Print Receivables Transactions

Use the Print Receivables Transactions process to submit your invoices, credit memos, debit memos, chargebacks, and balance forward bills for printing. You can print all available transactions, a range of transactions, or new transactions only.

Business Intelligence (BI) Publisher provides a predefined print template for each Receivables transaction class: invoice, credit memo, debit memo, chargeback, and balance forward bills. By default the Print Receivables Transactions process uses these predefined templates to print transactions. You can create your own versions of these print templates using the available editing features in BI Publisher.

During a run of the Print Receivables Transactions process, these behaviors apply to transaction attachments:

• If the feature is enabled, a copy of the printed transaction is added to the transaction header as an attachment. Use the Review Transaction page to view this printed copy.

• If the feature is enabled, attachments to the transaction header can be printed along with the transaction.

Note: You print bills receivable transactions with the Print Bills Receivable process.

The following list describes important parameters of the Print Receivables Transactions process.

Selected Parameters

Business Unit

Print transactions belonging to either a single business unit or all business units.

Transactions to Print

• Printed: Prints only those transactions that have already been printed.

• Unprinted: Prints only those transactions that have never been printed.

• All: Prints both printed and unprinted transactions.

Order By

Identifies the order in which the selected transactions are printed:

• Transaction Number

• Customer

• Postal Code

Batch Name

Print transactions belonging to the specified transaction batch.

Transaction Class

Print transactions belonging to the specified transaction class only: Invoice, Credit Memo, Debit Memo, Chargeback.

Transaction Type

Print transactions belonging to the specified transaction type only. If you entered a value in the Transaction Class parameter, then the list of available transaction types is limited to this transaction class.

Customer Class

Print transactions belonging to customers with this classification only, for example, Commercial or Government.

Installment Number

For transactions with split payment terms, you can specify the installment number. To print all installments, don’t enter an installment number.

Print Date

Print transactions for the print date range you specify. The print date is the transaction date, unless you have specified print lead days on the payment terms, in which case the print date is the number of lead days before the transaction due date.

Open Invoices Only

Specify whether to only print transactions with open debit items. The default is Yes.

Output File Type

Specify the output to use for the print run:

• HTML

• PDF

• Zipped PDFs: Includes an index file of the print run, to identify the first and last page of each printed transaction.

• Excel

[Transaction Class] Template Name

Select the template to use to print transactions for each transaction class or the selected transaction class. The process uses the default template unless you specify a template that you created.

Itemized Tax by Line

Specify whether to print itemized tax information for each transaction line.

Selected Template Headings

This table describes important template headings for printed transactions.

Heading	Description
Bill-to	The bill-to customer and address for this transaction.
Ship-to	The ship-to customer and address for this transaction.
Purchase Order	The purchase order number from your customer for this transaction.
Sales Order	The sales order number with which this transaction is associated.
Total	The total of all line amounts, tax, and shipping charges for this transaction.
Payments	The total of all payments made against the transaction.
Credits	The total of all credits applied to the transaction.
Financial Charges	The total of all late and penalty charges applied to the transaction.
Due Date	The date that payment is due.
Send payment to	The remit-to address, where your customers are to send payments against the transaction.
Extended Amount	The total amount for an individual line item. This total is the quantity shipped times the unit price.
Our Reference	The number of the transaction that a credit memo credits. This value applies to credit memos only.
Quantity Shipped	The number of units that were shipped and billed for on this transaction.
Salesperson	The primary salesperson for this transaction.