Printing the Weekly Grid in the Order Print and Invoice Print with LOC ALL
Reference No: R2-3667
Version No: 06.00.03-00
Details
Support has been provided to print the Weekly grid in the Order Print and Invoice Print with LOC ALL.
The details are explained in the sample workflow given below:
Prerequisites
Select the Configuration module > Pricing / Billing tab > select the Apply Grid Pricing To Order check box.
Save and exit the Configuration window.
Relaunch the R2 application.
Select the Maintenance module.
Click the Item Grid Pricing icon. The Item Grid Pricing window is displayed.
Click the Add icon. The Item Grid Pricing window is displayed.
Create the Grid Pricing [WEEKLY], as shown in Figure 1.0.
Figure 1.0 Grid Pricing [WEEKLY]
Click OK. Exit the Item Grid Pricing window.
Perform the Form Setup from the Maintenance module > Form Setup button for Order and Invoice, as shown in Figure 1.1.
Figure 1.1 Order and Invoice Form Setup
Exit the Form Setup window.
Select the Items tab and create a Serial Item [ELECTRIC PLANER] with 5 Qty.
Save and Exit the Maintenance module.
Sample Workflow
Select the Account module.
Tag a Company [EVERGREEN AV RENTALS] and create a Rental Reservation Order [ORD-60] for [28d] duration with the Start Date [18-May-2019] Time [9.00 AM] and End Date [15-June-2019].
Select the Payment tab. Select the Pay At drop-down as Periodic Billing and Billing Terms as LOC ALL. Create the Billing Terms as WEEKLY with duration as WEEKS. Create the Billing Terms as LOC ALL with duration as Length of Contract, Bill as ALL and tag LOC Billing Terms to the Order.
Select the Default tab. Tag the Grid Pricing ID [WEEKLY].
Search and add the Serial Item [ELECTRIC PLANER] with 2 Qty and the Unit Price [100.00], as shown in Figure 2.0.
Figure 2.0 Rental Reservation Order [ORD-60]
Click the Done icon to generate the Invoice. The Invoice [315036] gets generated.
Select the Invoicing module. Create an Accounts Receivables Batch [ID315076] and post the Invoice [315036].
Select the Actions menu > Post Batch. The Post Batch window is displayed.
Select the Invoice Format drop-down as Great Plains, as shown in Figure 2.1.
Figure 2.1 Contract Print Options
Click the OK button. The Invoice [315036] gets posted.
Select the Accounts module > Search Orders > Search and open the Order [ORD-60].
Select the Dates tab > Edit Dates > modify the Order Duration [49d] with the Start Date [18-May-2019] Time [9.00 AM] and End Date [06-July-2019] Time [9.00 AM].
The Order [ORD-60] Total gets modified to [560.00], as shown in Figure 2.2.
Figure 2.2 Order [ORD-60] duration modified to [49d]
Regenerate the Invoice.
Click the Print icon in the Order [ORD-60]. The Form Type Options window is displayed, as shown in Figure 2.3.
Click the Print icon.
Figure 2.3 Form Type Options
The Delivery Receipt [ORD-60.1.rtf] gets generated.
Open the Delivery Receipt [ORD-60.1.rtf]. The Delivery Receipt [ORD-60.1.rtf] displays the Posted column as Previously Billed for the first 4 weeks that is Invoiced and Posted and empty for the extended 3 weeks that is Invoiced and Not Posted, as shown in Figure 2.4.
Figure 2.4 Delivery Receipt [ORD-60.1.rtf]
Exit the Delivery Receipt [ORD-60.1.rtf].
Exit the Order [ORD-60].