Difference between revisions of "Print Recipient Created Statement"
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| − | == Overview == | + | == Overview == |
| + | |||
| + | [[Print Recipient Created Statement]] allows the ERP User to create a Statement/Invoice for a purchase, that the Supplier does not provide an invoice for. There may be times when your Company purchases miscellaneous items from one off Suppliers and that Supplier fails to provide the required documentation. It is in these circumstances that the Recipient Created Statement should be used. | ||
| + | |||
| + | '''How To Print a [[Recipient Created Statement]]''' | ||
| + | |||
| + | *Select the '''[[Payments]]''' Tab | ||
| + | *Select the '''[[Print Recipient Created Statement']]'' button. | ||
| + | |||
| + | '''NB''': This list is created from the Purchase Orders entered into your Database. Only the unpaid Purchase Orders will be listed here. | ||
| + | |||
| + | *Select the required Date Range from the '''From 'To''' drop-down fields. | ||
| + | *Select the '''Choose Template''' tick box if you wish to choose the template. There is one default template in ERP, | ||
| + | |||
| + | you can create others if required within Templates. | ||
| + | |||
| + | *Select the Supplier you are printing the Statement/Invoice for. To select multiple Suppliers, hold down Ctrl and left | ||
| + | |||
| + | mouse click to select. | ||
| + | |||
| + | *Select the '''Preview''' or '''Print''' button to view and print the Statement/Invoice. | ||
| + | *If '''Choose Template''' is ticked, the '''Report Selection''' screen will load for you to select the template. | ||
| + | *Select the required Template and select '''OK'''. In this example we have only one template available. | ||
| + | |||
| + | *Select the '''Select All''' button if you need to create Statements/Invoices for all Suppliers. | ||
| + | *Then follow the above instructions to Preview and/or Print. | ||
| + | |||
| + | *Select the '''Deselect All''' button to clear the previous selection. | ||
| + | |||
| + | *Enter a Suppliers name into the'''Search by Supplier Name field''' to run a search for them, if your list is large. | ||
| + | |||
| + | The Search will be narrowed down with each letter entered, e.g. '''pr''' narrows the search down to Priceline. If there were other Suppliers starting with '''pr''' then it would highlight them all until entered sufficient letters of the Supplier Name you are looking for. | ||
Latest revision as of 13:02, 9 March 2011
Overview
Print Recipient Created Statement allows the ERP User to create a Statement/Invoice for a purchase, that the Supplier does not provide an invoice for. There may be times when your Company purchases miscellaneous items from one off Suppliers and that Supplier fails to provide the required documentation. It is in these circumstances that the Recipient Created Statement should be used.
How To Print a Recipient Created Statement
- Select the Payments Tab
- Select the 'Print Recipient Created Statement' button.
NB: This list is created from the Purchase Orders entered into your Database. Only the unpaid Purchase Orders will be listed here.
- Select the required Date Range from the From 'To drop-down fields.
- Select the Choose Template tick box if you wish to choose the template. There is one default template in ERP,
you can create others if required within Templates.
- Select the Supplier you are printing the Statement/Invoice for. To select multiple Suppliers, hold down Ctrl and left
mouse click to select.
- Select the Preview or Print button to view and print the Statement/Invoice.
- If Choose Template is ticked, the Report Selection screen will load for you to select the template.
- Select the required Template and select OK. In this example we have only one template available.
- Select the Select All button if you need to create Statements/Invoices for all Suppliers.
- Then follow the above instructions to Preview and/or Print.
- Select the Deselect All button to clear the previous selection.
- Enter a Suppliers name into theSearch by Supplier Name field to run a search for them, if your list is large.
The Search will be narrowed down with each letter entered, e.g. pr narrows the search down to Priceline. If there were other Suppliers starting with pr then it would highlight them all until entered sufficient letters of the Supplier Name you are looking for.
