To Enter an Invoice Order (IN)

You create an order of the predefined IN type to record a sale of stock items that have been already shipped to customer (or customer picks them at the sale point). You create an IN order on the Sales Orders (SO301000) form.

To Enter an Invoice Order

  1. Open the Sales Orders (SO301000) form.
    Tip:
    To open the form for creating a new record, type the form ID in the Search box, and on the Search form, point at the form title and click New right of the title.
  2. On the form toolbar, click Add New Record.
  3. In the Order Type box in the Summary area, select IN (Invoice).
  4. Select the customer in the Customer box.
  5. If needed, in the Location box, change the default location of the customer.
  6. If this invoice order is associated with a particular project, in the Project box, change the X non-project code (which is shown by default) to the particular project.
  7. In the Date and Requested On boxes, change the dates of the order (which by default is the current business date) if needed.
  8. If needed, in the Customer Order box, enter the reference number of the original customer document the invoice order is based on.
  9. If needed, in the Description box, provide a brief description for this invoice order.
  10. On the Details tab, perform the following steps to add one item or multiple items to the invoice order:
    1. Click Add Items on the table toolbar. The Inventory Lookup dialog box appears with the list of active stock items. You can use the selection criteria at the top of the dialog box to narrow the list of items.
    2. In the line or lines with the items that you want to add, in the Qty. Selected column, specify the requested quantity of the items (measured in the default unit of measure shown in the UOM column). Notice the item availability data in the Qty. Available and Qty. On Hand column, and make sure that the specified quantity is available in the selected warehouse for each item to be added to the invoice order.
    3. Click Add & Close at the bottom of the dialog box.
  11. On the form toolbar, click Save.