Send a one line transaction for each order to a transaction file
At the Quote / Orders screen:-
● Select: File - Export
Program prompts with a warning message.
● Select OK to continue
A transaction is sent for all orders with status set to: ORDER DISPATCHED
For example:-
00001,,20/06/2015,,,
RX-QU-35,CS1001,11/04/2006,703.86,123.17,827.03
The header line applies to the whole file and marks the date the file was created.
Program reports number of order details sent.
Status is changed to INVOICE SENT for each order detail sent.
The invoice transaction file is an ASCII file with one record for each transaction - this can be used to update ledgers or keep a record of the invoices.
Notes
- Quote / orders parameter: Invoice transaction file name must be set and the name should include the extension (for example .txt)
- System parameter: Path for accounts must be set
- Orders with status set to INVOICE SENT cannot be changed
