Road Map: One-Step Invoice Entry

Use the One-Step Invoice Entry (RE) program to enter a one-step order, credit memo, debit memo, adjustment, and to reverse an invoice. See Background for more information.

Before you run this program each time

You should run these programs: None required

Before you run this program the first time

You should run these programs:

  • System Options Maintenance (XM) (Order Processing Options) to set these options for your enterprise: Update sales history by cust by item?, Allow address changes in order entry?, Allow entry of zero qty on order line, Customer surcharges active?, Populate cust item from item xref?, and Popularity tracking active?.

    And set these options for your manufacturing or login branch: Order processing availability and Allow order entry ECL and RRL override?

  • System Options Maintenance (XM) (Pricing Options) to set the Round prices to nearest cent? option.

  • System Options Maintenance (XM) (Inventory Control Options) to set the Auto-allocation selection code option.

  • System Options Maintenance (XM) (Sales Commission Options) to set these options: Commission processing active?, Enable commission rates per line?, Excl credit adj from comm amt?, Excl debit adj from comm amt?, and Non-comm default for non-stock items.

  • System Options Maintenance (XM) (Help and Other Path Options) to set the Image path.

  • System Options Maintenance (XM) (Enterprise Options) to select a date display format for your enterprise, Branch Maintenance (TBM) to select a date display format for your branch, or User Maintenance (UIM) to select a date display format for an individual user.

  • Numbering System Setup (XOC) to set up sales order number assignment and set the Allow override? option.

  • Branch Maintenance (TBM) to set up branches and select the Consignment branch? option.

  • Document Output Parameters Maintenance (TDOC) to set whether to output an order acknowledgment, picking list, packing slip, or packing list immediately or queue it, how many copies to output to which devices, and whether to include a header image, the document's ISO number, and boilerplate text.

  • Terms Code Maintenance (TER) to set up codes for cash payment discounts, discount dates, and due dates.

    OR

AR Terms Codes Maintenance (RTER) to set up codes for progress payments.

  • Tax Authorities Maintenance (TAM) to set up a tax authority that does not charge tax for use with the standalone credit memo option.

  • Tax Codes Maintenance (TCM) to set up tax codes. Set up a 0.00 tax code for use with the standalone credit memo option.

  • Reason Codes Maintenance (TRCM) to set up order hold reason codes, which are also used for the Memo reason field to explain a credit or debit memo.

  • Country Codes Maintenance (TCC) to define country codes and labels for state and postal codes fields.

  • Customer Maintenance (CM) to set up a record for each customer, including the price code, whether the customer requires a PO, primary sales rep, sales organization, currency, resale licenses, discount percentages, credit and order limits, and FOB and ship via codes.

  • (Optional) Customer Ship-to Maintenance (CSM) to enter customer ship-to addresses that are different from the customer's remit-to address.

  • Customer Contact Maintenance (CLM) to enter customer contacts.

  • Enterprise Item Maintenance (IM) to set up items. If you will be processing standalone credit memos, you may want to set up one or more items with appropriate product class and inventory account code for the Posting Criteria Maintenance (XPC) program.

  • Branch Item Maintenance (IMB) to set up items for your branch. If you will be processing standalone credit memos, you may want to set up one or more standalone credit items.

  • Price-Contract Maintenance (PCM) to set up prices, discounts, contracts, and surcharges.

  • Bill of Material Maintenance (MPS) or Configured Product BOM Maintenance (MBM) to enter bills of material for items that you manufacture.

  • User Options Maintenance (UOPT) or click Prog opts in One-Step Invoice Entry to set user options for each order entry operator.

  • (Optional) Audit Trail Maintenance (XAT) to activate system logging of entries and changes to order headers and/or lines.

  • Output Device Maintenance (XDM) to set up the output devices you plan to use.

  • Date-Output Device Maintenance (ZE) to select your default output device and set whether you can override that device.

After you run this program

You will most likely run these programs in this sequence:

  1. AR Invoice Register (RR) to select a batch of confirmed shipments to invoice and print the AR Invoice Register, which creates AR invoices, updates commissions, sales statistics, and the General Ledger.

  2. Invoice Print Queue (RPPM) to process the print queue.

OR

Invoice Print (RP) to print or reprint an invoice for a specific customer.

You may also run these programs:

  • AR Invoice Inquiry (RQ) to display an invoice or AR Inquiry (RA) to display invoices, payments, and balance due information.

  • Inventory Sales Report (ISR) to print a report of sales for each period during the last year, current month-to-date, year-to-date, and annual sales for the last four years.

  • (Conditional) Audit Trails (ATR) to print an audit trail report.