Applies to: RollMaster (RM) Core
Use this article to view and reprint previously cleared Invoice Registers. Invoice Register History provides access to historical Invoice Register records that have already been processed and cleared from the active Invoice Register.
Does Not Cover: Printing and clearing the active Invoice Register.
Menu Path: Sales Processing > Reports 1 > Invoice Register History
For information on printing and clearing the current Invoice Register, refer to the Invoice Register documentation. For other Sales Processing programs, refer to the Sales Processing module documentation.
This print module will give you an Invoice history by Register Date or Item Date. Data becomes available in this module as soon as it is cleared from the Invoice Register. When you enter this module, an Invoice Register History screen will appear as follows:
The Branch field defaults to the current Branch. Use the drop-down menu to select another Branch, or you can choose to print for All Branches. You will then select whether to print by Register Date or Item Date at the Date Range Type field. You will then select a Beginning Date and an Ending Date for the type selected. The last two options will allow you to select for one Customer ID or **All** Customers, and then for one Salesperson ID or **All** Salespeople. When you have made your selections to customize the report, click the Print button to print the report. This report can be exported to Excel.
The Excel version has additional columns that you will not see on the printed version. This data includes a modified version of the Sales Rep column which includes the name as well as the ID of the Salesperson. Also the export data includes a column for a second Salesperson. If User IDs are set up, the User ID of the person who processed the Invoice will display in the Invoiced By column, to the right of the Invoice Date column. Two more additions can be found near the end of the export data--you will see Job Date and Install Date columns. Additionally, at the very end, you will see three columns as follows: SalesID 1 Est Commisions, SalesID 2 Est Commissions, and Total Est Commissions. These commission totals are reported at time of invoicing and are not updated if changes are made to Job Cost following invoicing. And finally, a column has been added to track Invoices for Orders converted from Web Orders. This column appears as the very last column as follows: Web Order.