Switch

Function

RNINVAUTH

When set to Yes, the invoice for a Rental Order will not be generated at the point of saving the Rental Order Finalization window. Instead, once the "Invoiced" checkbox is selected in the Finalization window and the record is saved, an invoice number will be assigned and must be reviewed and authorized under the Customer Invoice Authorization Explorer (Production module). Furthermore, if there are multiple lines on the RN, as each record is saved with the "Invoiced" checkbox selected, the user will be given the opportunity to add that line item to the same invoice number (via a prompt). This is intended for operators who would like to consolidate different line items from the same order to appear on a single invoice for that customer.

When set to No, the invoice for a Rental Order will be generated at the point of saving the Rental Order Finalization window with the "Invoiced" checkbox is selected, as per original functionality. Each line, therefore, will have a separate invoice number and print.

Note: The functionality of this switch is intended to be used for Long Loan Rental Orders.

If customers would like to utilize the functionality in the below switch, they must close all 'Open' invoices for Rental Orders, or contact TRAX for a script to assist in closing all 'Open' invoices.

SOINVAUTH

When set to Yes, the customer invoice for a Sales Order will not be generated upon issuing the parts for the order. Instead, an invoice number will be assigned and must be reviewed and authorized under the Customer Invoice Authorization Explorer (Production module). This is intended for operators who do not know the Freight, Duty, and/or Tax until after the part has shipped and consequently must enter the information after the part has shipped.

When set to No, the customer invoice for a Sales Order will be generated upon issuing the parts for the order, as per original functionality.

If customers would like to utilize the functionality in the below switch, they must close all 'Open' invoices for Sales Orders, or contact TRAX for a script to assist in closing all 'Open' invoices.