Use this program to correct confirmed orders that have been converted to invoices. You can also use it to enter invoices directly in situations where the order has already been processed and shipped and needs to be invoiced.
To access this program: Select Sales Orders-->Invoices-->Direct Invoice Entry.
To exit this program:
1. Complete any document you have open.
2. Choose Done or select File-->Exit.
Sync Direct Invoice Entry with Item, SO Customer, AR Customer and Vendor Inquiries (formerly SO Quick Look).
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 enter 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.
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 enter the customer or document for the direct invoice
Refer to the following procedures for more information about Direct Invoice Entry header processing:
Enter a new direct invoice (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.
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
The ending routine consists of final fields prior to completing the direct invoice or changes to the confirmed order. The ending routine is not accessible if you have not confirmed line items for the order Refer to the Direct Invoice Entry Footer Information topic for field/field descriptions.
Creating BOM items (kitting, on-the-fly)
Using the Job Cost Entry window