Menu Path: Customer Service Invoice Processing Invoice Inquiry
Alternate Menu Path: Customer Service Inquiries Sales Invoice Inquiry
Alternate Menu Path: Accounts Receivable Inquiries Invoices and Chargebacks Invoice Inquiry
View customer invoice information.
Use Invoice Inquiry to view invoices, credit memos, and debit memos. It is the inquiry-only mode of Invoice Entry. On the Main tab, you can only enter information in the Reference #, Customer, and Customer Name fields.
Note If you are a sales representative, you can only view invoices for your customers.
Button |
Description |
Exit |
Click this button to close the Invoice Inquiry window. |
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Click this button to print an invoice. Note You must have Crystal Reports installed to print an invoice. |
Post Invoice |
This button is not used in this window. The icon for this button includes a check mark if the invoice is posted to accounts receivable and sales history. Note The check mark does not indicate whether the invoice was posted to the general ledger. |
Related Orders |
Click this button to display Order Relationship Inquiry, which allows you to view the relationship between orders, pick demands, and invoices. |
Billback Inquiry |
Click this button to display Free Goods Billback Inquiry, Incentive Billback Inquiry, Sample Billback Inquiry, or Ship and Debit Inquiry, which allows you to view information for a billback invoice. This button is only enabled for billback invoices. |
Tax Interface Detail |
Click this button to open Tax Interface Detail, which allows you to view the tax interface details for the selected invoice or credit memo. This button is only enabled when an invoice or a credit memo is selected and the invoice or credit memo has tax interface details. For more information about, see AvaTax Interface FAQ. |
Misc |
Click this button to display Miscellaneous Item Entry, which allows you to view miscellaneous line item information for an invoice, credit memo, or debit memo (or for a selected line item on an invoice, credit memo, or debit memo). This button is only available if you click the Main or Items tab. The icon for this button includes a check mark if miscellaneous items exist for the invoice or selected line item. |
Invoice Lookup |
Click this button to display Invoice Lookup, which allows you to view detailed invoice information. This button is only available if you click the Main or Items tab. |
Notes |
Click this button to display Notes Entry, which allows you to view notes for a selected invoice, memo, or line item. This button is only available if you click the Main or Items tab. The icon for this button includes a check mark if notes exist for the invoice. |
Remarks |
Click this button to display Remark Entry, which allows you to view remarks for a selected invoice, memo, or line item. This button is only available if you click the Main or Items tab. The icon for this button includes a check mark if remarks exist for the invoice. |
Customer |
Click this button to display Customer Maintenance, which allows you to view and update information for the selected customer. This button is only available if you click the Main or Items tab. Note If you are not authorized to use Customer Maintenance, the Customer Inquiry window appears instead, and allows you to view information for the customer. |
G/L Posting Inquiry |
Click this button to display G/L Posting for Invoice, which allows you to view general ledger posting information for the displayed invoice. |
Field or Button |
Description |
Enter a reference number for an invoice, credit memo, or debit memo, or click the Lookup button to select a reference number. |
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This field displays the accounting period for the selected invoice or memo. |
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This field displays the accounting year for the selected invoice or memo. |
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Enter a customer code for which to display an invoice, credit memo, or debit memo, or click the Lookup button to select a customer code. |
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Enter a customer name for which to display an invoice, credit memo, or debit memo, or click the Lookup button to select a customer name. |
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This field displays the location prefix for the selected invoice or memo. |
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This field displays the location name for the selected invoice or memo. |
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This field displays one of the following reference types for the selected invoice or memo:
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This field displays the payment terms for the selected invoice or memo. |
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This field displays the reference date for the selected invoice or memo. |
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This field displays the due date for the selected invoice. |
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This field displays the VAT date used to determine the exchange rate for VAT transactions. Note This field is only available if Show is selected for the VAT Display Level field in Tax Control Maintenance. |
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This field displays the discount date for the selected invoice or memo. |
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This field displays the total of line items on the invoice or memo. |
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This field displays the discount amount for the selected invoice or memo. |
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This field displays the total of additional charges on the invoice or memo. |
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This field displays the sale type for the selected invoice or memo. |
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This field displays the total tax amount for the selected invoice or memo, which is based on the tax jurisdiction. |
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This field displays the first sales representative for the selected invoice or memo. |
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This field displays the total VAT amount on the invoice or memo. |
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This field displays the second sales representative for the selected invoice or memo. |
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This field displays the total amount of the selected invoice or memo, including tax. |
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This field displays the return authorization number for the selected invoice or memo. |
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This field displays the currency for the selected invoice or memo. |
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This field displays the customer's reference number for the selected credit memo. |
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This field displays the batch of the selected invoice. |
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This field displays the user ID of the user that created the invoice or memo. |
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This field displays the date the invoice or memo was created. |
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This field displays the customer purchase order number for the selected invoice or memo. |
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This field displays the user ID of the user that last updated the invoice or memo. |
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This field displays the date the invoice or memo was last updated. |
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This field displays the file name and path of the image file for the selected invoice or memo. |
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Click this button to display the image entered in the Image field. |
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This button is not used in this window. |
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This field displays the sale station for the selected credit memo. |
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This field displays the accounts receivable account for the selected invoice or memo. |
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This field displays the discount account for the selected invoice or memo. |
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This check box is selected if the invoice is posted to the general ledger. |
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This check box is selected if VAT is assessed for the invoice or memo. |
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This field displays a reason code to explain why the invoice or memo is exempt from VAT (if it is exempt from VAT). |
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This field displays your company's VAT ID for the location of the invoice. |
