7-1B Copying a General Inv
Copying a General Invoice
Table of Contents
Copying a General Invoice
Processing Summary
- Work With General Invoices
- Copy An Invoice
Processing Dialog
From the "A/R Main Menu", select "Work With General Invoices". Use the search criteria at the top to locate the invoice you wish to copy. Good use of fields like the reference number can make identification of a recurring invoice a very simple process. Once you have located the invoice to copy, place the "Copy" option next to it and press the <Enter> key. The following panel will be displayed.
At the top of the panel you will see information concerning the invoice you are about to copy. Shown is the customer, bill-to customer, building, type of invoice, and the amount of the invoice. After this identifying information, you are prompted to supply the invoice date, reference number, and description.
The date will default to today's date. If you wish the invoice to be posted to another date, key the new date over what is displayed. Edits will prevent a blank date and will prevent entering a date that is within a closed accounting period. The reference and description will be carried forward from the copied invoice. If you wish to make any changes, key over the information.
Once you press the <Enter> key, a new control number will be created, and the invoice will be added to the work files. You will return to the "Work With General Invoices" panel. Standard editing can then be used to alter any information on the invoice. Regular printing and posting options can be used to produce the invoice.