<P> = Print and Finalize Order: Once you complete the Order, Print and Finalize the Order then an Invoice Number will be assigned to it. Once an order is Finalized, changes cannot be to any of the line items or their prices. If you made any errors you should write a credit and then re-bill the order correctly. Changes can Only be made to the following: Payment Terms, Purchase Order, Invoice Date, Tender Type, Comments, Add Freight and Discount, Remove Tax from Invoice, and Change Salesperson in ""Unposted Invoice Maintenance" in ACCOUNTS RECEIVABLE (6.3.1). During the finalization of an order, you will be able to create backorders, and collect cash payments. You may also choose to have the Hazardous Material information, Bin Location and Superseded Part Numbers print on your order. The Customer Credit Limit is Checked when finalizing a charge order. For more information on customer credit limit checking, please refer to "Customer Credit Limit Check" under General Help in the Procedures section.

If Back Office Post is set to <Y> in "Port Entry" (1.10 field 5) for this Order you will be allowed to enter in an Invoice Number manually after a Debit Invoice (DI) has been finalized. The Back Office Post should be set to

<N> for normal operations.

The Date, Time and Who Finalized the Order will be recorded in the ORDER record. After an Order has been finalized, the Finalized Date, Time, and User (who finalized the order) will be displayed on the screen and will be saved for reporting purposes. Also will be displayed in the following programs:  "Unposted Invoice Maintenance” (6.3.1) and “Enter P.O. into Posted Invoice/Show Applied Items" (6.3.5), both in ACCOUNTS RECEIVABLE.

The system checks the Past Due status of the Customer at the time the Customer Number is entered. This can be changed in “POS Defaults & Comments” in SYSTEM MANAGEMENT (10.2.6.2 field 61 page 4) to only check Days Past Due when the Order is Finalized. If set to Yes, the “Past Due Days" will only be checked when the option <P> to Print/Finalize or <B> for Dated Billing is chosen.

During the finalization of an Order when the invoice number is being generated, an error tracking record can be turned on to track the creation of the next Invoice Number. In order for this to take place, the following would have to exist in TCL:

1.) ERROR.TRACKING and 2.) MASTER ‘NEXT.INV.CHECK.FLAG’ record with a ‘1’ in Attribute 1. This is done to Audit Invoice Number usage by the system.