To use the Document Change F/M:
1. Specify the customer number.
2. Specify the document number. The number entered must be a valid document (invoice) number. Press F3 displays the first document number on file for the customer.Select the New button to enter a new document.
3. Specify the continuation number. A continuation number is provided for invoices with terms codes of multiple payments. For example, if an invoice terms code is set up for payment on 30, 60, 90 days, the system would apply continuation numbers (125-0, 125-1 and 125-2). If the invoice is on file, the document is displayed. F3 displays the first continuation number on file for the customer and document.
The document now displays on screen. You can use the VCR buttons to the right of the screen to bring up the next document on file or enter the field fields to change. Enter allows the currently displayed value to remain the same.
The following information displays on the screen. It is reference-only information. You cannot edit it.
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5. Specify the current discount (-9999999.99 up to the invoice amount).
6. Specify the ship-to number (up to 6 characters). The number entered is checked for the ship-to name that is displayed if the number is valid.
7. Specify the entry date, due date and discount date.
8. Specify the period in which the document was entered (PPYY).
9. Specify the memo (up to 25 characters).
10. Click the Disputed Invoice check box to indicate the document is under dispute with the customer.
11. Specify the Disputed Inv Memo to serve as an explanation for the dispute.
12. Click the Exclude from Credit Check check box to indicate whether this disputed document is to be included or excluded from the customer’s balance and past due total for purposes of the credit check in the sales order entry programs.
13. Click the Exclude from Dunning Letter check box to indicate whether this disputed document will be included or excluded on the Dunning Letter.
14. Click Save, then click Exit.