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accountsreceivable:maintenance:createmodifyinvoice

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accountsreceivable:maintenance:createmodifyinvoice [2021/06/30 20:45] – emorenoaccountsreceivable:maintenance:createmodifyinvoice [2022/08/16 14:04] (current) – emoreno
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 ^Add|{{page>general:acct_rec_add_invoice}}| ^Add|{{page>general:acct_rec_add_invoice}}|
-^Retrieve an invoice|{{page>general:acct_recv_search_for_invoice}}|+^Retrieve an invoice.|{{page>general:acct_recv_search_for_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.1625085905.txt.gz · Last modified: 2021/06/30 15:45 (external edit)

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