Running the Product Consolidated Invoices Report

Print this report to view a list of all invoices sent to your bill-to customers during a specified period. You can send this report to the customer each month in lieu of separate invoices or a statement, if needed. The report provides detailed information about the products on each invoice, and, depending on the options you select, may also include:

The system determines the remit-to address based on the entity specified in the Consolidated Invoice Reports Remit Tocontrol maintenance record. If no address is set up in this record, the system displays a warning message and gives you the option to print the report without a remit-to address.

Note: Totals calculations excludevalues on consolidated invoices, so the totals listed are for line item products on the orders, but not the combined totals on invoices that have been consolidated for invoicing. This prevents a total from including a product more than once.

To run the Product Consolidated Invoices Report:

  1. From the Reports > End of Month Reports #2 menu, select ProductConsolidated Invoices Report to display the Product Consolidated Invoices Report window.

  1. In the Branch field, enter the number that identifies the branch or territory for which to view invoices. To view invoices for all branches and territories, enter ALL.

  2. In the Start Date field, enter the first date in a range of dates for which to view invoices. This field supports variable dates.

  3. In the End Date field, enter the last date in the range of dates for which to view invoices. This field supports variable dates.

The system populates this field with the date entered in the Start Date field, but you can change it, if needed.

  1. In the Bill-To Customer field, do one of the following:

  1. In the Sort By field, enter one of the following to indicate how to sort the invoices on the report: P/O, Writer, Release #, or Invoice #. The default is P/O.

  1. In the Price Line field, indicate which price line for which you would like to run the report. To run the report for more than one price line use the Multi button. *Multi* displays in the Price Line field.

  2. In the Detail/Summary field, select one of the following to determine the level of detail to print on the report:

  1. In the Page on Ship-To (Y/ field, select one of the following:

  1. Set options, if needed, and generate the report.

See Also:

Completing Tasks Not Available in Solar

Printing Consolidated Invoices

Print and Faxed Statements Overview