Using the Direct Invoice Header Detail window

The Header Detail window can be accessed after you enter an existing document number or customer number. The header information that appears at the top of the screen also appears in the Header Detail window.

To access the Header Detail window:

Choose the Header button or select Options-->Header Detail from the menu.

The Header Detail window contains all the possible fields for the Direct Invoice header. Any of the fields located in this window can be configured to appear on the main Confirmation screen. This can be done in the SO Entry Options F/M on the SO Infrequent File Maintenances menu.

Main tab fields

Fields	Entry
Customer	This information is display only on this window. The customer number cannot be changed after the header is complete. If the customer number needs to be changed after this point, delete and re-enter the document.
Ship-to	The ship-to code entered on the main screen appears along with the full ship-to address. Edit the ship-to code here or on the main screen, if necessary. The ship-to code from the main screen appears along with the full ship-to address. Edit this entry here or on the main screen. If a customer requests a specific order ship-to an address other than the one to which you normally ship orders, you can enter a temporary ship-to address. Creating a temporary Ship-to: 1. Press F3 or choose the Temporary button. 2. In the Ship-to Address window, enter the new ship-to information. 3. Choose OK to return to the main Direct Invoice screen. TEMP appears in the Ship to field on the main screen to indicate a temporary address has been entered.
Reference Number	Enter up to 15 characters of customer reference information, such as the name of the person who placed the order or the PO number generated on the customer’s system. If the PO required flag is selected in Customer F/M, this field is required and you must enter something before you can continue.
Initiating Warehouse	Enter the warehouse from which the items on this order are shipping. If your system uses multiple warehousing, enter the warehouse from which this order initiated. Press F2 or choose the Search button to see the list of warehouses.
Invoice Date	This is the date on which you are entering the invoice into the system. The program defaults to the system date. The system uses this date to determine payment schedules in Accounts Receivable.