Sales >  Invoices >  Issue prepayments  

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This function is used to mass issue prepayments and to print them if necessary (the standard report proposed is FACACC). The prepayment type items are updated by modifying their status from Not issued to Issued.

In addition to this function, prepayments can be printed singly from the order management function or from the prepayment management function. They shall be considered as being issued when they will have been printed.

Screen management

The mass issue of prepayments is presented in the form of a screen in which selection criteria must be entered.

Entry screen

Presentation

The issue of prepayments is made, en mass, simply by selecting a planned issue deadline. This date is initialized to the current date.

The planned issue date is entered when creating the prepayment in a dedicated column and stored in the open item file.

It is possible to request an automatic printing of prepayments. In this case, the report name to be used must be specified. The FACACC standard report is proposed by default, but it is possible to use another report if required. It will also be necessary to specify the printer to be used and the print server if appropriate.

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Fields

The following fields are present on this tab :

Selection criteria

  • Expected issue date (field EXPSENDAT)

Processing deadline.
This date is used to select the records to be processed. In the prepayment issue process, all the prepayments with a planned issue date prior or equal to the entered date will be selected.

Printing

  • Auto print (field PRNFLG)

Automatic print flag used to define whether or not the Prepayment document should be automatically printed at the end of entry.

Name of the Prepayment document to be printed

 
  • Server (field PRNSRV)

This field is used to define the print server.
This setup is sent at the print request from a Crystal Reports report.
  • Printer (field PRNIMP)

Default printer.

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Reports

By default, the following reports are associated with this function :

  FACACC2 : Prepayment invoice

This can be changed using a different setup.

The number of copies is precised at the level of the Destination printer. Only one copy is printed by default.

Batch task

This function can be run in batch mode. The standard task FUNEMIINS is provided for that purpose.

Specific Actions

Click this action to save the current settings in a Memo code to be reused later. The memo is linked to your user profile, not to the function or the screen.

If a memo code entitled STD is associated with the screen, it is loaded immediately on entering the corresponding function.

For further information on the advanced use of the Memo action, refer to the documentation on the General ergonomics of SAFE X3 software.

Click this action to enter a Memo code previously saved and change the setup.

Click this action to delete a Memo code.

Error messages

The only error messages are the generic ones.

Tables used

SEEREFERTTO Refer to documentation Implementation