Field/Column

Description

Template

Identifies the selected invoice template.

Description

Text description of the selected invoice template.

Calculate Work Order Invoices

One Time

Enter a check mark in this field to include all work orders with one-time fees in this template.

Credits

Enter a check mark in this field to include all credit work orders in this template.

Type

You may select a specific work order type to include in this template. (This menu originates from program #1796.)

O    To include all work order types when this template is selected, use the % wildcard. For more information on using wildcards, see  Searches.

User

You may select a specific user ID to include in this template. (This menu originates from program #1811.)

Calculate Installment Invoices

Enter a check mark in this field to include any installment billings that are due in this template.

Calculate Cycle Invoices

Enter a check mark in this field to include all previously set cycle fees that are due in this template.

Printer

Select the printer for the Invoice Listing report.

Contract Select Parameters

Contract Number Range

Ctr No Range - From

You may type a range of contract numbers to use when this template is selected. Type the beginning contract number of the range.

Ctr No Range - To (No label)

You may type a range of contract numbers to use when this template is selected. Type the ending contract number of the range.

Exclude

You may exclude a range of contract numbers by typing the range and then entering a check mark in this field.

Dealer Number Range

Dealer - From

You may select a range of dealer IDs to include when this template is selected. Select the beginning dealer ID of the range. (This menu originates from program #1537.)

O    If option ba325 is on, when a user selects a dealer from the Dealer ID menu, this field becomes required.

Dealer - To
(No label)

You may select a range of dealer IDs to include when this template is selected. Select the ending dealer ID of the range. (This menu originates from program #1537.)

O    If option ba325 is on, when a user selects a dealer from the Dealer ID menu, this field becomes required.

Exclude

You may exclude a range of dealer IDs by selecting the range and then entering a check mark in this field.

Account

Enter a check mark in this field to limit a batch created with this template to records that contain a dealer ID - at the account level - within the range.

Masks

Group 1 Mask

You may select a Contract Group 1 Mask to include when this template is selected. (This menu originates from program #1868.)

Exclude

Enter a check mark in this field to exclude the Group 1 Mask from the calculation.

Account

Enter a check mark in this field to limit the a batch created with this template to records with this Group 1 mask at the account level.

Group 2 Mask

You may select a Contract Group 2 Mask to include when this template is selected. (This menu originates from program #1868.)

Exclude

Enter a check mark in this field to exclude the Group 2 Mask from the calculation.

Account

Enter a check mark in this field to limit a batch created with this template to records with this Group 2 mask at the account level.

Payment Mask

You may select a pay means code to include when this template is selected. (This menu originates from program #1528.)

Exclude

Enter a check mark in this field to exclude the pay means code from the calculation.

Account

Enter a check mark in this field to limit a batch created with this template to records with this pay means mask at the account level.

GL Type

You may select a GL Type to include when this template is selected. (This menu originates from program #1578.)

Exclude

Enter a check mark in this field to exclude the GL Type from the calculation.

Work Order Number Range

Work Order No - From

You may type a beginning work order number of a range of work orders to include when this template is selected.

Work Order No - To (No label)

You may type an ending work order number of a range of work orders to include when this template is selected.

Contract Number Range

Ctr No Range - From

You may type a beginning contract number of a range of contract numbers to include when this template is selected

Ctr No Range - To (No label)

You may type an ending contract number of a range of contract numbers to include when this template is selected

Exclude

Enter a check mark in this field to exclude the range of contract numbers from the calculation.

Account No Range

Account - From
(No label)

You may type a range of account numbers to limit a batch created with this template to records with an account number within the range. Type the beginning account number of the range.

Account - To
(No label)

You may type a range of account numbers to limit a batch created with this template to records with an account number within that range. Type the ending account number of the range.

Exclude

You may exclude a range of account numbers from a batch created with this template by typing the range and then entering a check mark in this field.

Dealer ID

Select a dealer ID to associate a specific dealer to the template.

O    Only users with this dealer ID in their user profiles can view invoice templates associated with this dealer in the menu of invoice templates in Invoice Manager (program #1557).

O    If option ba325 is on, when a you select a dealer from this menu, the Dealer - From and Dealer - To fields become required.

Fin Sep

This field is active when option ba278 is on.

Financial Separation; use with Securitas Partner Invoicing.

You may enter a flag in this field to define batches created with this template based on the Fin Sep flag in Branch Profiles (program #1530) for the associated branch:

l    X - Use only accounts associated with branches flagged to use Financial Separation.

l    % - Use all accounts regardless of the Financial Separation flag for their associated branches.

Sub Type Range

Sub Type Range - From

You may select a Subscriber type range. Select the beginning sub type of the range. (This menu originates from program #1534.)

Sub Type Range - To

(No label)

You may select a Subscriber type range. Select the ending sub type of the range. (This menu originates from program #1534.)

Exclude

You may exclude a range of sub types from a batch created with this template by selecting the range and then entering a check mark in this field.

Account

Enter a check mark in this field to limit a batch created with this template to records that contain a sub type - at the account level - within the range.

Branch Ranges

Branch Range - From (1)

You may select branch ranges to include when this template is selected. Select the beginning branch of the first range. (This menu originates from program #1530.)

Branch - To (1)
(No label)

You may select branch ranges to include when this template is selected. Select the ending branch of the first range. (This menu originates from program #1530.)

Exclude (Branch Range 1)

You may exclude the first range of branches from a batch created with this template by selecting the range and then entering a check mark in this field.

Account

Enter a check mark in this field to limit a batch created with this template to accounts within the range of branches.

Branch - From (2)
(No label)

You may select branch ranges to include when this template is selected. Select the beginning branch of the second range. (This menu originates from program #1530.)

Branch - To (2)
(No label)

You may select branch ranges to include when this template is selected. Select the ending branch of the second range. (This menu originates from program #1530.)

Exclude (Branch Range 2)

You may exclude the second range of branches from a batch created with this template by selecting the range and then entering a check mark in this field.

Branch - From (3)
(No label)

You may select branch ranges to include when this template is selected. Select the beginning branch of the third range. (This menu originates from program #1530.)

Branch - To (3)
(No label)

You may select branch ranges to include when this template is selected. Select the ending branch of the third range. (This menu originates from program #1530.)

Exclude (Branch Range 3)

You may exclude the third range of branches from a batch created with this template by selecting the range and then entering a check mark in this field.

Description

You may enter instructions to attach to the selected invoice template.

Currency

Type of currency to be used for the invoice.

Button

Name

Shortcut Key

Action

Description

Get

ALT+F1

1826/ 1

Get record.

Change

F2

1826/ 2

Change selected record.

New

F3

1826/ 3

Create new record.

Delete

SHIFT+F10

1826/ 4

Delete selected record.

Undelete

ALT+F10

1826/ 5

Restore deleted record.

Print

CTRL+F8

1826/ 6

Print selected records.

Previous

F4

1826/ 999

Select last record.

Next

F5

1826/ 999

Select next record.

Mod Number

Date

Description

n/a

8/19/14

Images updated.