Batch Invoice Formatting

Question

We just started to use the batch invoice function through "Sales Order-Invoice Data Entry". When we batch multiple order to one invoice it is not carrying over the Sales Order# to the invoice, we need a couple other fields as well to print next to the items for that sales order in the body of the invoice. If a sales order has 3 lines we would like the sales order number to be before or after the lines on the invoice, also if I could add another field from the header and a UDF from the header.

Kevin M · Answer

Go into your test company, SO Invoice printing, type in "TEST" as the form code name, then click Designer (only there after your workstation has CR installed and you have the Role permission to use Designer). This should copy in the default Sage invoice form template for the version you are running, to safely modify without affecting anything else. Starting from this and adding what you want will be much easier than upgrading your old forms with the new structures needed for multi-SO invoicing. Once you have the working report, it can be copied for use Live. 
 Add the fields you want into the form's work table as UDFs (instead of linking tables). 
 If you are not already familiar with Crystal Reports, you're going to want some help. I've been designing reports with CR for over 20 years, and significant customizations can take ME hours to do. Trying to teach yourself as you are going along will be more costly than paying for training. Even then, almost every time I've given Crystal Reports training to one of our customers, they have not used it enough to retain the ability to make more than superficial changes to a report, and they still end up coming to us for everything.

Sage 100

Batch Invoice Formatting

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