Printing Order Confirmations for a Range of Orders

You can print order confirmations for a range of orders at any time after they are posted and before they are cleared from Order Entry.

Note: Order confirmations list items and quantities that have not yet been invoiced.

  • Decide which report format to use for the order confirmations you are printing. More...

    Order Entry includes three formats that you may be able to use when printing order confirmations:

    • OECONF01.RPT A complete order confirmation (including lines and borders) that you can print on plain paper using a laser or ink-jet printer.
    • OECONF02.RPT An order confirmation for preprinted forms.
    • OECONF03.RPT An order confirmation used for Internet orders entered through iConnect Sales Orders.

    You can also use Crystal Reports to customize a format for your requirements. For more information, see Customizable Formats for Printed Order Entry Forms.

  • Check the print destination.
  • If you are planning to send these forms by email, make sure that:
    • An Email delivery method is selected in the Accounts Receivable customer record, and that the email addresses are up to date.
    • Email messages exist for these forms in Order Entry. If you need to create email messages, see Creating E-mail Messages .

    For more information about sending documents to customers by email, see Sending Order Entry Forms to Customers by E-mail.

To print order confirmations for a range of orders:

  1. Open Order Entry > O/E Forms > Order Confirmations.
  2. In the Use Confirmation field, select the report format to use for printing the order confirmations.
  3. Use the From Order Number and To Order Number fields to specify a range of orders, or accept the default entries to print confirmations of all orders.

  4. Specify the delivery method to use for sending confirmations to the customer. More...

    • Print Destination. Print the invoices to your usual print destination.
    • Customer. 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 emailed documents.

      To view or edit the message for the selected ID, or to add a new email message, click the Zoom Zoom button button for the Message ID field.

  5. Review the remaining options, changing selections as required.

    For more information, see the list of fields and controls in O/E Order Confirmations Screen.

  6. If you want to review the order confirmation before printing, or to print a test copy and verify that information is aligned correctly on a preprinted form, click Align.
  7. Click Print.