Menu Path: Customer Service Invoice Processing Direct Ship Invoice Create and Print
Invoice direct shipments from suppliers to customers.
Use Direct Ship Invoice Create and Print to create invoices for shipments directly to customers from suppliers. For more information, see Blanket Purchase Order Process Flow.
Note Releases have to complete the finalization processing phase to be eligible to be invoiced to customers.
Button |
Description |
Exit |
Click this button to close the Direct Ship Invoice Create and Print window. |
Show Data |
Click this button to show data on the Create Invoices tab based on criteria selected on the Selection tab. |
Create |
Click this button to process releases for invoice creation (and optionally, printing). |
Button |
Description |
Select |
Click this button to display Select a New Batch, which allows you to select a previously created batch. This button is only available on the Create Invoices tab. |
Open |
Click this button to display Open a New Batch, which allows you to create a new batch. This button is only available on the Create Invoices tab. |
Close |
Click this button to display Close A Batch, which allows you to close a batch. This button is only available on the Create Invoices tab. |
Edit |
Click this button to display Edit A Batch, which allows you to edit an existing batch. This button is only available on the Create Invoices tab. |
Post |
Click this button to display Invoice Post, which allows you to post invoices for the selected batch. |
Field or Button |
Description |
Select this check box to create invoices for all shipping locations. This check box is cleared by default. For information on shipping locations, see Sales Location / Shipping Location. |
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Enter a shipping location prefix for which you want to create invoices, or click the Lookup button to select a shipping location prefix. This field is only enabled if you clear the All Shipping Locations check box. For information on shipping locations, see Sales Location / Shipping Location. |
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Enter a shipping location name for which you want to create invoices or prep orders, or click the Lookup button to select a shipping location name. This field is only enabled if you clear the All Shipping Locations check box. For information on shipping locations, see Sales Location / Shipping Location. |
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Select this check box to create invoices for all sales locations. This check box is cleared by default. For information on sales locations, see Sales Location / Shipping Location. |
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Enter a sales location prefix for which you want to create invoices, or click the Lookup button to select a sales location prefix. This field is only enabled if you clear the All Sales Locations check box. For information on sales locations, see Sales Location / Shipping Location. |
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Enter a sales location name for which you want to create invoices, or click the Lookup button to select a sales location name. This field is only enabled if you clear the All Sales Locations check box. For information on sales locations, see Sales Location / Shipping Location. |
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Select this check box to create invoices for all billing customers. This check box is selected by default. |
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Enter a billing customer code for which you want to create invoices, or click the Lookup button to select a billing customer code. This field is only enabled if you clear the All Billing Customers check box. |
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Enter a billing customer name for which you want to create invoices, or click the Lookup button to select a billing customer name. This field is only enabled if you clear the All Billing Customers check box. |
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Select this check box to create invoices for all customers. This check box is selected by default. |
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Enter a customer code for which you want to create invoices, or click the Lookup button to select a customer code. This field is only enabled if you clear the All Customers check box. |
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Enter a customer name for which you want to create invoices, or click the Lookup button to select a customer name. This field is only enabled if you clear the All Customers check box. |
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Select this check box to create invoices for all order classes. This check box is selected by default. |
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Enter the order class for which to create invoices, or click the Lookup button to select an order class. This field is only enabled if you clear the All Order Classes check box. |
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Select this check box to create invoices for all sales orders. This check box is selected by default. |
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Enter an order number for which you want to create invoices, or click the Lookup button to select an order number. This field is only enabled if you clear the All Sales Orders check box. |
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Select one of the following options:
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Field or Button |
Description |
This grid displays information for releases that meet the criteria selected on the Selection tab, after you click Show Data. Select the check box in the Create Invoice column for the releases for which you want to create invoices. |
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Select the process you want to perform. Select one of the following:
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This field displays the current batch number. To select a different batch number, click the Select button in the ribbon. To create a new batch, click the Open button in the ribbon. For more information, see the Opening/Closing Batches FAQ. |
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Enter the invoice date for created invoices, or click the drop-down arrow to select a date. The date defaults to today. Note If Yes is selected in the Posting Period/Date Control field in Accounts Receivable Control Maintenance, then the invoice date must be a valid date in the selected posting period. This field is disabled if you select the Set Ref Date to Ship Confirm Date check box. |
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Click the Lookup buttons to select the posting period and year for created invoices. These fields default to the current accounts receivable posting period. Note If Yes is selected in the Posting Period/Date Control field in Accounts Receivable Control Maintenance, then the invoice date must be a valid date in the selected posting period. These Lookup buttons are disabled if you select the Set Ref Date to Ship Confirm Date check box. |
