Hi All

I have redefined my default invoices template for some specific customers so they will use less ink when printing my emailed invoices at their end.

I was originally having problems with this new invoice template even "sticking" in AR. However after I had shortened the template name now it sticks under the invoicing tab, print/fax/email specifications for this particular customer.

Now when I go to print or email an invoice to this customer in OE my original template is still the my default template that I use for all other customers and I have to manually change the template each time to the one I have entered in AR for this customer. Of course, I don't do all the printing and emailing and I am not going to ask someone to change the template each time. Is there any way to get this customer printing Spec to show up in OE automatically or have it pull the information from AR to OE as default for this customer?

Thanks for checking.

ps: I'm using OE 8.1(110316), AR 9.0B(100910)

Hi Treasure,

When you print/email invoices in Order Entry, do you have 'Use Selected Spec', 'Use Document Spec' or 'Use Current Customer Spec' as the Specification option? This will indicate which spec is used.

The specification drop-down field will read the defined invoice spec from File / Workstation Options. If the 'customer spec' setting is chosen, then the above spec will be ignored if the customer has a special spec defined. The drop-down field will not get replaced by the customer spec value if you use the Customer Spec option, if that was what you were expecting.

Oh I see now. Thank you that's a big help.

Yes the customer defined template does print when I select use current customer specification. I was expecting the the drop down to change to the appropriate template name I wanted to use. Now is this workstation specific? If another user changes their spec option to use doc specification (all workstations have workstation options the same) will that change my workstation default back to what they have selected? I want to avoid having the wrong invoices sent.

Thanks again
Treasure

I see the specification does change back if another user changes the Spec Option when we go to print.

Right away after I changed it to use customer spec. My order desk complained that they are not
getting the message "did everything print ok" after printing the invoice and they started printing
duplicate invoices since this message doesn't come up when using the other two spec options.
Can this warning message be added also to the other specifications and then the print box closed when printed?

We had numerous requests to remove the 'did everything print OK' message because it was annoying and affected the timing of updating the print status when multiple people are printing at the same time. Others wanted to see it - as you do.

If you want to see whether a document has been printed already very quickly, there are (at least) 2 things you can do:
- Edit the grid and add the Print Status column. You can see if the document has been printed.
- Create a filter that colours rows if it has been printed (or not printed).