ACCT PRINT

The following control maintenance records belong to the PRINT (Print) area within the ACCT (Accounting) category.

Consolidated Invoice Reports Remit To

Enter the customer whose address to use as the remit-to address on the statements printed by the Consolidated Invoices Report and the Product Consolidated Invoices Report.

Options	Any customer created in Customer Maintenance.
Outcome of setting this control record	The system uses this customer as the remit-to customer on any invoices that are printed from the Consolidated Invoices by Bill-To Report, the Consolidated Invoice by Ship-To Report, and the Product Consolidated Invoice Report.
Default Value(s)	Blank
Dependencies	To print consolidated invoices, also set the following control maintenance records: Consolidated Invoicing Product Default Invoice/Statement Sort Only Consolidate Multiple Invoices
Action if set to Null	The system displays a warning message and gives the user the options of printing statements without a remit-to address.
Additional Information	Each branch in your company has a remit-to entity associated with it that receives payment for products sold at that branch. You may have several sales branches and one accounting branch where you expect to receive payment. You can designate the accounting branch as the remit-to entity for a branch, to assure that the customer always sends payment to the correct branch. For more information about defining your company's remit-to customers, see Assigning Remit-to Addresses to Branches.

Consolidated Invoicing Product

Options	Any product defined in Product Maintenance. Typically, your company uses a miscellaneous charge product with a generic description, such as *Consolidated Invoices*.
Outcome of setting this control record	The system uses this product on consolidated invoices for ship-to and bill-to customers.
Default Value(s)	Blank
Dependencies	To print consolidated invoices, also set the following control maintenance records: Consolidated Invoice Reports Remit To Default Invoice/Statement Sort Only Consolidate Multiple Invoices
Action if set to Null	Consolidated invoices do not print.
Additional Information	For more information about setting up consolidated invoices, see Setup Requirements for Printing Consolidated Invoices.

Default Invoice/Statement Sort

Enter the default way you want your invoices and statements to sort in the Print Invoices, Print Consolidated Invoices, and Print Statements windows, respectively.

Options	Default Invoice Batch Sort and Default Statement Batch Sort: Zip - Sorts by zip code first, then by the Customer Maintenance Sort By field entry. Select this option if your company takes advantage of reduced postal rates by sending invoices as pre-sorted first class mail. Customer Name - Sorts by the Customer Maintenance Name field entry. Customer Sort By - Sorts by the Customer Maintenance Sort By field entry.
Options	Default Invoice Sort for Consolidated Invoice- Select how to sort consolidated invoices if a selection is not made in the Print Consolidated Invoices program:Ship DateorCustomer PO#
Outcome of setting this control record	The system defaults the Sort By field in the Print Invoices and Print Consolidated Invoices to your selection in the Default Invoice Sort field. The system defaults the Sort By field in the Print Statement window to your selection in the Default Statement field.
Default Value(s)	Customer Sort By
Action if set to Null	Same as if set to Customer Sort By.
Additional Information	None

Default Parent And Subtotal Settings For Statements

Use to indicate how you want to handle printing parent account (bill-to accounts) for standard statements. You can include or exclude detail for the child entities from the existing statement printing process.

New in Release 8.7.7

Options	Statement Subtotals - Select one of the following for how you want to subtotal statements during printing: Bill-To, Ship-To, Bill-To/Ship-To, or None. Page Break On - Select one of the following for how you want to break up the statement reports during printing: Bill-To, Bill-To/Ship-To, or None. Parent Statements area / Statement Type - Select the statement type for which you want to print statements: Balance Forward or Open Items.
Outcome of setting this control record	The system automatically prints parent statements when parameters are met using the conditions set in this control maintenance record.
Default Value(s)	As if no settings are activated.
Additional Information	None
Required For:

Default Settings For Batch Invoices And Statements

Use this control maintenance record to configure default settings for printing invoices and statements in batches. Select defaults for batch

printing activity:

New for Solar in Release 8.7.7

Field	Description
Print Invoice Copies	Enter the number of copies of each invoice to print. The system uses this default when the Invoice Print Copies field in the Customer Pricing/Printing window is blank. Note: If you print more than one copy of any transaction, all copies after the first are labeled as "Reprint."
Fax Invoice Copies	Enter the number of copies of each invoice to fax. The system uses this default when the Invoice Fax Copies field in the Customer Pricing/Printing window for a bill-to customer is blank.
Max Days To Hold Printing	Enter the number of days to hold printing up to 99 days. This is based on the invoice date of the sales order. For example, if the invoice printing was held up because the cumulative dollar amount for all the invoices for the customer did not meet the Min Dollars To Print field, then after the indicated days print the invoices. For example, you want $75.00 worth of invoices to print based on the cumulative total for the bill-to invoices. If you do not have that amount, you want to wait four days to see if the customer reaches $75.00. If not, then all invoices print, regardless of the amount. This must be set to greater than zero (0) for the system to check it. Note: These parameters apply only to printing and do not affect e-mailing or faxing invoices.
Minimum Dollars To Print	Enter a dollar amount which represents the cumulative dollar amount of all the bill-to customer invoices. When batch invoice printing runs, the system checks each bill-to customer. If the cumulative total of the customer's invoices equals or exceeds the Minimum Dollars To Print field, then all invoices print. If the cumulative total is less than the dollar amount set, but it is past the Max days To Hold Printing field setting, then the system prints the invoices. For example, you want $75.00 worth of invoices to print based on the cumulative total for the bill-to invoices. If you do not have that amount, you want to wait four days to see if the customer reaches $75.00. If not, then all invoices print, regardless of the amount. This must be set to greater than zero (0) for the system to check it. Note: These parameters apply only to printing and do not affect e-mailing or faxing invoices.
Statement Mode	Select 0, 1, or 2 to indicate the number of copies of a customer's month-end statement to print or select Fax to fax the statement. The system uses this default when the Batch Statement field in the Customer Pricing/Printing field for a bill-to customer is blank. Note: The system prints statements for customers selected using the Customer option on the Print Statements window regardless of the settings in this control maintenance record or the Customer Maintenance.
Include Paid Invoices on Billtrust Statements	Select Yes to include paid invoices on statements. The default is No.

