Display AR Invoices

Field Name

Displays

Invoice no

The invoice number

Tr no

The transaction number for this invoice

Trans

The date of this transaction

Tr cd

The transaction type:

Order no

The sales order number

Cust PO number

The customer's purchase order number

Trans amount

The total amount of this transaction

Balance due

The balance after the transaction

Payment/Ref no

The payment reference number

To

Do This

Display an invoice

Highlight the line and click Select or double click the line. See step 3.

Print the list of invoices

Click Print.

Exit the program

Click Exit.

Field Name

Displays

ARC/Cust number

The customer number or AR consolidation parent you entered or selected along with address and contact information

Invoice number

The invoice number

Trans number

The number of the selected 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:

Appl date

The date the transaction was applied

Reference

The 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 sales order

Sales dept

The department that gets credit for this sale

Potential disc

The discount amount for this invoice if the customer pays by the discount date

Discount given

The discount amount given 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; for progress payments, this is the due date of the final payment

AR terms

The payment terms for this customer

Payment method

The payment method used for this transaction

If the customer paid by credit card, the name on the credit card

Payment/Ref no

The payment reference number for this transaction; if the customer paid by check, the check number

If the customer paid by credit card, the expiration date of the credit card

Bill to:

The bill-to address and contact information on the shipment if there is a shipment corresponding to the invoice or the master customer address.

Trans amount

The total amount of this transaction

Balance due

The amount owed on this invoice
This field displays only for transaction number 001.

Disputed?

Selected: This invoice is disputed
Blank: This invoice is not disputed

Authority

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

Reason code

The code that explains why the customer disputes 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

User ID

The user who processed the transaction

Date entered

The date that the transaction was processed

Time entered

The time that the transaction was processed

Finance charge?

N: A finance charge has not been added for late payment

Y: 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

To

Do This

Display credit card payment information and additional details

Click Other info. The displayed data cannot be changed.

Enter or change notes for this invoice

Click Notes. See Enter or Change Notes.

Enter data in custom fields your company uses

Click User. See Enter Data in User or Shadow File Fields.

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 transactions for this invoice

Click Detail. See Display Invoice Transactions. Click OK to return to this program.

Display the sales order for this invoice

Click Order. See Display a Sales Order. Click OK to return to this program.

Display shipment lines for this invoice

Click Shipments. See Display Shipment Lines. Click OK to return to this program.

Reprint this invoice

Click Print and then:

Display due dates, amounts due, and payments or adjustments made

Click Payments.

This button displays only if the customer can make progress payments on this invoice.

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.

Accept the data and return to the list of invoices

Click OK. See step 2.

Exit the program.

Click Exit.