IP.22: Recurring Storage -Inv.Preview

Note that you can click the button (or press F5) to invoke field help at any time from within the job panel itself.

Business Benefits

The information required for Recurring Storage Charges is generated in program IP.31 [Recurring Storage - Generate]. These details must eventually be transferred onto Invoices to be sent to your Clients.

On a trial basis, this program prints these Invoices for you.

Note: For related documentation and workflows, see IP - Invoice Processing.

Usage

On a trial basis, this program is the same as program IP.52 [Recurring Storage - Invoices] and is used to print Recurring Storage Invoices for your Clients.

When printing trial Invoices, none of the live files are used. Instead, the program uses its own "trial" files.

The first page of the printout shows the Batch generation parameters.

Preconditions

The "trial run" option is available only if you set Field 17 (Recurring Storage Trial Invoice) to O (Optional) or R (Required) in program
WP.92 [Invoicing Profiles].

Recurring Storage Invoices must have been generated in program IP.21 [Recurring Storage -Gen.Preview].

A standard Message may be printed on the Recurring Storage Invoice by entering the corresponding code in Field 49 (Renewal Invoice Message Code) of program CR.18 [Client Arrangements].

Field 81 (Renewal Invoice Print Method - Trial) of program CR.18 [Client Arrangements] determines whether the Invoices print in detail or summary (or not at all).

Subsequent Actions

Upon acceptance of the printout, the Invoice details are removed from the "trial" files, which means that a re-print is not possible.

The Batch is flagged as printed, which means that it becomes available to be used for generation of real Invoices in program IP.31 [Recurring Storage - Generate].

Program Fields and Functions

To review a text version of the field help, click here. Click the button (or press F5) to invoke field help at any time from within the job panel itself.