Automatically Attach Invoices (from AttachToo) to A/R Statements (AGS-6300)

Benefits:

• Minimize time and effort to distribute invoices with Accounts Receivable Statements. This improvement allows you to create a PDF file that includes the statement with all of the related invoices appended to the statement.

Details:

• Using a new A/R statement standard form as is or as an example, you may create statements that include the appropriate invoices automatically.  The invoices must have been printed to AttachToo.  Once there, printing the statement form will include the invoice forms in the file.  Your AttachToo must be configured properly and you must have appropriate access to print the document subtypes.

Navigation - Usage: 

AttachToo - Document Types: Customize > AttachToo Document Types

1. Configure one or more ACR Invoice (Type: INVCE) subtypes to print with A/R Statements.  In this example use the default ACR Invoice form subtype MISC.

   1. Open

      

2. Click Select and then click A/R Statements.

   1. Open

      

3. In order to print documents of this subtype with statements, individual name ids must be configured. That starts with enabling printing for the appropriate name id type. Commodity/Location Code settings are not relevant to statement printing so they are not included in this grid.

4. Click Save and proceed to set up the individual name ids.

Name/Address - Configure Form Printing: NAM > Name/Address Maintenance > View/Edit Name Id

1. Select the desired name id and click the Form Printing Setup button.

2. Set the Print value to "Y" for the desired forms.

AttachToo - AttachToo Security Levels: Customize > System Security

1. Select a user and then select option 5) AttachToo Security Levels.

2. In addition to appropriate security to print both invoices and statements, make sure you have sufficient security to access all of the statement and invoice document types.

Invoice Forms: ACR/GRN > Forms Manager > Invoice Forms

1. In order to be included when printing statements, the invoices need to be stored in AttachToo. 

2. Create a user-defined invoice form that stores a copy in AttachToo.

3. Print the appropriate invoices using that form if they are not already stored in AttachToo.

ACR Statement Forms: ACR > Forms Manager > Statement Forms > Standard Forms

1. There is a new standard A/R statement form that includes all of the associated invoices that exist in AttachToo. This form may be used as-is or may be used as a model for creating a new custom form. 

2. This form retrieves the appropriate invoices from AttachToo and adds them as additional pages on the printed statement form.  If the invoices do not exist in AttachToo they will be skipped.

ACR Print Statements: ACR > Account Processing > Process A/R Statements

1. Selecting the new standard form when processing A/R statements.

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