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accountsreceivable:maintenance:createmodifyinvoice

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accountsreceivable:maintenance:createmodifyinvoice [2020/09/30 14:53] – emorenoaccountsreceivable:maintenance:createmodifyinvoice [2022/08/16 14:04] (current) – emoreno
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 //**Accounts Receivable > Maintenance > Create/Modify Invoice**// //**Accounts Receivable > Maintenance > Create/Modify Invoice**//
  
-<WRAP round intro>This page is used to create an invoice, modify an existing invoice that has not been printed, and delete an existing invoice that has not been printed.</WRAP>+<WRAP round intro>This page is used to create an invoice and modify an existing invoice that has not been printed. If you need to void an invoice, print the invoice and then void it on the [[accountsreceivable:maintenance:invoicevoidsadjustments|Accounts Receivable > Maintenance > Invoice Voids/Adjustments]] page. An invoice that is approved but not printed cannot be voided, deleted, or reversed.</WRAP>
  
 ====Create or edit an invoice:==== ====Create or edit an invoice:====
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 ^Invoice Nbr|The invoice number is populated after the invoice is saved.| ^Invoice Nbr|The invoice number is populated after the invoice is saved.|
 ^Requested By|Type the name of the person from the customer's organization who requested the service or product. The **Requested By** field is required if the **Customer PO #** field is left blank.| ^Requested By|Type the name of the person from the customer's organization who requested the service or product. The **Requested By** field is required if the **Customer PO #** field is left blank.|
-^Customer Nbr|Click {{:images:smallpicklist.gif|Small Picklist Icon}} to select the customer for whom the invoice is being created, or type the customer number. As you type the data, a drop-down list of corresponding customer numbers is displayed. Select a customer number.|+^Customer Nbr|Click {{:images:smallpicklist.gif|Small Picklist Icon}} to select the customer for whom the invoice is being created, or type the customer number. As you type the data, a drop-down list of corresponding customer numbers is displayed. Select a customer number. The corresponding customer name is populated in the **Customer Name** field. |
 ^Customer PO #|Type the customer's purchase order number. This field is required if **P.O. Required** on the Customer Information page is selected for the customer and the **Requested By** field is blank.| ^Customer PO #|Type the customer's purchase order number. This field is required if **P.O. Required** on the Customer Information page is selected for the customer and the **Requested By** field is blank.|
-^Customer Name|Automatically populated when the **Customer Nbr** field is populated, or type the customer's name. As you type the data, a drop-down list of corresponding customer names is displayed. Select a customer name.|+^Customer Name|This field is automatically populated based on the customer number selected in the **Customer Nbr** field.|
 ^Reference|Type the cross-reference information. The field can be a maximum of 20 characters.| ^Reference|Type the cross-reference information. The field can be a maximum of 20 characters.|
 ^Print Invoices|Selected by default.| ^Print Invoices|Selected by default.|
-^Date Requested|Indicates the date that the service or product was requested. The field is set to the current system date, but it can be modified.|+^Date Requested|Indicates the date that the service or product was requested. The field is automatically populated with the current system date. Otherwise, enter a due date in the MM-DD-YYYY format.|
 ^Invoice status|The current status of the invoice process is displayed.{{page>general:acct_rec_invoice_status}}| ^Invoice status|The current status of the invoice process is displayed.{{page>general:acct_rec_invoice_status}}|
-^Due Date|This date represents the date that the invoice is to be processed. The field is automatically populated with the current system date. Otherwise, enter a due date in the MMDDYYYY format.|+^Due Date|This date represents the date that the invoice is to be processed. The field is automatically populated with the current system date. Otherwise, enter a due date in the MM-DD-YYYY format.|
 ^Campus/Dept|Type the name of the campus submitting the invoice. As you type the data, a drop-down list of corresponding data is displayed. Select the campus/department.| ^Campus/Dept|Type the name of the campus submitting the invoice. As you type the data, a drop-down list of corresponding data is displayed. Select the campus/department.|
  
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 ^**Unit of Issue**|Click {{:images:dropdown.gif|Dropdown Arrow Icon}} to select a basic unit of issue. By default, the field is set to EA Each.| ^**Unit of Issue**|Click {{:images:dropdown.gif|Dropdown Arrow Icon}} to select a basic unit of issue. By default, the field is set to EA Each.|
 ^Product Type|Type the service or product type being requested. As you type the data, a drop-down list of corresponding product types is displayed. Select a product type from the list. If the product type is not known, click {{:images:smallpicklist.gif|Small Picklist Icon}} to view a list of all available product types or services.| ^Product Type|Type the service or product type being requested. As you type the data, a drop-down list of corresponding product types is displayed. Select a product type from the list. If the product type is not known, click {{:images:smallpicklist.gif|Small Picklist Icon}} to view a list of all available product types or services.|
-^Description|Type a description of the item being requested. Or, the description is automatically populated based on the **Product Type** field.|+^Description|Type a description of the item being requested. Or, the description is automatically populated based on the **Product Type** field. This field can be a maximum of 200 characters.|
 ^Unit Price|Type the price per unit of issue for the item being requested. This is automatically populated based on the **Product Type** field.| ^Unit Price|Type the price per unit of issue for the item being requested. This is automatically populated based on the **Product Type** field.|
 ^Item Total|This amount is automatically calculated by multiplying the quantity by the unit price.| ^Item Total|This amount is automatically calculated by multiplying the quantity by the unit price.|
accountsreceivable/maintenance/createmodifyinvoice.1601477585.txt.gz · Last modified: 2020/09/30 09:53 (external edit)

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