O/E Invoices Screen

Open Order Entry > O/E Forms > Invoices.

Click Close to close the screen.

Click Print to print invoices and set document status to "Printed."

Click Align to review invoices before printing, or to print a test copy to verify that the information is aligned correctly on a preprinted form.

Note: Clicking Align does not set document status to "Printed." To set document status to "Printed," you must click Print.

Specify how to send documents to your customers:

  • Select Print Destination to print 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 e-mail message you send with e-mailed documents for customers that use an e-mail delivery method.

Use these fields to specify a range of invoices to print, or accept the default entries to print all invoices.

Select this option to show backordered items on printed invoices.

Select this to reprint invoices that were printed previously.

If you selected Customer as the delivery method, select the ID for the message you want to send with e-mailed invoices to customers that use an e-mail delivery method.

To view or edit the message for the selected ID, or to add a new e-mail message for invoices, click the Zoom Zoom button button for this field.

Select this option if you want printed invoices to show all components in assemblies that are manufactured from bills of material.

Select this option if you want printed invoices to show all components in kit assemblies.

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.

Select this option to mark shipping labels as required for all invoices in the range you specify in the Invoice Number field.

When you print shipping labels, you can print labels for the invoices that were marked as requiring them.

Note: You can print shipping labels only if you entered a number on the Totals tab for each invoice.

Select this option if you want printed invoices to show retainage amounts.

This option appears only if you use Project and Job Costing and have selected the Retainage Accounting option in Accounts Receivable.

Select this option to use a custom format that does not use the selection criteria set by this report form.

Important! Do not select this option unless you are using a customized invoice form that requires it.

Select a format for printing the invoices.

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.

Overview

Use the O/E Invoices screen to print detailed invoices for items shipped and miscellaneous charges processed in Order Entry.

Formats for Printed Invoices

Order Entry includes formats for printed invoices that you may be able to use "as is" or customize.

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.

You can also use Crystal Reports or Crystal Info to include other information on invoices, change the layout to suit your needs, or create your own forms. For more information, see Customizable Formats for Printed Order Entry Forms.

When pricing by weight, and when the order unit of measure is not the pricing unit of measure, the printed unit price may not match the unit price on the transaction entry screens.

The information that appears in the Unit Price column on an invoice is calculated by dividing the extended price by the quantity ordered, whether pricing by quantity or by weight.

If the Keep Transaction History option is not selected on the O/E Options screen, Sage 300 deletes information for printed invoices when you run Day End Processing in Inventory Control, preventing you from reprinting any invoices after you run Day End Processing.

Regardless of whether you keep history, however, you must print invoices before they can be cleared by Day End Processing or using the Clear History form.