Process Invoices and Memos
Form ID: (SO505000)
On this form, you can perform a variety of processing actions on multiple sales invoices and memos. You can specify selection criteria to narrow the list of sales invoices and memos on the form. You can then process all the documents on the list or only the ones you select.
If you release the invoices and memos, the related inventory transactions will be also created. The prepared inventory transactions will be released automatically if the Automatically Release IN Documents check box is selected on the Sales Orders Preferences (SO101000) form; otherwise, you need to manually release these transactions.
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 |
---|---|
Process | Initiates the selected processing (based on the Action you select) for the documents you have selected in the table. |
Process All | Initiates the selected processing (based on the Action you select) for all documents listed in the table. |
Selection Area
In this area, you can define the date range and customer for the documents to be displayed in the table below, as well as the action to be applied if you click Process or Process All.
Element | Description |
---|---|
Action |
The action to be taken on each processed invoice if you click Process or Process All on the form toolbar. Select one of the following options:
|
Customer |
The customer (by its ID) for which you want to display documents. The list of customers available for selection
may be limited based on the role or roles assigned to the user account to which you are
signed in if the Customer and Vendor Visibility Restriction feature is enabled on
the Enable/Disable Features (CS100000) form. In this case, the
Restrict Visibility To box appears on the
Financial tab of the Customers (AR303000) form. With the feature enabled, a
customer is available for selection if one of the following is true:
|
Show Printed |
A check box that indicates (if selected) that the system shows both unprinted and printed invoices in the table. By default, the check box is cleared, meaning that only unprinted invoices are shown. This check box appears on the form only if Print Invoice is selected in the Action box. |
Start Date | The start date of the date range for which you want to display documents. |
End Date | The end date of the date range for which you want to display documents. |
Print with DeviceHub |
A check box that indicates (if selected) that when you select a printing action and process documents, the system generates the preview and prints all selected documents using the DeviceHub tool application. This check box appears on the form only if the DeviceHub feature is enabled on the Enable/Disable Features (CS100000) form and Print Invoice is selected in the Action box. |
Define Printer Manually |
A check box that indicates that you want to specify the printer to be used for printing documents. If the check box is cleared, the printer is automatically defined by the system. This check box appears on the form only if the DeviceHub feature is enabled on the Enable/Disable Features (CS100000) form and Print Invoice is selected in the Action box. |
Printer |
The identifier of the printer to be used for printing documents. This box appears on the form only if the DeviceHub feature is enabled on the Enable/Disable Features (CS100000) form and Print Invoice is selected in the Action box. The box is available for selection if the Define Printer Manually check box is selected. |
Number of Copies |
The number of copies of each document to be printed via DeviceHub. This check box appears only if the DeviceHub feature is enabled on the Enable/Disable Features (CS100000) form and the Print Invoice action is selected in the Action box of the current form. |
Table
This table lists the sales order invoices and memos that meet the selection criteria you have specified. You can process all documents or only those you select.
Button | Description |
---|---|
View Document | Navigates to the Invoices (SO303000) form so that you can view all the details of the selected document. |
Column | Description |
---|---|
Included | An unlabeled check box that you select to include this document for processing if you click Process. |
Type | The type of document, which can be one of the following options:
|
Reference Nbr. | The reference number of the document. |
Customer ID | The customer that ordered goods or services. |
Customer Name | The name of the customer that ordered goods or services. |
Location ID |
The customer location from which the goods or services were ordered. This column appears only if the Business Account Locations feature is enabled on the Enable/Disable Features (CS100000) form. |
Location Name |
The name of the location from which the goods or services were ordered. This column appears only if the Business Account Locations feature is enabled on the Enable/Disable Features (CS100000) form. |
Customer Order | The reference number of the document as assigned by the customer. |
Status | The status of the document, which is assigned automatically. |
Date | The date of the document. |
Post Period | The financial period to post the transactions generated by the document. |
Amount | The amount of the document. |
Currency | The currency of the document. |
Description | The description provided for the document. |
Terms | The credit terms used in relations with the customer. |