Select Confirmed Shipments to Invoice

Use the AR Invoice Register (RR) program to select confirmed shipments to invoice and print the AR Invoice Register, which creates AR invoices, updates commissions, sales statistics, and the general ledger. See Background and Road Map for more information.

In-process batches are listed:

Field Name	Displays
Batch	The batch identifier
Status	The status of the batch
User	The user that created the batch
Date/time	The date and time the batch was created
Br/Grp	The branch or branch group for the batch
Invoice date	The invoice date for the batch

Choose the appropriate options:

To	Do This
Add a batch	Click Add.
Delete a batch	Highlight the line and click Delete. See Delete.
Display or maintain a batch	Highlight the line and click Select or double click the line.
Select program options for batches	Click Prog opts. See Set AR Invoice Register Options.
Exit the program	Click Exit.

Enter or change data in the following fields:

Field Name	Type / Max Length	Action / Description
Batch	Required 12 alphanumeric	Enter # or NEW if you want the program to assign a batch number, which you use to track this group of confirmed shipments. Use the Batch Number Setup (XBC) program to set up a batch numbering scheme. OR Enter a unique identifier (12 alphanumeric characters maximum) for the batch you want to create. You can do this only if the Allow manual assignment? option in Batch Number Setup is selected. This field cannot be changed once a batch is created.
Branch or group	Required	Accept the displayed branch group or clear and enter your branch to select shipments only from your branch. You can click the Lookup icon and then click Branch to select the branch code from a list or click Group to select the branch group from a list.
Invoice date	Required	Accept today's date as the invoice date or change it to an earlier date if required.

Choose the appropriate options:

To	Do This
Delete the batch	Click Delete. See Delete.
Display and select confirmed shipments for this batch	Click Shipments.
Select all confirmed shipments for this branch or group that can be invoiced	Click All Shipments. The program displays a message that shipments were selected. Click Shipments to see what was added.
Display a list of orders to add to this batch	Click List. See Add Shipments to an Invoice Batch.
Select program options for batches	Click Prog opts. See Set AR Invoice Register Options.
Print the AR Invoice Register to create AR invoices and update the general ledger	Click Register. See Print the AR Invoice Register.
Return to the list of batches	Click OK.
Exit the program	Click Exit.

The program lists shipments that can be invoiced:

Field Name	Displays
Sls branch	The branch that confirmed this shipment
Sel	A check mark indicates that the shipment is selected for invoicing
Order number	The order number associated with this shipment
Shp no	The shipment number
Customer no	The number of the customer for this shipment
Date shipped	The date the order shipped
Gross amount	The amount of the order: Selling price x Quantity shipped (does not include order header discounts, taxes, freight, miscellaneous charges, surcharges, deposits, or payments)
Message	The reason the shipment cannot be selected (e.g., approval or manifest required, bill of lading not confirmed)

Choose the appropriate options:

To	Do This
Review your options for this program	Click Prog opts. See Set Options for Reports and Inquiries.
Select/de-select a shipment for invoicing	Highlight the line and click Select or double click the line. A check mark indicates the shipment is selected.
Display a shipment	Highlight the line and click Lines. See Display Shipment Lines. Click OK to return to this program.
Select all shipments	Click All.
Return to the batch header	Click OK. Click Register to print the AR Invoice Register or choose a different option. See step 2.
Exit to the list of batches	Click Exit. See step 1.