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This field displays the sales journal entry for the invoice or memo if it is posted. |
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This field displays the inventory journal entry or journal entries for the invoice or memo if it is posted. |
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This field displays the billing customer code for the selected invoice or memo. |
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This field displays the billing customer name for the selected invoice or memo. |
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This field displays the paying customer code for the selected invoice or memo. |
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This field displays the paying customer name for the selected invoice or memo. |
Field or Button |
Description |
This field displays the product code for the selected line item. |
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This button is disabled in this window. |
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This field displays the product name for the selected line item. |
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This field displays the product's description for the selected line item. |
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This field displays the detailed description of the product for the selected line item. |
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This field displays the quantity of the product for the selected line item. |
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This field displays the unit of measure of the product for the selected line item. |
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This field displays the unit weight for the product for the selected line item. |
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This field displays the price of the product per unit for the selected line item. |
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This field displays the extended price of the product for the selected line item, which equals the quantity multiplied by the sum of the unit price and the price adjustment. |
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This check box is selected if tax is included for the selected line item. |
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This field displays the unit weight for the selected line item. |
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This field displays the price adjustment of the product for the selected line item. Example If a product is on sale at the time of the invoice entry for .20 less than usual, the extended price would equal the unit price minus .20. In this case, -.20 would be entered in the Price Adjustment field. |
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This field displays the calculated tax on the product for the selected line item, based on the tax jurisdiction. |
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This check box is selected if the selected line item is VAT taxable. |
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This field displays a VAT exempt reason code to explain why the selected line item is exempt from VAT (if it is). For information on setting up VAT exempt reason codes, see VAT Exempt Reason Maintenance. |
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This field displays the amount of VAT for the line item, which is equal to the VAT rate of the product/location multiplied by the sum of the unit price and price adjustment. |
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This field displays the extended VAT for the line item, which equals the quantity multiplied by the VAT amount. |
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This field displays the general ledger account to use for the selected line item. Each line item can use a different general ledger account. |
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This field displays the price of the selected line item, including VAT. |
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This field displays the total price including tax for the selected line item. |
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This field displays the project number associated with the selected line item. |
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This button is disabled in this window. |
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This button is disabled in this window. |
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This button is disabled in this window. |
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This grid displays all line items for the invoice or memo. Double-click a line item to select it and display the line item information above the grid. |
Field or Button |
Description |
This field displays the bill-to address name for the selected invoice or memo. |
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This field displays the first line of the bill-to address for the selected invoice or memo. |
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This field displays the second line of the bill-to address for the selected invoice or memo. |
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This field displays the third line of the bill-to address for the selected invoice or memo. |
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This field displays the city for the bill-to address for the selected invoice or memo. |
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This field displays the state or province for the bill-to address for the selected invoice or memo. |
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This field displays the postal code for the bill-to address for the selected invoice or memo. |
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This field displays the country for the bill-to address for the selected invoice or memo. |
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Enter the county for the bill-to address. |
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This field displays the phone number for the bill-to address for the selected invoice or memo. |
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This field displays the fax number for the bill-to address for the selected invoice or memo. |
Field or Button |
Description |
This field displays the ship-to address name for the selected invoice or memo. |
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This field displays the first line of the ship-to address for the selected invoice or memo. |
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This field displays the second line of the ship-to address for the selected invoice or memo. |
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This field displays the third line of the ship-to address for the selected invoice or memo. |
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This field displays the city for the ship-to address for the selected invoice or memo. |
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This field displays the state or province for the ship-to address for the selected invoice or memo. |
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This field displays the postal code for the ship-to address for the selected invoice or memo. |
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This field displays the country for the ship-to address for the selected invoice or memo. |
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Enter the county for the ship-to address. |
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This field displays the phone number for the ship-to address for the selected invoice or memo. |
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This field displays the fax number for the ship-to address for the selected invoice or memo. |
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This field displays the sales tax jurisdiction for the customer for the selected invoice or memo. If the Tax Exempt check box is selected, this jurisdiction is overridden and tax is not allocated on the order. For more information, see Jurisdictions - Filing or Sales Tax (Tax). |
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This field displays the state tax exemption number of the customer for the selected invoice or memo if the Tax Exempt check box is selected. |
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This check box is selected if the selected customer is exempt from paying taxes for the selected invoice or memo. |
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This field displays the entity use code that indicates the type of tax exemption when AvaTax interface is used and if the Tax Exempt check box is selected. |
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This field displays the customer's VAT ID for the ship-to address. |
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This field displays the customer's VAT group for the ship-to address. |
Field or Button |
Description |
This field displays the total amount of the invoice. |
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This field displays the invoice amount limit entered for the county of the invoice's bill-to address in Country Maintenance. |
