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 > Document Imaging menu, select ImagingInvoice Exception Report to display the report screen.

  1. In the Branch/Territory/All field, enter the branch, branches, or territories  you want to include in the report. Enter ALL to include all branches and territories.

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

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

  4. 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 window to report on only cash receipts for one particular bank.

  1. In the Profile field, select a document profile to include in the report.

A document profile defines how and where the system indexes images. Use document profiles to control image access and locations. For example, your company might have a profile for A/R images where you define a network path that stores all  A/R image files on a network to which only A/R employees have access. Use this field to filter which images are included in the report.

  1. In the Exception/Scanned field, select one of the following:

  2. Exception - Reports on all records without images.

  3. Scanned - Reports on all records with images.

  4. All - Reports on all records. In this case, asterisks indicate the records with images.

  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 refine the report to include 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. Thisis 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 Invoice 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 Datemust be entered in theSelect byfield. If the field is set toInvoice Print Date, the status ofAllis 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 an invoice batch number to include only invoices from that batch in the report.

  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