PR: How to lookup INVOICES in PDS [10/25/23] | Scribe

    PR: How to lookup INVOICES in PDS [10/25/23]

    • NICOLE HONE |
    • 10 steps |
    • 60 seconds
      1
      Start from MAIN MENU screen
      2
      Type "3" \[CUSTOMER & ORDER MANAGEMENT\], then "[[enter]]"
      3
      Type "32' \[ORDER/INVOICE ENTRY\], then "[[enter]]"
      4
      Type "6" \[ORDER INQUIRY/RELEASE/LIST\], then "[[enter]]"
      information ordinal icon
      Tip! Shortcut to get to above ORDER/INVOICE MENU screen: Starting from MAIN MENU simply type "O", then "[[enter]]"
      5
      Type "I" \[INQUIRY\], then "[[enter]]"
      6
      Type invoice number, then "[[enter]]"
      7
      Type "6" \[REPRINT\], then "[[enter]]"
      8
      This screen gives printing options: **Option-1** To have system email invoice directly to customer's email address on file simply press "[[enter]]" key. **IMPORTANT:** if **not** emailing to email on file type "C" \[CLEAR LIST\], then "[[enter]]". This will clear the email address.
      9
      Other printing options are listed at the bottom of screen. Most commonly used: **Type "E"** to select email, then "[[enter]]". This will provide a field to type email address, once typed then press "[[enter]]" key. **NOTE**: after entering options to enter another email address will be available. **Type "P"** to select sending invoice to a printer, then "[[enter]]". This will provide a field to type selected printer number, then press "[[enter]]" key. **Type "V'** to view in PDF format, then press "[[enter]]" key. Then press "[[enter]]" again to display the invoice in PDF format.
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      Tip! If having issues with "V" to view in PDF invoice, this is due to a setting in your PDS system. Once fixed PDF invoice will work.

      RESULTS: Invoice & Delivery Ticket

      10
      Email and View options standardly provide copies of both invoice and delivery ticket. EXAMPLES: