Free Text Invoice, Document Output
Overview
Free Text Invoices are accessed under the Sales Ledger module. A free text invoice is an invoice that is not attached to sales order. A free text invoice contains a header and one or more lines for items or services that are not tracked in inventory. Use a free text invoice for sales that do not require a sales order, packing slip, and customer invoice.
A typical free text invoice is shown below:
Free Text Invoice Document Outputs can either be generated by SSRS (SQL Server Reporting Services) or by using Electronic Reporting (ER).
SSRS, Free Text Invoice Output Document
Print management setup allows the system to be configured to use the SSRS format. The report format dictates the SSRS report format.
Free text Invoices can be configured to be:
- Sent to Print Archive
- Report rendered to screen
- Sent to a premise printer
- Saved to a file
- Emailed
A typical SSRS document layout output is shown below:
ER, Free Text Invoice Output Document
Print management setup allows the system to be configured to use the ER Excel format. The report format dictates the Excel report format.
The Free Text Invoice is available to select as the Report Format after it has been published to the ER Configuration
ER has it’s own Reporting Destination configuration which differs from the Print Management configuration for SSRS.
Free text Invoices can be configured to be:
- Emailed
- Sent to the Print Archive
- Saved to a file
- Rendered to screen
- Sent to Power BI
Additionally, ER formats for Excel and Word can be automatically converted to PDF by enabling the “Convert to PDF” functionality through Feature Management
Once enabled the Office document is automatically converted to PDF
A typical Excel document layout output is shown below:
Enhancements to Document Outputs
The ER functionality for Configurable Business Documents allows your IT Team to develop changes to the report layout using familiar tools such as Microsoft Word and Microsoft Excel. The advantage of using ER using the office tools and configuration through ER allows document changes to be applied to any environment including Production without any downtime.
Otherwise, the document output can be developed using the X++ language by developing changes in Visual Studio and consequently deploying a Deployable Package to an environment through the normal release process.