Sales Order Processing - Invoice History Inquiry
FunctionUse for a quick lookup of closed invoices by customer. Selecting the tabs (Addresses, Basics, Totals) provides detailed information for each invoice. Record additions and edits are not permitted in this task. The [Print] button allows for the creation of the selected invoice marked as an “Historical Invoice” to avoid confusion with open invoices. The [Serial Entry] button
The Display additional options dropdown tool provides access to Shipment Tracking inquiry and Sales Tax Transaction History.
=> To access this task... Select Invoice History Inquiry from the Sales Order Processing main menu. Sample Invoice History Inquiry
About the Fields
In the Customer ID field...
In the AR Invoice Number field...
NOTE: Record additions are not permitted in this task.
Line Item Details
Line Cd - Prod Type - Whse ID - Inventory - Description - Memo/Non-Stock Desc - Pick/Inv Cmts - UM Sold - Qty Ord - Unit Price - Back-Ord Qty - Qty Shipped - Ext Price
Addresses TabThis is a query function and is display only.
In the Internal Ord/Inv Comments field... These comments are internal only (don't appear on reports or customer-facing documents), and follow the order all the way through invoicing and into history. They can be changed/amended at any time (even AFTER the invoice goes to history).
Invoice History Inquiry - Addresses tab
Basics TabThis is a query function - no changes or entries can be made in this task.
Invoice History Inquiry - Basics tab
Totals TabThis is a query function - no changes or entries can be made in this task.
Invoice History Inquiry - Totals tab
Print and Serial Entry Buttons
This task is accessed from the Display additional options dropdown. It launches the Shipment Tracking inquiry grid where tracking information for the order can be viewed. The [Shipment Tracking] button launches the carrier's shipment tracking website using the carrier's URL from the Accounts Receivable Carrier Service Code maintenance task.
See Output Options to create a copy of the invoice plainly marked as a "Historical Invoice." This task is accessed from the Display additional options dropdown and displays details of the sales tax transactions committed for the selected historical invoice using a sales tax service.
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