Running the Imaging Invoice Exception Report

Use the Imaging Invoice Exception Report to determine which records have images attached. For example, you can determine which shipped orders have pick ticket images attached.

To run the Imaging Invoice Exception Report:

  1. From the System > System Files > Imaging menu, select Imaging Invoice Exception Report to display the report screen.

  2. In the Br/Tr/ALL field, enter the branch or territory number you want on this report. Enter ALL to include all branches and territories.

  3. In the Start Date field, enter the first date in a range of dates to include in this report.

  4. In the End Date field, enter the last date in a range of dates to include in this report.

  5. In the Transaction field, select the type of transaction, for example, purchase orders or cash receipts, to include in the report. Leave this field blank to include all transaction types.

If you select to report on cash receipts, select the bank in the Bank field at the bottom of the screen to report on only cash receipts for one particular bank.

  1. In the Profile field, press F10 to select a document profile.

  2. In the Exception/Scanned field, press F10 and select one of the following:

  1. If you selected Invoice in the Transaction field, complete the following fields to further filter which invoices to include in the report:

Field

Description

Prt Status

Enter one of the following statuses to confine the report to one invoice status category that does not have an image attached for the designated profile:

  • ALL – Includes all invoices that do not have images attached. This is the default.

  • P – Detailed Invoice Preview Report – Includes invoices that do not have images attached in the Detailed Invoice Preview report.

  • Q – Invoice Preview Queue – Includes invoices that do not have images attached in the Invoices Preview Queue.

  • H – Hold - No Batch Print – Prevents printing this report as part of a batch through the Print Invoices program.

  • N – No Print – does not print the report.

  • T – Temporary Ship Ticket – Includes invoices that do not have images attached on a ship ticket.

Note: To report using a different status, Ship Date must be entered in the Select by field. If the field is set to Invoice Print Date, the status of All is used, regardless of the invoice print status specified.

Select

Add any additional report selection criteria, including:

  • All

  • Normal (Stock/Non-Stock)

  • Directs

  • Credits

  • Service Charges

  • Cash Sales

Select By

Select one of the following to report by:

  • Ship Date

  • Invoice Print Date

Batch #

Enter a batch number for the report, if necessary.

  1. Set options, if needed, and generate the report.

Note: Image managers may also want to run the Detailed Invoice Preview report, before invoicing. The report shows an asterisk following the invoice number for each Eclipse record with an image attached. Summary information at the end of the report lists the number of invoices, as well as the number of invoices with images.

See Also:

Planning Profiles

Planning File Storage

Copying, Moving, or Deleting Images

Document Replication Overview