Release AR Documents

Form ID: (AR501000)

This form can be used to release all or selected ready-to-be-released (Balanced) documents and unreleased applications of open payments and credit memos. Whether documents will be posted automatically when they are released is defined by the Automatically Post on Release check box on the Accounts Receivable Preferences (AR101000) form.

Form Toolbar

The form toolbar includes standard and form-specific buttons and commands. For the list of standard buttons, see Form Toolbar and More Menu. The form-specific commands are listed in the following table.


Button	Description
Release	Releases the Accounts Receivable documents you have selected in the table, changes their status to Open, and creates unposted batches or posts batches directly to the General Ledger, depending on whether the Automatically Post on Release check box is selected on the Accounts Receivable Preferences form.
Release All	Releases all the Accounts Receivable documents on the list at once and changes their status to Open. Whether transactions are directly posted on release is defined by the Automatically Post on Release check box on the Accounts Receivable Preferences form.

Table

The table contains all ready-to-be-released Accounts Receivable documents and payments (those with a status of Balanced). To include a document, select the check box that precedes it. To select all the documents, select the check box in the column header.


Column	Description
Included	An unlabeled check box that you select to include the document when you click Release.
Type	The type of Accounts Receivable document. The following types can be released: Invoice: An invoice sent to the customer for goods sold or services provided Credit Memo: A document that adjusts the credit amount in one previous invoice or multiple previous invoices Debit Memo: A document that adjusts the debit amount in one previous invoice or multiple previous invoices Overdue Charge: A document for overdue charges Cash Sale: A document created to record a sale paid immediately by either cash or credit card Payment: A customer payment Refund: A document created for a refund Deferred Revenue: A document created for unearned revenues that initially are recorded as liabilities but are expected to become assets over time
Reference Nbr.	The identifier of the document. Clicking the link navigates to the Invoices and Memos (AR301000), Payments and Applications (AR302000), or Cash Sales (AR304000) form, depending on the type of the selected document, and displays the details of the selected Accounts Receivable document.
Customer	The customer (by ID) referred to on this document.
Customer Name	The customer's complete name as it should appear on the documents.
Customer Order Nbr.	The document reference number used by the customer.
Status	The status of the document to be released (Balanced) or of the payment or credit memo to be applied (Open).
Date	The date when the document was created.
Post Period	The period to which the transactions of the document should be posted.
Currency Amount	The amount of the document in the document currency. This column appears on the form if the Multicurrency Accounting feature has been enabled on the Enable/Disable Features (CS100000) form.
Currency	The currency used in the document. This column appears on the form if the Multicurrency Accounting feature has been enabled on the Enable/Disable Features (CS100000) form.
Amount	The amount of the document in the base currency.
Description	The user-provided description for the document.