Contents

November 2024

Caroline Buckland Updated by Caroline Buckland

Sales Invoicing Batch Printing

Sales invoices are now available to be printed in batches rather than emailed to each customer individually.  There is a new setting on the customer file that you can select to send the invoices in PDF format to the files management area, where the Sales Invoices file for that customer can be downloaded and printed.

 Depending on your document type settings, the invoices will be sent to files management as a single PDF, or if batch print is set on your document code, then once the document print process has run the invoices will be grouped in a single pdf file.  

Access the following menus: Accounts Receivable>AR Processes>Customers>Maintain Customers

Search for your customer and select the Amend action.

Navigate to the Address format.

There is a Transmission Mechanism field.

The three options are

  • Default – will email the invoice as an attachment (if the circulation code is set to print)
  • Email as attachment – as above
  • Batch Reports to Files Management – select this option for the new batch printing, however if you do not use batch printing currently the invoices will be separate files in the file management area.

Select Update.

Folder setup within Files Management

We recommend you set up the following folders beforehand or only systems administrator will be able to access the file.

Access Files Management, select the option Folders.

You will need to create the following folder Hierarchy – please ensure that you create as shown below with lower and upper case when specified.

Select the Add New Folder button.

Note: some of these directories may already exist.

interface

outputs

Sales_Invoice

Xx (where xx is your company code)

Once the Sales Invoice is created the file will be available in the folder to be download.

Once you start entering invoices on update they will be sent to the Files Management area, and not automatically emailed to the customer.

Access the Files Management area.

Select Folders from the menu followed by Interface, Outputs, Sales Invoice.

The file names will be the date followed by a unique sequential number.  These can then be downloaded and printed.

Mobile number field added and removal of Telex field

The telex field has been removed from the following maps and replaced with a new mobile number field. 

If you were using the telex field to hold any additional data this will automatically be displayed in the mobile number field.

The following screens have been changed.

Company Code (MAAF)

Location Codes (MAK3)

Supplier Summary Enquiry (MPCL)

SI Originator (MOAN)

Tax Locations (MRAE)

Domain Changes and Functional Enhancements

Purchase to Pay Domain – Custom Supplier Fields

The custom supplier fields located on screen MPMD -Supplier Purchasing Controls – are now included in the Purchase to Pay Domain.

These fields can be found in the following folders:

·       Procure to Pay/Supplier/Supplier Details

·       Procure to Pay/Contracts/Supplier/Supplier Details

·       Procure to Pay/Requisitions/Supplier/Supplier Details

·       Procure to Pay/Orders/Supplier/Supplier Details

·       Procure to Pay/Contracts/Supplier/Supplier Details

·       Procure to Pay/GRN’s/Supplier/Supplier Details

·       Procure to Pay/Accounts Payable/Supplier/Supplier Details

Was this article useful?

December 2024

October 2024

Contact