Sales Order Processing - Invoice History Inquiry

 

Function

Use 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...

  • Enter a valid customer ID.

  • Click Click to select from a list of valid customer IDs.

In the AR Invoice Number field...

  • Enter a valid AR invoice number for the customer entered.

  • Click Record Query button to open a table of invoices for this customer. Selecting a record from this table populates the AR Invoice Number field and displays the invoice details

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 Tab

This is a query function and is display only.

  • Click the record navigating buttons; First to view the first record, to view the previous record, Previous to view the next record and Next to view the last record at the bottom of the screen to navigate through multiple invoices for the selected customer.

  • Click another tab to display additional details about the selected customer/invoice.

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).

  • Enter or edit by typing directly into the form field, or click Click (or Ctrl-F) to launch the comment editor.

  • Ship To/Bill To fields are display only.

Invoice History Inquiry - Addresses tab

 

Basics Tab

This is a query function - no changes or entries can be made in this task.

  • Click the record navigating buttons; to view the first record, to view the previous record, to view the next record and to view the last record at the bottom of the screen to navigate through multiple invoices for the selected customer.

  • Click another tab to display additional details about the selected customer/invoice.

Invoice History Inquiry - Basics tab

 

Totals Tab

This is a query function - no changes or entries can be made in this task.

 

Invoice History Inquiry - Totals tab

 

Print and Serial Entry Buttons

  • Select the [Print] button to create an invoice - the top of the invoice is noted as a "Historical Invoice".

  • Select the [Serial Entry] button to launch the Lot/Serial Invoice History inquiry grid.

 

Shipment Tracking

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."
 

Sales Tax Transaction History

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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