How To: Printing Over Credit Limit Orders (02-08-10)

Overview

The following tutorial describes how to print Picking/Packing Sheets for orders for which the balance on the order will take the customer’s AR account over the credit limit.

Step-by-Step

  1. Enter “N” at the Is the Above Correct? prompt.

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  1. In the Enter Warehouse Branch field, enter the branch for which the Picking/Packing Sheets are being printed. Press Tab to include all branches in your company.
    • The branch assigned to the terminal in System File Management (30-01) pre-prompts in this field.

  1. In the Enter Selection field, Enter “3” for Printing Over Credit Limit Orders.

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  1. You will notice that the system skips over the Price on Packing Sheet field. The setting for this field is defined in Invoice Preferences on the Form L Apps tab. On the Form L Apps tab, click the Packing Sheets button to modify this preference.

  1. At the Print Only 100% Filled Orders prompt:
    1. Enter “Y” to only print orders that have enough inventory available to satisfy the quantity ordered.
    2. Enter “N” to print all orders, regardless of whether there is enough inventory available to satisfy the quantity ordered.

      NOTE: For the Picking/Packing Sheet Print selection only, the response to this prompt will override the response to the ‘Print Only 100% Filled Orders’ preference in Order Preferences (02-08-90).

  1. In the Picking Sheets (S)ummary or (D)etail field:
    1. Enter “S” to print a Picking Sheet with only summary information.
    2. Enter “D” to print a Picking Sheet with detail information.

Click image to enlarge.

  1. In the Order number field, enter the order number containing the A/R charge amount that if shipped, will put the account over the designated credit limit.

  1. In the Password field, enter the password that authorizes the credit limit override for the order. A unique credit limit override password is generated for each transaction in the AR Open Override Credit Limit selection (12-27).

  1. At the Select Printer prompt, enter a Printer ID.
    NOTE: If the ‘Use laser form’ box is checked in Invoice Preferences for Packing Sheets (Form L Apps tab), only the Picking Sheets and Exception Reports will print to this printer. Another prompt will immediately follow asking you to enter the printer ID for the Packing Sheets.

Click image to enlarge.

  1. If the ‘Use laser form’ box is checked in Invoice Preferences for Packing Sheets (Form L Apps tab), the Select Packing List Laser Printer prompt now appears. Enter the Printer ID for the Packing Sheets. You can also enter “PDF” here to print directly to a PDF file.
    • Leave this field blank if you are not using a laser printer.
    • Preferences for laser Packing Sheets are found on the Invoice Preferences screen. Go to the Form L Apps tab and click the Packing Sheets button to set up or change the preferences.
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