Suggesting the electronic forms deliver for sales orders and invoices from sales order and purchase orders from PO and invoices from Job Cost be sent during posting verses printing.
AP and PR send the emails during check register update.
Since printing in SO and PO and JC is not final, clients run the drafts to paper then have to run again to email. I am suggesting the electronic forms delivery (email/fax) ocurr during posting.
by: Steve K. | over a year ago | Sales & Distribution
Comments
Printing and emailing invoices should happen after the SO Invoice Data Entry Report is reviewed. This should also apply to charging the customer credit cards. That way if you see a problem with an invoice, you can still delete or edit the invoice before the customer receives it.