1. Fields & Definitions for Invoice Mgmt
1.1. Invoice Tab

 

Invoice Tab Field Definitions

Depress this button and a list of all the unreleased invoices will be displayed, and user can multi-select what invoices they would like released.   If a user prints an invoice, the invoice will keep as unreleased until it's been selected to be released using this button.  This button will be displayed in RED if any unreleased invoices exists, and it's only enabled when user is not in add/edit mode.
Invoice No

The number assigned to the invoice.
Invoice Date

The date of the invoice.
P/L No

The number assigned to the packing list.
Ship Date

The date of shipment per the Packing List.
Sales Order

The number of the Sales Order.
Order Date

The date of the Sales Order.
Purchase Order The number of the Customer’s Purchase Order.
Bill To 

The address where to Invoice will be sent.
Ship To 

The address where the shipment was sent.
Invoice Terms 

The payment terms offered to the Customer by the user. 
FOB

The point at which title to the goods passed.
Ship Via

The name of the shipment freight carrier.
Waybill

The number of the waybill for the shipment.
Entered by

The initials of the user.

1.2. Detail Tab



Detail Tab Field Definitions

 Customer

This is the name of the customer as defined in Customer Setup.
 Invoice Number

This is the invoice number assigned during the Packing List operation.

Invoice Summary Section

Ln

This is the line number corresponding to the lines added during Sales Order addition.
Part Number

This is the part number ordered, then shipped.
Rev

This is the Revision number of the Part.
Class

This is the Part Classification.
Type This is the Part Type within the classification.
Description

This is the description of the part number.
UofM

This is the unit of measure used for this part.

Invoice Detail Section

Description 

This is the description of the part number.
Quantity

This is the quantity of the item shipped.
Price

This is the price of the item for the unit of measure listed.
Extended

This is the extension of the quantity multiplied by the price.
Taxable

This box is whether or not the item is subject to sales tax.
Flat

This box determines whether the pricing is a flat amount and not based upon a unit per arrangement.

  This action will change the pricing to agree with the current sales order.  Example:  Suppose an Invoice is created from a SO with a price of $50.00.  Then the SO pricing is changed from $50.00 to $52.00. Depressing the "Update Current SO Price" button would change the pricing on the invoice from $50.00 to $52.00 to match the current SO pricing.  NOTE:  This will only work if the Invoice has NOT been Released to AR.

Invoice Summary Section

Invoice Total Discount

This is the net total AFTER subtracting any applicable Sales Discount.
Sub Total

This is the extended or flat pricing.
Tax

This is the amount of applicable Sales Tax.
Freight Charge

This is the amount of the freight charge per the packing list.
Freight Tax

This is any applicable Sales Tax applied to the Freight Charge.
Invoice Total

This is the grand total of the invoice, covering extended or flat pricing, sales tax on the product shipped, freight charges and sales tax applied to freight charges.

1.3. Notes Tab

 

Sales Order Note   Enter any information you would like displayed on the Sales Order.
Invoice Footnote  Enter any information you would like printed on the bottom of the Invoice.