Reporting to the MAX including Point of Sale and Non-profit Versions
Tech Tip
|
Question:
How do I retrieve and edit a transaction once the invoice has
been updated with FedEx?
Answer:
Retrieving and Editing the Transaction
Once the invoice has been updated with the FedEx shipping
information">
Reporting to the MAX including Point of Sale and Non-profit Versions
Tech Tip
|
Question:
How do I retrieve and edit a transaction once the invoice has
been updated with FedEx?
Answer:
Retrieving and Editing the Transaction
Once the invoice has been updated with the FedEx shipping
information, you might want to edit it and you will probably
also want to print the invoice. See this section for
instructions.
To retrieve the invoice for editing, viewing, or printing
from the OE Enter Orders window:
- In the OE Enter Orders window that
appears, select Option > Retrieve Saved Transaction
> Invoice.
- In the Lookup window that appears, select the invoice
you just shipped. If you didn’t include the Non-Inventory
Code used for FedEx shipments on the order when you entered
it in Reporting to the MAX, the shipping charges and tracking
information from FedEx will appear as a new non inventory
detail line on the invoice. If you added a Non-Inventory
Code to the invoice when you entered it, one of two things
will happen when you retrieve the shipping and tracking
information from FedEx:
- If the Non-Inventory Code you added to the invoice
is the same as the default used by FedEx (as specified
on the Shipping tab of OE Module Preferences), then this
detail line is updated with the actual FedEx shipping
charges.
- If the Non-Inventory Code you added to the invoice
is a different one than the default used by FedEx (as
specified on the Shipping tab of OE Module Preferences),
then a new Non-Inventory Code detail line will be added
with the FedEx shipping charges. Shipping Your Products
- If necessary, edit the transaction as necessary just
as you can edit any Reporting to the MAX transaction. For
more information on retrieving and editing transactions
in Order Entry
- If desired, print this individual invoice with its
shipping and tracking information from the OE Enter Orders
window just as with any other Order Entry invoice.
- Note: Although the tracking
information won’t appear in the OE Enter Orders
window, it will appear on the invoice when it is
printed.
- Click Save to retain any changes you
have made to the invoice. Shipping Your Products
Printing the Invoice
If you have selected the Orders > Update From FedEx
option before printing the invoices, then the shipping and
tracking information will automatically be included on each
invoice. The shipping detail line and its associated charges
will appear as a new detail line, and the tracking number will
appear at the bottom of the invoice, to the left of the Totals
section.
In addition to your ability to print invoices individually from
the OE Enter Orders window, you can also print
a range of invoices from the Order Entry menu.
This is especially helpful if you normally print invoices at the
end of the day or at the end of a specified time or activity
range instead of one at a time. If you want to print a range of
invoices, select Orders > Print Invoices from
Order Entry, and enter the range of invoices to print. For more
information about this option, see the Accounting User’s Guide
to specify the invoices to print.
- Note: If you have shipped multiple
packages for a single invoice, only the first tracking
number in the sequence will appear on the invoice. However,
all the tracking numbers associated with the invoice will
appear in the customer’s record in Accounts Receivable.
Posting the Transaction
After you have applied the FedEx shipping and tracking
information to the invoice, post it as you would any other Order
Entry invoice. Posting applies the sales and shipping
information to all integrated modules, including Order Entry,
Accounts Receivable, and Inventory. This enables you to view
shipping charges and tracking information on reprints of posted
invoices, as well as on the Tracking tab of the
customer master record.
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