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This batch process generates invoices and acknowledgement letters, either individually from the order entry screen, or in a batch. The ORD660 report can also print a confirmation letter for meeting attendants. The process will also generate the invoice number, date, and “invoiced” status flag when the report is run in production mode.
Batch/TRS User Setups
There are user setups that are pre-configured to send invoices to members based upon membership type. Use the following table to determine the best user setup to use.
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User Setup
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Description for Use
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ORD660_INTL
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Batch invoices for international members of the AOA who have a current balance using the production mode. Ran to capture any newly uninvoiced membership orders.
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ORD660_INTL-R
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Batch invoices for international members of the AOA who have a current balance using the reprint mode. Ran to capture all international membership orders with a balance.
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ORD660_PARA
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Batch invoices for paraoptometric members of the AOA who have a current balance using the production mode. Ran to capture any newly uninvoiced membership orders.
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ORD660_PARA-R
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Batch invoices for paraoptometric members of the AOA who have a current balance using the reprint mode. Ran to capture all international membership orders with a balance.
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ORD660_PUB
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Batch invoices for public members of the AOA who have a current balance using the production mode. Ran to capture any newly uninvoiced membership orders.
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ORD660_PUB-R
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Batch invoices for public members of the AOA who have a current balance using the reprint mode. Ran to capture all international membership orders with a balance.
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ORD660_SECT
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Batch invoices for section members of the AOA who have a current balance using the production mode. Ran to capture any newly uninvoiced membership orders.
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ORD660_SECT-R
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Batch invoices for section members of the AOA who have a current balance using the reprint mode. Ran to capture all international membership orders with a balance.
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ORD660 Batch/TRS Job Modes
The mode of the Batch/TRS job will determine if you are printing invoices for NEW orders, generating an output for NEW orders, or reprinting invoices for ALL orders. The following codes determine the mode.
PROD: All qualified orders for which invoices have NOT been printed or the print date is blank will be selected and the process will update the invoice print date for the order.
EDIT: All qualified orders for which invoices have NOT been printed or the print date is blank will be selected and the process will NOT update the invoice print date for the order.
RE-PRINT: Used to reprint all invoices that have ALREADY gone through the production mode meaning the invoice print date is not null. Reprint requires a beginning and ending order number.
Note: When using the default user setups, the setup code (para, public, international) will filter results for the membership type, and the reprint order from and to are defaulted to capture ALL orders.
Sending AOA Membership Invoices by Email
When running the ORD660 Batch/TRS job in reprint mode only, you have the option of sending the invoices by email. This is controlled by the Send by Email toggle in the job parameters section. Check the box to send invoices using the Personify notifications system.
ORD660 AOA Membership Invoice Outputs
When running the ORD660 Batch/TRS job the ORD660.RPT file will contain all invoices to be printed and mailed to the constituent. If sending an invoice by email, an invoice does not appear in the report. Orders with a bad address will appear on the ORD660_BadAddress report.
Note: When running the ORD660 with the Send by Email flag checked there may be a report output. Any individual missing a primary email address will result in a printed invoice.
ORD660 Invoice Sample
ORD660 Bad Address Report Sample
Bad addresses need to be corrected on the Order Level PRIOR to printing invoices.
