a Bid, Sales Acknowledgment, Ticket, Invoice, or Direct Ship type.

  3. In the Print Date field, press F10 and specify the calendar date when the documents were first printed.

  4. Review or edit the field information for the documents listed. Some fields are view-only.

Field

Description

Prt

Specifies how to process the invoices. Choose one of the following:

  • Yes – Print

  • No – Do not process

  • Fax

  • Batch Reprint – Reset Print Status to B.

Prv

Specifies how each invoice was transmitted by the original batch. Available values

Note: If a hyphen (-) displays next to an invoice, no batch number was entered.

Order #

Specifies the order number.

Customer/ Vendor/Branch

Specifies the customer, vendor, or branch.

PO #

Specifies any purchase order number.

Via

Specifies the ship via method.

  1. Select the orders to reprint by specifying a Y in the Prt field. You can also use the hot keys, as needed.

To...

Use this hot key...

toggle the Prt status of all documents (from N to Y, for example)

All

toggle the Prt status from the selected item to the end

Select to End

save or recall a selection list

Batch ID

The Batch IDs Selection screen displays. Use this screen to clear a selection list, save a selection list, or recall a previously saved selection list.

list only orders for a specific customer account

Customer Select

You are prompted to enter the customer. Next, press F10 to select either the bill-to or ship-to account.

switch between the bill-to and ship-to name

Change View

open the selected order for viewing

View

open the selected order for editing

Edit

print documents with a Y status, fax documents with an F status, and reset the print status of documents with a B status

Print

You are warned about any customers that do not have a fax number. Any credit card transactions included are authorized before printing.

Note: You must rerun the batch invoice process for any invoices that had a B status.

send the current list to your hold file

Hold

select only invoices that were transmitted using a particular method during the previous batch run

Transmission Method Slct

Select a method and press Enter.

See Also:

Reprinting Pick Tickets