Sales Invoice Correction: Related Report and Inquiry Forms

In the following sections, you can find details about the reports and inquiry forms you may want to review to gather information about sales invoices that have been processed or are being processed in the system.

Reviewing the Customer Information

You can review the balances of a specific customer on the Customer Details (AR402000) form. When you open this inquiry and select a customer in the Customer box, the form shows the outstanding balances of the selected customer and a list of the documents of this customer that have the Open status. If you want to include the documents with the Canceled and Closed status in the inquiry, select the Show All Documents check box in the Selection area of the form.

Reviewing the Details of an Unreleased Invoice

When a sales invoice has not yet been released, you can review the details of the invoice by running the AR Edit Detailed (AR610500) report. When you run this report from the Invoices (SO303000) form by clicking Reports > AR Edit, the report shows the details of the invoice that is opened on this form. You can review what GL batch the system will create when you release the invoice, which accounts will be updated by the transaction, and how the customer's balance will be affected.

When you run this report directly from the report form, you specify the needed report parameters and can view a list of unreleased invoices based on these parameters.

Printing Invoices and Credit Memos

To prepare a printable form of a sales invoice or credit memo that is being processed, you use the Invoice & Memo (SO643000) report. While you are viewing an sales invoice or credit memo on the Invoices (SO303000) form, you can print the document by clicking Reports > Print Invoice on the form toolbar. The system opens the printable version of the document on the Invoice & Memo report; then you can review the invoice or credit memo and print it by clicking Print on the report toolbar.