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Lois, Hmmm, if I understand correctly you enter the credit as a credit order? If so, this is good. Do you use holds? If you don't, you need to for this specific task. Place the orders ON Hold until they have been approved. You cannot pull invoices for orders if they are on hold. I believe you can place the credit memo on hold after printing a pro-forma invoice. Then set up security so that only certain people have the authority to release that type of hold. That should help control when those credit memos are actually processed through your system into the AR/GL applications (or IFM if you have it installed). Are regular invoices submitted to run all day long or only at specific times during the day? You may need to change where and when they are processed so it is more centralized if different departments are processing invoices by accident. If they were seperated by a warehous number you could set up the security in IM by warehouse to make their selection process more controlled. However, I don't think that will work with your present set up. Sorry I don't have any other suggestions, but with the information provided, but invoicing was designed to be generated centrally due to potential fraud problems and the affect it has on the financial applications in the business. Paola Groeber 770-591-1497 (Home Office) 770-490-3297 (Cell) -----Original Message----- From: mapics-l-bounces@xxxxxxxxxxxx [mailto:mapics-l-bounces@xxxxxxxxxxxx] On Behalf Of Lois White Sent: Friday, September 17, 2004 7:47 AM To: 'MAPICS ERP System Discussion' Subject: RE: Select Orders for Invoicing Hi Paola, We are on release 6 of XA. All the invoicing and credits are confined to the same building but not to the same department. The problem is mostly one of accidental processing. We are part of the auto industry and there are three departments involved. One department is taking care of normal production, one department takes care of service and aftermarket and then there is the accounting department that takes care of credits. The biggest problem is with credits. When there are problems with the big three (GM, Ford & Chrysler) the credits are set up and a proforma is printed so the President can see them and sign off on them before they are processed. He can decide to sign them or try to negotiate with the customer. They can sit out there for quite a long time before they are resolved and can involve several hundred thousand dollars. Lois White -----Original Message----- From: mapics-l-bounces@xxxxxxxxxxxx [mailto:mapics-l-bounces@xxxxxxxxxxxx] On Behalf Of PGroeber Sent: Thursday, September 16, 2004 3:56 PM To: 'MAPICS ERP System Discussion' Subject: RE: Select Orders for Invoicing Lois, Boy is this a can of worms! There is some security you can set up, but it may mean some changes to your internal processes. First I have several questions: 1) What release of XA are you on? 2) Is this a problem at a central location where several people are printing invoices? Or are different locations identified with a warehouse printing invoices? If you could explain the issue with a little more detail I may be able to help to a point. Some of the changes needed may entail some additional training on the different ways to select invoices. Paola Groeber 770-591-1497 (Home Office) 770-490-3297 (Cell) -----Original Message----- From: mapics-l-bounces@xxxxxxxxxxxx [mailto:mapics-l-bounces@xxxxxxxxxxxx] On Behalf Of Lois White Sent: Thursday, September 16, 2004 3:08 PM To: MAPICS-L@xxxxxxxxxxxx Subject: Select Orders for Invoicing Hello, Does anyone know if there is a way in COM to stop a person from selecting (6 Print Invoices & F2 Create Invoices) another person's invoices to be processed in program AMBHFDFR (B172). Thanks, Lois White _______________________________________________ This is the MAPICS ERP System Discussion (MAPICS-L) mailing list To post a message email: MAPICS-L@xxxxxxxxxxxx To subscribe, unsubscribe, or change list options, visit: http://lists.midrange.com/mailman/listinfo/mapics-l or email: MAPICS-L-request@xxxxxxxxxxxx Before posting, please take a moment to review the archives at http://archive.midrange.com/mapics-l. --- [This E-mail scanned for viruses by Declude Virus] --- [This E-mail scanned for viruses by Declude Virus] _______________________________________________ This is the MAPICS ERP System Discussion (MAPICS-L) mailing list To post a message email: MAPICS-L@xxxxxxxxxxxx To subscribe, unsubscribe, or change list options, visit: http://lists.midrange.com/mailman/listinfo/mapics-l or email: MAPICS-L-request@xxxxxxxxxxxx Before posting, please take a moment to review the archives at http://archive.midrange.com/mapics-l.
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