Select

Limit or define the data to be acted upon.

If you do not limit the data, the program will use all relevant data.

OK

Start the posting process based on your selections and close the form.

Cancel

Cancel the entries you made in the Select query.

Recurrence

To create a recurring batch job, define the range and pattern of the recurrence.

Printer setup

Set up how to deliver the report, such as formatting for a printer, printing, or saving as a file.

Posting

If this check box is selected, the free text invoices that are selected will be posted when you click OK.

Note
To print a pro forma invoice, clear this check box and select the Print invoicecheck box.

Print

Select an option for when the invoices are printed:

• Current– Print each invoice as it is updated.

• After– Print after all the invoices have been updated.

Note
To print an invoice, you must select the Print invoicecheck box. If you set up the system in the Form sorting parametersform to sort by a particular parameter (for example, invoice account), select Afterin the Printlist.

Print invoice

Select this check box to print the free text invoice.

Use print management destination

Select this check box to print the invoice or pro forma invoice using print management destinations. Clear the check box to use default printer settings, instead.

Credit correction

Select this check box to display a credit correction (for example, a credit note) as a debit in your voucher transactions. The negative credit (debit) corrects the previous (incorrect) transaction.

Note
This method of correcting entries is known as Storno.

Credit limit

Select the appropriate option for the credit limit:

• None– A credit limit check is not required.

• Balance– The customer balance is checked against the credit limit.

• Balance+Packing slip– The customer balance and deliveries are checked against the credit limit.

• Balance+All– The customer balance, deliveries, and open orders are checked against the credit limit.

Note
If you select Nonein this field and Mandatory credit limiton the customer account, the customer balance is checked against the credit limit.