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Trace: • finance_po_account_code • itemnumber • Set up District Administration purchasing options • positioninquiry_description • campus_number
accountsreceivable:maintenance:createmodifytemplate

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accountsreceivable:maintenance:createmodifytemplate [2019/04/16 16:00] – emorenoaccountsreceivable:maintenance:createmodifytemplate [2022/08/16 14:06] (current) – emoreno
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 ^Template Nbr|Type the code for the invoice template. If the number is already in use, an error message is displayed. The field can be a maximum of six characters.| ^Template Nbr|Type the code for the invoice template. If the number is already in use, an error message is displayed. The field can be a maximum of six 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|Type the date that the service or product was requested in the MM-DD-YYYY format.|
 ^Template Name|Type the name of the invoice template which is displayed in the Create Periodic Invoices utility.| ^Template Name|Type the name of the invoice template which is displayed in the Create Periodic Invoices utility.|
 ^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.|
 ^Customer PO #|Type the customer's purchase order number. The field is required if the **P.O. Required** option is selected for the customer on the Customer Information page. The field is also required if the **Requested By** field is left blank.| ^Customer PO #|Type the customer's purchase order number. The field is required if the **P.O. Required** option is selected for the customer on the Customer Information page. The field is also required if the **Requested By** field is left blank.|
-^Due Date|Type the invoice due date in the MMDDYYYY format.|+^Due Date|Type the invoice due date in the MM-DD-YYYY format.|
 ^Nbr Invoices|Type the number of times you want to use this invoice template. For example, if you are going to use the template to generate one invoice per month, you would type 12.| ^Nbr Invoices|Type the number of times you want to use this invoice template. For example, if you are going to use the template to generate one invoice per month, you would type 12.|
 ^Nbr Created|This number is incremented by one each time the Create Periodic Invoices utility is used to create an invoice. Once the number of invoices and the number created are equal, this invoice template is not displayed in the utility. The **Nbr Created** field can be changed at any time.| ^Nbr Created|This number is incremented by one each time the Create Periodic Invoices utility is used to create an invoice. Once the number of invoices and the number created are equal, this invoice template is not displayed in the utility. The **Nbr Created** field can be changed at any time.|
-^Group Code|Click {{:images:dropdown.gif|Dropdown Arrow Icon}} to select the code that indicates the logical group to which the invoice template belongs (e.g., TECH for Technology Services). The field can be a maximum of four characters.|+^Group Code|Click {{:images:dropdown.gif|Dropdown Arrow Icon}} to select the code that indicates the logical group to which the invoice template belongs (e.g., TECH for Technology Services). The field can be a maximum of four characters.\\  \\  To add a new group code, type a four-character code for the template. When the template is saved, the group code is saved to the **Group Code** drop down and can be used by other Accounts Receivable users. |
  
-Under **Products**, list the services and products ordered by the customer.+VCV Under **Products**, list the services and products ordered by the customer.
  
-^Quantity|Type the quantity of the item being requested. The value cannot be a zero or blank and is required to save the invoice. The default is 1.00. |+^Quantity|Type the quantity of the item being requested. The value cannot be zero or blank and is required to save the invoice. The default is 1.00. |
 ^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.|
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 ^Invoice Total|This amount is automatically calculated by adding the item totals.| ^Invoice Total|This amount is automatically calculated by adding the item totals.|
  
-Click **Update Totals** to update the **Invoice Total** field.+VCV Click **Update Totals** to update the **Invoice Total** field. 
 + 
 +VCV Under **Budget**, enter the account codes to receive the funds from the invoice.
  
-Under **Budget**, enter the account codes to receive the funds from the invoice. 
 ^Account Code|{{page>general:acct_rec_account_code}}| ^Account Code|{{page>general:acct_rec_account_code}}|
-  +\\  
-^Update Totals/Description|{{page>general:acct_rec_update_totals}}|+{{page>general:acct_rec_update_totals}} 
 + 
 +{{page>general:warehouse_uniform_dist}}
  
 ^Description|The account description from the general ledger is displayed.| ^Description|The account description from the general ledger is displayed.|
 ^Amount|{{page>general:acct_rec_invoice_amount}}| ^Amount|{{page>general:acct_rec_invoice_amount}}|
  
-Click **Save**.+VCV Click **Save**.
  
  
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 ^+Add|{{page>general:warehouse_plus_add}}| ^+Add|{{page>general:warehouse_plus_add}}|
 ^Retrieve|{{page>general:retrieve}}| ^Retrieve|{{page>general:retrieve}}|
-^Uniform Distribution|{{page>general:warehouse_uniform_dist}}| 
 ^Print Copy|{{page>general:acct_rec_printcopy}}| ^Print Copy|{{page>general:acct_rec_printcopy}}|
 ^Delete|{{page>general:acct_rec_delete_invoice}}| ^Delete|{{page>general:acct_rec_delete_invoice}}|
-^{{:images:trash_delete.gif?15|Trashcan Icon}}|{{page>general:deletearow}}|+^{{:images:trash_delete.gif|Trashcan Icon}}|{{page>general:deletearow}}|
  
  
accountsreceivable/maintenance/createmodifytemplate.1555430459.txt.gz · Last modified: 2019/04/16 11:01 (external edit)

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