How to print a range of invoices on Sage 300 Order Entry

Steps:

  1. Open Order Entry > O/E Forms > Invoices.
  2. In the Use Invoice field, type the name of the invoice format to use, or click Browse, and then select the format from the list that appears.  The following invoice formats are included with Sage 300:
    • OEINV01.RPT. A “datapiped” invoice for laser printer (plain paper version).
    • OEINV02.RPT. A “datapiped” invoice for preprinted forms.
    • OEINV03.RPT. An invoice for Internet inquiries (iConnect Sales Orders).
    • OEINV04.RPT. A “non-datapiped” invoice for laser printer (plain paper version).
    • OEINV05.RPT. A “non-datapiped” invoice for preprinted forms.
  3. Use the From Invoice and To Invoice fields to specify a range of invoices, or accept the default entries to print all invoices.
  4. Select a delivery method for the invoices.  You can select one of the following methods:
    • Select Print Destination to print the invoices to your usual print destination.
    • Select Customer to use the delivery method specified in each customer record in Accounts Receivable.
      • If you select Customer as the delivery method, select the ID for the message you want to send with e-mailed documents.  To view or edit the message for the selected ID, or to add a new e-mail message, click the Zoom button for the Message ID field.
  5. Specify whether to reprint invoices already printed.
  6. Select optional information for the printed invoices.  You specify the following options, as needed:
    • Print Serial/Lot Numbers. If you use Serialized Inventory and Lot Tracking, select this option if you want printed invoices to show serial numbers or lot numbers assigned to serialized or lotted items.
    • Require Shipping Labels. Select this option to print shipping labels for marked invoices only. (When you print shipping labels, you can print labels for the invoices that were marked as requiring them.)
      • You can print shipping labels only if you entered a number on the Totals tab for each invoice.
    • Include Backordered Items. Select this option to show backordered items on these invoices.
    • Use Custom Form. Select this option only if you are using a customized invoice form that does not use the report selection criteria set by this print form.
    • Print Kit Component Items. Select this option if you want printed invoices to show all components in kit assemblies.
    • Print Bills of Material Component Items. Select this option if you want printed invoices to show all components in assemblies that are manufactured from bills of material.
    • Retainage. Select this option if you want printed invoices to show retainage amounts.
      • Note: The Retainage option appears only if you use Project and Job Costing and have selected the Retainage Accounting option in Accounts Receivable.
  7. If you want to review invoices before printing, or to print a test copy and verify that information is aligned correctly on a preprinted form, click Align.
  8. Click Print to print invoices.