How to print an invoice immediately after posting it on Sage 300 Order Entry

Steps:

  1. On the O/E Credit/Debit Note Entry screen, create or select a credit note or debit note, and then click Post.
  2. When prompted to print the credit note or debit note, click Yes.  The O/E Credit/Debit Notes screen appears, displaying the document number you posted.
  3. In the Use Credit Note (or Use Debit Note) field, select a template or a custom form to use.  You can select one of the following formats, or a custom format:
    • OECRN01.RPT. A credit/debit note for laser printer (plain paper version) .
    • OECRN02.RPT. A credit/debit note for preprinted forms.
  4. Select a delivery method.  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. Select options for printing the credit note or debit note.  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 the printed document to show serial numbers or lot numbers assigned
      to serialized or lotted items.
    • Use Custom Form. Select this option to use a custom form that does not use the report
      selection criteria set by this print form.
      • Important! Select this option only if you are using a customized report form that
        requires it.
    • Print Kit Component Items. Select this option if you want the printed document to show
      all components in kit assemblies.
    • Print Bills of Material Component Items. Select this option if you want the printed
      document to show all components in assemblies that are manufactured from bills of
      material.
    • Retainage. Select this option if you want the printed document 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.
  6. If you want to review the debit note or credit note before printing, or to print a test copy and verify that information is aligned correctly on a preprinted form, click Align.
  7. When you are ready to print, click Print.