Direct Invoice Entry Header Information

How To

Use the Direct Invoice Entry Header section to enter the order number, customer, ordered and request dates and other general information. This window contains all the possible fields for the Direct Invoice Entry Header.

$image\pinpurpl.gif$ Tip: When you press Enter or Tab when entering quote information, the additional fields that appear, such as Ship Via Code, an inside salesperson code, etc., depend on the settings selected in SO Entry Options F/M. The Using the Direct Invoice Header Detail window topic details all possible entries. Most of these entries already display default information; you can modify these values.

Field Descriptions

Use the following field descriptions to enter information for a confirmed order or direct invoice header:

1. Doc/Cust

Customer

The customer number for the order confirmation.

In this field, you can enter the customer code or document number. You can press F2 or select the $image\find_shg.gif$ button to search for a customer code. Refer to the Customer Search topic for details about searching for customers.

Credit Check Note: The system performs a customer credit check for each customer during Sales Order entry programs based on the Credit Limit value and the number of Credit Check Days entered on the Accounting tab of Customer F/M. For additional credit check processing details, such as disputed invoice processing, adding customers on-the-fly, or displaying customer aging , refer to the Customer Credit Check topic.

To enter a new customer, you can select the $image\add.gif$ button to access the Quick Customer Add dialog box, which is used add customers on-the-fly.

When a new customer is added by using the F1-Add feature in the order entry programs, the customer credit check field value is loaded from the default in the AR Static Control record. You cannot enter credit check information this screen. If you need to modify the customer credit information, access AR Customer F/M.
Document

You can enter the confirmed sales order # that you want to modify or direct invoice number. You can press F3 or select the $image\opendoc_shg.gif$ icon to search for documents.

2. Ship-to

The system displays the ship-to code entered on the sales order or direct invoice along with the full ship-to address. Edit the ship-to code, if necessary.

If a customer requests to have an order shipped to an address other than its usual shipping address, select the $image\temp.gif$ icon to use the Temporary Ship-to feature to facilitate this request. You can press F2 or select the $image\find_shg.gif$ icon to search.

Creating a temporary ship-to address

1. Press F3 in this field or the $image\temp.gif$ icon.

2. In the Ship-to Address window, enter the alternate ship-to information.

3. Choose OK to return to the main entry screen. Notice that TEMP now appears in the Ship-to field, rather than SAME.

3. Invoice

Enter the confirmation date, usually the system date.

$image\ebx_-551227202.gif$ Price Level: The system displays the price level information in the upper portion of the screen.

4. Shipped

Enter the date the order ships to the customer. The system displays the current system date as the default.

5. Assume Shipment

Select the shipping options for confirmation. The Assume Shipment window appears after you open a document in Order Confirmation. If multiple warehouses exist on the order, you must select the warehouse or warehouses to confirm before you can select a confirmation method. Refer to the Choosing a confirmation method topic for details.