Program Description
This program can be found on the Billing Data Entry menu (BI-1-1). It works in conjunction with Billing Invoice Entry.
Rev 13 Changes
The invoice number field on the screen was enlarged to display 8 characters without wrapping on the screen or displaying an asterisk (*).
There has been a new global field added to Billing Control File Maintenance. This is field number 39. Option To Suppress Printing Of Invoices/Orders (Y/N). If this field is set to Y, the Invoice Entry, Credit Memo Entry, Service Invoicing, and Order Entry will have an option to automatically mark the invoice, credit memo or order as being printed. This means that during invoice/credit memo printing or order printing, the invoice, credit memo or order will not print when A'll unprinted is selected. The invoice, credit memo, or order can be printed when a group or individual invoice/order is selected. The override is field 15 in Invoice Entry and Credit Memo Entry. It is field 17 in Order Entry. It is field 9 in Service Invoice Entry. If this field is set to N, the option not be given to mark an invoice, credit memo or order as being printed. ** BIDE001R and BIDE001Q are also used in the updating when this program is run.
During the override section of Invoice Entry, Credit Memo Entry, and Order Entry, the option is available to enter a question mark (?) at several prompts to display a pop up listing of possible choices. These prompts include tax code 1, tax code 2, city tax code, and sales rep.
When tax code 1 or tax code 2 is changed in the overrides in Invoice Entry, Credit Memo Entry and Order Entry, the other tax field will be changed automatically. For example, if tax code 1 is changed, then both tax code 1 and tax code 2 will change. This is because both tax codes should be the same number.
The Sales Order Number field was enlarged from 6 characters to 8 characters in Invoice Entry, Credit Memo Entry, Order Entry, Order File Maintenance, Service Invoicing and Contract Billing. This field is stored in the Invoice Header File (INVHDRD) and the Order Header File (OEHDRD). ** This encompasses all of the invoicing programs in addition to BIDE001C.
The Date field in the Header portion of the invoice will now have the default date displayed on the screen. Prior to this revision, the program defaulted to a date, but the prompt was blank. This has been corrected.
An enhancement was added at the sales rep override (12) that allows the option to do a sales rep split that is not 50% / 50%. This enhancement is in Invoice Entry, Credit Memo Entry, Order Entry, Order File Maintenance, and Service Invoicing.
To do this, enter S at the sales rep field, and the screen will display sales rep 1, sales rep 1 percentage and sales rep 2 at the bottom of the screen.
Enter a valid sales rep number 1.
At the percentage field, enter a percentage between 1 and 100. The default for the sales rep 1 percentage field will be 50 %.
If 100 is entered, the program will assume no split is being done, and will not prompt for sales rep number 2.
If a number less than 100 is entered at sales rep 1 percentage, then the program will prompt for sales rep number 2. The percentage for sales rep 2 is not prompted. The programs will assume that percentage will be 100 minus the sales rep 1 percentage.
Sales rep 1 and sales rep 2 can not be the same number. If this is attempted, a message will be displayed and the program will prompt for sale rep 2 again. Currently, this percentage split will only be used by the three commission reports on the Billing Sales Reports menu.
The sales rep 1 percentage is a new field. It will be stored in the Invoice Header file (INVHDRD), Order Header File (OEHDRD), Invoice Line Item File (INVLID), Order Line Item File (OELID), Sales Analysis File (SALID), and Sales History File (SHHIST.DT).
Note: Contract Billing will not do a sales rep split. It will assume sales rep 1 percentage is 100 and sales rep 2 is 0. Also, it is recommended that the sales rep with the larger percentage is placed in sales rep 1 field. This is because many reports still will use sales rep number 1 field.
8. There is a new global option added to Billing Control File Maintenance. This is field number 42. Assign Default Branch From C'ustomer, Or S'ales Rep # 1.
If this field is set to C, the program will work the same as prior to Revision 13. The branch will default to the branch in the Customer File (CUSTD).
If this field is set to S for sales rep, the branch will default to the branch stored in the Sales Rep File (SLMD) instead of the Customer file (CUSTD).
If the sales rep is overridden, the branch number default will change automatically.
If a sales rep split is done, the program will check the branch number for both sales reps. If they are different, the program will then do a branch split with a branch 1 percentage of 50. This can then be overridden when the program reaches the branch prompt in the header of the invoice or order.
If a sales rep split is done and the branch for both sales reps are the same, the program will assume no branch split is taking place and will set branch 1 percentage to 100 and will set branch 2 to 0.
If the global is set to assign branch from the Sales Rep file, and the branches are set in the header of the invoice or order, but then the sales rep in the sale rep override (field #12) is changed, the branches could change to be the branches for the new sales rep. Their is the opportunity to override the branches again. See the sample screens below:
