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7-3 Deleting or Posting the General Inv

Deleting or Posting the General Invoice​

Table of Contents​

Deleting or Posting the General Invoice 2

Processing Summary 2

Processing Dialog 2

Deleting or Posting the General Invoice​

Processing Summary​

  • Work With General Invoices
  • Deleting a General Invoice
  • Delete a General Invoice Detail
  • Posting a General Invoice

Processing Dialog​

To either delete or post a General Invoice, select "Work With General Invoices" from the "A/R Main Menu".  The following is the Work With General Invoice panel:

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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 #.

If a General Invoice has not been posted to Accounts Receivable, the user may delete the created invoice.  To delete a General Invoice, access the Work With General Invoices panel as shown above.  Place the "Delete" option beside the previously created General Invoice and press <Enter>.  The Delete a General Invoice window appears as displayed below:

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Press <Enter> to confirm the deletion, or "Cancel" to discontinue the delete function.  Either selection will return the user to the Work With General Invoices panel.

To Post and Print the General Invoice, select "Work With General Invoices" from the "A/R Main Menu" as shown in the first panel of this page.  Place the “Post & Print" option beside the created invoice and press <Enter>.  This process will post the General Invoice to Accounts Receivable and Revenue and print the invoice.  The process will change the status of the invoice from Enter (EN) to Accounts Receivable (AR) and the system will assign the next sequential invoice number like the example below:

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After the General Invoice is posted, the details of the invoice cannot be altered.