Display AR Invoice History

Use the AR Invoice History Inquiry (RHQ) program to display transactions for AR invoices that have been moved to history. See Road Map for work flow.

Enter the customer's number, enter the customer's AR consolidation parent, or click the Lookup icon and use the standard lookup options to select the customer from a list.

The program displays these fields:

Field Name

Displays

Invoice no

The invoice number

Tr no

The transaction number for this invoice

Tr cd

The transaction type:

Code	Transaction Type
CA	Credit Adjustment
CM	Credit Memo
DA	Debit Adjustment
DI	Debit Invoice
DM	Debit Memo
DP	Deposit
PY	Payment
WO	Write-off

Trans

The date the transaction was entered

Order no

For a DI transaction, the sales order number

Cust PO number

The customer's purchase order number

Trans amount

The net amount of this transaction

Balance due

.00 because these transactions have been moved to archive

Payment/Ref no

The payment reference number

Highlight a line and click Select or double click a line to display the invoice:

Field Name

Displays

ARC/Cust number

The customer number or AR consolidation parent you entered

Bill-to
or
Customer master address

The bill-to customer name and contact detail if the shipment corresponds to an invoice
or
The customer master name and contact detail

Invoice number

The invoice number

Trans number

The number of this transaction

Customer number

The customer number

Currency

The currency code for this customer transaction

Trans date

The date the transaction was entered

Trans code

The transaction type:

Code	Transaction Type
CA	Credit Adjustment
CP	Cash Payment
DA	Debit Adjustment
DI	Debit Invoice
DM	Debit Memo
DP	Deposit
PY	Payment
WO	Write-off

Appl date

The date the transaction was applied

Reference

A reference entered for this invoice; for a debit invoice this is the sales order number and shipment number

Order number

The sales order number

Shipment number

The shipment number

Cust PO number

The customer's purchase order number

Sales org

The general ledger organization code for this sales order

Sales branch

The sales branch for this customer

Sales dept

The department that originated the sale

Potential disc

The potential discount amount for this customer

Discount given

The discount amount for this invoice

Discount date

The date by which the customer must pay in order to be eligible for this discount

Due date

The date this invoice is due

AR terms

The payment terms for this invoice

Payment method

The payment method used for this transaction

Payment/Ref no

The payment reference number for this transaction

Trans amount

The total amount for this transaction

Balance due

.00 because this invoice has been moved to archive

Disputed?

Blank: This invoice is no longer disputed

Authority

The name or code of the person or department who authorized the decision to mark this invoice disputed

Reason code

A code that explains why the customer disputed this invoice

Prom pmt date

The date by which the customer promised to pay this invoice

Prom pmt amt

The amount that the customer promised to pay

Promised by

The name of the person who promised this payment

Phone number

The phone number of the person who promised payment

Phone ext

The phone extension of the person who promised payment

This information also displays:

Field Name	Displays
User ID	The user that moved this invoice to history.
Date entered	The date the invoice was moved to history.
Time entered	The time the invoice was moved to history.
Finance charge?	Whether a finance charge was added for late payment
AR org	The organization code for the transaction
AR account no	The account number for the transaction

Choose the appropriate options:

To	Do This
Display notes for this invoice	Click Notes. See Display Notes.
Display data in custom fields your company uses	Click User. This button displays only if you have set up user fields for this program in the User Fields Maintenance (XMO) program.
Go to a related program	Click Jump. See Jump.
Display order details	Click Order. See Display a Sales Order. Click OK to return to this program.
Display shipment details	Click Shipments. See Display Shipment Lines. Click Exit to return to this program.
Reprint this invoice	Click Print.
View or import documents associated with the order invoiced (e.g., sales order, acknowledgment, packing slip, etc.).	Click Documents. Click View to view archived and imported documents, See Display Document Archive. The View button is active only if archived documents are available. Click Import to import a document for this invoice. See Document Archiving and Document Import for more information.
Specify a different customer	Click OK.
Exit and return to the menu	Click Exit.