how to print paper invoices for non-edi customers only

[srmEDI]

Good morning everybody! We have finally started the move to Progression 7.7.400, ExactEDI, and WMS. But now I have a bit of an issue with the invoicing process. For us to receive the data from Accounting to process the outbound 810 invoices, we have to first print invoices and then post the invoices. This is problematic since the majority of our customers are EDI. Is there a way for the system to only print hard copy invoices for non-edi customers? Any suggestions would be very helpful.

 

[maccrystal]

You can set the EDI Customers up for Form XX and non EDI for Form YY. You can print invoices by form number. Progression allow you to define the invoice form number at the customer level. You may want to evaluate in your TEST company.

http://www.appstratinc.com

 

[dgillz]

This will work, but you will get a annoying message "form for order ##### does not match, print anyway?". You will have to answer no to each of these.

A cleaner way to do this - if you own Flexibility - is to have 2 batch IDs, EDI and REGULAR, and use Flexibility to populate the batch ID field, then print invoices by batch id.

Software Sales, Training, Implementation and Support for Macola, Synergy, and Crystal Reports. Check out our Macola tools:

http://www.gainfocus.biz/exceladdin.html

 

[NEmacGuy]

If a majority was truely EDI, then print to pdf, file or null. Post. Then reprint with the Crystal Reprint. You could add some code to crystal to ignore the EDI customers. Also allows you to print on plain paper, or email the non-edi customers.

 

[srmEDI]

Thanks everybody. Those have been great suggestions. At this time, we will be using the suggestion mccrystal until we really get a feel of what our internal workflow is going to be.