The Open Invoice Indicator is Yes when there is an open amount on the invoice and No when the invoice no longer has an Open Amount. Terms will default to the value entered in the Organization Options table and can be changed. However, it can not be changed to a date that is greater than the number of days specified in parameter DUE_DATE_DAYS added to the current date. The Due Date defaults to 30 days past the Billing Date and can be changed. The Billing Date is completed by the system and is equal to today. The General Tab is used to identify the customer to be billed and other billing information.Įnter a customer number or lookup and return a customer.Įnter a Purchase Order number and date if one exists for this invoice. Invoice recurrences can be created, edited or inactivated via the Invoice Recurrence maintenance table. When a recurring invoice is created, the invoice will be dropped in this person's action list for submitting. The Invoice Initiator must be someone that can create invoices. The value of the incompleted field will be completed based on the value of the completed field. The Recurrence Begin date is required and must be later than today.įill in either the Recurrence End Date OR the Total Number of Recurrences. Recurrences can be set up monthly or quarterly. The Recurrence tab allows you to create recurrences of this invoice. This is usually someone central who may need to create invoices on behalf of billing departments associated with other processing organizations. Users with permission "Edit Invoice Processing Organization" or assigned to role Multi Organization Invoicer will be able to change the Processing and Billing Organizations. The Organization tab identifies the Processing and Billing Organization associated with the intiator's primary department or the organization qualified with the AR namespace on role 54. The Customer Invoice lets users in Billing Organizations create invoices.
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