Printing Order Entry Reports

Printing the Daily Invoice Register (Standard)

Note: You must print the Daily Invoice Register before performing the [MA] Daily Backup Procedure.

1. From the Master Menu, double-click . The Reports Menu opens.

2. From the Reports Menu, double-click . The text-based (TR) Order Entry Reports screen opens.

3. In the (TR) screen, select the [F] Daily Invoice Register report code.

4. Now, set limits. These limits define the records that appear on the report. You can use as many limit fields as needed. However, a record must meet all of the requirements to be included. Press Enter to skip this step, and go to Step 5.

   • Use the Pick # and To # fields to limit reports to a range of pick ticket numbers.

   • Use the Route # and To # fields to limit reports to a range of delivery route numbers. When you enter a range of numbers, you can use either the number from the Route box in the Customer Master tab, or the number in the Route box in the Shipping Manifest in the Buyers/Manifest tab. To use the Route box in the Customer Master tab, type R. To use the Route box in the Shipping Manifest, type M.

   • Use the Zip # and To # fields to limit reports to a range of zip codes.

   • Use the Writer and To fields to limit reports to a range of order-writer numbers.

   • Use the Name and To fields to limit reports to a range of customer names.

5. Next, use the Sort Order fields to determine the order in which the invoices print. Press Enter to accept the default sort (invoice number) and go to Step 7. You can enter up to two sort codes.

   • Type # to sort reports or ticket by pick ticket number.

   • Type C to sort by customer name.

   • Type D to sort by the date the order was entered.

   • Type M to sort by the shipping route. The shipping route is set in the Route box in the Shipping Manifest in the Buyers/Manifest tab.

   • Type R to sort by the route number. The route number is set in the Route box in the Customer Master tab.

   • Type S to sort by salesperson. The salesperson number is set in the Salesperson 1 box in the Customer Master tab.

   • Type T to sort by order-writer number.

   • Type Z to sort by zip code. The zip code is set in the Zip box in the Customer Master tab.

6. In the Loc field, enter the inventory location for which to print pick tickets. To print pick tickets for all inventory locations, space through the Loc field.

7. In the Printer field, enter the logical name of the printer to use.

8. In the Copies field, enter the number of copies to print.

9. In the Totals field, to print only total lines for the report, type Y. To include detail for each pick ticket, type N.

See also:

About the Daily Invoice Register Report (Standard)

About the Daily Invoice Register Report (Custom)

Printing the Daily Invoice Register (Custom)