Form Title

This will appear on invoices and acknowledgement letters below the organization address.

No

Organization

The organization.

Read-only

Organization Unit

The organization unit ID.

Read-only

Mode

Select or enter one of the following values for mode.

·       PROD- All qualified orders for which invoice or Ack letters have not been printed (i.e., print date is null) will be selected and process will update Invoice print date or letter print date for these orders. 

·       EDIT - Will select the same orders as in PROD mode but will not update the print date, thus these orders will be selected in next run also.

·       RE-PRINT - Use this mode to reprint the invoices for orders that have already gone through the PROD mode, meaning that invoice print date or letter print date are not null. Reprint From Order No and Reprint Up To Order No parameters should be used when the process is run in RE-PRINT mode.

Yes

Format

Select or enter one of the following format values:

·       INV - To print the invoices and update the invoice print date.  (Orders are selected with line status codes identified with an I in the App_Code.OPTION_3 column of LINE_STATUS type.)  

·       ACK - To Print the acknowledgement letters and update the letter print date.

·       CONFIRMATION - To print the meeting confirmation letters and update the confirmation date, which displays on the Line Item Details screen. To generate invoices, make sure that orders are invoiced.

Yes

Conf Ltr Line Status

This parameter is applicable to CONFIRMATION letters only. Select or enter one or more of the following values for LINE STATUS:

·       A (Active)

·       P (Proforma)

·       C (Cancelled)

For invoices, order lines are selected based on line status codes defined with an I in the App_Code.OPTION_3 where App_Code.SUBSYSTEM is the order line subsystem and App_Code.TYPE is LINE_STATUS. Acknowledgement letters are generated for proforma order lines.

User can select more than one line status code.

No

Include Bad Address Records

When running this process, if bad address orders should be included in printing invoice, check this checkbox. If bad address orders should not be included in printing invoice, do NOT check this checkbox.

No

Output Format

Identifies the report format to be used when this process is run, and can be used for invoices, acknowledgement letters and confirmation letters.  Valid values are AUTOMATIC, SPECIFIC or EMAIL_ONLY.  

·       If AUTOMATIC, selects the report defined for the org, org unit, value selected for the Format parameter (i.e., INV, ACK or CONFIRMATION) and order line subsystem in ORD660_Format_Map.  If no value is selected for the subsystem parameter, or if no record exists in ORD660_Format_Map for the selected subsystem, the process will use the base report format.

·       If SPECIFIC, uses the report defined in Specific Report Format parameter. 

·       If EMAIL_ONLY, generates emails but no printed invoices.  The content of the email is defined in the notification.  (Customers with no email addresses are written to the ORD660_No_Email table.)

Yes

Send by Email

Check the checkbox to have invoices emailed; otherwise, leave unchecked. If EMAIL_ONLY option is selected for Output Format, this must be checked. An exception report will be produced for customers who do not have an email address.

No

Email Notification Name

Enter the name of the email notification that will be used.  BASE_INVOICE_ACK is the invoice notification that is delivered with the base application.

No

Subsystem

The SUBSYSTEM parameter is used to select the invoice report if the Output Format Control parameter is set to AUTOMATIC.  The invoice report is selected from the ORD660_Report_Format table where ORD660_Report_Format.SUBSYSTEM = subsystem value selected here or ALL. As of 7.5.2, the SUBSYSTEM parameter is also be used to limit the order lines selected for invoicing, if the INVOICE_SELECTED_SUBSYSTEMS parameter is set to Y.

No

Specific Report Format

This parameter is only used when the “Output Format” parameter is set to SPECIFIC. This parameter allows an organization to select a specific invoice report to be used for all invoices generated by the ORD660 job.

Click this link to select a report format as defined on the ORD660 Report Format screen. For more information, please see Creating a Report Format for ORD660.

No

Only Invoice Selected Subsystem?

Check the checkbox to have invoices that will be generated limited to the subsystem selected in the Subsystem parameter. If the selected subsystem = ALL, this checkbox is set as unchecked and disabled. If set to Y, the system will select order lines in an order for inclusion on the invoice based on the subsystem of the product on the order line. In addition, if the invoice is being grouped by INVOICE_NO, all other order lines with the same invoice number will also be included on the invoice, regardless of subsystem. Otherwise, it would be possible to generate multiple invoices with the same invoice number, which is not a recommended practice.

No

Include fully paid items only

This is applicable for meeting CONFIRMATION letters only. When set to Y, only selects orders that have a balance <= 0.00 (i.e., where the order line is fully paid or overpaid, leaving a credit balance).

No

Reprint from Order No.

Enter a valid order no like 1000000001. This order no will be used in RE-PRINT mode to select all orders between this order no and Upto order no (the next parameter)

No

Reprint up to Order No.