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This field is disabled in this window. |
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This field is disabled in this window. |
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This button is disabled in this window. |
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This button is disabled in this window. |
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This grid displays the related invoice reference numbers, amounts, and official reference numbers for the invoice. |
Field or Button |
Description |
This field is disabled in this window. |
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This field is disabled in this window. |
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This field is disabled in this window. |
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This field is disabled in this window. |
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This field displays the unapplied amount of the customer profitability allocation. |
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This button is disabled in this window. |
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This button is disabled in this window. |
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This button is disabled in this window. |
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This grid displays customer profitability allocations associated with the invoice or memo. |
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This field is disabled in this window. |
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This field is disabled in this window. |
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This field is disabled in this window. |
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This field is disabled in this window. |
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This field displays the unapplied amount of the product profitability allocation. |
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This button is disabled in this window. |
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This button is disabled in this window. |
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This button is disabled in this window. |
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This grid displays product profitability allocations associated with the invoice or memo. |
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This field is disabled in this window. |
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This field is disabled in this window. |
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This field is disabled in this window. |
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This field is disabled in this window. |
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This field displays the unapplied amount of the supplier profitability allocation. |
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This button is disabled in this window. |
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This button is disabled in this window. |
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This button is disabled in this window. |
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This grid displays supplier profitability allocations associated with the invoice or memo. |
Field or Button |
Description |
Output Option |
Select one of the following output options:
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Save Report File |
Select this check box to save the Crystal Reports report (.rpt) file for the report to the folder entered in the Report Working Directory field for your user ID in User Profile Maintenance. You can use the report file to customize the report. For more information, see Crystal Reports FAQ. This check box is only available if you select the Screen radio button. |
Save Access Database File |
Select this check box to save the Access database (.mdb) file for the report to the folder entered in the Report Working Directory field for your user ID in User Profile Maintenance. You can use the Access database file to customize the report. For more information, see Crystal Reports FAQ. This check box is only available if you select the Screen radio button. |
Output File Type |
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Specify File Name |
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Output Directory |
Enter the location for the output report, or click the Lookup button to navigate to and select a location. This field is only available if the Specify File Name check box is cleared. |
Output File Name |
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Excel Format Name |
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Format Maintenance |
Click this button to display Excel Format Maintenance, which allows you to set up Excel formats. This button is only available if you select the Excel radio button. |
Save As Type |
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Include header |
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Delimiter |
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Enclosing Character |
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Printer |
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Subject |
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Report File Prefix |
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Add Additional Comments |
Select this check box if you want to include additional comments with the emailed report. If you select this check box, the Additional Comments window appears after you click the Print button in the ribbon, and allows you to enter the comments. This check box is only available if you select the Email radio button. |
Print Full Heading on All Pages |
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Print Title Line on All Pages |
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This field displays the language for the invoice or memo you are printing. |
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This field is disabled in this window. |
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Horizontal Shading |
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Collate |
Select this check box to collate the printed copies of the report (if you are printing multiple copies of the report). This check box is cleared by default, and is only enabled if you select the Printer radio button and enter a value greater than 1 in the Number of Copies field. Example You are printing five copies of a 20 page report to distribute to five different people. Leave this check box selected, so that pages 1-20 of the first copy prints, then pages 1-20 of the second copy, etc. If you clear this check box, five copies of page 1 prints, then five copies of page 2, etc. |
Horizontal Shading Color |
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Number of Copies |
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Process |
Select whether the task is run now or run by Scheduling Assistant. If you select the Schedule radio button, you can specify when the task occurs, and optionally set up an alert to be created when the task completes. These radio buttons are only enabled if the Disable Scheduling Assistant check box is cleared for your user ID in User Profile Maintenance. Note If you select the Schedule radio button, you cannot output to the screen. |
Time |
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Date |
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Task Occurs |
Select one of the following options:
These radio buttons are only enabled if you select the Schedule radio button. |
Frequency |
These radio buttons are only available if you select the Every radio button. |
Day of Week |
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Repeat Every X Days |
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Repeat On |
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Repeat Every X Minutes |
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Triggering Task Id |
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Triggering Task Name |
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Triggering Task Description |
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Task Description |
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Scheduling Assistant Queue |
Enter an active Scheduling Assistant queue for the task, or click the Lookup button to select a Scheduling Assistant queue. This defaults to the default queue for your user ID. This field is only enabled if you select the Schedule radio button, and you are assigned to a queue other than the Default queue. |
External Email |
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Screen Alert |
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Internal Email |
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Report Files |
This grid displays report files set up for the report, and is only available if report files are set up for the program in Report File Maintenance. This grid includes the following columns:
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