In addition, use this record to set defaults for 3rd party billing software such as Billtrust or Invoice Connection. If your system is integrated with third-party billing software, select the defaults for

third-party billing activities:

Field	Description
Test Invoices	Complete this field if your system is set up for FTP transmissions. Set this field to Yes when you are testing the transmission of outsourced batch invoices. When you batch print invoices in test mode, the system does not change print flags or make log entries. The system does not print, fax, or e-mail the generated invoices. The default is No.
Test Statements	Complete this field if your system is set up for FTP transmissions. Set this field to Yes when you are testing the transmission of outsourced batch statements. When you batch print statements in test mode, the system does not change print flags or make log entries. The system does not print, fax, or e-mail the generated statements. The default is No.
FTP Actions	Complete this field if your system is set up for FTP transmissions. Select the batch action to replace with an FTP transmission. To select multiple actions, use the Multi button.
Send Invoices via FTP	Complete this field if your system is set up for FTP transmissions. Indicate whether the system default for sending invoices via FTP is is Yes, No, or Both. Use the "Both" option to print and FTP the invoice simultaneously. The default displays in the Send via FTP field on the Print Invoices window and the Print Consolidated Invoices window.
Send Invoices via FTP	Set the default option for sending invoices via FTP or not or both. You have the option to send the invoice via FTP (Yes), to not send via FTP and only print the invoice (No), or to print and FTP the invoice simultaneously (Both).
Send Statements via FTP	Complete this field if your system is set up for FTP transmissions. Indicate whether the system default for sending statements via FTP is Y or N. The default displays in the Send via FTP (Y/N) field on the Print Statements window.

Do Not Apply Terms Discount To MiscChrg Products

Indicate whether to include miscellaneous charge products in the value on which the system calculates a terms discount for timely payment.

Options	Yes - Miscellaneous charge products are not included in terms discount calculation. No - Miscellaneous charge products are included in the terms discount calculation.
Outcome of setting this control record	If set to Yes, miscellaneous charge products, which are typically those for services or non-inventory products, are not included when the system calculates the value of an invoice for a discount that the customer might receive if they pay their balance before it is do.
Default Value(s)	Yes
Action if set to Null	Same as if set to Yes.
Additional Information	None

Only Consolidate Multiple Invoices

Indicate whether the system creates a consolidated invoice only if there are multiple invoices to consolidate.

Options	Yes - Creates a consolidated invoice only if there is more than one invoice to consolidate for the customer. If there is only one invoice, the system prints a regular invoice. No - Creates a consolidated invoice, even if there is only one invoice to consolidate.
Outcome of setting this control record	Determines if a customer always receives a consolidated invoice, regardless of the number of invoices for the customer.
Default Value(s)	No
Dependencies	This record applies only to customers flagged for consolidated invoicing.
Action if set to Null	Same as if set to No.
Additional Information	None

Print Paid-In-Full Invoices

For each branch, indicate whether the Print Invoices program includes fully paid invoices when it selects invoices to print.

Options	Yes - Includes fully paid invoices. No - Does not include fully paid invoices.
Outcome of setting this control record	Determines if invoices that a customer has already paid the entire balance are include in the next invoice print run.
Default Value(s)	Blank
Action if set to Null	Same as if set to No.
Additional Information	Select Yes if your company sends EDI outbound 810 zero-balance invoices, which is indicated in the Send Credit/Zero Bal Invoices field on the EDI Add'l Doc Info screen. The system logs paid-in-full invoices as having been printed, regardless of whether they have been physically printed. A user assigned Level 1 of the SOE.CLOSED.ORDER.EDIT authorization key can only view those invoices.

Show Detail On Service Charge Invoice

Indicate whether to itemize each overdue transaction and its corresponding service charge on a customer's service charge invoice.

Options	Yes - The service charge invoice lists each transaction with an overdue balance and its corresponding service charge. No - The service charge invoice does not identify the individual transactions with overdue balances.
Outcome of setting this control record	If set to yes, breaks out a customer's service charges for overdue transactions.
Default Value(s)	No
Examples	For example: S130XXXX.001 Serv Chrg $3.75
Action if set to Null	Same as if set to No.
Additional Information	None

Valid Invoice Select Codes

Enter invoice select codes, which identify how often a customer receives invoices. Codes can be up to five characters long. Typical codes are Day, Week, and Month. You can assign an invoice select code to a customer on the Customer Pricing/Printing screen.

ACCT PRINT Control Maintenance Records