The print management system controls the hierarchy for print selection, the number of documents that you print (the originals and the copies), and where these are printed. You can set up originals and copies to be printed on different printers. Print management works both with and without the Intercompany module for sales and purchase documents. You can set up print management for: specific purchase orders or sales orders, the customer or vendor account, and the default setup for the sales order or purchase order at the module level.

You define separate printers for the original and for the copies.

You can set up print management in one of the following locations: on the order, the customer or vendor record, or on the general setup form for accounts receivable or accounts payable. If nothing is set, the program prints according to the last defined setup in the printing posting form and the default printer destination comes from the company that initiated the printing of the intercompany direct delivery transaction.

The following table shows print management setup paths for sales orders:

Hierarchy level of print management	Path
Specific sales orders	Click Accounts receivable> Sales order> Setup> Print management
Specific customers	Click Accounts receivable> Customers> Setup> Print management
Default setup for sales orders	Click Accounts receivable> Setup> Forms> Form setup> Print management

The following table shows print management setup paths for purchase orders.

Hierarchy level of print management	Path
Specific purchase orders	Click Accounts payable> Purchase order> Setup> Print management
Specific vendors	Click Accounts payable> Vendors> Setup> Print management
Default setup for purchase orders	Click Accounts payable> Setup> Forms> Form setup> Print management

Example

The following is an example of how print management works when printing a packing slip for a sales order that was entered in a different company. Company A is the sales company and company B is the distribution company. The sales order is entered in company A and includes the following items:

Two penlights to be delivered from company A. An intercompany purchase order is automatically created in company A for these items.
Two batteries to be delivered from company B. An intercompany sales order is automatically created in company B for these items.

When an action in company A causes the picking list or packing slip to be printed for items delivered from company A, the print management setup from company A is used. If the print destination is not specified, the default printer setup for company A is used.

When an action in company B causes the picking list or packing slip to be printed for items delivered from company B, the print management setup from company B is used. If the print destination is not specified, the default printer setup for company B is used.

When an action on the intercompany sales order in company B causes an invoice to be printed for the original sales order in company A, the print management setup for the original sales order in company A is used. If the print destination is not specified, the default printer setup for company B is used.

Print management setup at the module level for company A:

Document type

Original/Copy

Number of copies

Footer text

Destination

Posting

Invoice

Original

Customer Invoice

Note
Printer setup determined by the company where the intercompany process is started.

Started by an intercompany process

Original

Customer Invoice

\\CompanyA\AR department printer

Not started by an intercompany process

Copy 1

AR Invoice Copy

\\CompanyA\AR department printer

Picking list

Original

Customer Pick List

\\CompanyA\Shipping department printer

Print management setup at the module level for company B:

Document type	Original/Copy	Number of copies	Footer text	Destination
Invoice	Original	1	Customer Invoice	<Not specified>
Packing Slip	Original	1	Packing Slip	<Not specified>
Pick List	Original	1	Customer Pick List	\\CompanyD\Shipping department printer

Example

See Also