Documents
Using this Print box you decide which report to be printed.
- If you want to check the document first, select "Test Print" then no document number is created and does not change the status.
- Current date will automatically be the default as Document date. But this can be changed manually.
Option for user to reprint if record is booked to GL.
Order - reprint invoice document
- Order status is 80 → Booked to GL.
- A new form is shown if user would like to reprint the document.
- Select option “Open printed PDF”
- It will open the original PDF linked/used in AR/GL.
- Even if user will change something within Order header (e.g. add delivery date, change salesman. If option “Open printed PDF” is selected, it will only open the original PDF linked/used in GL.
- Select option “Reprint PDF”+ checkbox “Update existing linked PDF” is unchecked.
- If no changes within order:
- List and label preview is shown.
- No new invoice document is created since no changes in order.
- Original linked PDF in AR/GL will remain.(checkbox “Update existing linked PDF” is unchecked).
- If with changes within order:
- List and label preview is shown (with the changes).
- New invoice document is created (with the changes).
- Original linked PDF in AR/GL will remain (checkbox “Update existing linked PDF” is unchecked).
- Select option “Reprint PDF” + checkbox “Update existing linked PDF” is checked.
- If no changes within order:
- List and label preview is shown.
- No new invoice document is created since no changes in order.
- Original linked PDF in AR/GL will remain. (no new invoice created because no changes made in order).
- If with changes within order:
- List and label preview is shown (with the changes).
- New invoice document is created (with the changes).
- Original linked PDF in AR/GL is changed using new invoice document created (checkbox “Update existing linked PDF” is checked).