Enter a valid order no like 1000000099. This order no will be used in RE-PRINT mode to select all orders between from order no (previous parameter) and Upto this order no

No

Print Zero Order Line Balance

Check this checkbox to include or exclude invoices with zero net balance.

·       If "Print Zero Order Line Balance" is N and "Print Non-Zero Order Line Balance" is Y, then the order lines will be picked according to the 'Min Credit Balance' and the 'Min Debit Balance' parameters. If Group By is Invoice No., then it will print only those invoices where the net balance for all the lines with same invoice number is not zero. If Group By is Order No., then it will print only those invoices where the net balance for all the lines with same order number is not zero.

·       If "Print Zero Order Line Balance" is Y and "Print Non-Zero Order Line Balance" is N, then the invoices with zero net balance will be printed. If Group By is Invoice No., then it will print only those invoices where the net balance for all the lines with same invoice number is zero. If Group By is Order No., then it will print only those invoices where the net balance for all the lines with same order number is zero.

·       If "Print Zero Order Line Balance" is Y and "Print Non-Zero Order Line Balance" is Y, then all the order lines will be printed.  

Either "Print Zero Order Line Balance" or "Print Non-Zero Order Line Balance" must be set to Y.

No

Print Non-Zero Order Line Balance

As of 7.4.1 SP1, check this checkbox to include invoices with a net balance greater than zero.

·       If "Print Zero Order Line Balance" is N and "Print Non-Zero Order Line Balance" is Y, then the order lines will be picked according to the 'Min Credit Balance' and the 'Min Debit Balance' parameters. If Group By is Invoice No., then it will print only those invoices where the net balance for all the lines with same invoice number is not zero. If Group By is Order No., then it will print only those invoices where the net balance for all the lines with same order number is not zero.

·       If "Print Zero Order Line Balance" is Y and "Print Non-Zero Order Line Balance" is N, then the invoices with zero net balance will be printed. If Group By is Invoice No., then it will print only those invoices where the net balance for all the lines with same invoice number is zero. If Group By is Order No., then it will print only those invoices where the net balance for all the lines with same order number is zero.

·       If "Print Zero Order Line Balance" is Y and "Print Non-Zero Order Line Balance" is Y, then all the order lines will be printed.

Either "Print Zero Order Line Balance" or "Print Non-Zero Order Line Balance" must be set to Y.

No

Incl Sched-Payments in Bal Cal

If “Y”, then the process will include scheduled payments when calculating order balances.  For instance, if an order has future scheduled payment that would cover the current order balance, this order would be considered to have a zero balance currently due.  If “N”, then the actual balance on the order will determine whether or not it should be included regardless of whether future scheduled payments would otherwise pay off the order.

No

Salutation Type

Select the Salutation type.

No

Message Code

Only one message code can be selected at a time.

No

Comments

Generic comments to be included in every report. It can be blank.

No

CR Comments

General comments to be placed if the balance is -ve. Can be left as BLANK

No

DR Comments

General comments to be placed if there is balance. Can be left as BLANK

No

Use Address Change Service

If the flag is set to 'Y' the labels are printed with ACS Format having Intelligent Mail Barcode and also make sure appropriate values are set for parameters Barcode Identifier,Service Type Identifier and Mailer ID,and also by setting the flag to 'Y' width of the label increases by one row.

When the flag value is 'N' then the ACS format is ignored and the label is printed without the barcode.

No

Barcode Identifier

A two-digit value that indicates the degree of pre-sorting this mail piece received before being presented for mail delivery.

No

Service Type Identifier

A three-digit value representing both the class of the mail (such as first-class, standard mail, or periodical), and any services requested by the sender.

No

Mailer ID

A six or nine-digit number assigned by the USPS that identifies the specific business sending the mailing. Higher volume mailers are eligible to receive six-digit Mailer IDs, which have a larger range of sequence numbers associated with them; lower volume mailers will receive nine-digit Mailer IDs.

To make it possible to distinguish six-digit IDs from nine-digit IDs, all six-digit IDs begin with a digit between 0 and 8, inclusive, while all nine-digit IDs begin with the digit 9.

No

Advanced Job Parameters

Group By

Select 'INVOICE_NO' for grouping by Invoice_No. Select 'ORDER_NO' for grouping by Order_No.

No

Min Credit Balance

Enter the minimum Credit Balance to be considered.

No

Min Debit Balance

Enter the minimum Debit Balance to be considered.

No

Filter Criteria

Enter an additional SQL filter applicable to ORDER_DETAIL table. Use table name with the column name. Example ORDER_DETAIL.ORDER_NO='1000000001'.

No