Print or reprint order documents from acknowledgments to quotes

The Customer History screen on the Customer Service tab enables you to print or reprint order-related documents for a customer:

• Order acknowledgments

• Backorder acknowledgments

• Quotes: These are similar to order acknowledgments, but with a couple of exceptions. The quote title is “QUOTE ACKNOWLEDGMENT” and the summary line says, “Above items are Quoted only.”

• Invoice reprints

• Summary invoice reprints

To print or reprint order documents

1. Click the Customer Service tab

2. Click Customer History.
   The Customer History screen appears.

3. In the Specific Transaction field, type the order number or the release number.

— or—

To refine your search, you can conduct an advanced search by following a few other steps:

• Click the Options button.

• In the Search Filters area, select one or more of the options from the filter lists if you would like to narrow your search.

4. Click the Search button. The corresponding transactions are listed in the bottom portion of the screen.

5. To print an order acknowledgment, a backorder acknowledgment, a quote, an invoice reprint, or a summary invoice reprint, right-click the appropriate transaction and on the shortcut menu, point to Print, and then click the appropriate document. Only the applicable documents are available. (For example, if you select a transaction for a standard order that has no backorders, the Backorder Acknowledgment option is not available.)

The document is sent to your spooler hold file and printed (if the print queue is set up for printing). The method the system uses for producing the invoice is set up on a customer level.

• In order for Invoice Reprint to be available to you, you must have the INVOICE REPRINT job function assigned to one of your user roles.  See About Roles and Job Functions for additional information. The INVOICE REPRINT job function is assigned by default to the following customer service roles:

• CSR

• CSRIII

• CSRMGR

• CSRSUPER