Defining Customer Invoice Printing Options

Your customers may have different invoice format requirements. You can manage invoices for items such as adjusting invoice printing, the information the invoice contains, how to include pricing, and what is passed on to the customer. For example:

A customer might want a packing list printed in a specific format. You call packing lists ship tickets. You can modify your ship tickets for this customer to print in the format they need.

A residential contractor wants products listed without prices, so it contains information available to the homeowner, but not the cost of the products.

A customer wants prices included on the shipping ticket in order to verify prices before getting an invoice.

A customer wants list prices printed on the shipping ticket, which is then passed to the customer as an invoice.

To define customer invoice printing option, you must be assigned the CUSTOMER.MAINT authorization key, Level 2 and the CUST.PRICING.EDIT authorization key. You can view a customer's options if you are assigned level 1 of the CUSTOMER.MAINT authorization key.

If you are using Eclipse Forms, see Changing Default Form Types in the Eclipse Forms documentation for information about setting up invoice printing.

Use the Customer Pricing and Printing Information window to assign invoice select codes to use to group customers according to how often they receive invoices via the Print Invoices program. You can also sort special reports for use with Report Writer, rename an item for printing, and limit the amount of information printed on an item.

To define customer invoice printing options:

From the Maintenance menu, select Customer to display the Customer Maintenance window.

In the Customer field, enter a customer's name to display the customer record.

Select Pricing > Customer Pricing and Printing to display the Customer Pricing Information dialog box.

Click the Printing tab.

In the Invoices area, review the invoicing options.

In the Pick/Ship Tickets area, review the pick and ship ticket options.

In the Statements area, review statement print options.

In the User Defined Options area, review any user-defined print details.

Use the Additional tab for additional customer options.

Field	Description
Fill Rate Measurement	Enter one of the following units of measure to use with the percentage in the Percent of Order to Fill Before Automatically Shipping field: Pieces Weight Dollars Leave the field blank - The system uses the setting in the Percent Of Order To Fill Before Automatically Shipping control maintenance record. The system rounds up when a unit of measure cannot be divided, such as with pieces. For example, if the percentage is set to 67 percent and there are 9 pieces on an order, then 6.03 pieces are required to meet 67 percent (9 x 0.67 = 6.03). Because you cannot ship a portion of a piece, the system rounds up. In this example, the system rounds up to 7.
Percent of Order to Fill Before Automatically Shipping	Enter a percentage of the order that needs to be complete before the phantom processes the ship ticket for orders with a Ship When Available status. To limit the number of partial shipments the system sends for an order with the Ship When Avail status, enter a minimum percentage of the order that must be filled before making a shipment. When an order has a status of Ship When Avail, the system waits until the designated percentage of the order is available before creating a partial shipment, and then backorders the remaining quantity. The Default B/O Status defined in Customer Maintenance or Control Maintenance determines the status of the newly created backordered generation. This field works with the Fill Rate Measure field, where you enter the units of measure to fill for the order, pieces, weight, or dollars.
Disable FTP Billing	Select this check box to make this customer exempt from third-party billing by way of FTP. This setting overrides the settings for third-party billing in the Default Settings For Batch Invoices And Statements control maintenance record.

Use the Form Types tab and enter the print, e-mail, or fax style for each form listed.

Note: Before the system sends an e-mail, it checks the order and the customer record for print style overrides. If it does not find an override, it uses the print style setting in the Default E-mail Print Styles control maintenance record.

Important: If Eclipse Forms is not turned on for your company, this Forms Types tab does not display. Instead, use the Print Styles tab to assign printing parameters.