Use this program to correct confirmed orders that have been converted to invoices. You can also use it to specify invoices directly in situations where the order has already been processed and shipped and needs to be invoiced.
To access this program: Click Select Sales Orders>Invoices>Direct Invoice Entry.
To exit this program:
1. Complete any document you have open.
2. Click Done or select File>Exit.
Sync Direct Invoice Entry with Item, SO Customer, AR Customer and Vendor Inquiries.
Notes
During processing, the system automatically displays urgent notes for customers and items based on your settings on the Notes tab of SO Entry Options F/M. Refer to the Viewing/Entering Notes from Sales Order Programs topic for additional details.
You can specify document notes for existing direct invoice headers and lines. Direct Invoice document and line notes are available to view/edit (according to the user’s security) for all open documents. You also have the option to print the note on the invoice. When you run the Daily Sales Register, the system copies document notes to the past invoice. You can export direct invoice line notes to associated purchase orders or inventory transfers and print the exported direct invoice line notes on the PO or transfer ticket. Refer to the Importing Notes topic for details.
Service Tickets can be closed during Direct Invoice Entry by selecting the Close button at the top of the screen after completing item entry for the document, rather than having a separate service ticket close program.
The Direct Invoice Entry (SOE510) program does not allow changing of shipped quantities on Radio Beacon controlled lines. You will be allowed to change pricing and other non Radio Beacon controlled fields.
The upper portion of the screen is called the header portion where you specify the customer or document for the direct invoice.
Click field descriptions for information on each field.
Refer to the following procedures for more information about Direct Invoice Entry header processing:
Creating direct invoices (process overview)
Open an existing direct invoice
Delete an existing direct invoice
The lower portion is called the line item portion where you confirm items, quantity and pricing information for the direct invoice or confirmed order. The program automatically switches to confirmation mode once you complete the header.
Click field descriptions for information on each field.
Refer to the following procedures for more information about Direct Invoice Entry item processing:
Add line items (includes line-item entry fields)
Find line items in the browser
Designate a line item for direct ship
Use this screen to specify freight and handling charges, records deposits and payments for the order, as well as specify tax and routing information.
Automatic Freight Calculations and Quoted Freight: In Order Entry, Confirmation Entry and Direct Invoice Entry, FACTS provides automatic freight calculations using freight schedules or quoted freight, based on control settings in Ship Via F/M, AR Customer Maintenance and SO Static Control F/M (SOF980). Refer to the Automatic Freight Calculations and Quoted Freight topic for details.
When a new invoice is added in Direct Invoice Entry and the customer is set to use Quoted freight and the Quoted Freight is not set to be automatically filled with the calculated freight and the Billed Freight is set to default to the Order Quoted Freight in SO Static Control F/M, then when the Quoted Freight Entry (SOC504) window is opened and an amount is entered in the Order Quoted Freight field, this amount will then also default into the Invoice Billed Freight field.
The ending routine is not accessible if you have not confirmed line items for the order.
Click field descriptions for information on each field.
For more information about entering freight and handling charges, processing overpayments and remaining deposits, or entering multiple payments, refer to the topic below:
Using the multiple payments section
Invoice Processing for Overpayments or Remaining Deposits
With SO Static Control F/M Multiple Warehouse flag set to Y, as you complete the footer information from Order Confirmation, Direct Invoice Entry or Credit Memo Entry and reach the Print/Reprint Invoice prompt, the system displays the Sort by Shipping Whse prompt. (This prompt is also available in the Print option from the menu.) The Sort by Shipping Whse prompt defaults to Yes when printing from the Order Confirmation, Direct Invoice Entry or Credit Memo Entry programs.
Creating BOM items (kitting, on-the-fly)
Using the Job Cost Entry window