Invoicing Exception Report

The Invoicing Exception Report helps you account for the invoices that were not used in customer sales. The first section shows which invoices were used in the specified time period. It reports the total number of invoices used in sales and other processes. The second section of the report lists the invoicing exceptions during the same time period. Voided and reprinted invoices are exceptions that use an invoice apart from a sale. The date and time are given, so you can locate these unusual invoicing events on that day’s Transaction Report or the Cash Drawer Audit Report. A separate page prints for each till. The Club Program Audit Report is included on the bottom of the Invoicing Exception Report. This report will allow you to monitor any changes made to a vehicle’s Program ID or Visit Count.

This report is valuable for preventing invoicing mistakes and shrinkage. You should run it either daily or weekly. Use it to make sure you can account for all invoices. You can do this by using reports such as the Revenue Reconciliation Report, Transaction Report, and Cash Drawer Audit Report to cross reference with this information. Look carefully at all unusual transactions. Missing, deleted and voided invoices can all be evidence of training issues or shrinkage.

Printing the Report

To print this report, use the following steps:

1. On the Main Menu, select Lubrication Menu.
2. Select Lubrication Reports Menu (3).
3. Select Miscellaneous Reports Menu (6).
4. Select Invoicing Exception Report (3) to receive the Invoicing Exception Report Control Screen.
5. Use the following field definitions to create a report according to your needs. These definitions will help you decide how to fill in the parameters on this screen.

Field	Definition
Range of Dates	Specify the beginning and ending date or range of dates you want to include on your report. Leave the Low field blank to go back as far as possible in your history records. Leave the High field blank to go forward to 12/31/2049.
Print Time on Report	Printing the time helps you identify the most current report when the same report is printed more than once during a day. This field defaults to Y to print the time on the report. If you do not want the time to print on a report, type N. We recommend that you always print the time on a report.
Duplex	This field appears for terminals that have report type 2 enabled in the Set Up Printer Controls screen. Duplex mode enables printing on both sides of the paper. Note: This will only function on printers that support Duplex mode.
Number of Printed Lines per Page	This value tells the computer how many lines to print on each page of the report. A typical 11-inch page can contain up to 66 lines, but this field defaults to 60 to allow three-line margins at the top and bottom of the page. If you type 0 (zero) in this field, the report header does not print and the form feeds do not work.
Total Number of Lines per Page	This field indicates the length of the paper in the printer. A typical 11-inch page contains 66 lines. Your system interprets a 0 or 66 in this field to mean that standard 11-inch paper is loaded in the printer. Because a 66 causes a form feed to take more time, accepting the default, 0, is recommended.
Print Report To	This field tells the computer where to send the report. The following list contains the different selections available for this field. 0 Printer – Sends report to the terminal’s default report printer immediately. (Default) 1 Screen – Provides an on-screen view of a report. This can be used as a preview before you print it or when a hard copy of the report is not needed. The function keys at the bottom of the on-screen version allow you to move around to view the entire report. 2 Disk file – Useful when you want an electronic copy of the report. If you select this option, you receive a prompt to enter the name of the report file. The file that is created can be copied to a USB drive or viewed later. This option is for advanced computer users. If you use this option, we suggest you precede your report name with /tmp/. For example, at the prompt to enter the report name for a customer list, you might type /tmp/custlist. This is a good storage directory for temporary files.
Command Line Options	The line at the bottom of the screen contains commands to print the report and to save or change the report settings. Save – Press [F4] to save the current settings for the report. This is useful if a report is generated repeatedly with the same options. Do not save date selections because they may not be useful in the future. Start – Press [F7] to submit the report to print on the printer, on the screen, or in a disk file. (Reports print in the order they are submitted.) Again – Press [F9] to return to the top of the screen. This allows you to change any of the information you have entered on the screen before you submit the report.

6. Press [F7] to start the Invoicing Exception Report. When the processing is complete, you return to the Miscellaneous Reports Menu.

You can set up this report on the Set Up Closing Processes screen (1-6-3) to print automatically during closing processes.

Report Contents