7-2 Reviewing the General Inv
Reviewing the General Invoice
Table of Contents
Reviewing the General Invoice 2
Reviewing the General Invoice
Processing Summary
- Work With General Invoices
- Reviewing a General Invoice
- Change a General Invoice
- Change a General Invoice Detail
- Change a General Invoice Comment
Processing Dialog
From the "A/R Main Menu", select "Work With General Invoices". The following is the "Work With General Invoice" panel:
Displayed are the General Invoices (and Accessorial Invoices) that have been previously created. The top of the panel shows the search criteria. The search criteria can be used to locate a specific General Invoice by Control #, Customer #, Date Range, Invoice #, Reference # or Building #.
To see exactly how the General Invoice will appear on the form, choose the option "Inquiry" beside the previously created invoice. The Inquiry window appears.
If Comments are made on the invoice, they will appear below the task description.
To review the invoice details of a previously created General Invoice , choose the option "Invoice Detail" to review the task codes, ledger codes, doc number, quantity, rate, and minimum. The Inquiry Detail window appears as follows:
To change the customer, building, bill-to customer, type of invoice, reference #, Car/Tlr #, or Description on the General Invoice , place "Change" beside the option on the Work With General Invoices panel. The following screen will appear:
To change the dollar amount of the invoice, task or ledger codes, quantities, rates, basis, minimums or description select "Invoice Detail" from the Work With General Invoices.
From the details of the invoice as shown above, select "Change" next to the line item you would like to modify. The panel for the line item you select will appear. An example is shown below:
From the above screen, modify the data as necessary and hit <Enter> to accept. The system will recalculate the invoice based upon the changes made.
To change the General Invoice Comments , from the Work with General Invoice Details panel, place "Comments" next to the line item that you wish to modify. The Comments will be displayed as previously written. Overwrite the comments as desired and hit <Enter> to accept. The system will post the revised comments to the General Invoice.