Print an Order Confirmation Immediately After Posting
Before
you start
For example, you might use different shipping labels depending on the destination or shipper.
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Check the print destination for forms and reports.
To print a confirmation for an order you have just posted:
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With the order displayed in the Order Entry form, click the Post button to post the order.
If you are shipping goods (and, optionally, producing an invoice) you can also print a picking slip and an invoice.
When Order Entry is finished posting the order, it displays a form which lists the order number and lets you choose which documents you want to print.
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Select the order confirmation check box (and any other documents available documents that you want to print). Order Entry opens the Order Confirmations form and selects the order you just posted.
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Complete the information as follows:
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Use Confirmation. Type the name of the order confirmation form you want to use. If you are not sure of the name, choose Browse, then select the form from the list that appears.
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Delivery Method. Choose how you want to send the order confirmation to your customer.
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Select Print Destination to print to your usual print destination.
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Select Customer to use the delivery method specified in each customer record in the Accounts Receivable program (such as e-mail).
If you choose Customer as the delivery method, select the ID for the e-mail message that you want to send with order confirmations for customers that use e-mail as the delivery method.
To view or edit the message for the selected ID, or to add a new e-mail message for invoices, click the Zoom button for the Message ID field.
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Print Serial/Lot Numbers. This option is available if you use Serialized Inventory and Lot Tracking. You can select this option if any order items are serialized or lotted, and you want to include serial numbers and/or lot numbers on the order confirmation.
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Require Shipping Labels. Select this option if you want to print shipping labels for marked order confirmations only. (When you print shipping labels, you can print labels for the order confirmations that were marked as requiring them.)
Note that you can print shipping labels only if you entered a number on the Totals tab for each order.
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Use Custom Form. Do not select the Custom Form option unless you are using a customized confirmation form that requires it. (This option is for custom forms that do not use the report selection criteria sent by this print form.)
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Print Kit Component Items. Select Print Kit Component Items if you want to print all of the components in kit assemblies on the confirmation.
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Print Bills of Material Component Items. Select Print Bills of Material Component Items if you want to print all of the components in assemblies that are manufactured from bills of material on the confirmation.
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Print On Hold Orders. Select this option if you want to print the confirmation for orders which are on hold.
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Click Print.
If you are printing the order confirmation on a printer (and not sending the form by e-mail), you can click the Align button to print a sample copy of the confirmation to check that the order information prints in the right places on preprinted forms. If the sample form does not line up correctly, ensure that you have correctly inserted the forms in the printer.
What
business forms come with Order Entry?
Order Entry ships with sample forms that you may be able to use with your laser or ink-jet printer "as is" or adapt to print on forms that you already use for quotes,order confirmations,picking slips,shipping labels,invoices, and credit and debit notes.Order Entry also lets you print A/R receipts.