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Evo-ERP and DBA Classic >> Suggestions for Updates >> Invoices Marked Printed
http://www.istechforum.com/YaBB.pl?num=1155846482

Message started by jgh1204 on 08/17/06 at 12:28:02

Title: Invoices Marked Printed
Post by jgh1204 on 08/17/06 at 12:28:02

Instead of asking, "Mark as printed" after an invoice prints, to just automatically mark it as printed?

I know this would lead to more voided invoices but we are having some problems with our dispatcher not marking it as printed, sending out the invoice, releasing something else which then clobbers the previous invoice.

Plus, this is a potential theft/fraud issue. We are now putting a number on our pre-printed forms, but for people using plain paper, I think this could be a real problem.

I would rather have some voided invoices then try to explain to a customer why 2 different invoices have the same invoice number.

Title: Re: Invoices Marked Printed
Post by David Waldmann on 08/17/06 at 15:23:52

It sounds like you want it marked printed regardless. I would definitely be against that. However, to have the default button be "Yes" instead of "No" would be great!

Title: Re: Invoices Marked Printed
Post by Lynn Pantic on 08/17/06 at 16:40:36

You can already change the default setting using the questions on the SO-F screen and the Save Settings button.

Title: Re: Invoices Marked Printed
Post by David Waldmann on 08/21/06 at 04:08:42

Long day, eh Lynn?

Title: Re: Invoices Marked Printed
Post by lmk223a on 08/21/06 at 07:44:10

Lynn's advice benefited our company. THANKS SO MUCH! It's worth the price of that cup of coffee.

Our Sales gals were delighted when I informed them how to change the default setting.

Title: Re: Invoices Marked Printed
Post by jgh1204 on 08/23/06 at 06:39:06

I would still rather the invoice be marked as printed automatically without the user option.

Title: Re: Invoices Marked Printed
Post by jgh1204 on 08/23/06 at 08:00:35

Just some further thoughts.

We deliver our products and sometimes our driver's collect cash. Also, sometimes customers come to our office and pay cash.

A dishonest employee could release 10 widgets and print an invoice that totaled $1000 or $100 per widget and NOT mark it as printed.

They then could change the invoice to 1 widget, mark it as printed and pocket the $900.00

An employee could also just make a mistake. Most of our orders are multiple deliveries on the same sales order. If the dispatcher THINKS they marked it as printed and did not, released other items, then that original invoice is lost in the system, although not on paper.

We would not know there was a problem until we saw inventory descrepencies and even then, we would not know HOW the inventory disappeared.

It seems that it would be a fairly easy program change, just add an option in the header files.

I might be willing to pay if not too expensive.

Title: Re: Invoices Marked Printed
Post by wildco on 08/23/06 at 11:15:16

I would be against having invoices be automatically marked as printed, unless there was a switch in SD-Q that could control this feature.

For us, prevention of potential fraud losses and mistakes would not offset people's time and aggravation in voiding invoices.

Have you considered just having the invoices printed and posted before the driver leaves by a responsible person? This way there is no risk of fraudulent changes or mistakes.

Title: Re: Invoices Marked Printed
Post by jgh1204 on 08/24/06 at 11:19:59

wildco, I agree, the automated "marked as printed" needs to be a header option.

We caught a problem the other day that had we missed it, would have resulted in a $7500 loss.