Packing List
| Manual Release to Invoice | Selecting this option will require the user to print the Packing List before it will be released to invoice. |
| Auto Release to Invoice | Selecting this option will automatically release the Packing List being displayed on screen to Invoice upon edit and save of the record. The manexSQL system will update the records even if the user does not print the record. The system will maintain the records for history information and management reports. |
| Number of Copies | Here, the user may enter the number of copies they would like printed of the Packing List. Note: If the number of pages is set to three but the page descriptions are blank, the Packing List will be printed three times with blank page descriptions. If only one page description is entered but the number of pages is three, three copies of the report will be printed. One will include the page description while the other two will have a blank page description. |
| Page Description | Enter the description you would like printed on the copies (if any). |
| Showing packing lists with 0 invoice amount | This box must be checked when printing Packing Lists if the user would like to include invoices with a zero dollar amount in the printing list. |
| Include Open Orders in Credit Approvals for Shipping | Checking this box allows the user to include open orders in credit approvals for shipping. To exclude, leave the box unchecked. |
| Print Customer Part Number | Checking this box will cause the Customer Part Number to be printed on the Packing List. |
Invoices
| Manual Release to AR | Selecting this option will require the user to depress the "Release to AR" button on screen to release the invoice to Accounts Receivable. |
| Auto Release to AR | Selecting this option will automatically release the invoice being displayed on screen to Accounts Receivable upon edit and save of the record. The manexSQL system will update the records even if the user does not print the record. The system will maintain the records for history information and management reports. |
| Number of Copies | Here, the user may enter the number of copies they would like printed of the Packing List. Note: If the number of pages is set to three but the page descriptions are blank, the Packing List will be printed three times with blank page descriptions. If only one page description is entered but the number of pages is three, three copies of the report will be printed. One will include the page description while the other two will have a blank page description. |
| Page Description | Enter the description you would like printed on the copies (if any). |
| Showing packing lists with 0 invoice amount | This box must be checked when printing Packing Lists if the user would like to include invoices with a zero dollar amount in the printing list. |
| Print Customer Part Number | This box must be checked if user would like the Customer Part Number printed on the invoice. |
Hold for Credit Limit Overview
If the user has elected to use the "enforce credit limit at shipment” feature in AR-AP Acct Default Setup, the following message will appear if a non-supervisor attempts to ship:
Depress the OK button and add the Packing List with a supervisor’s password. The supervisor will receive the following warning:
Click "Yes" to continue and "No" to cancel.