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Select this check box to print an invoice summary report. |
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Select this check box to ignore the customer invoice method entered in the Invoice Method field in Customer Maintenance. Select this check box if a customer is normally set up to use EDI for invoicing, but you want to print an invoice for the customer. This check box is cleared by default. |
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Select this check box to set the reference date for each created invoice to the date the last pick demand for each invoice was confirmed. If you select this check box, the posting period for a created invoice is the period for the invoice reference date unless that period is closed. If that period is closed, the current default period is used. This check box is cleared by default. |
Field or Button |
Description |
Output Option |
Select one of the following output options:
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Save Report File |
Select this check box to save the Crystal Reports report (.rpt) file for the report to the folder entered in the Report Working Directory field for your user ID in User Profile Maintenance. You can use the report file to customize the report. For more information, see Crystal Reports FAQ. This check box is only available if you select the Screen radio button. |
Save Access Database File |
Select this check box to save the Access database (.mdb) file for the report to the folder entered in the Report Working Directory field for your user ID in User Profile Maintenance. You can use the Access database file to customize the report. For more information, see Crystal Reports FAQ. This check box is only available if you select the Screen radio button. |
Output File Type |
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Specify File Name |
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Output Directory |
Enter the location for the output report, or click the Lookup button to navigate to and select a location. This field is only available if the Specify File Name check box is cleared. |
Output File Name |
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Excel Format Name |
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Format Maintenance |
Click this button to display Excel Format Maintenance, which allows you to set up Excel formats. This button is only available if you select the Excel radio button. |
Save As Type |
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Include header |
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Delimiter |
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Enclosing Character |
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Printer |
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Subject |
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Report File Prefix |
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Add Additional Comments |
Select this check box if you want to include additional comments with the emailed report. If you select this check box, the Additional Comments window appears after you click the Print button in the ribbon, and allows you to enter the comments. This check box is only available if you select the Email radio button. |
Print Full Heading on All Pages |
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Print Title Line on All Pages |
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Report Language 1 |
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Report Language 2 |
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Horizontal Shading |
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Collate |
Select this check box to collate the printed copies of the report (if you are printing multiple copies of the report). This check box is cleared by default, and is only enabled if you select the Printer radio button and enter a value greater than 1 in the Number of Copies field. Example You are printing five copies of a 20 page report to distribute to five different people. Leave this check box selected, so that pages 1-20 of the first copy prints, then pages 1-20 of the second copy, etc. If you clear this check box, five copies of page 1 prints, then five copies of page 2, etc. |
Horizontal Shading Color |
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Number of Copies |
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Process |
Select whether the task is run now or run by Scheduling Assistant. If you select the Schedule radio button, you can specify when the task occurs, and optionally set up an alert to be created when the task completes. These radio buttons are only enabled if the Disable Scheduling Assistant check box is cleared for your user ID in User Profile Maintenance. Note If you select the Schedule radio button, you cannot output to the screen. Note If you select to use the Scheduling Assistant, you cannot select specific direct-ship sales orders for which to create invoices. |
Time |
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Date |
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Task Occurs |
Select one of the following options:
These radio buttons are only enabled if you select the Schedule radio button. |
Frequency |
These radio buttons are only available if you select the Every radio button. |
Day of Week |
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Repeat Every X Days |
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Repeat On |
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Repeat Every X Minutes |
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Triggering Task Id |
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Triggering Task Name |
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Triggering Task Description |
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Task Description |
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Scheduling Assistant Queue |
Enter an active Scheduling Assistant queue for the task, or click the Lookup button to select a Scheduling Assistant queue. This defaults to the default queue for your user ID. This field is only enabled if you select the Schedule radio button, and you are assigned to a queue other than the Default queue. |
External Email |
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Screen Alert |
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Internal Email |
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Report Files |
This grid displays report files set up for the report, and is only available if report files are set up for the program in Report File Maintenance. This grid includes the following columns:
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