Entering AR invoices

Program information

1.Click Accounts Receivable>Invoice Processing>Invoice Entry.

2.Specify the invoice number (1-999999) or press Enter to assign the next number on file.

3.Specify customer.

4.The system displays the customer number, price level (if price levels are used), name and address, salesperson/territory, terms code, branch and department (if used). At the bottom of the screen, the customer's balance, credit limit, last sale date, phone number, contact and message are displayed. The system performs the credit check on the customer.

5.Specify the header information:

• (Optional) ship-to number. Press F4 to modify the ship-to address. Press F3 to enter a temporary ship-to name and address for this invoice. Press S to display the Show Address window to view header address information for the customer.
• invoice date.
• salesperson/territory code.
• payment terms code.
• branch.
• GL department number.
• (Optional) Specify the customer reference number. The information is required if the PO required flag in the customer file is set to Y.

6. Specify the item information.

• item number
• item description
• item cost
  If the item number is used as the quantity, include the cost of all the items in this line number. If this field is not available, ensure the Enter cost flag in the Invoice Processing Control F/M is set to Y.
• item price
  If the item number is used as the quantity, include the price of all items in the particular line number.

7.(Optional) At the Charge Tax prompt, specify Y or N to determine whether tax should be charged on the line-item. Press Enter to default to Y.

8.(Optional) Add additional items as needed.

9.Click End to display the Footer.

10.Specify the footer information:

• (Optional) memo
• (Optional) discount.
• (Optional) freight amount
• (Optional) tax code (If tax is charged)

11. At the Print invoice now? prompt, indicate whether to print the invoice now.

12. Click End.

13. Click End again to exit.

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