A new function has been introduced to the pop-up menu that is displayed when position on the Customer Set grid tab screen.  The new function "Move to Another Merge Set", when invoked will  move the customer associated to the current row to another Customer Merge Set.  A window is displayed for the operator to select the target Merge set for the customer to be moved to. (June-07-2011)

A number of new fields have been introduced for each Customer that is defined within a Merge Set as follows:

•Invoicing Status - this field my be set to indicate that the Customer is OK to be Invoiced, On-Hold, or Deferred from being Invoiced.  If deferred, then an Until Date may be also entered.

•Contract/Invoicing Period - to be able to specify a date range period for which invoices will be generated.

•Amount to Invoice -  Normally, amounts to be invoiced are defined by the Invoice Templates.  If the occasion arises where one or more customers should be invoiced an amount that is different from that defined by the Template, an Override Amount to be Invoiced my be entered.  (This amount will be used only if the amount field in the template has been flagged to allow override amounts).

•For each Customer associated to the Merge Set, the Last Invoice Number, Date and Amount will not be recorded, and displayed.

The Customer Merge Set Maintenance function has been revised accordingly. (June-06-2011)

A number of new fields have been introduced to the Customer Merge Set master record.  When Invoices are generated for the given set, details including the Date which the Template was used, the Starting & Ending Invoice #s, the # of invoices, and the Total $ value are recorded.  Up to 15 historical instances of invoices being generated will be kept.

Also, for each Customer Merge Set, a Default Invoice Template may be specified.  When Invoices are generated, the Default Template will be presented to the operator. (June-06-2011)

The Miscellaneous Invoicing  system has been enhanced to provide support for 8 digit Invoice numbers. (April-11-2011)

The Miscellaneous Invoicing  Invoice generation and printing function has been enhanced to have invoices for designated customer's automatically emailed as PDF or MS Word documents.  (One of the properties associated to each A/R Customer is the option to have emails sent to them or not.  As long as it customer is so selected, and an email address is provided, the invoices will be emailed to them). (March-01-2011)

The Miscellaneous Invoicing  Invoice generation and printing function has been enhanced to have invoices for designated customer's automatically emailed as PDF or MS Word documents.  To turn on this feature, a new property has been introduced to the Invoicing Control Preferences screen.   Also, the Invoice document sent as an attachment will be named XXXXX-QI-Invoice-99999999.docx, where XXXXX is a user defined prefix that is entered as a field in the Control Preferences screen, and 99999999 is the invoice number. (March-01-2011)

The Miscellaneous Invoicing system was first introduced in February of 2009.  At this time On-Line Help was developed.  (Feb/2009)