Configuring Invoice Preferences

• Configuring Invoice Preferences
  • Overview
  • Process

Overview

Various application preferences should be set before invoices are configured and generated.

Process

Preferences are configured using the CCPREF—Preference application, accessed using the Application Setup » Application Preferences menu option.

Set the AUTO_DISTRIBUTE_INVOICES application preference

The AUTO_DISTRIBUTE_INVOICES application preference toggles the default setting of Email and Print on the Send Invoice dialog box when an invoice is generated, released or resent. The Scope for this preference is usually set at laboratory level.

Set the FINANCE_REPORT_DEVICE application preference

The FINANCE_REPORT_DEVICE application preference sets a default printer device for financial reports, for example: FRONT_OFFICE_PRINTER, where the code is of an active device in scope, as configured in the CCDEVI—Device application. The Scope for this preference is usually set at laboratory level.

When Export to report is selected in the search results grid of the CCFNRP—Financial Report application, and a device code is not defined on the report template, then the device code in the Printer field of the Export to Report dialog box defaults to this code.

Set the FINANCE_REPORT_EMAIL_MESSAGE_TEXT application preference

The FINANCE_REPORT_EMAIL_MESSAGE_TEXT application preference sets the syntax used to generate the default email message text when a finance report is emailed, for example: FIN_REP_EMAIL_MSG, where this code is the code of an active syntax in scope. The Scope for this preference is usually set at laboratory level.

Set the FINANCE_REPORT_EMAIL_SUBJECT_TEXT application preference

The FINANCE_REPORT_EMAIL_SUBJECT_TEXT application preference sets the syntax used to generate the default email subject text when a finance report is emailed, for example: FIN_REP_EMAIL_SUBJ, where this code is the code of an active syntax in scope. The Scope for this preference is usually set at laboratory level.

Set the FINANCE_REPORT_EMAIL_TO application preference

The FINANCE_REPORT_EMAIL_TO application preference sets the default Email To comma-separated email addresses in the Export to Report dialog box when Export to report is selected in the search results grid of the CCFNRP—Financial Report application, for example: admin@lab1.com, head@lab1.com. The Scope for this preference is usually set at laboratory level.

Set the INVOICE_COPIES application preference

The INVOICE_COPIES application preference sets the number of copies to print when an invoice document is printed. The Scope for this preference is usually set at laboratory level.

Set the INVOICE_DEFAULT_DEVICE Preference

The INVOICE_DEFAULT_DEVICE application preference sets a default printer device when an invoice is created or viewed and invoice documents are printed, for example: FRONT_OFFICE_PRINTER, where the code is of an active device in scope, as configured in the CCDEVI—Device application. The default is 1. The Scope for this preference is usually set at laboratory level.

Set the INVOICE_GRID_ANALYTE_HDR_FIELD application preference

The INVOICE_GRID_ANALYTE_HDR_FIELD application preference sets which analyte attribute is used as a header for the analyte column in the invoice line items grid in the CCINV—Invoice application. The Scope for this preference is usually set at laboratory level.

Set the INVOICE_GRID_SCHEME_HDR_FIELD application preference

The INVOICE_GRID_SCHEME_HDR_FIELD application preference sets which scheme attribute is used as a header for the scheme column in the invoice line items grid in the CCINV—Invoice application. The Scope for this preference is usually set at laboratory level.

Set the INVOICE_GRIDDING_EXPAND_ALL_SCHEMES application preference

The INVOICE_GRIDDING_EXPAND_ALL_SCHEMES application preference sets whether, on open, the columns of the invoice sample grid are expanded to show job invoice schemes that have no analytes and job invoice scheme analytes, or collapsed to only show job invoice schemes. The Scope for this preference is usually set at user level.